The position emphasizes both investment acumen and client relationship management, requiring an ... CFA is preferred Benefits: * Healthcare benefits, with considerations for dependents * Three weeks ...
The position emphasizes both investment acumen and client relationship management, requiring an ... CFA is preferred Benefits: * Healthcare benefits, with considerations for dependents * Three weeks ...
Assistant Portfolio Manager
Goshen, IN · On-site
... equity index portfolio management * Experience in fixed-income credit research is a plus * A background in sustainable investing is helpful License/Credentials: CFA Charterholder strongly preferred ...
Quick apply
Assistant Portfolio Manager
Goshen, IN · On-site
... equity index portfolio management * Experience in fixed-income credit research is a plus * A background in sustainable investing is helpful License/Credentials: CFA Charterholder strongly preferred ...
VP, Portfolio Manager - Equity Portfolio Management team
Boston, MA · Hybrid
$225K/yr
Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected to demonstrate senior ...
VP, Portfolio Manager - Equity Portfolio Management team
Boston, MA · Hybrid
$225K/yr
Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected to demonstrate senior ...
Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management
Stamford, CT · On-site
$120K - $202K/yr
MBA / MS or CFA designation preferred. * Minimum 10 years of experience in active U.S. equity portfolio management, buy-side fundamental equity research, or a closely related role, with demonstrated ...
Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management
Stamford, CT · On-site
$120K - $202K/yr
MBA / MS or CFA designation preferred. * Minimum 10 years of experience in active U.S. equity portfolio management, buy-side fundamental equity research, or a closely related role, with demonstrated ...
Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management
Stamford, CT · On-site
$120K - $202K/yr
MBA / MS or CFA designation preferred. * Minimum 10 years of experience in active U.S. equity portfolio management, buyside fundamental equity research, or a closely related role, with demonstrated ...
Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management
Stamford, CT · On-site
$120K - $202K/yr
MBA / MS or CFA designation preferred. * Minimum 10 years of experience in active U.S. equity portfolio management, buyside fundamental equity research, or a closely related role, with demonstrated ...
VP, Portfolio Manager - Equity Portfolio Management team
Boston, MA · On-site
$225K/yr
Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected to demonstrate senior ...
VP, Portfolio Manager - Equity Portfolio Management team
Boston, MA · On-site
$225K/yr
Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected to demonstrate senior ...
Systematic Equity Portfolio Manager, AVP - State Street Investment Management
Boston, MA · On-site
$90K - $157K/yr
... day portfolio management of systematic equity strategies across active and enhanced mandates. The role sits within the Systematic Equity Investment team and works closely with senior Portfolio ...
Systematic Equity Portfolio Manager, AVP - State Street Investment Management
Boston, MA · On-site
$90K - $157K/yr
... day portfolio management of systematic equity strategies across active and enhanced mandates. The role sits within the Systematic Equity Investment team and works closely with senior Portfolio ...
Wealth Management, Quantitative Portfolio Manager, Equities CIO
New York, NY · On-site
$180K - $350K/yr
This role requires deep expertise in equity factor research, portfolio construction, and risk ... CFA progress or designation is a plus (not required), particularly where it strengthens investment ...
Wealth Management, Quantitative Portfolio Manager, Equities CIO
New York, NY · On-site
$180K - $350K/yr
This role requires deep expertise in equity factor research, portfolio construction, and risk ... CFA progress or designation is a plus (not required), particularly where it strengthens investment ...
Systematic Equity Portfolio Manager, AVP - State Street Investment Management
Boston, MA · On-site
$90K - $157K/yr
... portfolio management of systematic equity strategies across active and enhanced mandates. The role sits within the Systematic Equity Investment team and works closely with senior Portfolio Managers ...
Systematic Equity Portfolio Manager, AVP - State Street Investment Management
Boston, MA · On-site
$90K - $157K/yr
... portfolio management of systematic equity strategies across active and enhanced mandates. The role sits within the Systematic Equity Investment team and works closely with senior Portfolio Managers ...
This role requires deep expertise in equity factor research, portfolio construction, and risk ... CFA progress or designation is a plus (not required), particularly where it strengthens investment ...
This role requires deep expertise in equity factor research, portfolio construction, and risk ... CFA progress or designation is a plus (not required), particularly where it strengthens investment ...
Director Portfolio Management
Chicago, IL · Hybrid
$225K - $275K/yr
CFA designation (required, no exceptions) * 10+ years in portfolio management and fundamental equity investing * Demonstrated experience building and managing individual stock portfolios * Proven ...
Quick apply
Director Portfolio Management
Chicago, IL · Hybrid
$225K - $275K/yr
CFA designation (required, no exceptions) * 10+ years in portfolio management and fundamental equity investing * Demonstrated experience building and managing individual stock portfolios * Proven ...
This role requires deep expertise in equity factor research, portfolio construction, and risk ... CFA progress or designation is a plus (not required), particularly where it strengthens investment ...
This role requires deep expertise in equity factor research, portfolio construction, and risk ... CFA progress or designation is a plus (not required), particularly where it strengthens investment ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
The PIA works directly alongside Equity and Multi-Asset portfolio managers and traders to assist ... Progress towards an MBA, MS in Finance, or CFA designation. * Direct experience with equity ...
The PIA works directly alongside Equity and Multi-Asset portfolio managers and traders to assist ... Progress towards an MBA, MS in Finance, or CFA designation. * Direct experience with equity ...
Private Equity Analyst
Madison, WI · On-site
The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and ... CAIA or CFA designation a plus * Advanced financial modeling skills * A willingness to travel
Private Equity Analyst
Madison, WI · On-site
The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and ... CAIA or CFA designation a plus * Advanced financial modeling skills * A willingness to travel
Private Equity Analyst
Madison, WI · Hybrid
The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and ... CAIA or CFA designation a plus * Advanced financial modeling skills * A willingness to travel
Private Equity Analyst
Madison, WI · Hybrid
The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and ... CAIA or CFA designation a plus * Advanced financial modeling skills * A willingness to travel
Portfolio Manager
OR · Remote
Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly ... management experience * Experience managing equity portfolios maximizing tax efficiency while ...
Portfolio Manager
OR · Remote
Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly ... management experience * Experience managing equity portfolios maximizing tax efficiency while ...
Portfolio Analyst, Equity (Energy)
Norwalk, CT · On-site
$125K - $200K/yr
Description Graham Capital Management, L.P. is seeking an Equity Portfolio Analyst to join our Portfolio Management team. The analyst will sit on the trading floor, working alongside a PM in all ...
Portfolio Analyst, Equity (Energy)
Norwalk, CT · On-site
$125K - $200K/yr
Description Graham Capital Management, L.P. is seeking an Equity Portfolio Analyst to join our Portfolio Management team. The analyst will sit on the trading floor, working alongside a PM in all ...
Cfa Equity Portfolio Management information
See salary details
$37K - $50.7K
9% of jobs
$50.7K - $64.4K
15% of jobs
$65.8K is the 25th percentile. Wages below this are outliers.
$64.4K - $78K
15% of jobs
The median wage is $88.8K / yr.
$78K - $91.7K
15% of jobs
$91.7K - $105.4K
10% of jobs
$105.4K - $119.1K
9% of jobs
$123.9K is the 75th percentile. Wages above this are outliers.
$119.1K - $132.8K
11% of jobs
$132.8K - $146.5K
10% of jobs
$146.5K - $160.1K
5% of jobs
$160.1K - $173.8K
2% of jobs
$173.8K - $187.5K
1% of jobs
$37K
$100.5K
$187.5K
How much do cfa equity portfolio management jobs pay per year?
What is the difference between Cfa Equity Portfolio Management vs Cfa Equity Research Analyst?
| Aspect | Cfa Equity Portfolio Management | Cfa Equity Research Analyst |
|---|---|---|
| Primary Role | Managing investment portfolios, making buy/sell decisions | Analyzing stocks to provide investment recommendations |
| Certifications | CFA Charter often required | CFA Charter often required |
| Work Environment | Portfolio management teams, client meetings | Research departments, report writing |
| Industry Usage | Asset management firms, hedge funds | Investment banks, research firms |
While both roles require CFA certification and involve financial analysis, Cfa Equity Portfolio Management focuses on managing entire investment portfolios and making strategic decisions, whereas Cfa Equity Research Analysts concentrate on analyzing individual stocks to inform investment choices. The roles often collaborate but differ in scope and daily responsibilities.

Full-time
Medical, PTO
Posted 20 hours ago
Job description
This role requires an individual who is passionate about faith-based investing and possesses a strong background in equity analysis and portfolio management. The successful candidate will navigate the unique challenges of managing investment strategies that align with Christian values, working closely with clients to create tailored investment solutions. The position emphasizes both investment acumen and client relationship management, requiring an ability to engage effectively with diverse clients. Candidates should be prepared to contribute to a collaborative environment while also leading strategy development. This opportunity offers a pathway to significant professional growth within a mission-driven organization.
Remote Christian Values Equity Portfolio Manager Responsibilities
- Understand and navigate the faith-based investing space, demonstrating familiarity with faith-based firms
- Collaborate closely with team members while leading investment strategy development
- Engage with clients to align investment strategies with their Christian values
- Manage investment portfolios with a focus on Biblically responsible and 0-tolerance Christian investing
- Support new business development efforts while maintaining a strong investment focus
- Work effectively with clients to adapt strategies to their specific needs
Remote Christian Values Equity Portfolio Manager Requirements:
- Faith-based experience
- Experience as an equity investor and analyst
- Client management experience
- Portfolio management experience
- BA Degree
- CMT certification is required
- Minimum of 5 years of relevant experience, with a preference for candidates with 10+ years
- CFA is preferred
Benefits:
- Healthcare benefits, with considerations for dependents
- Three weeks of paid time off
If you are a Christian Values Equity Portfolio Manager looking to take the next step in your career, apply now! #LI-KL1
About Boutique Recruiting
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We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
San Diego, CA, US
Year founded
2014