Passed CFA Level III (Charter Pending) jobs

Found 20 United States jobs

• Senior Public Equity Research Analyst

  

  • Winter Park, Florida
  • Competitive salary + benefits
  • AndCo Consulting

  Senior Public Equity Research Analyst

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  • 5 days ago
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• Associate Client Portfolio Manager- Municipal

  

  • Boston, Massachusetts (US)
  • Commensurate with Experience
  • GW&K Investment Management

  Partner with sales & client service in presenting GW&K’s municipal investment strategies to both existing and prospective clients.

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  • 5 days ago
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• Quantitative Equity Research Associate

  

  • Los Angeles, California
  • Please see job description
  • Hotchkis & Wiley Capital Management

  Hotchkis & Wiley is seeking a highly motivated individual to become part of our Research Associate Program.

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  • 26 days ago
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• Investment Regulatory Risk Analyst

  

  • Dallas, Texas - Hybrid
  • Commensurate with experience.
  • GuideStone Financial Resources

  Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional developmen...

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  • 3 days left
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• Assistant Portfolio Manager

  • Stevens Point, Wisconsin
  • Salary will be commensurate with experience. Excellent benefit package, and company incentives.
  • Sentry Insurance

  Participates in the management of Sentry 's investment assets by following, analyzing, and trading for assigned securities, industries, asset class...

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  • 6 days left
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• Portfolio Manager

  

  • Tacoma, Washington State
  • Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
  • Financial Insights Wealth Management

  Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM

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  • 3 days ago
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• Client Portfolio Manager (institutional channel, business development, wholesales, service)

  

  • Seattle, Washington State
  • $125k-$175k depending on experience, + benefits and discretionary bonus potential
  • Zevenbergen Capital Investments

  Client Portfolio Managers implement strategies to nurture and grow institutional assets under management.

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  • 5 days ago
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• Portfolio Manager

  • Waltham, Massachusetts (US)
  • Salary is commensurate with experience. Health insurance 100%, SEP IRA
  • Granahan Invesment Management

  Located in Waltham, MA, GIM seeks a candidate who is a motivated, self-starter with small/smid cap expertise focused broadly on technology. 

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  • 5 days ago
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• Equity Research Analyst

  

  • US - WI - Madison
  • Salary plus bonus and excellent benefits including 401k match and profit sharing
  • Isthmus Partners, LLC

  Primarily responsible for monitoring owned securities and sourcing new ideas for the firm’s large cap, small-mid cap and small cap portfolios

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  • 6 days ago
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• Portfolio Manager

  

  • Fort Worth, Texas (US)
  • Salary + annual performance bonus, PTO, 401k Matching, Medical & Dental Benefits
  • PlainsCapital Bank

  Overview: The Wealth Portfolio Manager is responsible for the day-to-day management and implementation of investments for a specific group of clien...

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  • 6 days ago
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• Investment Research Analyst, WM

  • Chicago, Illinois
  • .
  • Northern Trust

  Description: The Wealth Management Portfolio Research (WMPR) team is seeking a talented and experienced Investment Research Analyst.  The Investmen...

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  • 7 days ago
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• Wealth Portfolio Manager

  • Green Bay, Wisconsin (US)
  • Negotiable + Benefits
  • Nicolet National Bank

  The Wealth Portfolio Manager position will leverage capital markets knowledge and guidance from the Nicolet Wealth Management Investment Committee ...

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  • 7 days ago
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• Investment Research Analyst

  

  • DFW
  • Competitive salary plus insurance benefits, retirement, paid time off
  • Carter Financial Management

  Prestigious Dallas wealth management firm seeks experienced Investment Analyst to join our nationally respected financial planning team.

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  • 8 days ago
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• AVP, Private Credit Analyst

  

  • Atlanta, Georgia
  • Competitive and attractive base salary with a performance bonus component as well
  • Voya Investment Management

  Furnish the client portfolios with selected assets through analysis of Private Placement Offerings of corporate debt securities.

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  • 8 days ago
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• Director of Research

  

  • 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!

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  • 12 days ago
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• Senior Financial Analyst

  

  • Dallas, Texas (US)
  • Up to $130,000 per year + benefits
  • Lantower Residential

  *This position will be in-office located in Dallas, TX. Relocation allowance considered* Purpose: The Senior Financial Analyst provides executive t...

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  • 14 days ago
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• Quantitative Equity Analyst

  • Wheaton, Illinois (US)
  • Competitive
  • Confidential.

  We are currently seeking a Research Analyst to join our Quantitative Equity Research team. Responsibilities include but are not limited to: assisti...

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  • 18 days ago
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• Director of Active Strategies

  

  • New Mexico
  • Salary range is $ 165,000 – 180,000
  • The Public Employees Retirement Association of New Mexico (PERA)

  PERA is recruiting for a Director of Active Strategies to work with its public and private market teams.

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  • 27 days ago
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• Senior Portfolio Manager

  

  • New Mexico
  • Salary range is $ 150,000 -165,000
  • The Public Employees Retirement Association of New Mexico (PERA)

  PERA is recruiting for a Senior Portfolio Manager to work with its public and private market teams.

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  • 27 days ago
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• Equity Research Associate – Software and IT Services

  • New York City, New York (US)
  • Base: USD $110,000-150,000
  • BMO Equity Research

  Equity Research Associate – Software and IT Services BMO Capital Markets is a leading, full-service North American-domiciled financial services pro...

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  • 3 days left
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