Investment Advisor/Consultant Passed CFA Level III (Charter Pending) Full Time jobs in Bachelors

Found 16 jobs

• Analyst/Senior Analyst - Investment Banking

  

  • Pune City, Pune (IN)
  • 7-12 LPA
  • SG Analytics

  SG Analytics hiring in Investment Banking team

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  • 7 days left
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• Business Development

  • Mumbai, Konkan (IN)
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.

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  • 5 days ago
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• Sr. Analyst - Investment Banking

  • Pune (Locality), Maharashtra (IN)
  • Up to $15,000 per year
  • Skillflix Consultancy India Pvt. Ltd.

  Job Profile : • Analyzing company reporting documents to create pitch books, company profiles, information memorandums, sector reports, financial b...

  View details Sr. Analyst - Investment Banking

  • 4 days ago
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• Business Development

  • Mumbai, Konkan (IN)
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.

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  • 5 days ago
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• Intermediary Sales Consultant

  

  • Flexible, California
  • Commensurate with experience
  • Hotchkis & Wiley Capital Management

  Hotchkis & Wiley is seeking a highly motivated individual to become part of our Firm.

  View details Intermediary Sales Consultant

  • 20 days ago
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• Research Consultant, Fixed Income

  

  • Boston, San Diego
  • Salary based on experience
  • Meketa Investment Group

  Research Consultant, Fixed Income The Research Consultant works directly with the Public Markets investment team to perform manager due diligence b...

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  • 5 days ago
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• Vice President, Eastern Wealth Management Relationship Manager III

  

  • Duxbury, Massachusetts
  • Discussed in preliminary phone screen with Talent Acquisition
  • Eastern Bank

  Develop new clients for through various referral sources, internal and external, and serve as Relationship Manager for both new and existing clients.

  View details Vice President, Eastern Wealth Management Relationship Manager III

  • 6 days ago
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• Assistant Vice President, Financial Planner III

  

  • Boston, Massachusetts (US)
  • Discussed in preliminary phone screen with Talent Acquisition
  • Eastern Bank

  Collecting & analyzing of data for the creation of a comprehensive financial plan and build client financial profiles.

  View details Assistant Vice President, Financial Planner III

  • 6 days ago
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• Director - Methodology

  

  • Chicago, Illinois (US)
  • To Be Announced
  • Morningstar, Inc

  Data team seeks an enthusiastic, outcome-oriented Director to drive innovation and quality in the methodologies to drive innovation and quality

  View details Director - Methodology

  • 9 days ago
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• Head of Fixed Income Data

  

  • Chicago, Illinois
  • To be announced
  • Morningstar, Inc

  Data team seeks an enthusiastic, results-driven fixed income data/analytics leader and subject matter expert to advance our fixed income capabilities

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  • 9 days ago
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• Quantitative Analyst

  • Newport Beach, California
  • Open
  • Irvine Company

  Position Summary: The Quantitative Analyst will create, maintain, and update investment models; support data warehousing efforts, and maintain ETL ...

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  • 10 days ago
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• Product Control Global Process Owner AVP

  • Mexico City (MX)
  • Negotiable
  • Citi

  Citi is seeking an outstanding candidate for an AVP position working in the Product Control Global Process Owner team. The purpose of this role is:...

  View details Product Control Global Process Owner AVP

  • 11 days ago
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• Equity Analyst

  • Irvine, California
  • Open
  • Irvine Company

  Position Summary: The Equity Analyst position is part of the Company’s Investment Division. Activities specific to this role include: supporting Sr...

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  • 11 days ago
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• Senior Analyst - Alternative Investment Research, Mexico

  • Mexico City (MX)
  • Negotiable
  • Afore Coppel

  Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capita...

  View details Senior Analyst - Alternative Investment Research, Mexico

  • 11 days ago
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• Investment Analyst

  

  • Mequon, WI
  • Competitive salary and benefits including 401(k) & medical. Salary commensurate with experience.
  • Spectrum Investment Advisors, Inc.

  Assist with investment research in the development of investment solutions for the company’s individual and retirement plan clients.

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  • 13 days ago
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• Senior Investment Analyst Chicago Area

  

  • Chicago, Illinois East Loop
  • Salary is commensurate with experience
  • ProManage LLC

  ProManage is unique Fintech advisor that pioneered the "Managed Accounts" in 401k, 403b and 457 plans.

  View details Senior Investment Analyst Chicago Area

  • 17 days ago
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• Director of Passive Strategies Research, North America

  

  • Chicago, Illinois (US)
  • To Be Announced
  • Morningstar, Inc

  The Director of Passive Strategies Research will lead a team of analysts specialize in researching, rating index mutual funds & exchange traded funds

  View details Director of Passive Strategies Research, North America

  • 17 days ago
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• Portfolio Strategist

  • Dallas, TX
  • Competitive Base Salary and Incentive
  • State Farm

  State Farm Investment Planning Services (IPS) is seeking a Portfolio Strategist in its State Farm Investment Management unit (SFIM). Reporting to t...

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  • 3 days left
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• Director - Public Markets

  

  • St. John's, NL
  • Competitive salary plus benefits
  • Meridia Recruitment

  Leadership opportunity at Provident 10, a pension organization overseeing the $10 billion public service pension plan investment portfolio.

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  • 3 days left
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