Portfolio Management: Equities Private Wealth Management Firm jobs in CFA Charterholder

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Found 7 jobs

  • Fund Manager (CFA 3 candidate)

    • Ahmedabad, Gujarat (IN)
    • No bars for good candidate
    • Reddito Capital Investment Advisors Pvt Ltd.

    Looking for Senior person for portfolio management & fund management. Require relevant experience. MUST completed CFA 3.

    Top job

  • Investment Grade Credit Analyst

    • Zurich, Canton of Zürich (CH)
    • Negotiable
    • UBS AG

    You will be a part of the Fixed Income business area of our Asset Management division based in Zurich.

    New

    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.

  • 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 ...

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