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

Found 9 Corporate jobs

• Back office operations for Asset Management firm

  • Ahmedabad, Gujarat (IN)
  • Negotiable
  • Pi Square Investments

  No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...

  View details Back office operations for Asset Management firm

  • 16 days ago
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• Sales & Marketing – Finance

  • Ahmedabad, Gujarat
  • 4-6L + incentives (depending on the candidate’s profile)
  • Pi Square Investments

  Sourcing clients, acquiring new clients, ensuring smooth client service for new as well as existing clients, providing financial advisory

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  • 16 days ago
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• Senior Investment Analyst

  

  • Bangalore, India
  • CTC upto 9Lpa
  • Foresight Family Office Private Limited

  Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

  View details Senior Investment Analyst

  • 29 days ago
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• Hiring For Equity Trader - Mumbai

  • Mumbai, Konkan (IN)
  • 10 - 16 Lakhs (negotiable)
  • Aranca (Mumbai) Pvt. Ltd.

  Dealer / Trader who can enter orders on a global markets investment platform & do best price execution. Knowledge of global stocks and global macros

  View details Hiring For Equity Trader - Mumbai

  • 31 days ago
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• Hiring For Equity Trader - Mumbai

  • Mumbai, Konkan (IN)
  • 10 - 16 Lakhs (negotiable)
  • Aranca (Mumbai) Pvt. Ltd.

  Dealer / Trader who can enter orders on a global markets investment platform & do best price execution. Knowledge of global stocks and global macros

  View details Hiring For Equity Trader - Mumbai

  • 51 days ago
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• Associate Portfolio Manager

  

  • Newport Beach, California
  • Competitive salary, dependent upon experience with bonus + generous benefits.
  • Tarbox.com

  We seek an exceptional, investment-focused individual with a curious mind with the ability to develop solutions for complex portfolios.

  View details Associate Portfolio Manager

  • 3 days ago
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• Analyst - Partnerships, Operations and Impact

  • Minneapolis, Minnesota
  • Aligned with qualifications and includes bonus and profit-sharing eligibility.
  • EPIQ Partners

  EPIQ is seeking a professional to join our team. Focus will be support of client partnerships, financial planning projects and portfolio analytics.

  View details Analyst - Partnerships, Operations and Impact

  • 10 days ago
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• Operational Due Diligence (ODD) Specialist

  

  • Boston, Massachusetts (US)
  • Competitive compensation, negotiable based on experience.
  • SCS Financial Services, LLC

  Join our growing firm and great culture with this exciting opportunity to contribute to our firm's core operational due diligence function.

  View details Operational Due Diligence (ODD) Specialist

  • 7 days left
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• Associate, Wealth Advisor

  

  • Reston, VA
  • Open/Negotiable on base salary, bonus and equity in Cresset
  • Cresset

  Wealth Advisor Associate is a growth position allowing the new hire to train and become a Wealth Advisor under the guidance of leadership.

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  • 38 days ago
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