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Cfa Charterholder Jobs (NOW HIRING)

Northwest

Quantitative Analyst II

Columbus, OH

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof Northwest is an equal ...

Northwest Bank

Quantitative Analyst II

Bellevue, PA · On-site

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof Northwest is an equal ...

Northwest

Quantitative Analyst II

Fishers, IN

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof Northwest is an equal ...

Northwest

Quantitative Analyst II

Independence, OH

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof Northwest is an equal ...

Northwest

Quantitative Analyst II

Bellevue, PA

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof Northwest is an equal ...

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$50K

$100.6K

$151K

How much do cfa charterholder jobs pay per year?

As of Jul 4, 2026, the average yearly pay for cfa charterholder in the United States is $100,600.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $132,500.00 per year, depending on experience, location, and employer.

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

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 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 CFA Charterholders?

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 types of career advancement opportunities are available to CFA Charterholders within the finance industry?

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.
More about Cfa Charterholder jobs
What states have the most Cfa Charterholder jobs? States with the most job openings for Cfa Charterholder jobs include:
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Cfa Charterholder jobs near you
Infographic showing various Cfa Charterholder job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $100,600 per year, or $48.4 per hour.
Touchstone Investments' Global Market Strategist

Touchstone Investments' Global Market Strategist

Western & Southern Financial Group

Cincinnati, OH • On-site

$118K - $153K/yr

Full-time

Posted 19 days ago

Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

41st of 277 rated insurance

Job description

Overview
The Global Market Strategist is responsible for developing and recommending investment strategies to achieve particular investor objectives and desired outcomes. This individual will develop written content used by Touchstone sales professionals and Touchstone's clients to effectively convey investment information and strategies. The position also serves as Touchstone spokesperson regarding timely investment themes and strategies which are facilitated by Touchstone's spectrum of comingled investment solutions.
Responsibilities
What you will do:
  • Authors content (e.g., "white papers," proof statements) supportive of positioning Touchstone and its Funds.
  • Develops periodic review of asset classes and performance of Touchstone funds within those classes.
  • Analyzes investment scenarios and determines optimal portfolio structure to achieve desired outcome characteristics (e.g., yield, return, risk).
  • Produces research and strategy (e.g., asset allocation) related to timely investment themes and how Touchstone funds provide solutions for such themes.
  • Provides timely insights regarding market events or economic releases.
  • Presents at due diligence events, sales events and client events regarding markets, asset classes, themes and Touchstone funds.
  • Supports institutional and retail messaging and sales efforts.
  • Collaborates with sub-advisors and third-party resources to leverage content development.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • Bachelor's Degree - Required
  • MBA a plus. - Preferred
  • A minimum of 10 years' relevant investment experience preferably as an Investment Strategist or Portfolio Manager. - Required
  • Proven experience authoring investment content. - Required
  • Chartered Financial Analyst ("CFA") charterholder strongly preferred.
  • Demonstrated strong investment management acumen and analytical skills- preferred
  • Demonstrated excellent written communication skills. required
  • Demonstrated solid interpersonal skills and experience in public speaking; experience working with broadcast and/or print media preferred.
  • Proven to be adept at utilizing investment information systems (e.g., Bloomberg, FactSet, Morningstar Direct, Zephyr Analytics).
  • Strong PC and Microsoft Office suite usage.
  • Solid experience with investment information systems and attribution software.

Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions

Travel Requirements:
  • up to 30%

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