Cfa Jobs

Barclays seeks an Equity Research Consumer, AVP to produce sector-leading research, develop investment theses, and present actionable recommendations to institutional clients.

Lead valuation, hedging and risk reporting for AmeriHome’s MSR and GNMA EBO portfolios, driving analytics and strategy across Capital Markets.

Experienced credit analyst needed to evaluate IG and HY corporate debt, support portfolio managers, and produce detailed credit reports for Raymond James Investment Management in Saint Petersburg, FL.

Act as a trusted Wealth Advisor on a collaborative team, delivering customized financial plans and portfolio solutions for high-net-worth clients while supporting business growth and mentoring junior staff.

Experienced institutional client service professional needed to manage endowment, nonprofit, corporate and trust portfolios and help grow a key institutional business segment at a well-established, employee-owned firm.

An established wealth management firm is hiring a seasoned Wealth Advisor to deliver comprehensive financial plans and cultivate high‑net‑worth client relationships through collaborative team-based advice.

Lead institutional sales for Experian's mortgage capital markets products, leveraging data and analytics to win and expand relationships across lenders, servicers and investors.

Experienced Emerging Markets portfolio manager needed to manage hard-currency credit portfolios, generate research-driven investment ideas, and support client reporting at a leading global asset manager.

CNBC at VERSANT seeks a Senior Equity Analyst & Reporter to research and translate company fundamentals into clear, actionable investment stories for on-air and written audiences.

Experienced backend developer with finance/portfolio analytics expertise sought to build scalable data-driven backend systems using PostgreSQL, SQL/Parquet, and modern data engineering patterns.

Lead customer value for Loop's enterprise finance product by owning key metrics, operational playbooks and cross-functional delivery to drive measurable finance outcomes for restaurant customers.

Experienced wealth-planning professional needed to lead a team at Mariner, delivering tailored financial strategies and mentoring associates while expanding relationships with high-net-worth clients.

Senior-level Relationship Manager sought to lead complex global family office and master trust/custody relationships, providing strategic counsel and driving growth for a well-established financial institution.

Brown Brothers Harriman is hiring a Single Family Office Relationship Manager in New York to develop and close UHNW and family office relationships across investments, trust, and family office services.

Lead mission-aligned investment sourcing, diligence, and portfolio management to advance Britebound’s career-readiness impact while stewarding financial and stakeholder outcomes.

Belvedere Trading seeks a Senior FP&A Analyst to deliver reporting, forecasts, and financial models that inform strategic decisions and optimize trading desk performance.

Hana Group seeks a strategic Senior Manager of FP&A to lead budgeting, forecasting, and financial analysis that informs executive decisions and supports retail growth.

Lead comprehensive wealth planning and client relationship management for high-net-worth clients at a collaborative New York wealth management firm.

Lead a wealth advisory team at Mariner to deliver comprehensive, customized wealth plans and cultivate high-net-worth client relationships.