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How much do cfa level 2 jobs pay per year?

As of Aug 10, 2026, the average yearly pay for cfa level 2 in the United States is $91,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $104,500.00 per year, depending on experience, location, and employer.

What are common responsibilities for professionals at the CFA Level 2 stage within financial firms?

Professionals at the CFA Level 2 stage often support senior analysts or portfolio managers by conducting in-depth financial analysis, building valuation models, and performing sector or company research. They may be tasked with compiling research reports, gathering market intelligence, and contributing to investment strategy discussions. Collaboration with other analysts, attending meetings with management teams, and assisting in client presentations are also typical duties. This hands-on experience is valuable both for professional development and for progressing toward more senior investment roles.

What are the key skills and qualifications needed to thrive in the CFA Level 2 position, and why are they important?

To thrive as a CFA Level 2 candidate or charterholder, you need advanced knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing the CFA Level I exam and progressing through the CFA Level II curriculum. Strong command of Excel, financial modeling tools, and Bloomberg Terminal is commonly expected in this role. Outstanding analytical thinking, attention to detail, and clear communication are essential soft skills for interpreting data and presenting investment recommendations. These abilities are crucial for success because they enable informed, accurate decision-making and effective collaboration in high-stakes financial environments.

What jobs can you get with CFA Level 2?

CFA Level 2 candidates are qualified for roles such as financial analyst, investment analyst, research associate, and portfolio analyst. These positions typically involve financial modeling, valuation, and analysis of investment opportunities, often requiring strong analytical skills and familiarity with financial tools and data. Progressing to CFA Level 3 can open opportunities for senior roles like portfolio manager or research director.

What is a CFA Level 2?

A CFA Level 2 job typically refers to roles in finance and investment where candidates have passed the Level 2 exam of the Chartered Financial Analyst (CFA) program. These roles may include investment analysts, equity researchers, portfolio analysts, or financial consultants. While passing Level 2 enhances job prospects, most employers value relevant experience alongside CFA progress. Candidates often work in asset management, investment banking, or financial planning. Completing Level 2 demonstrates strong financial analysis and valuation skills.

Will CFA Level 2 help me get a job?

CFA Level 2 demonstrates advanced knowledge of investment analysis and financial concepts, which can enhance your qualifications for roles in asset management, research, and financial analysis. While it improves your credentials, securing a job also depends on experience, networking, and the specific employer requirements.
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CFA Level 2 jobs near you
Infographic showing various Cfa Level 2 job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, 1% Temporary, and 1% Contract. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $91,602 per year, or $44 per hour.

Sr. Data Product Management and Execution Manager, VP III - State Street Investment Management

State Street Global Advisors

Boston, MA

$120K - $217K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

About the job

State Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office. This senior role is responsible for driving the delivery of advanced data product solutions that support our client coverage and product business. The ideal candidate will possess extensive hands-on experience in client coverage and product management data domains, product lifecycle execution, data pipeline development, and team leadership within the financial services sector.


Responsibilities:

  • Lead an agile product manager, data analyst, and engineering team in a matrix organization to deliver innovative solutions that address evolving business and client requirements.
  • Collaborate with global teams to execute cross-border projects and continuously enhance best practices in data product solutions.
  • Mentor and develop junior data product manager, data analyst, and engineers, fostering a culture of continuous learning and high performance.
  • Oversee data demand and problem rationalization, product feature design, and data workflow for both structured and unstructured data, leveraging AI technologies.
  • Pioneer the design and development of data agents using agentic AI frameworks.

Skills and Qualifications:

  • Bachelor's degree in computer science, or a related field.
  • Minimum 17 years of experience in the financial services industry.
  • At least 15 years of hands-on experience in core data domains in asset management industry such as Sales, Flow, product, marketing, and finance.
  • At least 10 years of data product management experience and proficient with product lifecycle management and business driven execution.
  • At least 10 years of hands-on experience with Salesforces, its vendor ecosystem, and global sales distribution channels.
  • Familiar with index based passive product, actively managed ETF, digital product, and derivative enhanced product from research, launch, and post-launch data management.
  • Proficiency in modern data management tools (e.g., Snowflake, Databricks) and programming languages (Python, SQL); familiarity with AI code generation tools such as Anthropic Code, Codex, and GitHub Copilot.
  • Minimum 2 years of experience working with unstructured data (e.g., Sales note, 13F filings, news, social media).
  • Exceptional written and verbal communication skills, with the ability to engage stakeholders across multiple countries.
  • Results-driven, detail-oriented, and candid in approach.

Any of the following is highly desirable:

  • Prior experience in a data product or engineering role within a financial institution.
  • Experience with structured and unstructured data management tools (e.g., Snowflake, Databricks, document management systems).
  • Completion of CFA Level II, FRM, or equivalent certification.

Salary Range:

$120,000 - $217,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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