Private Wealth Management Firm Passed CFA Level II Bachelors jobs

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Found 4 Corporate, United States jobs

  • Equity Analyst / Portfolio Manager

    • Scottsdale, Arizona
    • Competitive salary and benefits package based on experience and qualifications
    • Galvin, Gaustad & Stein LLC

    Seeking both a mid/large cap Equity Analyst comfortable with broad 60+ company coverage and a detail-oriented Portfolio Manager.

  • Portfolio Manager

    • Rockville, Maryland
    • Negotiable
    • SOL Capital Management Company

    The Portfolio Manager invests and monitors their clients' custom-designed portfolios and researches new investment opportunities.

  • Senior Investment Associate

    • Beverly Hills, California
    • Competitive salary based on experience ranging from $125k - $175k/yr base+bonus, benefits.
    • Mozaic LLC

    Opportunity to meaningfully contribute within a small team, utilize portfolio management, client service, & cross-asset class investment capabilities.

  • Investment Associate

    • Portland, Oregon
    • Competitive salary and bonus based on experience and credentials.
    • Vision Capital Management, Inc.

    Vision Capital is seeking an Investment Assoicate to join our team. Responsibilities include equity and fixed income analysis and trade execution.