Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)

Found 9 North America jobs

• Head of Private Equity

  • MOSERS is located in Jefferson City, MO.
  • Help MOSERS significantly build out the private equity portfolio in the $10 Billion Trust Fund.
  • Missouri State Employees' Retirement System

  MOSERS is recruiting for a Head of Private Equity due to an upcoming retirement of one of our team members. This person will lead the private equit...

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  • 11 days ago
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• Senior Investment and Operations Associate

  

  • Los Angeles, California
  • Competitive base salary commensurate to experience + bonus + full benefits + profit-sharing plan
  • Northwestern Mutual West Los Angeles

  We are a mature, dynamic Wealth Management Advisory firm seeking a Senior Investment and Operations Associate.

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  • 37 days ago
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• Investment Analyst II

  

  • Santa Barbara, California
  • Full-time, non-exempt position, 3 week vacation, tuition reimbursement + benefits
  • Montecito Bank & Trust

  Are you a talented professional who excels at personalized service, enjoys getting involved in your communities and has a desire to work for an or...

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  • 4 days ago
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• Chief Investment Officer/Senior Advisor

  

  • Edmond, Oklahoma
  • Base Salary: $120,000-$150,000 based on experience and qualifications/Individual & Team Bonuses
  • Burnett Financial Group

  Independent Registered Investment Advisory Firm serving HNW business owners/families. Seeking to add a Chief Investment Officer/Advisor to our team.

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  • 4 days ago
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• Equity Research Analyst

  

  • New York City, New York (US)
  • Commensurate with experience + Health + 401(k)
  • Livian & Co.

  Livian & Co. a growing wealth management firm formed in 2010 by a group of investment professionals, is seeking a financial analyst (equity researc...

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  • 6 days ago
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• Associate, Public Markets Team

  

  • Menlo Park, California
  • $150,000 - $170,000 + benefits
  • Jasper Ridge Partners

  Open position for an allocator with 2-4yrs experience to join the public markets manager selection function at Jasper Ridge for a 2yr program.

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  • 10 days ago
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• Investment Analyst

  

  • College Station, Texas
  • Salary commensurate with experience and qualifications
  • Briaud Financial Advisors

  Seeking an Investment Analyst to join our growing investment team.

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  • 11 days ago
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• Dirección de Finanzas

  • Mexico City (MX)
  • Negotiable
  • Fondo Mexicano para la Conservación de la Naturaleza

  FMCN (www.fmcn.org) es un fondo ambiental privado constituido en 1994. Su misión es confluir con otros actores y sectores en apoyos técnicos y fina...

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  • Expiring today
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• J.P. Morgan Advisors Investment Associate, Philadelphia, PA

  

  • Philadelphia, Pennsylvania (US)
  • Base, Bonus + Benefits
  • JPMorgan Chase

  JPMorgan Chase & Co.  (NYSE: JPM)  is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and o...

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  • 52 days ago
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