Portfolio Management: Equities Private Wealth Management Firm jobs in Passed CFA Level I

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Found 3 North America jobs

  • 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

  • Fund Performance Measurement Analyst

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

    Das Information Management Team ist die Schnittstelle für Fondsrelevante Informationen und Daten für externe sowie interne Empfänger.

    Top job

  • Fundamental Scientist

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

    You will be working in the Quantitative Evidence and Data Science (QED) team.

    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        ...

  • 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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