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- A state retirement fund in Jefferson City, Missouri, is seeking an Investment Analyst to join their experienced team. This role supports investment officers by producing research and reports on private credit investments and offers coaching for career development. Candidates...Suggested
$90k - $160k
...be able to maintain relationships that will relate to the overall success of the established firm goals Nice-to-have ~ CFA, CAIA, or CFP designation or working to obtain ~2+ years HNW client experience ~ Portfolio management experience ~ Experience in investment...SuggestedFull timeFlexible hours- ...systems Additionally, the following qualifications are preferred: Master's degree in finance, economics, or related field CFA, CAIA, CFP, or progress toward one of these designations preferred Experience in an RIA or high-net-worth wealth management environment...SuggestedFlexible hours
$100k - $120k
...license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP ~ CFA, CFP, or CAIA certifications a plus ~ Experience using CRM tools ~ Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook...SuggestedWork at officeLocal areaShift workNight shiftWeekend work- ...qualifications are preferred: Master's degree in Business Administration Texas General Insurance license preferred CFP, CFA, CAIA, and/or CPWA preferred Experience working with high-net-worth clients strongly preferred Alternative investment experience...SuggestedFlexible hours
$100k - $130k
...systems. Comfortable collaborating with senior leaders and internal teams; client-facing experience not required. Series 65 license, CAIA or CFA charter candidate a plus. Undergraduate degree required. This role is an in-office, full-time, and exempt position. We are...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$140k - $190k
...should catch X” and work with engineers to make it happen. Familiarity with AI/LLM capabilities is a strong plus. Preferred CFA, CAIA, or equivalent credential Experience building or improving diligence templates, scoring frameworks, or IC memo formats Prior startup...SuggestedFull timeWork at officeRemote workShift work- ...An existing book of business of transferable client business, strongly preferred Additional professional certifications, such as CAIA, CPA, CFA Experience working with high-net-worth clients Familiarity with investment planning software, such as eMoney #J-18808-Ljbffr...Suggested
- ...the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice #J-18808-Ljbffr...SuggestedTemporary workWork at officeLocal areaFlexible hours
$105k - $154k
...us at Grey Matters Defense Solutions Grey Matters Defense Solutions, LLC complies with the Colorado Artificial Intelligence Act (CAIA) and maintains policies, controls, and oversight practices designed to mitigate algorithmic discrimination, promote transparency, and...SuggestedTemporary workFor contractorsFlexible hours- ...Investments asset classes and portfolio management practices. Licenses / Certifications Must have or be pursuing a CPA, CFA, FRM, PRM, CAIA, CIPM designation(s). In This Role You Will Schedule, plan, and lead requirements gathering sessions, collaborating with...SuggestedWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
- ...services, preferably within an independent registered investment advisory (RIA) firm. Professional designations such as CFP®, CFA®, CAIA®, CIMA®, or CPA - or active enrollment with anticipated completion within nine months. Proficiency in Microsoft Office and experience...SuggestedWork at officeFlexible hours
$100k - $145k
...the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary...SuggestedTemporary workWork at officeLocal areaFlexible hoursShift work- ...years of work experience preferred, particularly in the investment industry ~ Progress toward or interest in earning the CFA and/or CAIA designation, if not yet earned Compensation, Benefits & Training At Callan, you can expect: A generous compensation and...SuggestedWork experience placementWork at office3 days per week
$45 - $100 per hour
...libraries (e.g., QuantLib) FRM (Financial Risk Manager) CQF (Certificate in Quantitative Finance) PRM (Professional Risk Manager) CAIA (Chartered Alternative Investment Analyst) CFA (Chartered Financial Analyst) Location and Other Expectations: Tutor roles may...SuggestedFull timePart timeFor contractorsRemote workWorldwide10 hours per week- ...principles. Highly organized with exceptional attention to detail and follow-through. Financial professional designation (CFA, CFP, CAIA, CIMA, CIPM, etc.) preferred. Experience using Microsoft Office (Outlook, Word, PowerPoint, etc.). Excellent written and verbal communication...Work at officeRemote work
$125k - $168k
...building award‑winning teams and products. Grey Matters Defense Solutions, LLC complies with the Colorado Artificial Intelligence Act (CAIA) and maintains policies, controls, and oversight practices designed to mitigate algorithmic discrimination, promote transparency,...Temporary workWork at officeFlexible hours$150k - $240k
...Specialized skills and knowledge in any of the following disciplines is highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. Certification (Series 65 or other)...Full timeContract workWork experience placementWork at officeRemote workFlexible hours$122.4k - $244.8k
...advance their missions. What you need to have: ~ A bachelor's degree preferably in a field relevant to this position ~ CFA, CFP, CAIA or advanced degree preferred ~7 - 15 years of experience related to this position ~ A proven history of excellent client service...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...presence with the ability to interact confidently with senior leadership, brokers, lenders, and external partners. Progress toward CFA, CAIA, or real estate certification a plus. WHY FIFTEEN GROUP This is more than a job—it’s your platform for impact. Be in the deal flow...Full timeWork at office
$105k - $115k
...account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support. This role can be based in Newport Beach, CA, or Austin, TX. Key...Flexible hoursShift work- ...three years' experience working directly with clients or investors. Professional designation or advanced degree such as CFP, CFA, CAIA. Experienced in managing internal relationships and executing strategic initiatives with a large organization. Advanced...
- ...custodial platforms Experience working with U.S. custodians and U.S. regulatory expectations Professional designations (CFA, CAIA, MBA) preferred but not required Personal Attributes Strong fiduciary mindset and ethical standards Highly process‑oriented...Work at office
$90k - $160k
...or Albourne is a plus) Strong background in legal, regulatory, and governance issues related to the private markets space CFA/CAIA designations and or advanced educational degrees What's in it for you? We thrive on the challenge to be our best, progressive thinking...Full timeWork experience placementWork at officeFlexible hours$130k - $180k
...other duties as deemed necessary or as directed. Required Qualifications Bachelor’s degree Series 65 Completion of CFA designation, CAIA, Masters in Finance, or equivalent 10+ years of industry experience Skills And Competencies Investment analysis and management...Local areaFlexible hours$80k - $105k
...institutional investing and commitment to learning Preferred Attributes Master’s degree in a related field Interest in pursuing CFA or CAIA designation Experience in investment operations or fund administration (internships welcome) Knowledge of investment concepts and...Permanent employmentFull timeInternshipWork at office$60k - $85k
...the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary...Temporary workWork at officeLocal areaFlexible hoursShift work- ...collateral management and derivative operations Familiarity with prime brokerage, repo structures, and liquidity management CFA, CAIA, CPA, or FRM certifications Experience working with institutional counterparties, including prime brokers and custodians...Work at office
$80k - $150k
...with Microsoft Word and Excel* A positive, collegial attitude and a high level of professionalism are essential* An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plusNot sure you meet 100% of our That’s ok. If you believe that you could excel in this...Work at officeRemote workFlexible hours1 day per week- ...ability to explain multi‑layered topics effectively. Some other highly valued skills may include: Professional qualifications such as CAIA, IMC, CFA, or certifications in Project Management and Funds Operations. In‑depth knowledge of trade life cycles, as well as pre‑...