Wealth Management Asset Management Passed CFA Level II jobs in Bachelors

Found 3 Corporate jobs

• Analyst, Research & Investment Services

  

  • Mumbai / Pune / Bangalore
  • The compensation structure will be as per industry standards
  • TresVista

  About TresVista Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corpora...

  View details Analyst, Research & Investment Services

  • 29 days ago
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• Product Specialist

  • Mumbai
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

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  • 1 day ago
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• Senior Relationship Manager

  

  • Bangalore
  • Act as a first point of contact for all the queries related to the HNI Clients.
  • 4Thoughts Finance

  Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...

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  • 3 days ago
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• Director of Research and Fund Due Diligence

  

  • Cleveland, Ohio
  • Commensurate with experience, includes healthcare, care stipend, and other benefits
  • GLASfunds LLC

  Lead the effort in conducting due diligence and approving alternative investment managers for investment alongside client education and marketing.

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  • 4 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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  • 35 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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  • 8 days ago
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