Portfolio Management: Equities Passed CFA Level III (Charter Pending) jobs

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Found 5 United States jobs

  • Equity Research Analyst

    • Deerfield, Illinois
    • Commensurate with Qualifications
    • Kovitz

    Analyze businesses through in-depth fundamental research, build investment cases, draft memos, and make recommendations to the team.

  • Wealth Advisor, Portfolio Manager

    • Cincinnati, Ohio
    • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
    • Bartlett Wealth Management

    An investment focused role responsible for maintaining existing relationships with HNW clients, by providing investment and wealth management services

  • Director of Investments

    • Working from home
    • Competitive compensation package with cash compensation $150K - $185K
    • Waypoint Wealth Partners

    We are seeking an exceptional Director of Investments to join our team and support our firm, advisors, and clients.

  • Indian Equity Research Director

    • Kirkland, WA (Seattle)
    • Competitive compensation based on experience and abilities
    • Taiyo Pacific Partners

    Indian equity research directors are involved in research, portfolio management, and engagement related activities.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.

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