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Cfa Hiring Jobs in Oregon (NOW HIRING)

Senior Financial Analyst

Portland, OR · On-site

$64 - $120/hr

After September 2015 a Bachelor's degree is required. * CPA, CMA or CFA certification preferred ... for hiring, placement, and advancement, without regard to a person's race, color, religion ...

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon Pacific Bank's Trust & Wealth Management team offers a collaborative, community banking environment ...

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon Pacific Bank's Trust & Wealth Management team offers a collaborative, community banking environment ...

Finance Manager

OR · On-site +1

$136K - $161K/yr

Great to have Experience and Qualifications: MBA, CPA, CFA, or similar professional certification ... The hiring range for this position is from $136,000 to $161,000. This is based on Jumio's US ...

Professional designation such as CFA or CFP This role is hybrid. Team members who are in a hybrid ... hiring process, please refer to our disability accommodations for applicants. Benefits: * Hea ...

New

Finance Manager

OR · On-site +1

$121K - $154K/yr

Improve visibility into spend, hiring, and investment performance * Drive automation and tooling ... Bachelor's degree in Finance, Accounting, Economics, Business, or related field; MBA or CPA/CFA ...

Sr. Financial Analyst

Corvallis, OR · Hybrid

$85K - $95K/yr

Bachelors degree in Accounting, Finance, or a related field is required; CPA, CMA, or CFA ... career or hiring needs. VanderHouwen is a family-owned and operated Portland staffing agency ...

VP, FP&A

OR · On-site +1

Provide support to the People team on compensation, hiring plan, benefits, and equity planning ... A bachelor's degree in finance, accounting, economics, or a related field; an MBA or CFA or CPA ...

... , CPA, CFA). STARTING SALARY: Depending on Experience BENEFITS: Medical, Dental, Vision, Life ... This policy applies to all terms and conditions of employment, including recruiting, hiring ...

... , CPA, CFA). STARTING SALARY: Depending on Experience BENEFITS: Medical, Dental, Vision, Life ... This policy applies to all terms and conditions of employment, including recruiting, hiring ...

... , CPA, CFA). STARTING SALARY: Depending on Experience BENEFITS: Medical, Dental, Vision, Life ... This policy applies to all terms and conditions of employment, including recruiting, hiring ...

Portfolio Manager

OR · On-site +1

Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly preferred * 5-7+ years of hands-on investment management experience * Experience managing equity ...

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

PWM Private Wealth Advisor

Portland, OR · Hybrid

$126K - $154K/yr

... CFA or CFP This role is hybrid. Team members who are in a hybrid role typically spend three days a ... or hiring process, please refer to ourdisability accommodations for applicants. Benefits: Our ...

PWM Partner PWA

Portland, OR · On-site

$92K - $109K/yr

... CFA, etc.) a plus This role is hybrid. Team members who are in a hybrid role typically spend three ... hiring process, please refer to our disability accommodations for applicants. Benefits: Our ...

Director, Deployment

Umatilla, OR · On-site

$178K - $204K/yr

Experience with Palantir Foundry or similar data platforms. * CPA, CFA, or PMP. Benefits ... We prohibit discrimination in all aspects of employment, including hiring, promotion, demotion ...

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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 cities in Oregon are hiring for Cfa Hiring jobs?

Cities in Oregon with the most Cfa Hiring job openings:

Senior Financial Analyst

Portland, OR • On-site

CFA Institute
Education • 201 - 500 employees

$64 - $120/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


Job description

Job Posting End Date: August 15

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:

  • Award-winning culture
  • Inclusion and diversity as a priority
  • Performance Based Incentive Plans
  • Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
  • Generous PTO (including paid time to volunteer!)
  • Up to 9.5% 401(k) employer contribution
  • Mental health support
  • Career advancement opportunities
  • Student loan repayment options
  • Tuition reimbursement
  • Flexible work environments
All the benefits listed above are subject to the terms of their individual Plans.

And that's just the beginning...

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!

General Summary

This senior-level individual contributor role supports inforce management and reporting for the Group Dental block. The position delivers actionable financial insights and collaborates with internal partners to develop reporting and monitoring tools that influence Dental pricing strategies. It combines financial analysis with a focus on enhancing operational efficiency, consistency, and data-driven decision-making across the business.

Principal Duties and Responsibilities
  • Develop and maintain reporting and monitoring tools to support inforce management of the Group Dental block.
  • Analyze financial and operational data to identify trends, risks, and opportunities that inform pricing decisions.
  • Collaborate with internal stakeholders-including actuarial, underwriting, and product teams-to align reporting with business needs.
  • Oversee the annual renewal program, partnering with operational teams to ensure smooth implementation and alignment with financial goals.
  • Continuously improve reporting processes to enhance efficiency, accuracy, and usability.
  • Ensure data integrity and consistency across financial systems and reporting platforms.
  • Use knowledge and skills to make appropriate recommendations for efficiencies and to enhance productivity.
  • Demonstrate ability to utilize resources and produce results to solve problems or issues with minimal support.
  • Accept responsibility for outcome of his/her own efforts.
  • Communicate issues identified, proactively recommend the most appropriate/effective resolutions and present effectively to management.
  • Maintain a strong, specialized working knowledge of Unum's products, services and business processes including, his/her specific business area, the issues and technical skills required to support the area.
Job Specifications
  • Bachelor's degree or comparable work experience at Unum that well prepares and qualifies the individual for the specific work to be performed. After September 2015 a Bachelor's degree is required.
  • CPA, CMA or CFA certification preferred.
  • Three to six years comparable work experience.
  • Experience navigating change in a positive way.
  • Highly motivated individual able to take independent actions to solve problems/issues with limited involvement from manager.
  • Manage multiple projects simultaneously with minimal guidance from manager.
  • Strong communication, presentation, and negotiation skills with all levels of management. Adept at handling group dynamics.
  • Ability to link understanding of business processes, business drivers, and changes to other areas and financial results and trends.
  • Intermediate to advanced EXCEL Skills
  • Proficient in Word and PowerPoint
  • Alteryx and Tableau skills preferred
  • Understanding of general insurance concepts
  • Develop and maintain reporting and monitoring tools to support inforce management of the Group Dental block.
  • Analyze financial and operational data to identify trends, risks, and opportunities that inform pricing decisions.
  • Collaborate with internal stakeholders-including actuarial, underwriting, and product teams-to align reporting with business needs.
  • Oversee the annual renewal program, partnering with operational teams to ensure smooth implementation and alignment with financial goals.
  • Continuously improve reporting processes to enhance efficiency, accuracy, and usability.
  • Ensure data integrity and consistency across financial systems and reporting platforms

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.

$63,500.00-$120,000.00

Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.

Company: Unum

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