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

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Found 8 North America jobs

  • Portfolio Manager

    • Lisbon (PT)
    • To be negotiate
    • Insurance Company

    Portfolio Manager Principais Responsabilidades: • Analisar e gerir a carteira de investimentos, assegurando a gestão da adequação do ativo e do pas...

    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

  • 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 / Relationship Manager / Business Develpment

    • Norwich, Vermont
    • Based upon experience and background
    • INTRACK INVESTMENT MANAGEMENT INC.

    InTrack Investment Management, Inc. Portfolio Manager/Analyst /Relationship Manager, located in South Burlington and Norwich, Vermont

  • 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...

  • Investment Analyst

    • Bethesda, Maryland (US)
    • Competitive salary and benefits package
    • Trumbower Financial Advisors, LLC

    Bethesda MD RIA seeks investment research professional to conduct security/mutual fund research and due diligence, develop asset allocations and more!

  • 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.

  • Senior Client Portfolio Manager - New Hampshire

    • New Hampshire
    • Dependent on qualifications
    • Cambridge Trust

    The Sr. Portfolio Manager will manage and advise individual client portfolios across equities & bonds based on team recommendations.

  • 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.

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