Senior Investment Associate — Client-Focused Equity
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-24
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
CFA Institute is seeking a professional to handle portfolio management tasks and client communications. This role involves preparing account documentation, managing client inquiries, and ensuring accurate processing of financial transactions. The ideal candidate will have 1-3 years of experience in financial services and strong analytical and communication skills.
Benefits include retirement plans, health coverage, and a discretionary bonus program. The successful applicant will contribute to the quality of client interactions and investment management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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