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

Hasbro

Investor Relations Sr Manager

Boston, MA

You will collaborate with high-level management across the company and the investment community to ... and one-on-one meetings. * Delivering clear financial narratives that connect operational ...

Mimecast

Senior GTM Finance Manager

Lexington, MA · On-site

$122K - $166K/yr

... at one of the most respected names in cybersecurity SaaS. Reporting to the VP, Channel and ... Own product-level P&L reporting as part of the close cycle, working with Revenue Operations and ...

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

Cfa Level One information

See Boston, MA salary details

$42.4K

$99.5K

$145K

How much do cfa level one jobs pay per year?

As of Aug 14, 2026, the average yearly pay for cfa level one in Boston, MA is $99,516.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,800.00 and $113,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA Level One candidate?

To succeed as a CFA Level One candidate, you need a strong grasp of finance, accounting, quantitative methods, and ethical standards, along with a bachelor's degree or equivalent education. Familiarity with financial calculators, spreadsheets, and the CFA Institute's study materials is essential for exam preparation. Attention to detail, analytical thinking, and disciplined time management are standout soft skills for mastering the curriculum. These abilities are crucial to achieving success on the rigorous exam and building a foundation for a career in finance or investment management.

What is CFA Level One?

CFA Level One is the first of three exams offered by the CFA Institute as part of the Chartered Financial Analyst (CFA) credential. This exam tests candidates on foundational knowledge in topics such as ethics, financial reporting, economics, and quantitative methods. Passing Level One is the initial step toward becoming a CFA charterholder, a highly regarded designation in the investment and finance industries. The exam is typically taken by individuals aiming for careers in investment management, equity research, or financial analysis.

What jobs can I apply for with CFA Level One?

With CFA Level One, candidates can apply for entry-level roles such as financial analyst, investment analyst, research associate, or junior portfolio manager. These positions often involve financial analysis, data interpretation, and supporting investment decisions, and may require further CFA levels or related experience for advancement.

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

AspectCfa Level OneFinancial Analyst
CertificationsRequires passing the CFA Level One examNo specific certification required, but often holds CFA, CPA, or related credentials
Work EnvironmentPrimarily focused on investment analysis, research, and portfolio management supportAnalyzes financial data, prepares reports, and supports investment decisions
Industry UsageUsed in asset management, investment banking, and financial servicesCommon across banking, corporate finance, and investment firms

The CFA Level One is a certification exam that validates foundational knowledge in investment tools and ethics, often pursued by aspiring investment professionals. A Financial Analyst, on the other hand, is a job role that may or may not require CFA certification but involves analyzing financial data to support investment or business decisions. While both are related to finance, CFA Level One is a credential, whereas a Financial Analyst is a position held within various financial sectors.

Can CFA Level One get you a job?

CFA Level One certification can improve job prospects in finance roles such as analyst or investment associate by demonstrating foundational knowledge of investment tools and ethics. However, it is typically considered an entry point, and additional experience or advanced levels are often required for more senior or specialized positions.

What are some common challenges faced by candidates in a CFA Level One analyst position, and how can they be overcome?

CFA Level One Analysts often face the challenge of balancing rigorous exam preparation with their job responsibilities, as the role requires both strong analytical skills and continuous learning. The breadth of content covered by the CFA curriculum can be overwhelming, so effective time management and disciplined study routines are crucial. Additionally, new analysts may find it challenging to apply theoretical knowledge to real-world financial scenarios, which can be addressed by seeking mentorship and engaging in practical projects within the team. Collaboration with colleagues and leveraging available resources can help bridge the gap between academic learning and on-the-job application.

What are popular job titles related to Cfa Level One jobs in Boston, MA?

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

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

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

Cfa Level One jobs near you
Infographic showing various Cfa Level One job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $99,516 per year, or $47.8 per hour.

Asset Management (55ip) Portfolio Oversight - Vice President

JPMorgan Chase & Co

Boston, MA • On-site

Full-time

Medical, Retirement

Re-posted 14 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.

The 55ip Portfolio Oversight team manages and oversees 55ip's portfolio implementation and tax management capabilities across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and active SMAs. 55ip is a tax management-focused investment technology platform powering over $130B in assets and is part of J.P. Morgan Asset Management's Customized Management Account Solutions business.

Job summary:  

As a (junior) Vice President, Portfolio Oversight, you will oversee the day-to-day execution and governance of client portfolios on the 55ip platform, with a focus on delivering intended investment and tax outcomes at scale. You will serve as a subject matter expert and partner closely with Product, Technology, Quantitative Research & Development, Operations, and client teams to support reporting, analysis, platform enhancements, and strategic initiatives. 

Job responsibilities:

  • Oversee day-to-day implementation of tax-optimized client portfolios, ensuring consistent, scalable processes that balance investment objectives and tax outcomes
  • Provide ongoing oversight of the portfolio implementation and tax-management platform, identifying enhancement opportunities and partnering with Technology, Research, Product, Operations, and client teams to improve systematic processes and controls
  • Produce, analyze, and present platform-level oversight reporting (e.g. implementation quality, tax outcomes, drift, risk exposures) to internal stakeholders and enterprise clients
  • Conduct ad hoc analyses related to portfolio implementation, tax outcomes, and client-specific constraints, translating findings into actionable recommendations
  • Maintain practical expertise in 55ip's implementation solutions, proprietary optimizer, and offering set across supported businesses and account types
  • Partner cross-functionally with Quantitative R&D, Product, Technology, Operations, and client-facing teams to support new features, onboarding, issue resolution, and strategic initiatives

Required qualifications, skills and capabilities: 

  • 6+ years experience in an Investment and/or Wealth Management environment, particularly with a focus on SMA portfolio management, investment oversight/governance, quantitative investment solutions, and/or wealth management platform/tech experience
  • Strong data and analytical skills
  • Strong understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, unified managed accounts/households, and tax management strategies (e.g. tax loss harvesting, wash sale rule, portfolio transitions, gains budget) 
  • Familiarity with portfolio optimization and implementation toolsets (e.g., optimizers, risk models, rebalancing frameworks, tax-lot methodologies, market data solutions)
  • Strong verbal and written communication skills
  • Ability to work effectively in a highly collaborative, team-oriented environment

Preferred qualifications, skills and capabilities:

  • CFA (or substantial progress toward CFA)
  • Experience applying analytics and automation (e.g., Python, scripting, AI/low-code tools) to improve reporting, controls, and process efficiency.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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