Private Wealth Management Firm Passed CFA Level II Full Time jobs

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Found 9 jobs

  • 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.

  • Investment Banking Lead Analyst (2-5 Years)

    • Wakad, Pune (IN)
    • Best in the Industry
    • RCK Analytics

    RCK Analytics is looking for an 2-5 years experienced Lead Analyst who can lead the team of 4-7 Analysts.

  • 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.

  • Financial Associate

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners LLP

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

  • Financial Analyst

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Tristone Strategic Partners LLP provides business and financial advisory services to institutional investors, family offices, corporates and start-ups

  • 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.

  • Associate

    • Vancouver, British Columbia (CA)
    • $70,000-$120,000/year
    • AGF Investments Ltd.

    Cypress is looking for an Associate to help the portfolio management team improve all aspect of the investment management process.

  • Investment Strategy Senior Analyst

    • Atlanta, Georgia
    • Salary commensurate with experience
    • Truist Advisory Services, Inc.

    The Senior Investment Strategy Analyst supports the development of the firm’s investment outlook, asset allocation, and portfolio construction.

  • Equity Research Analyst

    • Deerfield, Illinois
    • Commensurate with Qualifications
    • Kovitz

    Analyze businesses through in-depth fundamental research, build investment cases, draft memos, and make recommendations to the team.

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