Portfolio Management: Equities Private Wealth Management Firm jobs in Bachelors

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Found 11 jobs

  • Senior Research Analyst – Utility Sector (Portfolio Analyst EQ 3)

    • Saint Louis, Missouri
    • Base plus incentive team bonus plan
    • Wells Fargo Asset Management

    The Compass Equity team is seeking a senior research analyst. The analyst will conduct research in the utility space and associated areas.

    Top job

  • Equity Fund Manager

    • Doha (QA)
    • Market
    • Top regional commercial bank

    The Equity Fund Manager is responsible for the management of funds and client investment portfolios with a  MENA mandate

    Top job

  • Data Analyst

    • Basel, Canton of Basel-Stadt (CH)
    • Negotiable
    • UBS AG

    You will help lead our database management efforts within the Asset Management Regulatory and Strategy Data team based in Basel.

    Top job

  • 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.

  • Portfolio Assistant

    • Colombo (LK)
    • Salary - Negotiable
    • JB FINANCE PVT LTD

    - Analyzing and identifying potential investment opportunities and implementing investment decisions - Monitoring daily cash flows and settlements ...

  • 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        ...

  • Senior Equity Research Manager - Small Company

    • Albany, New York (US)
    • Competitive Base and Bonus Potential
    • Fort Washington Investment Advisors Inc.

    Summary of Responsibilities: Analyzes Company's financial condition, industry trends, future prospects, etc., and makes recommendations regarding p...

  • Investment Analyst

    • Minneapolis, Minnesota
    • Competitive base salary, bonus, and company sponsored benefits
    • NorthRock Partners

    POSITION SUMMARY  We are looking for a high performing individual who is incredibly strong in performing due diligence on private equity and privat...

  • 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.

  • 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 ...

  • Investment Research and Assistant Portfolio Manager

    • Saint Louis, Missouri (US)
    • Negotiable - Benefits, bonus, profit sharing, health insurance.
    • St. Louis RIA

    Long established St. Louis based RIA looking for energetic investment professional for fundamental equity and credit research position.  This posit...

  • Associate Portfolio Manager (PCD)

    • Seattle, Washington State
    • DOE
    • Parametric Portfolio Associates

    Manages structured equity portfolios maximizing tax efficiency while tracking an index. 

  • Associate Portfolio Manager, Global Portfolio Management

    • Seattle, Washington State
    • DOE
    • Parametric Portfolio Associates

    Act as investment "engineers" — creating portfolios using a rules-based approach to implement the firm’s quantitative-based strategies.

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