Passed CFA Level III (Charter Pending) jobs

Found 19 jobs

• Securities Analyst & Portfolio Manager

  

  • Scottsdale, Arizona
  • Commensurate with experience
  • Laffer Tengler Investments

  Our company is growing rapidly and is looking for an Securities Analyst who will also have portfolio management responsibilities.

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  • 1 day ago
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• Capital Markets Policy Researcher/Senior Researcher

  • Washington D.C.
  • $84,100 for Affiliates or $114,700 for Senior Affiliates
  • CFA Institute

  CFA Institute is looking to appoint Researchers/Senior Researchers (collectively, “Affiliates”) for a 9 month fixed term to develop and conduct res...

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  • 22 days ago
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• Equity Analyst

  

  • Charlotte, NC
  • Competitive salary and incentive bonus structure; above market benefits
  • Sterling Capital Management LLC

  Join Sterling Capital as an equity analyst, leveraging market insights to drive investment decisions & deliver impactful strategies for clients.

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  • 34 days ago
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• Buy-side Analyst

  • New Delhi, Delhi (IN)
  • Competitive as per industry standards
  • Buy-side role at a Family Office

  To succeed in this role you will need strong Excel & analytical skills, critical thinking, communication skills & the ability to work in a small team.

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• Client Portfolio Advisor

  • Saint Paul, Minnesota (US)
  • $100-130K plus bonus and excellent benefits
  • Fiduciary Counselling, Inc.

  RIA/Family Office seeks advisor to tailor & manage complex investment strategies and portfolios to meet the financial goals of clients.

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  • 2 days ago
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• Risk & Performance Analyst

  

  • Chicago, Illinois
  • Base Salary Range: $98,000 to $124,000/annually The starting salary offer will vary based on the a
  • Duff & Phelps Investment Management Company

  Identify, analyze, review, and document portfolio, investment strategy, & firm-level risks.

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  • 8 days ago
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• Product Specialist

  • Mumbai
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Responsible for product evaluation, preparing presentation, product notes, sharing portfolio updates with clients, handling a team.

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  • 15 days ago
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• Investment Associate

  

  • San Mateo, California
  • Up to $150,000/yr plus benefits
  • Knuff & Company LLC

  Investment Associate role with broad responsibilities, mentorship from two founding partners, and significant long-term career potential.

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  • 20 days ago
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• Investment Risk Analyst

  • Boston or Minneapolis
  • Competitive compensation and benefits
  • Ameriprise Financial

  Columbia Threadneedle Investments is seeking an analyst to assist senior risk managers to measure, monitor, analyze, and manage investment risk.

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  • 21 days ago
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• Senior Credit Analyst

  • Mexico City (MX)
  • Negotiable
  • Moody's

  The Senior Credit Analyst/ML role provides a chance to create a meaningful contribution to the success of Moody’s Local Mexico, by managing a portf...

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  • 22 days ago
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• Business Development

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

  The role would involve business development activities targeting specific segment of High Networth Investors like Doctors, CXO’s, lawyers, export c...

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  • 6 days left
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• Equity Analyst-Family Office

  • Hyderabad, Andhra Pradesh (IN)
  • Upto 30 LKPA
  • Gland Celsus Biochemical Limited

  Job description: Equity Analyst: Gland Celsus Investment We are seeking an experienced equity research analyst to join our team at Gland Celsus Inv...

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  • 6 days left
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• Gerencia de Riesgos ASG y Sustentabilidad

  • Mexico City (MX)
  • Negotiable
  • Afore XXI Banorte

  Incorpora tu talento a la Afore más grande de México como: Gerenta | Gerente en Riesgos ASG y Sustentabilidad Funciones: Identificar los riesgos A...

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  • 3 days left
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• Financial Associate

  • Mumbai, Konkan (IN)
  • As per Industry standard
  • Tristone Strategic Partners LLP

  Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

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  • 2 days left
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• RFP Writer

  • Bangalore (Division), Karnataka (IN)
  • 7,00,000 to 13,00,000 LPA + Variable
  • Acuity Knowledge Partners

  RFP Services is one of the key practices within the FMS where we create necessary specialisms to respond to asset and wealth management RFPs and DDQs.

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  • 1 day left
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• REGISTERED INVESTMENT ADVISOR

  

  • Mechanicsburg, Pennsylvania
  • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
  • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

  Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

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  • 30 days ago
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• Buy Side Equity Research Analyst – Large-Cap Technology Sector

  • Milwaukee, Wisconsin
  • $150,000+
  • Silvercrest Asset Management

  Position Description Buy Side Equity Research Analyst – Large-Cap Technology Sector _______________________________________________________________...

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  • 34 days ago
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• Buy Side Equity Research Analyst-Industrial Sector

  • Milwaukee, Wisconsin
  • $150,000+
  • Silvercrest Asset Management

      Position Description Buy Side Equity Research Analyst – Industrial Sector ____________________________________________________________________...

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  • 37 days ago
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• Equity Analyst - Large Cap Generalist

  

  • Saint Louis, Missouri (US)
  • $100,000 - $125,000 base with bonus opportunity
  • Quantum Wealth Management

  Quantum Wealth Management is seeking an Equity Research Analyst to perform fundamental analysis of Large-Cap US Equities as a generalist.

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  • 1 day left
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