Passed CFA Level III (Charter Pending) Full Time jobs in Bachelors
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Found 4 Corporate, North America jobs for $125,000 - $149,999
Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date. Review ...
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.
Portfolio Manager will work with firm to develop and launch proprietary models for advisors and share expertise with firm's advisors.
This is a rare opportunity to join a boutique six-person investment firm in a senior investment manager role.