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Cfa Manager Jobs in Raleigh, NC (NOW HIRING)

Deloitte

SAP Treasury Transformation Manager

Raleigh, NC · On-site

... CFA) * Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters * Experience with cash management, foreign exchange ...

Deloitte

Tax Manager - Real Estate

Raleigh, NC

$107K - $141K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... What You'll Do Deloitte Tax Managers use their experience in accounting and taxation to provide ...

Deloitte

Tax Manager - Federal / Corporate Tax

Raleigh, NC · On-site

$107K - $141K/yr

Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...

Chick-fil-A

Front of House Team Member

Raleigh, NC · On-site

$14 - $15/hr

... CFA One app and current marketing campaign. All Front of House Team Members are expected to work ... Leadership opportunities to gain real world management experience to help you reach your ...

Chick-fil-A

Front of House Team Member

Raleigh, NC · On-site

$14 - $15/hr

... CFA One app and current marketing campaign. All Front of House Team Members are expected to work ... Leadership opportunities to gain real world management experience to help you reach your ...

Advance Auto Parts

Sr. Financial Analyst

Raleigh, NC

$83K - $103K/yr

Manage depreciationforecasting including capital schedules, timing, and financial impacts ... MBA, CPA, or CFA preferred. #LI-GG1 We are an Equal Opportunity Employer and do not discriminate ...

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All JobsCfa Manager JobsCfa Manager Jobs in Raleigh, NC

Cfa Manager information

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$22.4K

$59.6K

$99.6K

How much do cfa manager jobs pay per year?

As of Jul 6, 2026, the average yearly pay for cfa manager in Raleigh, NC is $59,638.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $67,100.00 per year, depending on experience, location, and employer.

Is CFA still worth it in 2026?

For a CFA Manager, earning the Chartered Financial Analyst (CFA) designation remains valuable in 2026, as it demonstrates expertise in investment analysis, portfolio management, and ethical standards. The certification can enhance career prospects, credibility, and earning potential in finance and asset management roles, especially when combined with experience and strong analytical skills.

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 job makes $1,000,000 a year?

A CFA Manager typically does not earn $1,000,000 annually, as such high salaries are rare and usually associated with top executives or successful hedge fund managers. High earnings in finance often require extensive experience, performance bonuses, and ownership stakes. Most professionals in the field earn six-figure salaries, with only a small percentage reaching the seven-figure mark through bonuses and profit sharing.

What is a CFA manager?

A CFA manager is a professional who holds the Chartered Financial Analyst (CFA) designation and manages investment portfolios, financial analysis, or asset management teams. They typically analyze financial data, develop investment strategies, and make recommendations to clients or organizations. Strong analytical skills, industry experience, and adherence to ethical standards are essential in this role.

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.

How much does a CFA manager get paid?

A CFA manager typically earns a salary ranging from $80,000 to $150,000 annually, depending on experience, location, and the size of the organization. They often hold certifications like the Chartered Financial Analyst (CFA) designation and work in finance or investment firms, with additional compensation through bonuses and benefits.

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 most commonly searched types of Cfa jobs in Raleigh, NC? The most popular types of Cfa jobs in Raleigh, NC are:
What are popular job titles related to Cfa Manager jobs in Raleigh, NC? For Cfa Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Cfa Manager jobs in Raleigh, NC look for? The top searched job categories for Cfa Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Cfa Manager jobs? Cities near Raleigh, NC with the most Cfa Manager job openings:
Cfa Manager jobs near you

Portfolio Manager - Towne Trust

Towne Family of Companies

Raleigh, NC • On-site

Full-time

Posted 5 days ago

Job description

Primary Purpose:
The Portfolio Manager actively supports the member relationship team by managing member investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for members based on their values, goals, and risk parameters. The Portfolio Manager will construct portfolios consisting of equities, fixed income, cash and alternative assets within investment guidelines. The PM will participate in and contribute to the investment team through macroeconomic, industry, and company research. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.
Essential Responsibilities:
  • Gather, analyze, and document the member's and prospective member's financial plans and information.
  • Prepare investment guidelines, investment policy statements, and strategies in line with the member's values, goals, and risk parameters.
  • Prepare and produce financial reporting, charts, and other materials for member meetings and presentations.
  • Assist in drafting proposals, presentations, reference materials, and other documents as needed.
  • Propose and implement investment programs as directed by the member relationship team and in line with the member's investment policy statement.
  • Meet with members to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models and ensure current allocations are appropriate.
  • Provide in-depth research of individual stocks in assigned sectors and contribute to the team's macroeconomic research efforts.
  • Respond to members requests for information, advice and service - including proactive member outreach and creating and building investment content for prospect and member presentations, memebr investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and member interaction.
  • Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations.
  • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
  • Other duties as assigned

Minimum Required Skills & Competencies:
  • Undergraduate degree in finance, accounting, economics or equivalent preferred.
  • Three years of investment management experience in a member-facing role.
  • CFA designation or program enrollment.
  • Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management.
  • Knowledge of fiduciary standards, principles, products and applicable laws and regulations relevant to discretionary portfolio management for fiduciary
  • Intermediate level knowledge of Microsoft Office (expert level knowledge preferred for Excel) with the ability to learn other job specific software applications.
  • Skill in analyzing situations and applying critical thinking to resolve problems and decide on courses of action.
  • Ability to work collaboratively, communicate effectively and have positive relationships with members (internal and external).
  • Ability to readily modify, respond to, and integrate change with minimal personal
  • Ability to quickly process information, draw relevant conclusions, and clearly summarize results
  • Demonstrated leadership and teamwork skills with an ability to collaborate and thrive in a member-focused, team-based environment.
  • Strong written and oral communication skills and ability to distill and convey information in a compelling
  • Skill in adopting technological advancements and facilitating into current and future responsibilities
  • Skill in discovering and working to meet underlying needs; following through on questions, requests,
  • Ability to anticipate, monitor, and meet the needs of members (internal and external) and respond in an appropriate manner.
  • Ability to take action in the workplace, set personal goals, and independently identify and find alternative solutions to accomplish objectives.

Desired Skills & Competencies:
  • Experience with Bloomberg, Factset, and Morningstar.

Physical Requirements:
  • Express or exchange ideas by means of the spoken word via email and
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
  • Not substantially exposed to adverse environmental
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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