Get new jobs by email
- ...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...Suggested
Sequoia Financial Group Llc
Akron, OH3 days ago - ...PowerPoint. Preferred Skills/Experience Progress towards professional designation or advanced degree such as CFP, CFA, CMT, CAIA, etc. is preferred. Experience with model management or trading. Experience with traditional Wealth Management custodians such...SuggestedWork at office
Sequoia Financial Group Llc
Akron, OH3 days ago $55k - $66k
...manager evaluation. We highly encourage and support employees to further their investment knowledge by participating in the CIPM, CFA, or CAIA programs. Responsibilities: Independently collect, enter, and reconcile our clients' investment data from custodian banks,...SuggestedFlexible hours$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- ...relative attribution analysis Basic knowledge of data query tools and SQL preferred MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred Experienced with tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and...SuggestedCasual workFlexible hours
Meradia Group
West Chester, PAa month ago $130k - $180k
...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...SuggestedTemporary workLocal areaFlexible hours$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. Location This role can be based in Newport Beach, CA, or Austin, TX. Key...SuggestedFlexible hoursShift work- ...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
- ...solvingskillsandattentiontodetailundertightdeadlines. Keenunderstandingofcomplianceandregulatorystandardsforinstitutionalassetmanagement. Preferred Qualifications CFA,CAIA,orsimilarprofessionaldesignation. AdvanceddegreeinFinance,Economics,orarelatedfield. Previousexperiencemanagingoradvisinglarge-...SuggestedFull timeRemote work
$100k - $250k
...presence Self‑motivated, detail‑oriented, and resilient, with a proactive and solution‑driven approach to problem‑solving CFA or CAIA designation (or significant progress toward either) preferred The anticipated annual base salary range for this position is $100,00...SuggestedDaily paidPermanent employmentWork at office- ...Operations teams and roles Experience of working with the Black Rock Solutions eFront product Additional Desired Qualifications CFA, CAIA , CPA, or other financial services designation preferred Previous experience within a program management, strategic change office,...SuggestedFull timeContract workWork at office
- ...Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred Obtained, or progress towards, CFA required CAIA or CFP is a plus Ability to do independent research and strong attention to detail Excellent written and verbal communication...SuggestedWork experience placement
- ...independently and as part of a team. Experience using Addepar or a similar performance reporting software is preferred Progress towards CFA, CAIA, CIMA, or CIPM designations, or an MBA, is beneficial but not required Sunpointe is dedicated to internally cultivating and...SuggestedWork at office
- ...related investment management / analytical experience Bachelor’s degree in Finance, Economics, Accounting or a related field CFA or CAIA designation, or progress toward completion, is preferred but not required Strong quantitative analytical skills Familiarity with private...SuggestedLocal area
$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)...SuggestedFull timeContract workWork experience placementWork at officeRemote workFlexible hours- ...pricing/economic activities related to Gridline’s investment vehicles Preferred Qualifications: Bachelor’s degree required; MBA, CFA, or CAIA a plus (or working towards such credentials) 3-5+ years of experience in investment consulting, manager research, private portfolio...Work at office
- ...working with asset managers, banks, and cross‑functional teams across multiple markets. Professional certifications such as CFA and CAIA will be an advantage. Good command of English language, both written and spoken. Able to work effectively in a team environment to...
$85k - $100k
...Demonstrated ability to work both independently and collaboratively within a team. ~ Bachelor's degree required; progress toward CFA or CAIA is a plus. What We're Looking For: Intellectual curiosity and a genuine interest in hedge funds and alternative strategies....Temporary workImmediate startFlexible hours- ...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
$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...Full timeWork at officeRemote workShift work$50k - $70k
...to grow into a long‑term advisory or investment management role Motivated to pursue professional certifications such as CFP, CFA, CAIA, or CPA Hours & Benefits Monday-Friday, 8:00 AM - 5:00 PM Performance-based bonus structure Profit‑sharing opportunities Comprehensive...Full timeWork at officeMonday to Friday- ...Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Strong quantitative skills and detail-orientation...Work at officeLocal area
- ...Addepar, etc.) Experience with quantitative research analytical tools (Axioma, Barra, Bloomberg, etc.) Finance certificate (CIPM, CIMA, CAIA, etc.) preferred Your New Role Take the next step in your wealth management career and utilize your rigorous attention to detail in...Local area
- ...optimization, FactSet portfolio modules, and Capital IQ research Familiarity with the Clearwater portfolio accounting system CFA, CAIA, MBA or in active pursuit Why join our team: We help you be your best through professional development opportunities,...Work at office3 days per week
- ...(CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP, CIMA, CAIA Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or...
$60k - $90k
...familiarity with financial industry operations Knowledge of federal securities laws Relevant industry certifications (IACCP, CAMS, CAIA, FINRA Series licenses etc.) Essential Traits: Preferred Qualifications: Healthcare Coverage: Comprehensive medical, dental,...Temporary work$250k - $300k
...Salesforce Agentforce, or similar enterprise AI frameworks. Advanced degree and/or certifications in Salesforce, Microsoft Power BI, CFA, CAIA, or related analytics disciplines. Compensation for this role: Base salary range of $250-300K.** Annual discretionary...Work at officeFlexible hoursWisdomTree
New York, NY3 days ago- ...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...Work experience placementWork at officeWork visa3 days per week
$125k - $175k
...Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred Obtained, or progress towards, CFA CAIA, CFOA, or other options‑related certification is a plus Ability to do independent research and strong attention to detail Excellent...Work experience placementWork at office- ...learning, and deeply engaged with investment ideas Master\'s degree in Finance, Economics, or related quantitative field preferred CFA or CAIA designation a plus Trading experience a plus, particularly for management of portable alpha or overlay strategies Strong technology...Work at office
