Bachelors Full Time Passed CFA Level I jobs in Private Wealth Management Firm

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Found 4 jobs

  • Client Service and Portfolio Management Associate

    Cornelius, North Carolina Base salary of $35,000 to $40,000 plus bonus based on firm performance Aventus Investment Advisors

    We are a small firm that is growing consistently.  As a member of the team, you will have diverse responsibilities to learn the business, clients, ...

  • Research Analyst 1 - Equity Income

    Atlanta, Georgia N/A Crawford Investment Counsel, Inc.

    Responsibilities The equity research analyst will research prospective stocks and monitor current portfolio holdings (perform maintenance research)...

  • 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 ...

  • 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