Passed CFA Level II jobs

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Found 18 United States jobs

  • Operations Account Derivatives Specialist (Operations Accountant 5)

    • 525 Market San Francisco, California
    • Base plus annual bonus
    • Wells Fargo Asset Management

    Implementing and overseeing operational processes and controls to support derivative investment products as part of the Portfolio Accounting team.

  • Senior Wealth Advisor

    • Independence, OH
    • $100k annual salary plus revenue-sharing and benefits
    • Strategic Wealth Partners

    The Senior Wealth Advisor (SWA) is responsible for providing financial planning services and investment solutions to the firm’s clients.

  • Fixed Income Trader

    • Newport Beach, California
    • Competitive
    • Aristotle Capital Management, LLC

    Bright, motivated, team-oriented professional to be responsible for executing trades in a growing advisory firm with multiple fixed income strategies.

  • Product Specialist

    • Los Angeles, California
    • Competitive
    • Aristotle Capital Management, LLC

    We are currently seeking a Product Specialist to work closely with the investment team communicate all aspects of our investment process.

  • Investment Counselor

    • Beverly Hills, California
    • Competitive plus comprehensive benefits
    • Joel R. Mogy Investment Counsel Inc.

    Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.

  • Equity Analyst

    • Louisville, Kentucky
    • Negotiable base salary with performance-linked bonus.
    • Waycross Partners, LLC

    Equity Analyst position available at a growing Louisville-based, Large Cap Core Equity and Long/Short Equity firm.

  • Product Development and Portfolio Management - ETFs/Mutual Funds/Structured Products

    • McLean, Virginia (US)
    • Negotiable
    • Cboe Vest Financial LLC

    This is an opportunity to join a young, innovative investment firm on the ground floor.

  • Client Advisor

    • Phoenix
    • Competitive Base DOE + benefits + bonus
    • MRA Associates

    The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.

  • Internal Sales Desk Manager

    • 125 High St Boston, MA
    • Base, comission, and bonus
    • Wells Fargo Asset Management

    Responsible for managing a sales team while influencing and driving the sales of Wells Fargo's mutual funds and separately managed accounts.

  • Equity Analyst

    • Denver, Colorado (US)
    • Commensurate with experience
    • Segall Bryant & Hamill

    SBH seeks an Equity Analyst to join our Dividend Value team.

  • Technology Equity Research Analyst

    • Financial District
    • Based on Experience
    • Eventide Asset Management

    A Boston-based SRI manager with over $3 billion in assets is looking to hire a Technology Equity Research Analyst.

  • Private Equity Analyst

    • Boston, Massachusetts (US)
    • Competitive salary and full benefits including profit sharing and 401(k) plans.
    • NEPC, LLC

    The Private Equity Analyst builds and maintains knowledge of institutional investment managers and processes.

  • Research Analyst / Sr. Research Analyst

    • Boston, Georgia (US)
    • Competitive salary and full benefits including profit sharing and 401(k) plans.
    • NEPC, LLC

    The Research Analyst/Senior Research Analyst will have responsibility for following and evaluating investment managers.

  • Municipal Research Analyst

    • Boston, Massachusetts (US)
    • Salary based upon experience
    • GW&K Investment Management

    The Municipal Research Analyst will be responsible for comprehensive credit analysis in all sectors of the investment grade municipal market.

  • Financial Analyst (Resi Portfolio Mgmt)

    • Coral Gables, FL
    • Based on Experience...
    • Bayview Asset Management

    This position supports all analytic efforts of the company’s loan valuation, securitization transaction management and portfolio tracking.

  • Business Development and Relationship Manager

    • Los Angeles, California
    • Competitive base salary, bonus eligibility, and comprehensive benefits package
    • Public Trust Advisors LLC

    California-based Business Development and Relationship Manager focused expanding our investment advisory offerings to public entities in California.

  • VP, Senior Credit Analyst - Boston/Durham

    • Boston, Massachusetts (US) or Durham, North Carolina (US)
    • Up to $225,000 per year + bonus and benefits
    • Amundi Pioneer

    Produce extensive in-house fundamental research utilizing a value based approach and careful assessment of risk to identify opportunities for super...

  • Investment Analyst (Manager Research)

    • Fort Worth, Texas
    • Equal to experience. Plus investment bonus after 1st year, profit sharing plan, and ESOP.
    • First Command Financial Services

    The candidate will conduct due diligence of investment managers and analyze financial market and economic conditions.

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