Private Wealth Management Firm jobs in CFA Charterholder

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Found 12 jobs

  • Investment Director - Capital Markets Research

    • Victoria, London (Greater)
    • Competitive + Benefits & Bonus
    • Cambridge Associates

    Excellent new role in our London office for an Investment Director to cover Capital Market Research.

  • Investment Manager

    • Porto (PT)
    • To be negotiate
    • Vallis Capital Partners

    Vallis Capital Partners is an Independent Private Equity Firm, focused on growth opportunities across different sectors in the Portuguese market. O...

  • Wealth Manager/Investment Manager/Relationship Manager

    • Bangalore City, Bangalore (IN)
    • Compensation (Fixed + Variable + Equity Sharing) is not a constraint
    • FinFirst Capital Advisors Private Limited

    Attractive opportunity to truly present long-term wealth solutions to clients, engage in best practices and of course grow your career!

  • Credit Analyst - financial institutions

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

    You'll be working in our Chief Investment Office's Credit Research team in Zurich.

  • Alternative Investment Strategist

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

    The CIO WM Global Investment Office is responsible for the House View and investment strategy for UBS Wealth Management.

  • Client Investment Specialist 80 - 100%

    • Geneva, Canton of Geneva (CH)
    • Negotiable
    • UBS AG

    You’ll be joining a team of Senior Investment Specialists covering clients domiciled in Emerging Markets.

  • Portfolio Manager / Investment Advisor

    • Cleveland, Ohio
    • $100,000
    • Strategic Wealth Partners

    The Portfolio Manager / Investment Advisor is an integral role within our organization. This person will report directly to the CEO and will be res...

  • Fixed Income Credit Analyst

    • Chicago, Illinois or Denver, Colorado
    • Commensurate with experience
    • Segall Bryant & Hamill

    Segall Bryant & Hamill is an independent investment firm headquartered in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia...

  • Senior Research Analyst - Alternatives

    • Portland, Oregon
    • Base salary with annual bonus potential + benefits
    • Arnerich Massena

    Non-traditional investment due diligence & sourcing managers across a range of alternative strategies to help drive our unique investment philosophy.

  • Portfolio Manager

    • Parsippany, NJ
    • Project-based $60+ or Full-time $125,000+ based on experience and credentials
    • MACRO Consulting Group

    This position is responsible for implementing the firm's investment philosophy and maintaining the consistency of the investment process by managin...

  • Portfolio Manager

    • The Woodlands, Texas
    • Salary commensurate with experience/qualifications. Benefits Include: Paid Time Off, Medical, 401(k)
    • Waterway Wealth Management

    Waterway Wealth Management is looking for a Portfolio Manager with a CFA designation or someone who is working towards their CFA Designation with

  • Director of Investment Research

    • St. Petersburg, FL
    • Competitive salary and comprehensive benefits package
    • Doyle Wealth Management

    The Director of Investment Research role is responsible for executing the bottom-up/fundamental research methodology, monitoring and idea generation

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