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

Found 6 North America 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.

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  • 15 days ago
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• Investment Grade Credit Analyst

  

  • Zurich, Canton of Zürich (CH)
  • Negotiable
  • UBS AG

  You will be a part of the Fixed Income business area of our Asset Management division based in Zurich.

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  • 1 day ago
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• Fundamental Scientist

  

  • Zurich, Canton of Zürich (CH)
  • Negotiable
  • UBS AG

  You will be working in the Quantitative Evidence and Data Science (QED) team.

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  • 15 days ago
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• 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.

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  • 7 days left
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• 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        ...

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  • 7 days ago
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• 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!

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  • 5 days left
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• 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.

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  • 2 days left
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• 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.

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  • 2 days left
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• 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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  • 1 day left
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