Portfolio Management: Multi-Asset Private Wealth Management Firm CFA Charterholder jobs in Bachelors

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Found 4 jobs

  • Senior Fund Analyst

    • Sandton, Johannesburg Metro (ZA)
    • Market related
    • Paton

    The role is on the multi-management side, looking for a Senior Fund Analyst and the role also has portfolio management duties.

  • Senior Investment and Portfolio Manger

    • Raleigh, North Carolina (US)
    • Sal+bonus+stock options
    • CAPTRUST

    CAPTRUST is an employee owned and operated investment management-advisory firm and we are looking for a leader of our wealth/discretion team.

  • Portfolio Manager/Analyst

    • Southeast Michigan
    • Up to $100,000 + retirement plan with 3% matching, Unlimited PTO, Bonus, and Phantom stock
    • Wealth Group

    RIA firm looking for a portfolio manager to analyze stock, bonds, mutual funds, ESG, and ETFs. We have a contemporary feel with workplace flexibility.

  • Client Advisor

    • Phoenix
    • Competitive Base DOE + benefits + bonus
    • MRA Associates

    The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.