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Cfa Manager Jobs in Mobile, AL (NOW HIRING)

Trustmark Bank

Portfolio Manager II/III

Mobile, AL · On-site

SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or similar industry related experience * Extensive knowledge of securities market/products behavior

Trustmark Bank

Portfolio Manager II/III

Mobile, AL · On-site

SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or similar industry related experience * Extensive knowledge of securities market/products behavior

Trustmark Bank

Portfolio Manager II/III

Mobile, AL · On-site

SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or similar industry related experience * Extensive knowledge of securities market/products behavior

Trustmark

Portfolio Manager II/III

Mobile, AL · On-site

SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or similar industry related experience * Extensive knowledge of securities market/products behavior

Chick-fil-A Daphne

Kitchen Team Member

Daphne, AL · On-site

... Manage chicken cool down process Assists with CFA Anywhere orders and collaborate with Catering Manager to ensure quality catering Follow all policies and Quality/Standards Follow Restaurant Vendor ...

Chick-fil-A Daphne

Kitchen Team Member

Daphne, AL · On-site

... Manage chicken cool down process Assists with CFA Anywhere orders and collaborate with Catering Manager to ensure quality catering Follow all policies and Quality/Standards Follow Restaurant Vendor ...

Trustmark Bank

Financial Planner

Mobile, AL · On-site

$75K - $101K/yr

... management, or similar endeavor). * Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the ...

Chick-fil-A

Cook-Breader

Daphne, AL · On-site

$12 - $15/hr

Checking ingredient quality and managing stock. Requirements: * Prior experience as a cook ... CFA Daphne} 1682 US Hwy 98 Daphne AL 36526 If you are motivated, enthusiastic, and ready to be part ...

Chick-fil-A

Cook-Breader

Daphne, AL · On-site

$12 - $15/hr

Checking ingredient quality and managing stock. Requirements: * Prior experience as a cook ... CFA Daphne} 1682 US Hwy 98 Daphne AL 36526 If you are motivated, enthusiastic, and ready to be part ...

Chick-fil-A

Cook-Breader

Fairhope, AL · On-site

$12.50 - $16.75/hr

Checking ingredient quality and managing stock. Requirements: * Prior experience as a cook ... CFA Daphne} 1682 US Hwy 98 Daphne AL 36526 If you are motivated, enthusiastic, and ready to be part ...

Chick-fil-A

Cook-Breader

Fairhope, AL · On-site

$12.50 - $16.75/hr

Checking ingredient quality and managing stock. Requirements: * Prior experience as a cook ... CFA Daphne} 1682 US Hwy 98 Daphne AL 36526 If you are motivated, enthusiastic, and ready to be part ...

All JobsCfa JobsCfa Manager JobsCfa Manager Jobs in Mobile, AL

Cfa Manager information

See Mobile, AL salary details

$22.8K

$60.9K

$101.7K

How much do cfa manager jobs pay per year?

As of Sep 1, 2026, the average yearly pay for cfa manager in Mobile, AL is $60,880.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $68,500.00 per year, depending on experience, location, and employer.

How does a CFA Manager typically collaborate with other departments within a financial organization?

A CFA Manager works closely with teams such as investment analysts, portfolio managers, compliance officers, and client relationship managers. Collaboration often involves sharing financial insights, contributing to investment strategies, and ensuring regulatory standards are met. Regular cross-departmental meetings and project coordination are common, which helps to align organizational goals and deliver comprehensive financial solutions to clients. Building strong communication channels is key to success in this role.

What are the key skills and qualifications needed to thrive as a CFA Manager, and why are they important?

To thrive as a CFA Manager, you need advanced financial analysis skills, a deep understanding of investment management, and typically a Chartered Financial Analyst (CFA) certification. Familiarity with financial modeling software, portfolio management systems, and data analysis tools like Bloomberg or FactSet is crucial. Strong leadership, decision-making, and communication skills help you guide teams and effectively convey complex financial information to stakeholders. These skills ensure sound investment decisions, regulatory compliance, and successful client and team management in a competitive financial environment.

What is the difference between Cfa Manager vs Cfa Analyst?

AspectCfa ManagerCfa Analyst
CredentialsChartered Financial Analyst (CFA) certification, management experienceCFA certification, entry to mid-level financial analysis skills
Work EnvironmentTeam leadership, strategic planning, client interactionData analysis, financial modeling, research
Employer & IndustryAsset management firms, investment banks, financial servicesInvestment firms, asset management, research departments

The main difference between a Cfa Manager and a Cfa Analyst lies in their responsibilities and experience. Cfa Managers oversee teams, develop strategies, and interact with clients, requiring leadership skills and management experience. Cfa Analysts focus on research, data analysis, and financial modeling, typically at an earlier career stage. Both roles require CFA certification, but the managerial position emphasizes leadership and strategic planning.

What are popular job titles related to Cfa Manager jobs in Mobile, AL?

For Cfa Manager jobs in Mobile, AL, the most frequently searched job titles are:

Cfa Manager jobs near you

Portfolio Manager II/III

Trustmark Bank

Mobile, AL • On-site

Full-time

Posted 15 days ago

Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

52nd of 174 rated banks

Job description

Overview
Trustmark Investment Management operates as a fiduciary in the management and advising on client assets and accounts, inclusive of asset allocation, security selection, trading implementation, and other activities as required of a regulated State Bank. The responsibilities of this position is to manage investment portfolios and advise clients in investment and related matters, which may be personal or institutional in nature, while acting in a fiduciary capacity at all times.
This position may be filled as a Level II or III. Additional responsibilities and qualifications apply.
Responsibilities
  • Investment Management & Research
    • Develop and implement tailored investment strategies
    • Monitor accounts for trading and compliance
    • Participate in the development of new tools and methods for use across the firm
    • Contribute to the investment research process
  • Presentations and Communication
    • Contribute to communications, both written and verbal on behalf of Trustmark.
    • Meet with clients and prospective clients
    • Communicate complex market and economic issues
  • Collaborate with other members of the Wealth Management team (Private Banker, Relationship Mangers, etc.) in solving client needs and complex issues and developing new and existing business activities.
  • Consult with other staff concerning investment issues
  • Associates are expected to perform all additional duties as assigned.

Responsibilities for Level III:
  • Investment Management & Research
    • Develop and implement tailored investment strategies
    • Monitor accounts for trading and compliance
    • Participate in the development of new tools and methods for use across the firm
    • Contribute to the investment research process
  • Presentations and Communication
    • Make presentations on behalf of Trustmark to professional groups, industry associations, or other venues
    • Contribute to communications, both written and verbal on behalf of Trustmark.
    • Meet with clients and prospective clients
    • Communicate complex market and economic issues
    • Craft investment proposals and recommendations for Institutional client RFPs.
  • Lead the development of new investment management tools and solutions
  • Collaborate with other members of the Wealth Management team (Private Banker, Relationship Mangers, etc.) in solving client needs and complex issues and developing new and existing business activities.
  • Coordinate with other units of Trustmark on delivering investment services to common clients
  • Manage and/or mentor Securities Analysts to support investment activities
  • Manage and/or mentor Portfolio Manager I or II level positions
  • Associates are expected to perform all additional duties as assigned.

Qualifications
  • Bachelor's Degree in Business Administration
  • 5 years as a securities analyst, portfolio manager, or similar industry related experience
  • Advanced knowledge of securities market/products behavior
  • Advanced knowledge of economics and finance
  • Advanced understanding of portfolio theory and its application
  • Advanced knowledge of analytical methods and valuation techniques
  • Solid understanding of fiduciary, Prudent Investor, and trust standards of care
  • Strong knowledge of Microsoft applications
  • Excellent written and oral communication skills, including the ability to communicate and present complex analysis
  • Advanced knowledge and application of Asset Allocation methods and analysis
  • Organization skills to manage large volume of data
  • Travel required, including overnight stays.
  • This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.
  • Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
  • 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 Charterholder, or
  • 7 years as a securities analyst, portfolio manager, or similar industry related experience
  • Extensive knowledge of securities market/products behavior
  • Extensive knowledge of economics and finance
  • Extensive understanding of portfolio theory and its application
  • Extensive knowledge of analytical methods and valuation techniques
  • Solid understanding of fiduciary, Prudent Investor, and trust standards of care
  • Strong knowledge of Microsoft applications
  • Excellent written and oral communication skills, including the ability to communicate and present complex analysis
  • Advanced knowledge and application of Asset Allocation methods and analysis
  • Organization skills to manage large volumes of data
  • Travel - Must be willing and able to travel including overnight stays frequently and as needed for meetings or presentations across the region.
  • This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.
  • Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
  • One of the following preferred:
    • MBA
    • CFA or CMT candidate
    • Professional training

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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