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

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Found 2 United States jobs

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Acquire and manage relationships, client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

    Top job

  • Portfolio Analyst

    • Norfolk, Virginia (US)
    • Negotiable
    • Wilbanks, Smith & Thomas Asset Management, LLC

    The role of this position is to provide analyst support and reporting functions to the Portfolio Management teams within our firm.

    Top job

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 9Lpa
    • 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

  • Portfolio Construction Analyst

    • Atlanta, Georgia
    • Competitive base salary plus bonus and comprehensive benefits package
    • www.diversifiedtrust.com

    Diversified Trust is seeking an experienced professional to oversee portfolio analytics, risk management and asset allocation models for our firm.

  • 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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