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Cfa Charterholder Jobs (NOW HIRING)

Frost Bank

Derivatives Specialist

San Antonio, TX · On-site

CFA charterholder Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term ...

City National Bank

Investment Consultant

Tallahassee, FL · On-site

$101K - $172K/yr

CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred

Frost Bank

Derivatives Specialist

San Antonio, TX · On-site

CFA charterholder Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term ...

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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:
What job categories do people searching Cfa Charterholder jobs look for? The top searched job categories for Cfa Charterholder jobs are:
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.

Derivatives Specialist

Frost Bank

San Antonio, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Job Description
It's about being there and building trust.
Are you known for your attention to detail and exceptional organizational skills? Do you like working with others and have a goal-oriented mindset? Are your ready to facilitate all the moving pieces to help deliver a seamless experience? If so, being a Derivatives Specialist with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Derivatives Specialist with Frost, you are our subject matter expert. In this role, you are responsible for administering the bank's foreign exchange, interest rate, and commodity hedging product groups. Your goal is to limit risk on behalf of both the bank and its customers. You will use your effective communication skills to interact with customers and work with Frost lines of business to give guidance and present customized opportunities. Our Derivatives Specialists believe in efficiency and strive to go above and beyond with integrity, caring and excellence in mind.
What you'll do:
  • Join a team responsible for administering the bank's foreign exchange, interest rate, and commodity hedging product groups with the goal of limiting risk on behalf of both the bank and its customers
  • Monitor and maintain foreign currency account positions within the given foreign exchange policy, executing and capturing foreign exchange and derivative transactions
  • Interact with customers to evaluate and present customized interest rate, commodity, and foreign exchange hedging opportunities
  • Work with Relationship Managers, Sales Managers, Credit Officers, and back office personnel to give guidance on loan pricing, coordinate documentation, track sales opportunities, and respond to ad-hoc queries
  • Attend periodic regional sales meetings to provide market commentary and further develop relationships with Sales Managers and Relationship Managers
  • Works closely with Derivatives Analyst I and II to further teach and convey basic derivative principles and explain derivatives and foreign exchange systems
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need:
  • Bachelor's degree in Finance, Economics, Mathematics, or Statistics; or a related technical field
  • 5+ years commercial lending or derivatives experience
  • Experience with Bloomberg
  • Strong problem-solving and critical thinking skills
  • Ability to explain complex financial transactions
  • Proficiency in Microsoft computer applications
  • Excellent written and verbal communication skills

Additional Preferred Skills:
  • Master's degree
  • Understanding of the interest rate, commodity (energy), and currency derivatives markets
  • CFA charterholder

Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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