MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred ... banking firm that has a 21-year history of providing specialized business valuation, ownership ...
Quick apply
MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred ... banking firm that has a 21-year history of providing specialized business valuation, ownership ...
MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred ... banking firm that has a 21-year history of providing specialized business valuation, ownership ...
Quick apply
MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred ... banking firm that has a 21-year history of providing specialized business valuation, ownership ...
... CFA), equipment loans, and all equipment lease documentation. * Experience with property tax and sales tax for equipment leasing. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North ...
... CFA), equipment loans, and all equipment lease documentation. * Experience with property tax and sales tax for equipment leasing. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North ...
... CFA), equipment loans, and all equipment lease documentation. * Experience with property tax and sales tax for equipment leasing. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North ...
... CFA), equipment loans, and all equipment lease documentation. * Experience with property tax and sales tax for equipment leasing. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North ...
Corporate Finance Tutor
Norfolk, VA · 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 ...
Corporate Finance Tutor
Norfolk, VA · 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 ...
Corporate Finance Tutor
Charlottesville, VA · 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 ...
Corporate Finance Tutor
Charlottesville, VA · 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 ...
Corporate Finance Tutor
Salem, VA · 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 ...
Corporate Finance Tutor
Salem, VA · 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 ...
Corporate Finance Tutor
Richmond, VA · 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 ...
Corporate Finance Tutor
Richmond, VA · 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 ...
Corporate Finance Tutor
Leesburg, VA · 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 ...
Corporate Finance Tutor
Leesburg, VA · 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 ...
Corporate Finance Tutor
Virginia Beach, VA · 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 ...
Corporate Finance Tutor
Virginia Beach, VA · 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 ...
Corporate Finance Tutor
Alexandria, VA · 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 ...
Corporate Finance Tutor
Alexandria, VA · 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 ...
Corporate Finance Tutor
Fairfax, VA · 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 ...
Corporate Finance Tutor
Fairfax, VA · 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 ...
Corporate Finance Tutor
Blacksburg, VA · 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 ...
Corporate Finance Tutor
Blacksburg, VA · 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 ...
Wealth Advisor
Culpeper, VA · On-site
$55K - $65K/yr
... bank. The position requires the ability to manage time efficiently and may call for local travel ... Professional designation (e.g., CFP, CFA) required. * Computer literacy required, including Excel ...
Quick apply
Wealth Advisor
Culpeper, VA · On-site
$55K - $65K/yr
... bank. The position requires the ability to manage time efficiently and may call for local travel ... Professional designation (e.g., CFP, CFA) required. * Computer literacy required, including Excel ...
Wealth Advisor
Fredericksburg, VA · On-site
$55K - $65K/yr
... bank. The position requires the ability to manage time efficiently and may call for local travel ... Professional designation (e.g., CFP, CFA) required. * Computer literacy required, including Excel ...
Quick apply
Wealth Advisor
Fredericksburg, VA · On-site
$55K - $65K/yr
... bank. The position requires the ability to manage time efficiently and may call for local travel ... Professional designation (e.g., CFP, CFA) required. * Computer literacy required, including Excel ...
Private Client Advisor II
Mclean, VA · On-site
At Bank of America, we are guided by a common purpose to help make financial lives better through ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client ...
Private Client Advisor II
Mclean, VA · On-site
At Bank of America, we are guided by a common purpose to help make financial lives better through ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client ...
Private Client Advisor II
Richmond, VA · On-site
At Bank of America, we are guided by a common purpose to help make financial lives better through ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client ...
Private Client Advisor II
Richmond, VA · On-site
At Bank of America, we are guided by a common purpose to help make financial lives better through ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client ...
Gift & Estate Valuation Associate
$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 ...
Gift & Estate Valuation Associate
$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 ...
Gift & Estate Valuation Associate
Tysons Corner, VA · 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 ...
Gift & Estate Valuation Associate
Tysons Corner, VA · 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 ...
Portfolio Manager III
Richmond, VA · On-site
$135K - $300K/yr
At Bank of America, we are guided by a common purpose to help make financial lives better through ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Portfolio Manager III
Richmond, VA · On-site
$135K - $300K/yr
At Bank of America, we are guided by a common purpose to help make financial lives better through ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
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?
| Aspect | Banking Cfa | Financial Analyst |
|---|---|---|
| Required Credentials | CFA certification often preferred; finance degree beneficial | Finance or related degree; CFA or CPA advantageous |
| Work Environment | Investment banks, asset management firms, financial services | Corporations, investment firms, consulting agencies |
| Employer & Industry Usage | Used in banking, asset management, and investment sectors | Common 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 Virginia? For Banking Cfa jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Banking Cfa jobs in Virginia look for? The top searched job categories for Banking Cfa jobs in Virginia are:
What cities in Virginia are hiring for Banking Cfa jobs? Cities in Virginia with the most Banking Cfa job openings:
Full-time
Medical, Retirement
Re-posted 8 days ago
Job description
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering, Environmental Consulting and Construction (AEC) industry, also encompassing Government Contracting. Our growing firm has openings for full-time Investment Banking/Valuation Analysts in our DC Area headquarters. Visit www.mathesonadvisors.com
As part of our expanding team, the analysts will have the opportunity to work on a variety of corporate finance and strategic engagements including:
· Business Valuation: ESOPs, M&A transactions, management buyouts, strategic planning, and other capital strategies purposes.
· Mergers & Acquisitions: M&A execution for buy-side acquisitions, sell-side representation; M&A valuation, deal structuring, market research, and financial due diligence.
· Ownership Transition Planning: Management buyouts, ESOPs, stock redemptions, equity incentive plans, and ownership expansion programs.
· Other strategic advisory, capital strategies and financial management services.
Qualifications: Bachelor’s degree in accounting, finance, business, or related field; 1-2 years of relevant experience in business valuation, investment banking, corporate banking, transaction advisory, public accounting, or relevant financial services experience only. MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred. Very strong verbal and written communication skills. High proficiency with Microsoft Excel and financial statement modeling. Quick on your feet, self-motivated, good team player, and strong attention to detail.
Priority consideration will be given to those applicants who submit a resume plus a written cover letter describing your goals and qualifications related to the position, including current compensation and expectations. Please send to your resume and letter to: hire@mathesonadvisors.com
Company Description
Matheson Financial Advisors is a boutique corporate finance advisory and investment banking firm that has a 21-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. We are an industry niche focused-firm specializing in the Architectural, Engineering, Environmental Consulting and Construction industries, also encompassing Government Contracting.
About Matheson Financial Advisors
Sourced by ZipRecruiter
Industry
Investment banking and securities dealing
Company size
1 - 10 Employees
Headquarters location
McLean, VA, US
Year founded
2003