CFA Charterholder jobs in Private Wealth Management Firm

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Found 10 jobs

  • PORTFOLIO MANAGER EQUITIES

    Edmonton (Region), Alberta (CA) Salary + bonus + equity ownwership Global Wealth Builders Ltd.

    We are an Edmonton-based Independent investment management firm providing service to individuals, pension funds, and institutions since 2003. We ar...

  • Portfolio Manager

    US - Arkansas Salary based on education/experience. Benefits: 401k, health ins. allowance, wellness plan Arkansas Registered Investment Advisor

    Arkansas investment advisor with exceptional 30+-yr history is seeking a portfolio manager. Applicants must be CFA & have at least 3 yrs experience.

  • Portfolio Consultant

    New York City, New York (US) Negotiable based on 10-15 hours per month Krietzberg Wealth Management

    Analyze asset allocation policies; suggest changes. Analyze risk/return characteristics. Make investment recommendations. Write portfolio commentary.

  • Senior Research Analyst

    Philadelphia, Pennsylvania (US) Competitive Base Salary Commensurate with Experience West Capital Management

    West Capital Management is seeking a Senior Research Analyst to be part of a team responsible for supporting WCM’s investment process.

  • Relationship Manager - Portfolio Management, Family Wealth

    Philadelphia, Pennsylvania (US) Negotiable Glenmede

    The Relationship Manager - Portfolio Management in Family Wealth provides comprehensive investment management services for Glenmede’s multi-generat...

  • Portfolio Manager/Analyst

    Hamilton, Bermuda $100-120k LOM Asset Management

    Established offshore boutique investment firm is offering a unique portfolio management role. Generalist role, CFA preferred.

  • Fixed Income Research Analyst

    New York City, New York (US) Commensurate with requirements, credentials and experience Bank of America Merrill Lynch

    We are seeking an investment grade credit analyst to join U.S. Trust’s Taxable Fixed Income Research Team based in Boston, Ma.  The candidate will ...

  • Senior Due Diligence Analyst - US Small Cap or International Equity

    New York City, New York (US) Commensurate with requirement, credentials and experience Bank of America Merrill Lynch

    Bank of America-Merrill Lynch is currently seeking a US Small Cap Equity Analyst as well as an International Equities Analyst to play a key role as...

  • Senior Quant Analyst - Private Equity Due Diligence

    New York City, New York (US) Commensurate with Requirements, Experience and Credentials Bank of America Merrill Lynch

    The individual will be responsible for the evaluation of managers across private markets, writing private equity strategy papers and white papers r...

  • Investment Analyst

    Denver, Colorado (US) Salary will be based on education, industry certifications, experience and expertise Confidential

    Analyst position focusing on alternative investment due diligence, portfolio construction and client communication

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