Portfolio Management: Multi-Asset jobs in Passed CFA Level I

Found 6 United States jobs

• Investment Associate III- Equity Analyst

  

  • Boston, Massachusetts (US)
  • Discussed in preliminary phone screen with Talent Acquisition
  • Eastern Bank

  The incumbent will conduct primary research into individual companies, mutual funds, and ETFs to evaluate merit for inclusion in client portfolios;...

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  • 2 days ago
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• Portfolio Manager

  

  • Portsmouth, New Hampshire (US)
  • Competitive compensation and benefits package based on experience (significant growth potential)
  • Vigilant Capital Management

  Join a dynamic, growing firm to conduct research, serve on the Investment Policy Committee & deliver portfolio management to high net-worth families.

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  • 8 days ago
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• Head of Investment Strategy and Communications

  

  • San Francisco, California
  • Compensation commensurate with skills and experience
  • Waypoint Wealth Partners

  We are seeking a Head of Investment Strategy & Communications for our team, who is interested in building a long‐term career and potential ownership.

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  • 10 days ago
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• Investment Associate (Wealth Management – High Net Worth)

  

  • San Mateo, California
  • Competitive base salary with bonus opportunity
  • Fiduciary Trust International

  Support PMs with the entire investment process. Associates implement/execute the firm’s investment policy and strategies, including asset allocation

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  • 7 days left
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• Regional Consultant

  

  • Chicago, Illinois
  • Base salary is $100,000 with additional commission and bonus
  • SpiderRock Advisors

  Candidate to have product specialization in option-based strategies, sales, & understanding of capital markets gained through 5-7 yrs asset mgmt.

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  • 7 days left
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• Portfolio Manager & Business Development Officer

  

  • Ann Arbor, Michigan
  • Bonus eligible + benefits
  • Bank of Ann Arbor

  The Portfolio Manager & Business Development Manager plays a key role in developing and fostering relationships with our clients

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  • 6 days left
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