Portfolio Management: Multi-Asset Private Wealth Management Firm jobs in Passed CFA Level II

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Found 5 jobs

  • Consultant I- Investment Consulting

    • Bangalore (Division), Karnataka (IN)
    • 7-10 Lacs
    • Aon Consulting Pvt Ltd

    Aon plc is a Professional services firm that sells a range of financial risk-mitigation products, including insurance, pension administration.

    Top job

  • Financial Planner - Private Wealth

    • Mumbai, Konkan (IN), New Delhi
    • Negotiable
    • ASK Wealth Advisors

    Financial Planning/Analyst role for ASK Wealth Advisors with key responsibilities of portfolio monitoring & reviews for UHNI clients & supporting RMs

    Top job

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 8Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

    Top job

  • Wealth Management Advisor

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 8Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

  • Trainee - Investment Advisor

    • Bangalore City, Bangalore (IN)
    • 4,00,000 to 7,000,000
    • Entrust Family Office

     We are hiring! CFAs & product advisory aspirants with 2-5 yrs experience in equity capital markets with strong analytical & presentation skills.

  • VP of Investments

    • Dayton, Ohio
    • Competitive base and bonus pay structure for a position located in the Dayton/Cincy, OH. area.
    • The Connor Group

    Focus on 3 areas, bottom up research & research oversight, idea generation of themes & investment areas and monitor current portfolio of funds/stocks.

    New

  • Portfolio Manager

    • Cleveland, Ohio
    • Competitive Compensation Package
    • Fairport Wealth

    Fairport Investment Team with $2B+ in discretionary assets under management, the Portfolio Manager is integral to the the team.

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