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Cfa Hiring Jobs in Michigan (NOW HIRING)

Venteon

FP&A Analyst

Auburn Hills, MI · On-site

Bachelor s degree in Accounting, Finance, Economics, or a related field. * MBA or other Master s degree and relevant certification (e.g., CFA, CPA) is a plus. * Minimum 3 years of relevant experience.

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Cfa Hiring information

What are CFA hiring positions?

CFA hiring positions refer to job opportunities that require or prefer candidates who have earned the Chartered Financial Analyst (CFA) designation. These roles are typically found in investment management, equity research, portfolio management, and financial analysis. Many employers seek CFA charterholders for their expertise in financial analysis, ethical standards, and demonstrated commitment to the finance profession. Common CFA hiring positions include financial analyst, portfolio manager, research analyst, and risk manager. Obtaining the CFA credential can significantly improve your chances of being hired for these competitive roles.

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

To thrive as a CFA, you need deep knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing all three levels of the CFA exam and meeting professional experience requirements. Familiarity with financial modeling software, Bloomberg Terminal, and advanced Excel functions is crucial. Strong analytical thinking, ethical judgment, and effective communication set top candidates apart. These skills ensure sound investment decisions, regulatory compliance, and clear client interactions in the competitive finance industry.

What types of projects or responsibilities can a new CFA charterholder expect when joining an investment firm?

As a newly hired CFA charterholder at an investment firm, you can expect to be involved in tasks such as conducting in-depth financial analysis, building and maintaining financial models, and supporting portfolio managers with investment research. You may also participate in client meetings, contribute to investment strategy discussions, and prepare reports or presentations for both internal teams and clients. The role often requires collaboration with other analysts, portfolio managers, and compliance professionals, providing exposure to various areas of the firm and opportunities for professional growth.

What is the difference between Cfa Hiring vs Cfa Analyst?

AspectCfa HiringCfa Analyst
Required CredentialsTypically requires CFA Level I or II, relevant finance certifications, and hiring experienceRequires CFA Level I or II, strong financial knowledge, and analytical skills
Work EnvironmentRecruitment agencies, HR departments, corporate hiring teamsFinancial firms, asset management companies, investment banks
Employer & Industry UsageUsed by HR to find suitable candidates for finance rolesUsed by firms to analyze and manage investments or financial data

The main difference is that Cfa Hiring focuses on the recruitment process and sourcing candidates, while Cfa Analyst refers to the role of a professional performing financial analysis. Cfa Hiring involves identifying and attracting qualified candidates, whereas Cfa Analysts are responsible for analyzing financial data to support investment decisions.

How to get a job at CFA?

To get a job at CFA, candidates should review the company's career page for open positions, prepare a tailored resume highlighting relevant skills and experience, and demonstrate knowledge of the company's values and industry standards during the interview process. Relevant skills may include financial analysis, data management, and proficiency with industry tools. Networking and obtaining relevant certifications can also improve chances of employment.

What kind of jobs can you get with a CFA?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, research analyst, risk manager, or investment banker. These positions typically require strong analytical skills, knowledge of financial modeling, and proficiency with tools like Excel and Bloomberg terminals.

What are popular job titles related to Cfa Hiring jobs in Michigan?

For Cfa Hiring jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Cfa Hiring jobs in Michigan look for?

The top searched job categories for Cfa Hiring jobs in Michigan are:

What cities in Michigan are hiring for Cfa Hiring jobs?

Cities in Michigan with the most Cfa Hiring job openings:

Cfa Hiring jobs near you
Infographic showing various Cfa Hiring job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 19% Part Time, 2% Temporary, 3% Contract, and 2% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Client Portfolio Manager

Plymouth, MI • On-site

Waldron Private Wealth
Finance and Insurance • 11 - 50 employees
Learn more about Waldron Private Wealthexternal

Full-time

Posted 8 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client's portfolio aligns with their investment objectives, risk tolerance, and firm guidelines.
In this role you will:
  1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
  2. Manage the activities and execution of the investment functions for a variety of clients.
  3. Develop portfolio allocation recommendations and oversee delivery of those recommendations.
  4. Develop and monitor custom portfolio strategies.
  5. Communicate with clients (ex.emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
  6. Provide top-level investment concierge services to existing clients.
  7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
  8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.

Experience/Education Requirements:
  1. Bachelor's Degree in finance or related field required.
  2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
  3. Four (4) years of experience in the UHNW space preferred.
  4. CFA charterholder, CFP® professional, or another approved advanced credential required.
  5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

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