Passed CFA Level I Bachelors jobs

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Found 12 Corporate, North America jobs

  • Portfolio Manager

    • Rockville, Maryland
    • Negotiable
    • SOL Capital Management Company

    The Portfolio Manager invests and monitors their clients' custom-designed portfolios and researches new investment opportunities.

  • Investment Professional

    • San Diego, California
    • $60,000 per year plus bonus & benefits. Opportunity for ownership.
    • Trivant Custom Portfolio Group, LLC

    Desired Qualifications: The ideal candidate should have a deep interest in investment research.   Willingness to take on a variety of responsibilit...

  • Wealth Management Portfolio Manager - Las Vegas

    • Las Vegas, Nevada
    • $150,000 - $185,000
    • Zions Bancorporation

    The Portfolio Manager role is 30-40% client facing and works closely with other team members to solicit new business and service existing clients.

  • Investment Consultant - West Coast Consulting

    • Multiple locations: San Francisco and/or Portland
    • Commensurate with experience
    • Callan LLC

    You will work directly with institutional asset owners to help solve complex problems, serve as a trusted adviser & manage client relationships.

  • Senior Investment Associate

    • Beverly Hills, California
    • Competitive salary based on experience ranging from $125k - $175k/yr base+bonus, benefits.
    • Mozaic LLC

    Opportunity to meaningfully contribute within a small team, utilize portfolio management, client service, & cross-asset class investment capabilities.

  • Analyst

    • Calgary, Alberta
    • competitive salary and benefits package
    • Longbow Capital

    Longbow Capital Inc. Longbow Capital Inc. is a Calgary-based private equity investment manager that was founded in 1997. With approximately $1.1 bi...

  • Vice President, Product Strategy

    • Toronto (City), Ontario (CA)
    • Base salary + bonus + benefits
    • AGF Investments Ltd.

    Vice President, Product Strategy will lead the execution of AGF’s ambitious product development and management strategy.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.

  • Associate

    • Vancouver, British Columbia (CA)
    • $70,000-$120,000/year
    • AGF Investments Ltd.

    Cypress is looking for an Associate to help the portfolio management team improve all aspect of the investment management process.

  • Investment Analyst (Real Estate)

    • Calgary (Region), Alberta (CA)
    • Competitive salary + benefits
    • Boardwalk REIT

    Boardwalk provides Canadians with a quality, comfortable, home living experience. We offer rental apartments and townhouses that come in a wide bre...

  • Investment Strategy Senior Analyst

    • Atlanta, Georgia
    • Salary commensurate with experience
    • Truist Advisory Services, Inc.

    The Senior Investment Strategy Analyst supports the development of the firm’s investment outlook, asset allocation, and portfolio construction.

  • Equity Research Analyst

    • Deerfield, Illinois
    • Commensurate with Qualifications
    • Kovitz

    Analyze businesses through in-depth fundamental research, build investment cases, draft memos, and make recommendations to the team.

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