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Banking Cfa Jobs (NOW HIRING)

Accenture

Investment Banking Manager

Pittsburgh, PA · On-site

Additional certified qualifications relevant to Investment Bank industry, including CFA. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited ...

Accenture

Investment Banking Manager

Pittsburgh, PA · On-site

Additional certified qualifications relevant to Investment Bank industry, including CFA. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited ...

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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 Aug 12, 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.

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.
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 August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 9% Part Time, and 3% 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.

Associate, Investment Banking

Coldstream Wealth Management

Bellevue, WA • Hybrid

$70K - $90K/yr

Full-time

Posted 18 days ago

Job description

Coldstream Capital Partners is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. Our team is known for its entrepreneurial spirit, strong work ethic, and dedication to client success. Since our merger with Coldstream Wealth Management in 2017, we have grown to one of the largest independent and shareholder-owned firms on the West Coast.

We are seeking a highly motivated and detail-oriented Associate to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed. Your home base will need to be in Washington or Oregon.

You will play a critical role in supporting deal execution and contributing to client relationships within our sell-side advisory practice. You will be responsible for assisting with various aspects of the transaction process, from initial client engagement through closing.

Key Responsibilities:

1. Deal Execution Support:

  • Assist in the execution of sell-side advisory transactions, including mergers, acquisitions, divestitures, and other strategic advisory engagements.
  • Prepare marketing materials, including pitch books, information memoranda, management presentations, and valuation analyses.
  • Support the due diligence process, coordinate with buyers, and assist in drafting key transaction documentation.
  • Maintain effective communication and coordination between internal teams, clients, and external parties, such as legal, accounting, and other advisors.
2. Client Support and Relationship Management:
  • Collaborate with senior team members to provide strategic advice and guidance to clients throughout the transaction process.
  • Develop and maintain relationships with clients by delivering high-quality service and demonstrating a deep understanding of their objectives.
3. Financial Analysis and Valuation:
  • Conduct financial analyses, including financial modeling, valuation (DCF, precedent transactions, trading comparables), and sensitivity analyses to support transaction decisions.
  • Evaluate financial statements, market data, and other relevant information to develop comprehensive financial projections and investment theses.
4. Research and Market Analysis:
  • Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
  • Perform sector-specific research to support transaction positioning and strategic recommendations.
5. Team Collaboration:
  • Work closely with Analysts and senior team members to ensure the timely and accurate delivery of work products.
  • Contribute to a collaborative and high-performance team environment, sharing knowledge and best practices.
6. Business Development Support:
  • Assist in business development initiatives, including pitch preparation, target identification, and market outreach.
  • Support senior bankers in identifying new business opportunities and expanding the firm's client base.

  • Minimum of 2 years of investment banking experience, or relevant financial services experience, with a focus on sell-side M&A advisory.
  • Strong financial modeling, valuation, and analytical skills and proficiency with Excel and PowerPoint; experience with Deal Cloud/Pitchbook and research databases is a plus.
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to clients and stakeholders.
  • Proven ability to manage multiple tasks and work effectively under pressure in a deadline-driven environment.
  • Exceptional attention to detail, problem-solving skills, and strategic thinking.
  • Strong interpersonal skills and the ability to build and maintain client relationships.
  • Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred but not required.

Why Join Us?

  • Entrepreneurial Culture: Be part of a dynamic, growing team where your contributions make a direct impact on the firm's success.
  • Growth Opportunities: Gain exposure to a variety of industries and high-profile transactions, enhancing your professional development.
  • Work-Life Balance: Benefit from flexible hybrid work arrangements and a supportive environment that values work-life integration.