Wealth Management Asset Management jobs in CFA Charterholder

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Found 5 jobs

  • Assistant Manager – Quant Specialist

    • Noida, Uttar Pradesh (IN)
    • Negotiable
    • Mercer Consulting (India)

    Quantitative Research/Modelling professionals with 3- 8 yrs of experience . Mandatory Skills:Proficient in either VBA, Python or other coding language

    Top job

  • Research Analyst

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Gather & analyze data, that will help understand, evaluate industry & company trends. Build and maintain financial models & prepare research reports.

    Top job

  • Portfolio & Relationship Manager

    • Scottsdale, Arizona
    • Salary and benefits commensurate with experience.
    • Capital Insight Partners

    Capital Insight Partners seeks an exceptional portfolio and relationship manager.

  • Wealth Management Senior Associate

    • Austin, Texas
    • Competitive
    • Austin Asset Management

    Ensure client financial assets are invested in manner consistent with client’s investment policy statement and firm’s investment philosophy.

  • Portfolio Manager

    • Cleveland, Ohio
    • Competitive Compensation Package
    • Fairport Wealth

    Fairport Investment Team with $2B+ in discretionary assets under management, the Portfolio Manager is integral to the the team.

  • Wealth Strategy Associate

    • Los Angeles, California
    • Competitive pay with substantial growth opportunity
    • UBS Financial Services - Los Angeles

    This wealth strategist role presents a unique growth opportunity. Work with a select clientele on a top producing team at UBS in LA.

  • Director of Research

    • San Diego, California
    • Up to $150,000 per year, including 401k, bonus potential and health benefits.
    • Ariston Services Group, LLC

    The position is for the role of Director of Research for a Registered Investment Advisor in San Diego managing a Private Equity Fund of Funds.

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