Passed CFA Level III (Charter Pending) jobs
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Passed CFA Level III (Charter Pending)
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Found 21 United States jobs
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Manager, Financial Planning & Analysis
A key role in a highly innovative company with a collaborative culture.
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Trust Investment Officer
Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.
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VP, Wealth Portfolio Manager
Division: Asset Management/Trust Department: Berkshire Wealth Management ...
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Intermediate or Senior Investment Analyst
The Tennessee Department of Treasury Investment Division is seeking an Intermediate or Senior Investment Analyst to support the public equity program.
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Portfolio Manager
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...
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Sr. Research Consultant - Public Markets (Equities)
The Senior Research Consultant – Public Markets Consultant is responsible for review, evaluation & analysis of the investment managers and strategies.
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Research Consultant - Hedge Funds (Credit)
Candidates for this position will be serving in a comparable role at a plan sponsor, investment manager or consulting firm specializing in hedge funds
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Senior Research Analyst - Alternatives
Sr. Alts Analyst conducts non-traditional investment manager research & due diligence, sourcing hedge, PE & other alternative products for approval.
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Consulting Analyst / Sr. Consulting Analyst - Public Funds
The Sr. Consulting Analyst or Consulting Analyst position works closely with our Public Fund consulting staff.
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Investment Portfolio Manager Generalist
Investment strategy for the Company’s general account, including research and implementation of investment opportunities.
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Lead Investor Outreach Advisor
Nasdaq’s SCI Team is a global group of consultative analysts focused on helping companies execute on value enhancing strategies.
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Financial Analyst
The Financial Analyst is responsible for supporting the oversight and management of numerous investment pools of capital in the Bush Family Enterprise
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Senior Financial Analyst
Global leader in the localization industry with leading-edge technology providing dubbing, subtitling, and access services in any language.
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Investment Analyst
Bethesda MD RIA seeks investment research professional to conduct security/mutual fund research and due diligence, develop asset allocations and more!
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Account Manager Latin America
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...
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Senior Equity Research Analyst & Portfolio Manager
Senior Equity Analyst and Co-Portfolio Manager for our Sustainable & Responsible Investing (SRI) Equity strategy.
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Senior Client Portfolio Manager - New Hampshire
The Sr. Portfolio Manager will manage and advise individual client portfolios across equities & bonds based on team recommendations.
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Hedge Fund Investment Due Diligence Analyst
We are looking for a bright and talented Investment Due Diligence Analyst to join our team in our San Francisco office.
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Manager, Wealth/Discretion
CAPTRUST seeks a Wealth/Discretion Manager who will be focused on understanding and seeking to improve our wealth discretionary models.
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Portfolio Manager
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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