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Cfa Hiring Jobs in Dallas, TX (NOW HIRING)

Lee Financial

Portfolio Manager

Dallas, TX · On-site

CFA designation or progress toward CFA strongly preferred * 5-10 years of portfolio management or investment analysis experience * Strong understanding of asset allocation, portfolio construction ...

Chick-fil-A

Delivery Driver

Carrollton, TX

$16 - $22/hr

Now Hiring: Part-Time Delivery Driver (Chick-fil-A Trinity Mills) We are looking for a reliable ... Must uphold our CFA standards of presentation, service, and care Requirements * 18 years or older

Chick-fil-A

Delivery Driver

Carrollton, TX

$16 - $22/hr

Now Hiring: Part-Time Delivery Driver (Chick-fil-A Trinity Mills) We are looking for a reliable ... Must uphold our CFA standards of presentation, service, and care Requirements * 18 years or older

Vangard, Inc.

Product Manager, Specialist

Dallas, TX · On-site

Vanguard is hiring a Product Manager in Dallas, TX focused on building and evolving the portfolio ... CFP or CFA helpful * Strong investment acumen, stakeholder management and strategic thinking ...

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Cfa Hiring information

What are the key skills and qualifications needed to thrive as a CFA (Chartered Financial Analyst), 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 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 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.

What are popular job titles related to Cfa Hiring jobs in Dallas, TX? For Cfa Hiring jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Cfa Hiring jobs in Dallas, TX look for? The top searched job categories for Cfa Hiring jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Cfa Hiring jobs? Cities near Dallas, TX with the most Cfa Hiring job openings:
Cfa Hiring jobs near you
Infographic showing various Cfa Hiring job openings in Dallas, TX as of May 2026, with employment types broken down into 1% As Needed, 95% Full Time, and 4% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.
Associate Portfolio Analyst

Associate Portfolio Analyst

Lane Gorman Trubitt

Dallas, TX

Full-time

Posted 23 days ago

Job description

Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services.



About the Role

LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions.

This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations.

Why This Role Matters

LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm's portfolio management solutions run with clarity, consistency, and precision.

What You Will Do

The Associate Portfolio Analyst will support the firm's investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.

Key responsibilities include:

  • Portfolio data and performance reporting
  • Private investment tracking and pricing
  • Investment platform organization
  • Technology, systems, and process improvement
  • Team support and investment oversight

Who We Are Looking For

We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is:

  • Team and client oriented, motivated to bring their best efforts each day
  • Detail-oriented with strong organizational skills
  • Comfortable working with reports, systems, and recurring data processes
  • Tech-focused and interested in automation, workflow efficiency, and better use of systems
  • Confident in working independently while also supporting a collaborative advisory team
  • Interested in or currently pursuing the CFA designation
  • Strong portfolio construction and investment acumen

Qualifications

Required

  • Bachelor's degree in finance, accounting, economics, business, data analytics, or a related field
  • Comfort working with investment data, spreadsheets, reports, and multiple systems
  • Ability to manage recurring tasks independently and consistently
  • Work in office at least three days per week

Preferred

  • Interest in, or active pursuit of, the CFA designation.
  • Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
  • Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments
If you're looking for a position to jump-start your career in an influential and established firm where you can gain experience with multiple clients and industries, this is the place for you. LGT offers educational, professional, and social opportunities to help each of our staff grow personally and professionally. Our family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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