A leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies and institutions in major markets around the world. Bachelor's degree. 3+ years of experience, in a professional capacity; industry experience is required. Strong analytical ability with solid quantitative skills and understanding of financial markets. CFP/CFA designation preferred. Email jdavis@crossroadsx.com for confidential inquiry into this position.
Feb 11, 2022