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Banking Cfa Jobs in Oregon (NOW HIRING)

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon Pacific Bank's Trust & Wealth Management team offers a collaborative, community banking environment ...

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon Pacific Bank's Trust & Wealth Management team offers a collaborative, community banking environment ...

Varsity Tutors

Corporate Finance Tutor

OR · Remote

$18 - $40/hr

... CFA examinations, and investment banking careers. * Conceptual Teaching & Problem-Solving: Skilled at breaking down discounted cash flow valuations, leveraged recapitalization analysis, and capital ...

Varsity Tutors

Corporate Finance Tutor

Eugene, OR · Remote

$18 - $40/hr

... CFA examinations, and investment banking careers. * Conceptual Teaching & Problem-Solving: Skilled at breaking down discounted cash flow valuations, leveraged recapitalization analysis, and capital ...

Varsity Tutors

Corporate Finance Tutor

Portland, OR · Remote

$18 - $40/hr

... CFA examinations, and investment banking careers. * Conceptual Teaching & Problem-Solving: Skilled at breaking down discounted cash flow valuations, leveraged recapitalization analysis, and capital ...

US Bank

PWM Private Wealth Advisor

Portland, OR · Hybrid

$126K - $154K/yr

... as CFA or CFP This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other ...

US Bank

PWM Private Wealth Advisor

Portland, OR · On-site

$126K - $154K/yr

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... CFA or CFP is preferred If there's anything we can do to accommodate a disability during any ...

U.S. Bank

PWM Private Wealth Advisor

Portland, OR · On-site

$126K - $154K/yr

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... CFA or CFP is preferred If there's anything we can do to accommodate a disability during any ...

U.S. Bank

PWM Private Wealth Advisor

Portland, OR · On-site

$126K - $154K/yr

... as CFA or CFP This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other ...

Withum

Gift & Estate Valuation Associate

Portland, OR · On-site

$65K - $90K/yr

Red Bank, NJ; Providence, RI; Columbia, MD; Tysons Corner, VA Nashville, TN; Boca Raton, FL ... The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and ...

Withum

Gift & Estate Valuation Associate

Portland, OR · On-site

$65K - $90K/yr

Red Bank, NJ; Providence, RI; Columbia, MD; Tysons Corner, VA Nashville, TN; Boca Raton, FL ... The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and ...

Sezzle

OR

$149K - $197K/yr

Own end-to-end preparation and filing of bank regulatory reports , including FFIEC Call Reports ... * CPA, CFA, or other relevant professional certification preferred. * Bachelor's degree in ...

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Banking Cfa information

What is a Banking CFA?

A Banking CFA refers to a professional in the banking sector who has earned the Chartered Financial Analyst (CFA) designation. These professionals typically work in roles such as investment banking, risk management, financial analysis, or portfolio management within banks. The CFA credential signifies expertise in investment analysis, portfolio management, and ethical standards. Banking CFAs are valued for their deep understanding of financial markets, rigorous analytical skills, and commitment to ethical practices. Their responsibilities may include analyzing financial statements, assessing investment opportunities, and advising clients or institutions on financial strategies.

What is the difference between Banking Cfa vs Financial Analyst?

AspectBanking CfaFinancial Analyst
Required CredentialsCFA certification often preferred; finance degree beneficialFinance or related degree; CFA or CPA advantageous
Work EnvironmentInvestment banks, asset management firms, financial servicesCorporations, investment firms, consulting agencies
Employer & Industry UsageUsed in banking, asset management, and investment sectorsCommon in corporate finance, investment analysis, and consulting

While both Banking Cfa and Financial Analyst roles involve financial analysis and require similar credentials, Banking Cfa professionals typically work within investment banking and asset management firms, focusing on investment strategies and client portfolios. Financial Analysts often work across various industries, providing financial insights and supporting decision-making within corporations or investment firms. The roles overlap in skills but differ in work environment and specific responsibilities.

What are some typical challenges faced by Banking CFAs when working with cross-functional teams?

Banking CFAs often collaborate with departments such as risk management, compliance, and relationship management to deliver comprehensive financial solutions. A common challenge is aligning diverse objectives and timelines across these teams, especially when managing complex transactions or regulatory requirements. Effective communication and project management skills are essential for ensuring that all stakeholders are informed and coordinated. Successfully navigating these challenges can lead to smoother deal execution and stronger professional relationships within the organization.

What are the key skills and qualifications needed to thrive as a Banking CFA?

To thrive as a Banking CFA, you need strong analytical skills, financial modeling expertise, and a Chartered Financial Analyst (CFA) designation. Familiarity with financial analysis tools like Bloomberg Terminal, Excel, and various risk management systems is commonly required. Exceptional attention to detail, integrity, and effective communication skills help professionals excel in this role. These skills and qualities ensure accurate financial assessments, sound investment recommendations, and trusted client relationships in the banking sector.
What are popular job titles related to Banking Cfa jobs in Oregon? For Banking Cfa jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Banking Cfa jobs in Oregon look for? The top searched job categories for Banking Cfa jobs in Oregon are:
What cities in Oregon are hiring for Banking Cfa jobs? Cities in Oregon with the most Banking Cfa job openings:
Banking Cfa jobs near you

Trust Portfolio Manager

Oregon Pacific Bank

Medford, OR • On-site

$64K - $93K/yr

Full-time

Re-posted 25 days ago

Job description

Trust Portfolio Manager
Oregon Pacific Bank | Trust & Wealth Management

  • Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
  • Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
  • Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

JOB SPECIFICATIONS:

  • Education/ Experience: A combination of experience and relevant education totaling 5+ years.
    • Education: Bachelor’s degree in finance, accounting, economics, or business
    • Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
  • Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

CULTURE/WORK ENVIRONMENT:

Oregon Pacific Bank’s Trust & Wealth Management team offers a collaborative, community banking environment where you will have the opportunity to

  • Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
  • Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
  • Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
  • Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

RELATIONSHIPS:

  • Responsible to the Director of Trust and Wealth Management for the fulfillment of functions and responsibilities.
  • Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
  • Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

  • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
  • Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
  • Influence. Be an active player in participating, building and contributing to service.
  • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
  • Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
  • Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
  • Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.