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Cfa Level 3 Jobs (NOW HIRING)

CFA Institute

Director, Exam Development

New York, NY · On-site +1

High level of ability to work in a collaborative environment and familiarity with agile methods ... three-minute application. To stay up to date on current news and events, follow CFA Institute ...

Decentralized Masters

Membership Director

New York, NY · Remote

Check us out here: -au/news-and-trends/meet-the-masterminds-how-a-cfa-level-iii-and- mathematical/466816 What is cool is that our offer attracts smart, interesting, wealthy and open-minded people so ...

Decentralized Masters

Membership Director

Miami, FL · Remote

Check us out here: -au/news-and-trends/meet-the-masterminds-how-a-cfa-level-iii-and- mathematical/466816 What is cool is that our offer attracts smart, interesting, wealthy and open-minded people so ...

Decentralized Masters

Membership Director

Austin, TX · Remote

Check us out here: -au/news-and-trends/meet-the-masterminds-how-a-cfa-level-iii-and- mathematical/466816 What is cool is that our offer attracts smart, interesting, wealthy and open-minded people so ...

Turing

Remote Finance Expert

Manhattan, NY · Remote

$200 - $300/hr

CFA (Level I/II/III) or CA/CPA/MBA in Finance. Perks of freelancing with Turing: * Work on the cutting edge of AI and finance. * Fully remote and flexible work environment. * Competitive hourly ...

Trustmark Bank

Portfolio Manager II/III

Mobile, AL · On-site

One of the following preferred: * MBA * CFA or CMT candidate * Professional training Qualifications required for Level III: * Bachelor's Degree in Business Administration * SeCFP, CFA, or CMT ...

Trustmark

Portfolio Manager II/III

Mobile, AL · On-site

$95 - $130/hr

This position may be filled as a Level II or III. Additional responsibilities and qualifications ... SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or ...

Trustmark Bank

One of the following preferred: * MBA * CFA or CMT candidate * Professional training Qualifications required for Level III: * Bachelor's Degree in Business Administration * SeCFP, CFA, or CMT ...

Trustmark Bank

Portfolio Manager II/III

Mobile, AL

One of the following preferred: * MBA * CFA or CMT candidate * Professional training Qualifications required for Level III: * Bachelor's Degree in Business Administration * SeCFP, CFA, or CMT ...

Turing

Remote Venture Capital Analyst

Manhattan, NY · Remote

$100 - $200/hr

CFA (Level I/II/III), MBA in Finance, or operational experience at a high-growth startup. * Perks of Freelancing with Turing: * Work on the cutting edge of AI and finance. * Fully remote and flexible ...

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$102.5K

How much do cfa level 3 jobs pay per year?

As of Sep 2, 2026, the average yearly pay for cfa level 3 in the United States is $61,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What is CFA Level 3?

CFA Level 3 is the final exam in the Chartered Financial Analyst (CFA) Program, which is globally recognized for investment management professionals. This level focuses on portfolio management and wealth planning, testing candidates' ability to apply their knowledge in practical and complex scenarios. Passing Level 3, along with meeting work experience and ethical requirements, is necessary to become a CFA charterholder. The exam consists of both constructed response (essay) questions and item set questions, emphasizing real-world application and professional standards.

What are the common responsibilities of professionals who have passed CFA Level 3?

Professionals who have passed CFA Level 3 are often involved in high-level portfolio management, investment strategy development, and client relationship management within investment firms. They may be responsible for conducting in-depth research, presenting investment recommendations to senior management or clients, and ensuring portfolios align with clients’ goals and risk profiles. Collaboration with analysts, traders, and compliance teams is common, and many also participate in meetings to discuss asset allocation and market outlooks. Successfully completing CFA Level 3 signals readiness for leadership roles such as portfolio manager or senior analyst.

What skills and qualifications are needed to succeed as a CFA Level 3 candidate?

To excel as a CFA Level 3 candidate, you need advanced investment analysis, portfolio management expertise, and a comprehensive understanding of ethics, supported by progression through CFA Levels 1 and 2. Familiarity with financial modeling tools, Bloomberg terminals, and robust knowledge of global financial reporting standards is typical. Exceptional analytical thinking, attention to detail, and strong written communication are crucial soft skills for synthesizing complex financial information and constructing client-focused solutions. These abilities are vital to succeed in the final, application-focused stage of the CFA program and to perform effectively in high-stakes finance roles.

What is the difference between Cfa Level 3 vs Financial Analyst?

AspectCfa Level 3Financial Analyst
CertificationsChartered Financial Analyst (CFA) Level 3Typically no specific certification required, but CFA Level 1 or 2 may be held
Work EnvironmentInvestment management, portfolio management, asset allocationCorporate finance, investment analysis, budgeting, reporting
Industry UsageAsset management firms, hedge funds, private equityBanks, corporations, consulting firms

The main difference is that Cfa Level 3 is an advanced certification focusing on portfolio management and wealth planning, while a Financial Analyst is a job role that may or may not require CFA credentials. Cfa Level 3 candidates often pursue roles in asset management, whereas Financial Analysts work across various finance sectors. The certification enhances credibility for portfolio management, but the role of a Financial Analyst is more operational and data-driven.

Is CFA Level 3 useful?

CFA Level 3 is a valuable credential for finance professionals seeking advanced roles in portfolio management, wealth management, and investment analysis. It demonstrates a high level of expertise in asset management, ethical standards, and investment strategies, often leading to better job prospects and salary potential in the finance industry.

What jobs can you get with a CFA Level 3?

With a CFA Level 3, individuals are qualified for advanced roles in investment management, such as portfolio manager, research analyst, or financial advisor. These roles typically require strong analytical skills, knowledge of financial instruments, and the ability to develop investment strategies, often within asset management firms, banks, or consulting companies.
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Cfa Level 3 jobs near you
Infographic showing various Cfa Level 3 job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 7% Part Time, 6% Temporary, and 1% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $61,351 per year, or $29.5 per hour.

Senior Analyst - Forensic, Litigation, & Valuation Services (52161)

Citrin Cooperman

Philadelphia, PA • On-site

$84K - $111K/yr

Full-time

Re-posted 9 days ago

Citrin Cooperman rating

7.7

Company rating: 7.7 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

16th of 23 rated bookkeepers and accountants

Job description

Citrin Cooperman’s Portfolio Valuation practice provides independent fair value marks on illiquid alternative investments. Our clients are asset managers, BDCs, interval funds, private credit funds, and private equity sponsors. We value on the cadence each client reports on: daily, monthly, quarterly, or as requested. Our marks support client NAV reporting, ASC 820 compliance, and review by valuation committees and audit teams.

We are looking for a Senior Analyst to join the group. You will build the models and write the memos, review work prepared by analysts, and answer auditor questions on what you produced. The work is technical and deadline driven, and you will develop real depth in Level 3 fair value measurement.

Portfolio valuation is the primary focus. You will also get exposure to other valuation engagements as they come up, including fairness and solvency opinions, purchase price allocations, goodwill and intangible asset impairment testing, 409A valuations.

As a Senior Analyst in Portfolio Valuation, you will be responsible for:

  • Valuing illiquid securities across the capital structure, including private credit (unitranche, first lien, second lien, mezzanine), preferred and common equity, warrants, and structured instruments
  • Building and maintaining models using income, market, and cost approaches, including DCF, yield analysis, market multiples, precedent transactions, Black Scholes, OPM, PWERM, and backsolve
  • Sourcing and applying market inputs: comparable public company multiples, credit spreads, transaction data, and broker quotes
  • Reviewing and quality checking work prepared by analysts, and giving them direct feedback
  • Drafting valuation memos and recurring deliverables that document methodology, assumptions, and conclusions
  • Reviewing and challenging manager marks, and documenting the support for independent conclusions
  • Responding to auditor questions on the models and memos you prepared
  • Participating in the presentation of analyses and conclusions to internal review committees and client finance teams
  • Tracking portfolio company performance between valuation dates, flagging credit deterioration or equity value shifts, and updating watchlist commentary
  • Supporting other valuation engagements as they come up, including fairness and solvency opinions, purchase price allocations, impairment testing, and 409A valuations
  • Assisting with fee proposals, pitch materials, and thought leadership for prospective fund clients
  • B.A., B.S., B.B.A., or master’s in finance, accounting, economics, or a related quantitative discipline
  • 2 to 5 years of relevant experience in portfolio valuation, business valuation, investment banking, credit research, private credit or private equity, transaction advisory, or fund audit with valuation exposure
  • CFA, ASA, or CPA completed or in progress; CFA Level I or ASA candidacy is sufficient at this level
  • Strong command of Excel modeling, including three statement projections, debt waterfalls, and comparable company analysis
  • Working knowledge of ASC 820 fair value measurement, the AICPA PE/VC Valuation Guide, and Level 3 inputs
  • Familiarity with Capital IQ, PitchBook, Bloomberg, Preqin, LCD, Refinitiv, or similar data platforms
  • Clear, concise writing, with the ability to produce memos that hold up under auditor review
  • Able to manage multiple engagements against hard reporting deadlines, including daily and intra month valuation cycles
  • Works well on a small team and can review and train analysts

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