Bachelors CFA Charterholder jobs in Private Wealth Management Firm

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Found 6 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.

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