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 ...
U.S. Private Bank - Private Banker - Senior Associate
Washington, DC · On-site
$120 - $180/hr
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
U.S. Private Bank - Private Banker - Senior Associate
Washington, DC · On-site
$120 - $180/hr
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
M&A Analyst
Vienna, VA · On-site
$100 - $150/hr
This isn't your typical investment banking role - you'll gain exposure to both operational ... Understanding of legal documents and transaction structures Nice to Have * CPA, CFA, or MBA - we ...
M&A Analyst
Vienna, VA · On-site
$100 - $150/hr
This isn't your typical investment banking role - you'll gain exposure to both operational ... Understanding of legal documents and transaction structures Nice to Have * CPA, CFA, or MBA - we ...
U.S. Private Bank - Private Banker - Managing Director
Washington, DC · On-site
$150 - $250/hr
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
U.S. Private Bank - Private Banker - Managing Director
Washington, DC · On-site
$150 - $250/hr
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
U.S. Private Bank - Private Banker - Managing Director
Washington, DC · On-site
$350K - $500K/yr
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
U.S. Private Bank - Private Banker - Managing Director
Washington, DC · On-site
$350K - $500K/yr
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
U.S. Private Bank - Private Banker - Senior Associate
Washington, DC · On-site
$150K - $165K/yr
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
U.S. Private Bank - Private Banker - Senior Associate
Washington, DC · On-site
$150K - $165K/yr
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
You will use your knowledge of investments, financial planning, credit and banking to both advise ... Proactive, takes initiative, and uses critical thinking to solve problems * MBA, JD, CFA, or CFP ...
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
... credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred
Tax Manager - Banking & Capital Markets
Mclean, VA · On-site
$112K - $147K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ... Banking, securities and/or capital markets experience * Strong managerial experience with budgets ...
Tax Manager - Banking & Capital Markets
Mclean, VA · On-site
$112K - $147K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ... Banking, securities and/or capital markets experience * Strong managerial experience with budgets ...
Corporate Finance Tutor
Rockville, MD · 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
Rockville, MD · 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
College Park, MD · 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
College Park, MD · 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
Washington, DC · 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
Washington, DC · 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
Bowie, MD · 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
Bowie, MD · 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
Laurel, MD · 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
Laurel, MD · 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 ...
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 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 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 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 popular job titles related to Banking Cfa jobs in Washington?
For Banking Cfa jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Banking Cfa jobs in Washington look for?
The top searched job categories for Banking Cfa jobs in Washington are:
What cities in Washington are hiring for Banking Cfa jobs?
Cities in Washington with the most Banking Cfa job openings:
Full-time
Medical, Retirement
Re-posted 29 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