ZipRecruiter

Log In

1

Banking Cfa Jobs (NOW HIRING)

next page

Showing results 1-20

People also search for

All JobsBanking Cfa Jobs

Banking Cfa information

See salary details

$11K

$81.6K

$120.5K

How much do banking cfa jobs pay per year?

As of Jun 7, 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 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.

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 May 2026, with employment types broken down into 14% As Needed, 61% Full Time, 8% Part Time, 1% Temporary, 14% Contract, and 2% Nights. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution, with an average salary of $81,630 per year, or $39.2 per hour.

Investment Banking Associate

UHY International Ltd.

Farmington Hills, MI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

JOB SUMMARYThe Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.JOB DESCRIPTION

  • Participate meaningfully in all aspects of transaction development and execution

  • Develop and present analyses and presentations in client and prospect meetings

  • Identify strategic and financial buyers and sellers

  • Participate in M&A strategy development discussions

  • Draft information memoranda and management presentations

  • Coordinate and support due diligence

  • Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis

  • Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information

  • Mentor and develop staff (Analysts)

Supervisory responsibilities

  • None

Work environment

  • Work is conducted in a professional office environment with minimal distractions

Physical demands

  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

  • Must be able to lift up to 15 pounds at a time

Travel required

  • Some travel may be required to client sites during engagements

Required education and experience

  • Bachelor's degree in finance, economics, or a related field

  • 3 - 5 years of experience in investment banking

Preferred education and experience

  • Master's degree in finance, economics, or a related field

  • Series 7, 79, and/or 63 designations

  • Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Apply