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Cfa Level 2 Jobs in Chicago, IL (NOW HIRING)

Senior Portfolio Advisor II, WM

Winnetka, IL · On-site

$143K - $143K/yr

... high level of technical expertise and versatility with a broad range of investment solutions ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.

Senior Portfolio Advisor II, WM

Winnetka, IL · On-site

$143K - $143K/yr

... high level of technical expertise and versatility with a broad range of investment solutions ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.

Wealth Advisor II

Chicago, IL · On-site

$74K - $100K/yr

CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...

Master's Degree in Finance * 1-2 years of prior experience teaching at the university level Years ... CFA designation * FRM designation * Professional Experience in the Finance field Equipment Operated ...

Private Client Advisor II

Chicago, IL · On-site

$100K - $275K/yr

... appropriate level of flexibility for our teammates and businesses based on role-specific ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client ...

Investment Banking Associate

Chicago, IL · On-site

$83K - $112K/yr

... mentoring Analyst-level team members. Associates are expected to operate with increasing ... CFA, CPA, or other relevant professional designation viewed favorably. * 2-4 years of investment ...

Private Client Advisor II

Chicago, IL · On-site

$100K - $275K/yr

... appropriate level of flexibility for our teammates and businesses based on role-specific ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client ...

Private Client Advisor II

Chicago, IL · On-site

$100K - $275K/yr

... appropriate level of flexibility for our teammates and businesses based on role-specific ... CFP, CPA, CFA, CTFA, CFM or JD a significant plus Additional Skills Used in this Role: * Business ...

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Showing results 1-20

Cfa Level 2 information

See Chicago, IL salary details

$40.2K

$94.4K

$137.6K

How much do cfa level 2 jobs pay per year?

As of Aug 17, 2026, the average yearly pay for cfa level 2 in Chicago, IL is $94,435.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,400.00 and $107,700.00 per year, depending on experience, location, and employer.

What is a CFA Level 2?

A CFA Level 2 job typically refers to roles in finance and investment where candidates have passed the Level 2 exam of the Chartered Financial Analyst (CFA) program. These roles may include investment analysts, equity researchers, portfolio analysts, or financial consultants. While passing Level 2 enhances job prospects, most employers value relevant experience alongside CFA progress. Candidates often work in asset management, investment banking, or financial planning. Completing Level 2 demonstrates strong financial analysis and valuation skills.

What are common responsibilities for professionals at the CFA Level 2 stage within financial firms?

Professionals at the CFA Level 2 stage often support senior analysts or portfolio managers by conducting in-depth financial analysis, building valuation models, and performing sector or company research. They may be tasked with compiling research reports, gathering market intelligence, and contributing to investment strategy discussions. Collaboration with other analysts, attending meetings with management teams, and assisting in client presentations are also typical duties. This hands-on experience is valuable both for professional development and for progressing toward more senior investment roles.

What are the key skills and qualifications needed to thrive in the CFA Level 2 position, and why are they important?

To thrive as a CFA Level 2 candidate or charterholder, you need advanced knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing the CFA Level I exam and progressing through the CFA Level II curriculum. Strong command of Excel, financial modeling tools, and Bloomberg Terminal is commonly expected in this role. Outstanding analytical thinking, attention to detail, and clear communication are essential soft skills for interpreting data and presenting investment recommendations. These abilities are crucial for success because they enable informed, accurate decision-making and effective collaboration in high-stakes financial environments.

What jobs can you get with CFA Level 2?

CFA Level 2 candidates are qualified for roles such as financial analyst, investment analyst, research associate, and portfolio analyst. These positions typically involve financial modeling, valuation, and analysis of investment opportunities, often requiring strong analytical skills and familiarity with financial tools and data. Progressing to CFA Level 3 can open opportunities for senior roles like portfolio manager or research director.

Will CFA Level 2 help me get a job?

CFA Level 2 demonstrates advanced knowledge of investment analysis and financial concepts, which can enhance your qualifications for roles in asset management, research, and financial analysis. While it improves your credentials, securing a job also depends on experience, networking, and the specific employer requirements.

What job categories do people searching Cfa Level 2 jobs in Chicago, IL look for?

The top searched job categories for Cfa Level 2 jobs in Chicago, IL are:

Infographic showing various Cfa Level 2 job openings in Chicago, IL as of August 2026, with employment types broken down into 88% Full Time, 7% Part Time, and 5% Contract. Highlights an 83% In-person, 6% Hybrid, and 11% Remote job distribution, with an average salary of $94,435 per year, or $45.4 per hour.

Senior Associate, Enterprise Valuation Group (EVG)

Capital One

Chicago, IL • On-site, Remote

Full-time

Posted 5 days ago


Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

91st of 171 rated banks


Job description

Senior Associate, Enterprise Valuation Group (EVG)

Capital One's Commercial Credit Risk team is seeking a highly qualified candidate to support the Enterprise Valuation Group. This team delivers consistent, high-quality valuations for all enterprise value-reliant deals across the Commercial Bank, driving critical insights for regulatory compliance, risk management, and financial reporting, while offering exposure to complex distressed valuations.

Responsibilities:

  • Create financial models using methods such as the discounted cash flow, comparable company, and comparable transactions methods
  • Review and evaluate financial projections to determine if the assumptions are reasonable and supportable
  • Read and spread financial statements, demonstrating an understanding of basic financial metrics
  • Conduct high-level industry research to understand key sector characteristics and trends
  • Draft valuation reports detailing key assumptions
  • Work independently on assigned valuation tasks with coaching and direction, demonstrating strong attention to detail

The Person:

The ideal candidate will be someone that is a self-starter with excellent communications skills. Additionally, they will have strong finance and valuation experience. Strong business judgment, analytical abilities, and presentation skills are essential. The ability to anticipate potential issues and proactively manage workflow is also key.

Additional Characteristics:

  • Excellent writing and interpersonal skills
  • Strong organizational skills and attention to detail

Basic Qualifications:

  • Bachelor's degree in finance or accounting or military experience
  • At least 2 years of work experience in finance, financial modeling, accounting, or business analysis

Preferred Qualifications:

  • Master's Degree or MBA
  • 2+ years of direct experience in enterprise valuation
  • Familiarity with Google Workspace and AI assistants (e.g., Google Gemini)
  • Experience in data analytics
  • Familiarity with Capital IQ as well as other market intelligence online databases
  • Professional certification (CFA, CVA, ASA, or CPA) highly preferred, or significant progress towards a relevant designation (e.g., CFA Level I passed).
  • Knowledge of distressed valuation analysis, or exposure to litigation/bankruptcy scenarios

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Chicago, IL: $87,700 - $100,100 for Sr. Risk Associate


McLean, VA: $96,500 - $110,100 for Sr. Risk Associate










Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).


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