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

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Found 3 Corporate jobs

  • Product Specialist

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

    Responsible for product evaluation, preparing presentation, product notes, sharing portfolio updates with clients, handling a team.

  • Investment Associate

    • San Mateo, California
    • Up to $150,000/yr plus benefits
    • Knuff & Company LLC

    Investment Associate role with broad responsibilities, mentorship from two founding partners, and significant long-term career potential.

  • Lead Specialist - Investments

    • Gurgaon, Haryana
    • Negotiable
    • Mercer Consulting (India)

    Required candidate to lead end-to-end investements operations and ensure the seamless delivery of reports/projects.CFA Level III (Result awaited)