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Found 9 jobs

  • Data Scientist

    • Bangalore City, Bangalore (IN)
    • Negotiable
    • IIFL Investment Managers

    Job Role: Help create prediction tools, automatic recommendation and scoring engines that will help investors monitor, review and act on their inv...

    Top job

  • Intern-WM

    • Mumbai, Konkan (IN)
    • Standard internship payment
    • CFA Institute India Pvt Ltd

    Work involves researching and developing wealth management tool-set, working closely with industry leaders and providing coordination inputs.

    Top job

  • Analyst

    • Mumbai, Konkan (IN)
    • As Per Industry Standard
    • AGP

     Getting involved with investment policy statements, asset allocation, execution and monitoring of client assets  Intensive due diligence across ...

    Top job

  • Associate, Client Service

    • Seattle, Washington State
    • DOE
    • Parametric Portfolio Associates

    Works with Parametric Regional Representatives and the Eaton Vance Wealth Strategies Group to maintain excellent client relationships.

    New

  • Portfolio Analyst

    • 90071, Los Angeles
    • Competitive compensation and benefits package, including a 401(k) profit sharing plan
    • Payden & Rygel

    Support Portfolio Managers on portfolios with a combined AUM of $1 billion. Prepare presentation materials, investment research, and trading.

  • Financial Adviser

    • Bloomfield, New Jersey
    • Competitive base salary along with incentive bonus structure based on time and performance.
    • International Planning Alliance, LLC

    Support successful financial adviser in on-boarding and servicing new insurance, wealth management, and financial planning relationships. A keen un...

  • Portfolio Manager/Analyst

    • Boston, Massachusetts
    • Competitive base salary and performance bonus
    • Moody, Lynn & Lieberson LLC

    Portfolio Manager/Analyst The firm Moody, Lynn & Lieberson LLC is a Boston-based registered Investment advisor that manages equity and balanced por...

  • Client Operations Analyst

    • San Francisco, California
    • Based on experience
    • ICONIQ Capital

    The Client Operations Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

  • Client Associate

    • San Francisco, California
    • Based on experience
    • ICONIQ Capital

    The Client Associate is a key relationship management professional on high net worth and ultra-high net worth client teams.

  • Assistant Fixed Income Portfolio Manager

    • Richmond, Virginia
    • Competitive Salary + Full Benefits Package, to include 10% Retirement Contribution
    • Davenport & Company LLC

    Gain broad exposure to Davenport Asset Management and play an integral role in high grade fixed income management effort.

  • Financial Adviser 100% (f/m)

    • Zurich
    • negotiable
    • swisspartners Advisors Ltd.

    The swisspartners Group is an independent Swiss financial services provider that has been dedicated to the needs of its international private clien...

  • Mutual Fund Valuation Analyst

    • Appleton, Wisconsin (US) OR Minneapolis, MN (US)
    • Open to negotiation, depending on experience.
    • Thrivent Financial

    Supports the Mutual Fund Accounting Operations team to ensure that securities valuations are applied with the Funds’ Board valuation policies.

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