Performance Analysis Private Wealth Management Firm Full Time jobs

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Found 5 jobs

  • Investment Operations Analyst

    • Boston, Massachusetts
    • $75,000-$90,000
    • Minot DeBlois Advisors

    Middle-office role: prepare and place trades with the firm’s brokers, oversee performance measurement, perform global asset allocation reviews, etc.

  • Product Specialist

    • Mumbai
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Responsible for product evaluation, preparing presentation, product notes, sharing portfolio updates with clients, handling a team.

  • Investment Associate

    • San Mateo, California
    • Up to $150,000/yr plus benefits
    • Knuff & Company LLC

    Investment Associate role with broad responsibilities, mentorship from two founding partners, and significant long-term career potential.

  • Financial Associate

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners LLP

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

  • Senior Specialist, Investments Analyst

    • Rosemead, California
    • $100,000+ per year plus bonus and benefits
    • Southern California Edison (SCE)

    Analyze investments, conduct research on benefit plan trends, oversee operations and performance of investment portfolios

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