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Cfa Hiring Jobs in Utah (NOW HIRING)

Associate, Deal Services

Salt Lake City, UT · On-site

$15.25 - $20.25/hr

Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification ... hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical ...

Job Profile The bank is hiring a Merchant Treasury Manager who will lead all treasury and ... Bachelor's Degree in Finance, Accounting, Economics, or related field (CPA, CFA, or Treasury ...

New

Bachelor's degree in Finance, Accounting, Economics, or related field (Master's degree, CPA, CFA, or equivalent a plus) * U.S. Citizenship (required for most government contracts) * If required, must ...

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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 Utah are hiring for Cfa Hiring jobs?

Cities in Utah with the most Cfa Hiring job openings:

Infographic showing various Cfa Hiring job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

$23/hr

Full-time

Posted 15 days ago


Job description

Job Description Investment Oversight Operations Analyst Location: Salt Lake City, UT Pay Rate: $23/hour Position Overview Seeking a detail-oriented Investment Oversight Operations Analyst to support investment operations, risk monitoring, reporting, and client-related activities within Asset & Wealth Management. The ideal candidate will have strong Excel and analytical skills, excellent attention to detail, and the ability to collaborate across Operations, Trading, Risk, and other investment teams. Key Responsibilities Support day-to-day investment oversight and operational activities, including account and transaction monitoring.

Prepare accurate client, portfolio, and operational reports and customized materials. Analyze data and maintain risk, exposure, limit, and control reporting. Build and maintain Excel-based reports, dashboards, and analytical tools.

Partner with Trading, Risk, Operations, and Product teams to resolve issues and improve workflows. Assist with risk management and control processes to ensure compliance with established guidelines. Identify operational issues and provide practical, data-driven solutions.

Manage multiple priorities and meet tight deadlines while maintaining a high degree of accuracy. Qualifications 1-5 years of professional experience preferred. Advanced or highly proficient Excel skills.

Strong analytical, quantitative, communication, and interpersonal skills. Exceptional attention to detail and ability to produce accurate reporting. Collaborative, self-motivated, and comfortable working across multiple teams.

Previous Operations, Investment Management, or Financial Services experience preferred. Exposure to risk management, controls, portfolio monitoring, or investment operations is highly desirable. Experience with Bloomberg, Python, and/or Tableau is a plus.

CFA designation or progress toward the CFA is a plus. Key Skills: Investment Operations | Advanced Excel | Risk & Controls | Portfolio Monitoring | Financial Services | Reporting & Analytics | Bloomberg | Tableau | Python