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Cfa Level 3 Jobs in Boston, MA (NOW HIRING)

Senior Credit Analyst

Franklin, MA · On-site

$90K - $100K/yr

Minimum three (3) years of commercial credit analysis experience in financial services ... as CFA or relevant commercial lending credentials. * Experience developing portfolio-level ...

Headquartered in Boston, our team is transforming mobility by developing and deploying Level 4 ... Bachelor's Degree in finance, economics, or another related field * 3+ years professional ...

Investment Analyst

Boston, MA · On-site

$60 - $120/hr

Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree ... Easily adaptable and at an advanced level with Excel, PowerPoint, and Word. * Solid understanding ...

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Cfa Level 3 information

See Boston, MA salary details

$25K

$66.6K

$111.4K

How much do cfa level 3 jobs pay per year?

As of Aug 31, 2026, the average yearly pay for cfa level 3 in Boston, MA is $66,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,800.00 and $75,000.00 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.

What job categories do people searching Cfa Level 3 jobs in Boston, MA look for?

The top searched job categories for Cfa Level 3 jobs in Boston, MA are:

Infographic showing various Cfa Level 3 job openings in Boston, MA as of August 2026, with employment types broken down into 85% Full Time, 8% Part Time, 5% Temporary, and 2% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $66,648 per year, or $32 per hour.

Sr. Data Product Management and Execution Manager, VP III - State Street Investment Management

CFA Institute

Quincy, MA • On-site

$120 - $217.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

About the job

State Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office. This senior role is responsible for driving the delivery of advanced data product solutions that support our client coverage and product business. The ideal candidate will possess extensive hands‑on experience in client coverage and product management data domains, product lifecycle execution, data pipeline development, and team leadership within the financial services sector.

Responsibilities
  • Lead an agile product manager, data analyst, and engineering team in a matrix organization to deliver innovative solutions that address evolving business and client requirements.
  • Collaborate with global teams to execute cross‑border projects and continuously enhance best practices in data product solutions.
  • Mentor and develop junior data product manager, data analyst, and engineers, fostering a culture of continuous learning and high performance.
  • Oversee data demand and problem rationalization, product feature design, and data workflow for both structured and unstructured data, leveraging AI technologies.
  • Pioneer the design and development of data agents using agentic AI frameworks.
Skills and Qualifications
  • Bachelor's degree in computer science, or a related field.
  • Minimum 17 years of experience in the financial services industry.
  • At least 15 years of hands‑on experience in core data domains in asset management industry such as Sales, Flow, product, marketing, and finance.
  • At least 10 years of data product management experience and proficient with product lifecycle management and business driven execution.
  • At least 10 years of hands‑on experience with Salesforces, its vendor ecosystem, and global sales distribution channels.
  • Familiar with index based passive product, actively managed ETF, digital product, and derivative enhanced product from research, launch, and post‑launch data management.
  • Proficiency in modern data management tools (e.g., Snowflake, Databricks) and programming languages (Python, SQL); familiarity with AI code generation tools such as Anthropic Code, Codex, and GitHub Copilot.
  • Minimum 2 years of experience working with unstructured data (e.g., Sales note, 13F filings, news, social media).
  • Exceptional written and verbal communication skills, with the ability to engage stakeholders across multiple countries.
  • Results‑driven, detail‑oriented, and candid in approach.
Any of the following is highly desirable
  • Prior experience in a data product or engineering role within a financial institution.
  • Experience with structured and unstructured data management tools (e.g., Snowflake, Databricks, document management systems).
  • Completion of CFA Level II, FRM, or equivalent certification.
Salary Range

$120,000 - $217,500 Annual

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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