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Cfa Hiring Jobs in Rochester, NY (NOW HIRING)

Sr. FP&A Analyst I

Rochester, NY · On-site

$84K - $104K/yr

Experience working with large-scale data mining and reporting tools such as SQL is preferred. * CPA, CFA or MBA designation is preferred (or international equivalent). * Experience with NetSuite or ...

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 near Rochester, NY are hiring for Cfa Hiring jobs?

Cities near Rochester, NY with the most Cfa Hiring job openings:

Junior Associate Client Advisor - Insurance Solutions

Rochester, NY • On-site

Voya Financial, Inc.
Finance and Insurance • 5 - 10K employees

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz


Job description

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Start Your Voyage – Get to Know the Opportunity

The Insurance Solutions Associate Client Advisor will work closely with a specialized team of insurance asset management sales professionals to support our asset management sales and advisory efforts with insurance companies. This person will work closely with the entire value chain of business partners (investment, client service, marketing, consultant coverage, RFP, and operational teams) to accomplish our business growth objectives.

The Contributions You Will Make

Provide support to all senior members of the Insurance Solutions team to cover marketing and distribution of Fixed Income Solutions as well as Alternatives and Equities. The chosen candidate will be a vital component for both retaining and bringing in new sales in these areas. Maintain and partner with the Sales team to help support the expansion of existing client relationships with new strategies. Be responsible for client, industry, and market research. Develop a strong internal network and a deep understanding of Voya’s offerings and the problems they can solve for clients.

Minimum Knowledge and Experience

An enthusiastic self-starter who is passionate about developing knowledge in one of the fastest growing areas of the asset management industry and connecting with people. Undergraduate degree with 2+ years of work experience within the (insurance or institutional) asset management industry. Demonstrated ability to learn complex investment/product concepts. Excellent interpersonal skills and effective teamwork skills. Excellent awareness of interdepartmental relationships. Strong project management, organizing, planning, and presentation skills. Strong analytical skills and a background in creative problem solving. Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output. Strong sense of ownership of projects and tasks. Openness to new ideas and acquiring new skills to retain a competitive advantage. Specialist knowledge in Fixed Income and/or alternatives preferred. Superior written and verbal communication skills. Proficiency with Microsoft Office products. Series 7 and 63 licenses are not a prerequisite but are required within 90 days of filling the position. Financial/Asset Management educational support will be provided where necessary.

Location

Location: New York or Atlanta preferred, but option to work remotely. Willingness to travel as needed.

Preferred Knowledge and Experience

Experience at a multi-strategy firm preferred. Willingness to pursue/attainment an MBA or MS in Finance a plus. Willingness to pursue CFA designation or having passed CFA Level 1 is a plus.

Compensation Pay Disclosure

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part‑time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$70,000 to $80,000 USDBe Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that.

What We Offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
  • Paid volunteer time — 40 hours per calendar year
Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well‑reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity

Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work‑life balance and still allowing the benefit of in‑person collaboration. Some functions will continue to be 100% on‑site and others may be fully remote, depending on business needs.

We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible.

Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.

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