Portfolio Management: Multi-Asset Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

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Found 5 Corporate jobs

  • 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

  • Associate Portfolio Manager - Strategy & Risk

    • Sacramento, California
    • $10,000.00 - $15,000.00 per Month; eligible for incentive compensation up to 45% of base salary
    • California State Teachers' Retirement System

    Are you a quantitative expert with advanced skills in designing, developing and testing quantitative and analytical models? Do you have experience ...

    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        ...

    New

  • 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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