Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)
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Operations Director required at boutique investment firm
Oversight of managed accounts. Develop a third party investment model and oversee internal model, both heavy with ETF's.
FINRA is seeking a well qualified CFA preferred individual to lead, develop and implement FINRA's investment strategy.
The Quantitative Analyst is responsible for data analytics, model creation, and risk/performance analysis.
ABOUT OUR FIRM: We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth f...