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Cfa Charterholder Jobs in Indiana (NOW HIRING)

Everence Services,

Investment Research Analyst

Goshen, IN · On-site

$80 - $100/hr

CFA Charterholder or active CFA candidate preferred Skills and Abilities: * Strong written and verbal communication skills, including the ability to present and defend a research view to Portfolio ...

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Cfa Charterholder information

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$47.6K

$95.7K

$143.7K

How much do cfa charterholder jobs pay per year?

As of Sep 8, 2026, the average yearly pay for cfa charterholder in Indiana is $95,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $126,100.00 per year, depending on experience, location, and employer.

What is a CFA charterholder?

CFA Charterholders are professionals who have earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential in investment management and financial analysis. To become a CFA Charterholder, individuals must pass three rigorous exams covering topics like ethics, portfolio management, and financial analysis, and also have at least four years of qualified work experience. CFA Charterholders are known for their expertise in investment analysis, commitment to ethical standards, and dedication to ongoing education. Many work in roles such as portfolio management, research analysis, and asset management.

What skills and qualifications are needed to be a CFA charterholder?

To thrive as a CFA Charterholder, you need deep expertise in investment analysis, portfolio management, and a thorough understanding of financial markets, typically demonstrated by completing the rigorous CFA Program and meeting professional experience requirements. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is commonly required. Strong analytical thinking, ethical judgment, and effective communication are vital soft skills that distinguish successful professionals in this field. These competencies are crucial for making sound investment decisions, upholding industry standards, and building trust with clients and stakeholders.

What career advancement opportunities are available to CFA charterholders?

CFA Charterholders often find that the designation opens doors to a variety of career advancement opportunities in investment banking, portfolio management, equity research, and risk analysis. Many charterholders progress from analyst positions to senior roles such as portfolio manager, chief investment officer, or even executive leadership within financial institutions. The CFA credential is widely respected and can also support lateral moves into specialized areas like ESG investing or fintech. Networking within the CFA community and ongoing professional development are key to maximizing these growth opportunities.

What is the difference between Cfa Charterholder vs Financial Analyst?

CriteriaCfa CharterholderFinancial Analyst
Required CredentialsChartered Financial Analyst (CFA) designationTypically a bachelor's degree; some roles prefer CFA or other certifications
Work EnvironmentInvestment firms, asset management, researchCorporate finance, investment banking, asset management
Industry UsageHigh in asset management, hedge funds, researchBroadly used across finance sectors

The Cfa Charterholder holds a prestigious certification focused on investment analysis and portfolio management, often working in asset management or research. Financial Analysts perform financial data analysis and support investment decisions but may not hold the CFA designation. While both roles operate in finance, the CFA Charterholder typically has advanced credentials and a more specialized focus on investment strategies.

What are popular job titles related to Cfa Charterholder jobs in Indiana?

For Cfa Charterholder jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Cfa Charterholder jobs in Indiana look for?

The top searched job categories for Cfa Charterholder jobs in Indiana are:

Cfa Charterholder jobs near you
Infographic showing various Cfa Charterholder job openings in Indiana as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 77% Physical, 12% Hybrid, and 11% Remote job distribution, with an average salary of $95,727 per year, or $46 per hour.

Investment Research Analyst

Goshen, IN • On-site

Everence Services,
See more jobs at Everence Services,external

$80 - $100/hr

Other

Posted 5 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investment Research Analyst

Full Time Corporate office, Goshen, IN, US 2 Attachments

2 days ago Requisition ID: 1703

POSITION SUMMARY

The Investment Research Analyst supports Everence's Fixed Income Portfolio Managers through credit research and quantitative analysis and supports the Equity Portfolio Manager on the Praxis domestic equity index funds. The analyst produces written recommendations and analysis that directly inform portfolio decisions and monitors an assigned set of sectors and issuers for the fixed income team on an ongoing basis.

Everence manages the Praxis Funds according to a faith-based, values-driven investment approach. The ideal candidate has a genuine interest in this type of investing and wants their research to shape investment decisions that reflect those values.

RESPONSIBILITIES AND DUTIES
  • Produce written credit research and recommendations on assigned bond issuers, including financial analysis, sustainability assessment and relative value comparisons that Fixed Income Portfolio Managers use to make investment decisions.
  • Cover an assigned group of corporate sectors within the fixed income portfolios (specific sectors to be assigned based on team need and analyst background), maintaining current views on issuer credit quality, sector trends, and the broader economic outlook, and communicating changes proactively to the Fixed Income team.
  • Support the Equity Portfolio Manager in the management of the Praxis domestic equity index funds, including index tracking and rebalancing analysis.
  • Build, maintain, and improve Excel-based models and analytical tools used in the investment process, with the goal of improving analytical efficiency and consistency across the team.
  • Develop proficiency in the team’s core investment software (Bloomberg, BondEdge, and Northfield optimization); familiarity with basic scripting or data tools (e.g. Python, VBA) is a plus for handling larger datasets.
  • Participate in investment team discussions and debates, presenting and defending research views to Portfolio Managers and contributing to group decision-making.
  • Travel occasionally (typically 1-3 times per year) to industry conferences and seminars to build investment and technical skills.
QUALIFICATIONS

Education:

Bachelor's degree in Finance, Economics, Accounting or a related field

Experience:

2+ years of investment-related experience (e.g. credit research, equity research, portfolio analytics); candidates actively pursuing the CFA credentials with less experience will also be considered. Prior exposure to SRI/sustainable investing is helpful but not required.

License(s):

CFA Charterholder or active CFA candidate preferred

Skills and Abilities:

  • Strong written and verbal communication skills, including the ability to present and defend a research view to Portfolio Managers
  • Proficiency in Excel and standard Microsoft Office applications; comfort learning specialized investment platforms (e.g. Bloomberg and BondEdge).
  • Solid grasp of fixed income and/or equity fundamentals, including credit analysis and relative value concepts.
  • Ability to manage deadline-driven work and adapt quickly to changing market conditions.
  • Collaborative mindset that works well with others and actively contributes to internal debate and discussion on investment ideas.
SUPERVISORY RESPONSIBILITIES:

None

SCHEDULE:

Full-time

Attachments (2)

2026 Benefits of working at Everence.pdf

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