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Banking Cfa Jobs (NOW HIRING)

Government of the Virgin Islands

$75/day

A Master's degree or professional certification (such as CFA, CPA, or similar) from an accredited institution is highly desirable. A minimum of 5 years of professional experience in banking ...

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Banking Cfa information

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$11K

$81.6K

$120.5K

How much do banking cfa jobs pay per year?

As of Jul 22, 2026, the average yearly pay for banking cfa in the United States is $81,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $120,000.00 per year, depending on experience, location, and employer.

Can a CFA work in a bank?

A Chartered Financial Analyst (CFA) can work in a bank, often in roles such as investment analysis, portfolio management, risk assessment, or financial advisory. The CFA designation demonstrates expertise in finance and investment principles, which are highly valued in banking environments, especially in asset management and corporate finance divisions.

Is 37 too late for CFA?

The Chartered Financial Analyst (CFA) designation is open to candidates of any age, including those in banking roles. Many professionals pursue the CFA later in their careers to enhance their skills and credentials, and age does not typically hinder eligibility or success in obtaining the certification.

What is a Banking CFA and what do they do?

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.

Is CFA worth it for banking?

The CFA designation is highly regarded in banking, especially for roles in investment analysis, asset management, and financial research. It demonstrates strong technical skills and commitment, which can enhance career advancement and salary potential in the industry.

What is the salary of CFA in banking?

The salary of a Chartered Financial Analyst (CFA) working in banking typically ranges from $60,000 to $150,000 annually, depending on experience, location, and the specific role. Entry-level CFAs may earn lower salaries, while those with several years of experience or in senior positions can earn significantly more, often supplemented by bonuses and incentives.

What are the key skills and qualifications needed to thrive as a Banking CFA, and why are they important?

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.
More about Banking Cfa jobs
What cities are hiring for Banking Cfa jobs? Cities with the most Banking Cfa job openings:
What states have the most Banking Cfa jobs? States with the most job openings for Banking Cfa jobs include:
What job categories do people searching Banking Cfa jobs look for? The top searched job categories for Banking Cfa jobs are:
Banking Cfa jobs near you
Infographic showing various Banking Cfa job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $81,630 per year, or $39.2 per hour.
Investment Banking Senior Associate

Investment Banking Senior Associate

Houlihan Capital

Chicago, IL • On-site

$97K - $131K/yr

Full-time

Posted 21 days ago

Job description

Job Title: Senior Associate
Department: Investment Banking
Reports To: Vice President, Investment Banking
FLSA Status: Exempt
Location: Hybrid - Chicago, IL
Base Compensation: $97,000-$131,000 USD
Bonus Eligible: Yes
Investment Banking roles are eligible for deal-based bonuses.
About The Firm:
Houlihan Capital is an employee-owned leading, solutions-driven valuation, financial advisory and boutique investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape.
Houlihan Capital has extensive valuation experience providing companies with objective, independent, and defensible valuation opinions that meet accounting, regulatory, and corporate governance requirements. Our analyses and reports are transparent, supportable, and clearly outline the assumptions and projections incorporated into our financial models. We consistently apply sound valuation methodologies and unbiased perspective in our work product that enables management teams and fiduciaries to make confident, informed decisions.
Investment Banking Senior Associate - Job Description
Role Overview:
The Investment Banking Senior Associate plays a central execution role on M&A sell-side and buy-side engagements, managing the day-to-day workflow of active transactions while mentoring Analyst-level team members. Senior Associates are expected to operate with a high degree of independence across deal processes and client interactions, and to begin demonstrating leadership across the deal team.
Responsibilities:
• Lead day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
• Serve as a primary day-to-day contact for clients, counterparties, and transaction advisors.
• Manage transaction workstreams and oversee execution timelines across active engagements.
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Draft, review, and refine CIMs, management presentations, and offering materials
• Manage data room organization, due diligence trackers, and third-party advisor coordination
• Supervise and quality-check the work product of Analysts and Associates on active engagements
• Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
• Begin contributing to client relationship management and pitch processes with increasing independence
Requirements:
• Bachelor's degree required. Preferred majors include Finance, Accounting, and Economics.
• MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.
• 4-6 years of investment banking experience, with demonstrated exposure to M&A advisory.
• Mastery of core valuation methodologies and deal process mechanics.
• Demonstrated experience leading deal workstreams and mentoring junior professionals.
Houlihan Capital is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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