The Chartered Financial Analyst program is a postgraduate professional certification offered internationally by the American-based CFA Institute to investment and financial professional
We’re hiring a Senior Portfolio Manager. Full Time • Private Wealth Management / Family Office • Salary: $130k–$200k Bonus Potential Ownership. Join a collaborative investment team where you’ll help shape portfolio strategy, manage multi-asset portfolios, and serve on the Investment Committee. This role includes direct client engagement, research, and mentoring junior team members. Ideal Candidate. CFA or CFA Level II candidate. 3–5 years of expe...
Vice President of Asset Management. Lupoli Companies – Lawrence, MA. Position Overview. Lupoli Companies is seeking an experienced and strategic. Vice President of Asset Management. to oversee the performance of its diversified real estate portfolio, which includes office, retail, multifamily, and mixed-use assets across the Merrimack Valley and the I-495 corridor in Northern Massachusetts. This role will serve as the portfolio’s “owner’s represe...
About Us. We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at. s. cale. We're not looking for a “relationship manager.” We’re looking for an investment athlete who can sit at the intersection of clients, quants, and code — p...
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. CRBT is looking for a Trust Investment Officer to join our team. The key attributes of this position are to m. anage assigned client portfolios and participate as necessary throughout the investment management function. assist in the trade activity, r...
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. CRBT is looking for a Trust Officer to join our team. The preferred candidate for this position will possess the ability to achieve success as an independent contributor with minimal direct supervision and oversight, as well as a collaborative teammat...
Company Overview. A prominent asset management company oversees a multi-billion-dollar portfolio to support philanthropic activities. They are seeking an Investment Operations Analyst to manage day-to-day operations for a diverse global investment portfolio. Job Responsibilities. Ensure seamless confirmation and settlement of trade activities with counterparties and custodians using systems like Blackrock’s Aladdin, CTM, and Acadia. Validate, con...
Company. Everest Global Services, Inc. Job Category. Operations. Job Description. About Everest. Everest is a global leader in risk management, rooted in a rich, 50 year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care...
Description. Vice President of Asset Management. Lupoli Companies – Lawrence, MA. Position Overview. Lupoli Companies is seeking an experienced and strategic. Vice President of Asset Management. to oversee the performance of its diversified real estate portfolio, which includes office, retail, multifamily, and mixed-use assets across the Merrimack Valley and the I-495 corridor in Northern Massachusetts. This role will serve as the portfolio’s “ow...
Job Description. Are you an accountant looking for an exciting opportunity to grow your finance career. Look no further. Join the Finance team at DUMAC. DUMAC manages Duke University's prestigious investment portfolio and related pools of assets. The mission of Duke University's endowment is to support the people, programs, and activities of the university in perpetuity. Over the years, growth of the endowment through investment return and charit...
Job Description. Are you an accountant looking for an exciting opportunity to grow your finance career. Look no further. Join the Finance team at DUMAC. DUMAC manages Duke University's prestigious investment portfolio and related pools of assets. The mission of Duke University's endowment is to support the people, programs, and activities of the university in perpetuity. Over the years, growth of the endowment through investment return and charit...
