Private Wealth Management Firm jobs in CFA Charterholder

You need to sign in to set up job alerts

Found 9 North America jobs

  • Assistant Portfolio Manager/Portfolio Manager

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Senior Investment Analyst

    • Manchester-by-the-Sea, MA
    • Up to $100,000
    • Arjuna Capital

    Quantitative analysis of Arjuna’s high-performing public equity strategies: domestic core fossil-fuel-free strategy and the global impact strategy.

  • Portfolio Manager

    • Vancouver, British Columbia (CA)
    • Incentive based salary
    • Vancity Investment Management

    Vancity Investment Management is looking for a member facing Portfolio Manager who has proven client relationship management and sales experience.

  • 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!

  • Portfolio Strategist

    • Houston, Texas (US)
    • Total annual earning between $150,000 -$200,000 + Benefits
    • Mosaic Advisors

    Portfolio Strategist - lead the investment team for a $750MM+ multi family office. Client facing leadership role, no "selling" required.

  • Research Analyst

    • Boston, Massachusetts
    • To be determined
    • Fiduciary Trust Company

    Research Analyst    Fiduciary Trust Company is seeking a Research Analyst.  The Research Analyst supports the various functions of the investment o...

  • Investment Analyst

    • Boston, Massachusetts
    • Salary + Annual Bonus + Equity Participation
    • Zevin Asset Management

    We are seeking a skilled Investment Analyst to research international and domestic public equities following a fundamental, ESG research process.

  • Portfolio Manager/Managing Partner

    • Vancouver, British Columbia (CA)
    • To be discussed
    • Ballantyne Capital Inc.

    Ballantyne Capital is looking for a qualified Portfolio Manager with three years' experience managing money and supporting high-net-worth clients.

You need to sign in to set up job alerts