Passed CFA Level I jobs in Bachelors

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Found 41 North America jobs

  • Portfolio Manager

    • Edmonton
    • Bonus on performance + HSA and eligible business expenses covered
    • Bilyk Financial Wealth Management

    Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date.  Review ...

  • Equity Analyst - Private Wealth Management

    • Milwaukee, Wisconsin
    • Base + Annual Target Bonus
    • Baird

    Consult on nearly $50B in individual stocks in Baird’s PWM system and act as a co-manager of Baird’s two PWM Home Office Portfolios.

  • Investment Analyst

    • Scottsdale, Arizona
    • Salary based upon experience, plus benefits.
    • SunChase

    Investment Analyst with responsibilities related to financial investments, direct business capital investments and private lending.

  • Analyst, Portfolio Analytics

    • Vancouver, British Columbia (CA)
    • Base Salary + Performance Bonus
    • Connor, Clark & Lunn Financial Group

    CC&L Financial Group is looking for an Analyst, Portfolio Analytics to manage a variety of functions that support performance, attribution & exposure.

  • Small Cap Analyst

    • Chicago, Illinois
    • commensurate with experience, includes benefits and incentive compensation
    • Segall Bryant & Hamill

    SBH Small Cap team is seeking a small cap analyst eager to develop their skills and knowledge across the small cap investment discipline.

  • Senior Portfolio Manager, TRUST

    • Saint Louis, Missouri (US)
    • Visit our career site to learn more about our total compensation approach.
    • Edward Jones.

    Provide discretionary management for complex trust and high net worth portfolios in accordance with clients' unique needs and fiduciary standards.

  • Associate Analyst I-Equities (Remote Work Eligible)

    • Saint Louis, Missouri (US)
    • Visit our career site to learn more about our total compensation approach.
    • Edward Jones.

    Support the Securities Research Team by gathering data, conducting due diligence and helping to prepare investment recommendations.

  • Intermediate Analyst - High Yield/Leveraged Loans

    • Chicago, Illinois
    • Salary commensurate with experience. Allstate offers competitive benefits, 401k match and pension
    • Allstate Insurance Company

    Make recommendations based on a thorough understanding of industry and company fundamentals, as well as valuation.

  • Senior Analyst - High Yield/Leveraged Loans

    • Chicago, Illinois
    • Salary commensurate with experience. Allstate offers competitive benefits, 401k match and pension
    • Allstate Insurance Company

    Following various leveraged investments and making recommendations based on understanding of industry and company fundamentals, as well as valuation.

  • Financial Internships

    • Toledo, Ohio (US)
    • Compensation will be determined by qualifications and experience.
    • Alan B. Lancz and Associates, Inc.

    Alan B. Lancz and Associates, Inc., is offering Financial Internships in the fields of Finance, Accounting, Statistics,...

  • Investments Quantitative Analyst

    • Chicago, Illinois
    • Salary commensurate with experience. Allstate offers competitive benefits, 401k match and pension
    • Allstate Insurance Company

    This role is responsible for performing quantitative analysis and research within the Risk and Return group of Allstate Investments.

  • Investment Manager

    • Grand Rapids, Michigan (US)
    • $85,000-$150,000/year + benefits; Compensation package commensurate with education and experience.
    • Kevin Toler & Associates

    This is a rare opportunity to join a boutique six-person investment firm in a senior investment manager role.

  • Associate

    • Calgary AB or Houston TX
    • Competitive
    • Orennia Inc

    Develop analytical insights

  • Equity Analyst - Technology

    • Chicago, Illinois
    • TBA
    • Morningstar, Inc

    The analyst will publish in-depth research pieces that exemplify our reputation for thought leadership, assess outcomes and provide analysis

  • Portfolio Manager

    • Fort Worth, Texas
    • Commensurate with experience
    • Diesslin Group, Inc.

    As a Portfolio Manager, you will work with clients to design and implement investment portfolios aimed at meeting their unique objectives.  In this...

  • Allstate Strategic Ventures Associate

    • Northbrook, Illinois (US)
    • Salary commensurate with experience. Allstate offers competitive benefits, 401k match and pension
    • Allstate Insurance Company

    This role helps with sourcing, evaluating, performing due diligence, structuring, negotiating and managing investment opportunities globally. 

  • Analista de Portafolios

    • Mexico City (MX)
    • Negotiable
    • Finaccess

    Finaccess Servicios Corporativos es una boutique Wealth Management Company dedicada, entre otras cosas, al análisis y desarrollo de estrategias de ...

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