Passed CFA Level III (Charter Pending) jobs in Full Time

Found 23 Corporate, North America 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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  • 24 days ago
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• Intermediary Sales Consultant

  

  • Flexible, California
  • Commensurate with experience
  • Hotchkis & Wiley Capital Management

  Hotchkis & Wiley is seeking a highly motivated individual to become part of our Firm.

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  • 49 days ago
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• Portfolio Manager

  

  • Lake Saint Louis, Missouri
  • Compensation package depends on experience and ability to perform all job functions
  • First Heartland

  Portfolio Manager will work with firm to develop and launch proprietary models for advisors and share expertise with firm's advisors.

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  • 3 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.

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  • 4 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

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  • 5 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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  • 5 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.

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  • 6 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...

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  • 7 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

  • 10 days ago
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• Vice President, Senior Portfolio Manager

  

  • Remote - Midwest or West Coast
  • Salary Commensurate with Experience
  • Members Trust Company

  Work with credit union partners to bring in new client investment accounts while effectively managing existing client investment portfolios.

  View details Vice President, Senior Portfolio Manager

  • 12 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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  • 13 days ago
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• Research Associate - E&P

  • 200 Bay St. W, Toronto
  • Competitive
  • RBC

  Research Associate, E&P (Requisition ID 361397)

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  • 13 days ago
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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

  • 14 days ago
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• Sr Planning Advisor

  

  • Calgary, AB, Canada
  • Competitive pay based on market and individual experience
  • Parex Resources Inc

  POSITION DESCRIPTION Position Title: Sr Corporate Planning Advisor Department: Capital Markets & Corporate Planning Location: Calgary Reports to (T...

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  • 17 days ago
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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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  • 20 days ago
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• Investment Analyst, Real Estate Advisory Services

  

  • San Francisco, California
  • Salary commensurate with experience and benefits
  • The Townsend Group, an Aon Company

  Investment Analysts within The Townsend Group play a key role and participate in virtually every aspect of the business (outlined in the job summary).

  View details Investment Analyst, Real Estate Advisory Services

  • 20 days ago
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• Chief Investment Officer

  

  • Houston, Texas (US)
  • Salary negotiable plus benefits
  • Saxon Financial Group

  Role Independent RIA in Houston is looking for Chief Investment Officer (CIO) candidates to meet the Firm’s growing needs. The CIO will be integral...

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  • 6 days left
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• Senior Specialist - GPO Quote to Cash (Salesforce)

  

  • Toronto (Region), Ontario (CA), Chicago, London
  • TBA
  • Morningstar, Inc

  The role requires the use of analytical skills to support the business, identify and execute opportunities to drive performance of Finance processes

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  • 5 days left
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• Sr Portfolio Manager, Dividend Income

  • Boston, Massachusetts
  • Open / Negotiable
  • Ameriprise Financial

  Responsible for investment performance & portfolio management.

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  • 5 days left
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• J.P. Morgan Advisors Investment Associate, Philadelphia, PA

  

  • Philadelphia, Pennsylvania (US)
  • Base, Bonus + Benefits
  • JPMorgan Chase

  JPMorgan Chase & Co.  (NYSE: JPM)  is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and o...

  View details J.P. Morgan Advisors Investment Associate, Philadelphia, PA

  • 26 days ago
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