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

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Found 2 North America jobs

  • Investment Analyst

    • Middletown, Connecticut (US)
    • DOE
    • Wesleyan University

    As a member of the investment team this supporting role helps manage the endowment’s assets, track performance and hone systems & processes.

    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.

  • Portfolio Administrator

    • Atlanta, GA, Boston, MA, Charlotte, NC, or Westwood, NJ
    • Salary will commensurate with experience
    • Modera Wealth Management, LLC

    Wealth Management Firm Seeks Portfolio Administrator Comprehensive wealth management firm with offices in Atlanta, Boston, Charlotte, Florida, and ...