Passed CFA Level II jobs in Full Time

Found 22 Corporate, United States jobs

• Investment Analyst

  

  • Scottsdale, Arizona
  • Dependent on Experience; Best in Class Benefits
  • DF Enterprises

  Will lead external investment manager + product sourcing, diligence, monitoring and performance reporting process for multiple family office entities

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  • 34 days ago
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• Sr. Equity Analyst, Healthcare

  • Chicago, Illinois
  • commensurate with experience
  • Ameriprise Financial

  Job Description The Senior Equity Analyst is responsible for analyzing and recommending smaller, exchange-listed U.S. healthcare companies. Senior ...

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  • 1 day ago
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• Institutional Sales Associate 2

  

  • San Francisco, California
  • Salary, incentive and benefits
  • Wells Fargo Asset Management

  Large and complex institutional clients/prospects by providing services related to projects, relationship management, reporting and documentation

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  • 1 day ago
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• 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.

  View details Equity Analyst - Private Wealth Management

  • 6 days ago
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• 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.

  View details Investment Analyst

  • 6 days ago
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• 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.

  View details Small Cap Analyst

  • 7 days ago
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• 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.

  View details Senior Portfolio Manager, TRUST

  • 7 days ago
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• 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.

  View details Associate Analyst I-Equities (Remote Work Eligible)

  • 8 days ago
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• 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.

  View details Investment Manager

  • 14 days ago
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• 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

  View details Equity Analyst - Technology

  • 15 days ago
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• 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...

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  • 15 days ago
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• Wealth Management Investment Officer

  • Chandler, Arizona (US)
  • TBD
  • Great Western Bank

  The Investment Officer assists in designing, implementing and communicating the investment strategy for the Wealth Management group.

  View details Wealth Management Investment Officer

  • 16 days ago
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• Credit Research Anlayst, PPM America

  

  • Chicago, Illinois
  • base + discretionary bonus + full benefits
  • Jackson National Asset Management

  Summary The individual will join the Credit Analysis group as a member of the investment team for PPM’s core portfolios of corporate bond and loans...

  View details Credit Research Anlayst, PPM America

  • 17 days ago
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• Research Analyst

  • Asheville, North Carolina (US) headquarters, another Parsec office, or possibly remote.
  • Salary commensurate with qualifications. Median salary is $65,000.
  • Parsec Financial

  The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

  View details Research Analyst

  • 20 days ago
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• Senior Investment Associate

  

  • Sarasota, Florida (US)
  • Starting at $60,000+ Benefits
  • SmartPro Financial

  Job Description SmartPro Financial is seeking a full-time Senior Investment Associate who has a passion for investment research and portfolio manag...

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  • 7 days left
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• Senior Business Analyst - Salesforce

  • Chicago, London, Toronto
  • RBA
  • Morningstar, Inc

  This role will work within the Global Process Team, specifically within the Quote to Cash pillar reporting up to the Global Process Owner.

  View details Senior Business Analyst - Salesforce

  • 6 days left
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• Investment Analyst II

  

  • Dallas, Texas
  • Benefits with performance bonus
  • Blucora

  Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for th...

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  • 1 day left
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• Associate Investment Analyst, Multi-Manager Solutions

  

  • Stamford, Connecticut (US)
  • Salary commensurate with 1-3 years of experience
  • Northern Trust

  JOB SUMMARY The successful candidate will be responsible for assisting with the review and analysis of investment data on external investment manag...

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  • Expiring today
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• Associate Client Investment Officer - OCIO

  

  • Chicago, Illinois
  • Salary commensurate with 3+ years of experience
  • Northern Trust

  JOB SUMMARY The Associate Client Investment Officer will be responsible for assisting senior staff in the management of investment relationships fo...

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  • Expiring today
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• Proxy and Engagement Analyst

  

  • Chicago, Illinois
  • Salary commensurate with 3-5 years of experience
  • Northern Trust

  JOB SUMMARY:   The Proxy and Engagement Analyst in Chicago is responsible for supporting and executing a variety of tasks related to stewardship ac...

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  • Expiring today
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