Private Wealth Management Firm jobs

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Found 15 jobs

  • AI & Investment Research Part Time Assignment

    • London (Greater) (GB)
    • Market Rate
    • All Street Reseach

    Paid part time assignments to write company research within a particular industry segment using our AI research tool.

  • Portfolio Manager

    • Falls Church, VA
    • Up to $100,000 per year + bonus and benefits
    • Azzad Asset Management, Inc.

    Portfolio Managers passionate about socially responsible investing should explore this opportunity in Islamic Finance.

  • Investment Manager

    • Berwyn, Pennsylvania (US)
    • Commensurate with ability
    • Zeke Capital Advisors

    Lead a team responsible for identifying, evaluating, interviewing and monitoring investment managers in fixed income and equity strategies.

  • Client Portfolio Manager

    • Kansas City, Missouri
    • Will be discussed at interview stage
    • American Century Investments

    The primary responsibility of the Client Portfolio Manager is to provide investment product expertise to multiple constituents firm-wide.

  • Research Analyst, Janney Capital Management (JCM)

    • Pittsburgh, Pennsylvania
    • Salary plus potential bonus eligibility
    • Janney Montgomery Scott

    Great opportunity for someone to work with a team in portfolio construction and equities selection, working with senior investment professionals

  • Investment Analyst

    • Toronto (City), Ontario (CA)
    • CAD $50,000 to $65,000
    • Dancap Private Equity Inc.

    Dancap Private Equity Inc. (“Dancap”), a Canadian family investment office, is seeking an Investment Analyst to join the investment management team.

  • Investment Analyst

    • Toronto (City), Ontario (CA)
    • CAD $50,000 to $65,000
    • Dancap Private Equity Inc.

    Dancap Private Equity Inc. (“Dancap”), a Canadian family investment office, is seeking an Investment Analyst to join the investment management team.

  • Head of Portfolio Managers

    • London (Greater) (GB)
    • Competitive package commensurate with experience
    • London & Capital Group

    Strong financial regulation background, effective technical / people manager, skilled at managing relationships with big personalities.

  • Investment Analyst

    • Columbia, Maryland (US)
    • Salary will be commensurate with experience
    • FAI Wealth Management

    Investment Analyst Position – FAI Wealth Management Job Description FAI Wealth Management has an opening for an Investment Analyst.  The position w...

  • Client Service Analyst

    • San Francisco, California
    • Based on Experience
    • Baker Street Advisors

    The primary role of an Analyst is to provide financial planning and tax services to our high net worth family clients.

  • Wealth Management Intern / Investment Management Intern

    • Las Vegas, Nevada
    • up to $20,000
    • Kingsbridge Wealth Management, Inc.

    Kingsbridge Wealth Management, Inc. is looking for an intern with an interest in finance and who is now a CFA or who is pursuing a CFA.

  • Senior Investment Analyst

    • 200 Park Street, North Reading, MA 01864
    • Negotiable based upon experience
    • The Farland Group

    Phenomenal opportunity to join a rapidly growing wealth management firm just north of Boston that works with a select group of high net worth clients

  • Due Diligence/Research Analyst/Portfolio Manager

    • This job will be on a contract basis and will be a remote position
    • $6,000 for long form narrative (10-12 pages) and $3,000 for short form narrative (3-6 pages)
    • Dakota Funds

    We are seeking professional due diligence analysts who would be willing to write, on a contract basis, investment strategy narrative

  • Senior Portfolio Manager

    • Boston, Massachusetts (US)
    • ZAM offers compensation that includes base salary, annual bonus, equity participation, and benefits
    • Zevin Asset Management, LLC

    The Senior PM will take over from a retiring senior PM. The PM will actively participate in every aspect of the investment process.

  • Chief Operating Officer

    • Saint Louis, Missouri (US)
    • Salary is negotiable and based on experience.
    • Argent Capital Management LLC

    The COO will drive Argent’s strategy thru streamlined execution of internal operations while utilizing strong leadership and entrepreneurial skills.

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