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

Ascensus

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 ...

Iterative Health

Finance Analyst

Cambridge, MA · On-site

$95K - $120K/yr

... * 2-3 years of experience in investment banking, consulting, or in a corporate finance / FP&A ... High level of ownership and a desire to learn and grow Preferred Qualifications * Prior experience ...

Iterative Health

Finance Analyst

Cambridge, MA · On-site

$95K - $120K/yr

... * 2-3 years of experience in investment banking, consulting, or in a corporate finance / FP&A ... High level of ownership and a desire to learn and grow Preferred Qualifications * Prior experience ...

ALKU

Senior Strategic Finance Analyst

Andover, MA

$86K - $107K/yr

... every level. The finance team does not sit on the sideline - we are embedded in the business ... A or CFA a plus * Total 3-6 years of progressive experience with a mix of investment banking ...

ALKU

Senior Strategic Finance Analyst

Andover, MA · On-site

$86K - $107K/yr

... every level. The finance team does not sit on the sideline - we are embedded in the business ... A or CFA a plus * Total 3-6 years of progressive experience with a mix of investment banking ...

MD Ally

Finance Analyst

Cambridge, MA · On-site

$95 - $120/hr

... * 2-3 years of experience in investment banking, consulting, or in a corporate finance / FP&A ... High level of ownership and a desire to learn and grow Preferred Qualifications * Prior experience ...

New

Wellington Management

Investment Analyst

Boston, MA · On-site

Oversee product-level business operations including risk, capacity, pricing, and guidelines ... * 3-5 years of relevant experience and progress towards the CFA are preferred * A Bachelor ...

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Showing results 21-40

All JobsCfa Level 3 JobsCfa Level 3 Jobs in Boston, MA

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 Sep 3, 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 are popular job titles related to Cfa Level 3 jobs in Boston, MA?

For Cfa Level 3 jobs in Boston, MA, the most frequently searched job titles are:

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:

Cfa Level 3 jobs near you
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.

Investment Analyst

Ascensus

Boston, MA • On-site

$60 - $120/hr

Other

Medical, Dental, Vision, Retirement

Re-posted 2 days ago

Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

46th of 152 rated financial services

Job description

Section 1: Position Summary

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the “Committee”); and (iii) providing analytic support to the Committee. The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and completed in a timely fashion. The role also monitors performance and completeness of investment managers in offerings in support of the investment committee.

Section 2: Job Functions, Essential Duties and Responsibilities
  • Perform monthly fund performance grid creation and quarterly scorecard analysis.
  • Coordinate and drive due diligence reviews on investment managers in the various offerings.
  • Understand fund attribution, strategy changes and any management changes for offerings.
  • Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
  • Monitor industry fee levels, including fee levels on underlying funds and eligibility for breakpoint pricing.
  • Ensure compliance with all Investment Policy Statement requirements.
  • Ensure that investment manager is providing appropriate rationale for fund inclusion and any potential changes.
  • Take active role in departmental projects, including process improvements, designing policies and procedures and implementing new analysis capabilities.
  • Assist with other tasks and projects as assigned.
  • Responsible for protecting, securing, and properly handling all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Supervision
  • N/A
Section 3: Experience, Skills, Knowledge Requirements
  • Bachelor’s degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
  • A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
  • Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire.
  • Experience with analysis and support of 3(38) offerings preferred.
  • Excellent communication skills with the expectation that the role will evolve into responsibilities including chairing an investment committee, speaking with clients or managing internal projects.
  • Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision.
  • Easily adaptable and at an advanced level with Excel, PowerPoint, and Word.
  • Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information.
  • Strong work ethic within a flexible working environment.
  • Excellent verbal and written communication skills.
  • Must be results oriented with the ability to move fast to meet client needs.

National average salary range for this role is $60‑$120K in base pay, exclusive of any bonuses and benefits. Other rewards and benefits include 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

We are proud to be an Equal Opportunity Employer.

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