Passed CFA Level III (Charter Pending) jobs

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Found 21 United States jobs

  • Manager, Financial Planning & Analysis

    • Chatsworth, California (US)
    • Competitive salary + bonus + benefits + flex
    • MGA Entertainment

    A key role in a highly innovative company with a collaborative culture.

  • Trust Investment Officer

    • Sioux Falls, South Dakota
    • Commensurate with experience with full benefit package
    • Dorsey & Whitney Trust Company LLC

    Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.

  • VP, Wealth Portfolio Manager

    • Can be located in Albany, NY; Boston, MA; Hartford, CT; Lenox, MA; Springfield, MA; or Worcester, MA
    • not disclosed
    • Berkshire Bank

    Division:                Asset Management/Trust                                           Department:           Berkshire Wealth Management        ...

  • Intermediate or Senior Investment Analyst

    • Nashville, Tennessee
    • Compensation is commensurate with experience and qualifications.
    • Tennessee Department of Treasury

    The Tennessee Department of Treasury Investment Division is seeking an Intermediate or Senior Investment Analyst to support the public equity program.

  • Portfolio Manager

    • Tallahassee, Florida
    • Hiring Range: $72,000 - $90,000
    • State Board of Administration of Florida

    The SBA is seeking a Portfolio Manager to join its Global Equity (GE) asset class.  The Portfolio Manager will be an integral member of a 17-person...

  • Sr. Research Consultant - Public Markets (Equities)

    • Boston, Massachusetts
    • Negotiable
    • NEPC, LLC

    The Senior Research Consultant – Public Markets Consultant is responsible for review, evaluation & analysis of the investment managers and strategies.

  • Research Consultant - Hedge Funds (Credit)

    • Boston, Massachusetts
    • Negotiable
    • NEPC, LLC

    Candidates for this position will be serving in a comparable role at a plan sponsor, investment manager or consulting firm specializing in hedge funds

  • Senior Research Analyst - Alternatives

    • Portland, Oregon
    • Range based on expereince. Base plus disc. bonus and great benefits.
    • Arnerich Massena

    Sr. Alts Analyst conducts non-traditional investment manager research & due diligence, sourcing hedge, PE & other alternative products for approval.

  • Consulting Analyst / Sr. Consulting Analyst - Public Funds

    • Redwood City, California (US)
    • Negotiable
    • NEPC, LLC

    The Sr. Consulting Analyst or Consulting Analyst position works closely with our Public Fund consulting staff.

  • Investment Portfolio Manager Generalist

    • Louisville, Kentucky
    • Great Benefits!
    • Kentucky Farm Bureau Mutual Insurance

    Investment strategy for the Company’s general account, including research and implementation of investment opportunities.

  • Lead Investor Outreach Advisor

    • San Francisco, California
    • compensation commensurate with experience
    • Nasdaq

    Nasdaq’s SCI Team is a global group of consultative analysts focused on helping companies execute on value enhancing strategies.

  • Financial Analyst

    • Knoxville, Tennessee
    • $67,280 Base Salary + Profit Sharing + Pension + Benefits + Generous Vacation
    • Bush's Baked Beans

    The Financial Analyst is responsible for supporting the oversight and management of numerous investment pools of capital in the Bush Family Enterprise

  • Senior Financial Analyst

    • Burbank, California
    • 100K+ base, bonus, benefits, modern technology culture
    • Designworks Talent

    Global leader in the localization industry with leading-edge technology providing dubbing, subtitling, and access services in any language.

  • Investment Analyst

    • Bethesda, Maryland (US)
    • Competitive salary and benefits package
    • Trumbower Financial Advisors, LLC

    Bethesda MD RIA seeks investment research professional to conduct security/mutual fund research and due diligence, develop asset allocations and more!

  • Account Manager Latin America

    • New York (US) or Miami
    • Negotiable
    • PIMCO

    PIMCO is one of the world’s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: c...

  • Senior Equity Research Analyst & Portfolio Manager

    • Boston, Massachusetts (US)
    • Dependent on qualifications
    • Cambridge Trust

    Senior Equity Analyst and Co-Portfolio Manager for our Sustainable & Responsible Investing (SRI) Equity strategy.

  • Senior Client Portfolio Manager - New Hampshire

    • New Hampshire
    • Dependent on qualifications
    • Cambridge Trust

    The Sr. Portfolio Manager will manage and advise individual client portfolios across equities & bonds based on team recommendations.

  • Hedge Fund Investment Due Diligence Analyst

    • San Francisco, California
    • Comprehensive Compensation and Benefits Package
    • Albourne America

    We are looking for a bright and talented Investment Due Diligence Analyst to join our team in our San Francisco office.

  • Manager, Wealth/Discretion

    • Raleigh, North Carolina (US)
    • DOE
    • CAPTRUST

    CAPTRUST seeks a Wealth/Discretion Manager who will be focused on understanding and seeking to improve our wealth discretionary models.

  • Portfolio Manager

    • Boston, Massachusetts
    • Open/ Negotiable
    • Welch & Forbes

    Company Description: Welch & Forbes is a full-service private wealth management firm with an over 180-year history of working with clients to help ...

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