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

Found 3 North America jobs for open / negotiable

• 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.

  View details Assistant Portfolio Manager/Portfolio Manager

  • 12 days ago
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• Portfolio Analyst

  

  • Norfolk, Virginia (US)
  • Negotiable
  • Wilbanks, Smith & Thomas Asset Management, LLC

  The role of this position is to provide analyst support and reporting functions to the Portfolio Management teams within our firm.

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  • 1 day left
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• 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.

  View details Portfolio Construction Analyst

  • 14 days ago
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