Passed CFA Level III (Charter Pending) jobs in Bachelors

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Found 26 jobs

  • B2B Account Sales Growth Executive

    • Mumbai, Konkan (IN)
    • Negotiable
    • WealthDesk

    WealthDesk is India’s pioneering B2B2C SaaS based Neo AMC platform on top of broking that powers advisory, broking, wealth management and portfolio...

    New

  • Business Development

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

    Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.

  • Research Analyst

    • Noida, Uttar Pradesh (IN)
    • Negotiable
    • LearnApp

    Abstract LearnApp provides high-quality, industry-relevant education in the field of investing, trading, business management, and more. In our ende...

  • Equity Dealer

    • Mumbai, Konkan (IN)
    • Negotiable
    • Indistock Securities Ltd.

    Position Summary We are looking for an Equity Dealer conversant with dealing & broking and investment-related operations. He will be responsible fo...

  • Wealth Management Advisor

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Investment Analyst

    • Remote working
    • Negotiable
    • Prospect Mining Studio

    This role will involve initial and ongoing due diligence and financial analyses of investment opportunities for the Prospect Mining Studio.

  • Investment Advisor

    • Sri Lanka (LK)
    • Negotiable
    • Capital TRUST Securities (Pvt)Ltd

    Ability to independently read, interpret and comprehend fundamental and Macro Economic Research to formulate timely investment opportunities and ho...

  • Senior / Research Analyst

    • Sri Lanka (LK)
    • Negotiable
    • Capital TRUST Securities (Pvt)Ltd

    Fundamental Analysis : Would engage in issuing valuation driven investment recommendations on designated counters of the CSE, by carrying out secto...

  • Manager - Product

    • Mumbai, Konkan (IN)
    • Competitive
    • DSP Investment Managers Private Limited

    Developing and maintaining institutional sales material and presentations for the firm’s products across mutual funds and alternative funds. Tra...

  • Options Trader

    • Mumbai Central, Konkan (IN)
    • Salary will be discussed individually and will be at par with industry norms
    • Alpha Alternatives

    Options Trader- Alpha Alternatives- Multi Asset Management Firm

  • Financial Planner - Private Wealth

    • Mumbai, Konkan (IN), New Delhi
    • Negotiable
    • ASK Wealth Advisors

    Financial Planning/Analyst role for ASK Wealth Advisors with key responsibilities of portfolio monitoring & reviews for UHNI clients & supporting RMs

  • Senior Investment Risk Analyst - Fixed Income

    • Singapore (SG)
    • Market Competitive
    • Franklin Templeton Investments

    The role calculates, analyzes and reports portfolio characteristics, weights, attribution and risk statistics.

  • Analyst/ Sr. Analyst - Equity Research

    • Mumbai, Konkan (IN), Gurgaon
    • 6 - 9 lakhs (negotiable)
    • Aranca (Mumbai) Pvt. Ltd.

    Financial modeling skills to formulate business drivers (revenue, cost, etc.). Knowledge of concepts of finance & accounting, valuation methodologies

  • Trainee - Investment Advisor

    • Bangalore City, Bangalore (IN)
    • 4,00,000 to 7,000,000
    • Entrust Family Office

     We are hiring! CFAs & product advisory aspirants with 2-5 yrs experience in equity capital markets with strong analytical & presentation skills.

  • VP of Investments

    • Dayton, Ohio
    • Competitive base and bonus pay structure for a position located in the Dayton/Cincy, OH. area.
    • The Connor Group

    Focus on 3 areas, bottom up research & research oversight, idea generation of themes & investment areas and monitor current portfolio of funds/stocks.

    New

  • ANALYST EQUITY CAPITAL MARKETS / M&A

    • Sri Lanka (LK)
    • Open / Negotiable
    • Capital Alliance Group

    CAL is a leading full-service frontier markets financial institution that offers a comprehensive selection of integrated investment and capital mar...

  • Treasury Analyst

    • Vancouver, British Columbia (CA)
    • Annual Salary
    • Teck Resources Limited

    Are you a great multitasker with financial modelling skills? The analyst would work with our team on corporate finance and capital allocation.

  • Financial Analyst

    • Remote (availability for Eastern Time US/Canada time zone)
    • Negotiable
    • IQ Banker

    IQ banker is a NY based Digital Innovation and Transformation Development Company focusing on Corporate Finance and Financial Markets. Since our fo...

  • Market Manager, Private Bank Wealth Advisory

    • Menlo Park, California
    • Benefits, 401K with company match, time-off program, paid bank holidays
    • Staffing@svb.com

      The Market Manager is responsible for leading efforts to acquire, grow and service banking, credit and wealth advisory relationships with individ...

  • Portfolio Manager

    • Cleveland, Ohio
    • Competitive Compensation Package
    • Fairport Wealth

    Fairport Investment Team with $2B+ in discretionary assets under management, the Portfolio Manager is integral to the the team.

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