CFA - Level 1 Tutor
Rochester, NY · Remote
$18 - $40/hr
... management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification.
Rochester, NY · Remote
$18 - $40/hr
... management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification.
Rochester, NY · Remote
$18 - $40/hr
... management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification.
Rochester, NY · On-site
$65K - $90K/yr
... Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business ...
Rochester, NY · On-site
$65K - $90K/yr
... Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business ...
Rochester, NY · On-site
$65K - $90K/yr
... Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business ...
Rochester, NY · On-site
$65K - $90K/yr
... Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business ...
Rochester, NY · Remote
$18 - $40/hr
Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...
Rochester, NY · Remote
$18 - $40/hr
Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...
Preferred: MBA, CFA, or relevant master's degree. Experience supporting the full M&A life cycle, from prospecting through integration. Experience with project management software such as Smartsheet ...
Preferred: MBA, CFA, or relevant master's degree. Experience supporting the full M&A life cycle, from prospecting through integration. Experience with project management software such as Smartsheet ...
Preferred: MBA, CFA, or relevant master's degree. Experience supporting the full M&A life cycle, from prospecting through integration. Experience with project management software such as Smartsheet ...
Preferred: MBA, CFA, or relevant master's degree. Experience supporting the full M&A life cycle, from prospecting through integration. Experience with project management software such as Smartsheet ...
Preferred: MBA, CFA, or relevant master's degree. Experience supporting the full M&A life cycle, from prospecting through integration. Experience with project management software such as Smartsheet ...
Preferred: MBA, CFA, or relevant master's degree. Experience supporting the full M&A life cycle, from prospecting through integration. Experience with project management software such as Smartsheet ...
Rochester, NY · On-site +1
$120K - $150K/yr
Preferred: • MBA, CFA, or relevant master's degree. • Experience supporting the full M&A life cycle, from prospecting through integration. • Experience with project management software such as ...
Rochester, NY · On-site +1
$120K - $150K/yr
Preferred: • MBA, CFA, or relevant master's degree. • Experience supporting the full M&A life cycle, from prospecting through integration. • Experience with project management software such as ...
$120K - $150K/yr
Preferred: • MBA, CFA, or relevant master's degree. • Experience supporting the full M&A life cycle, from prospecting through integration. • Experience with project management software such as ...
$120K - $150K/yr
Preferred: • MBA, CFA, or relevant master's degree. • Experience supporting the full M&A life cycle, from prospecting through integration. • Experience with project management software such as ...
Rochester, NY · On-site
$96K - $181K/yr
The Relationship Manager is at the center of this client promise, acting as the primary client ... Chartered Financial Analyst (CFA) (preferred) * Certified Wealth Strategist (preferred) * Licensed ...
Rochester, NY · On-site
$96K - $181K/yr
The Relationship Manager is at the center of this client promise, acting as the primary client ... Chartered Financial Analyst (CFA) (preferred) * Certified Wealth Strategist (preferred) * Licensed ...
Certified Financial Analyst (CFA) * Procurement/Legal Procurement or SAS Certified Data Scientist ... DocuSign (Workflow Manager, E-signature, CLM, etc.) * iCertis * Thomson Reuters (Legal Tracker ...
Certified Financial Analyst (CFA) * Procurement/Legal Procurement or SAS Certified Data Scientist ... DocuSign (Workflow Manager, E-signature, CLM, etc.) * iCertis * Thomson Reuters (Legal Tracker ...
Rochester, NY · On-site
$96K - $181K/yr
The Relationship Manager is at the center of this client promise, acting as the primary client ... Chartered Financial Analyst (CFA) (preferred) * Certified Wealth Strategist (preferred) * Licensed ...
Rochester, NY · On-site
$96K - $181K/yr
The Relationship Manager is at the center of this client promise, acting as the primary client ... Chartered Financial Analyst (CFA) (preferred) * Certified Wealth Strategist (preferred) * Licensed ...
Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ... Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA ...
Quick apply
Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ... Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA ...
Rochester, NY · On-site
$109K - $143K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Rochester, NY · On-site
$109K - $143K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Rochester, NY · On-site
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Recruiting for this role ends on May 31, 2027 What You'll Do As a Tax Manager in our Private Wealth ...
Rochester, NY · On-site
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Recruiting for this role ends on May 31, 2027 What You'll Do As a Tax Manager in our Private Wealth ...
In this role, the Managing Director is actively engaged in the management of business valuation ... , CFA, AM, ASA or other valuation industry credentials preferred Software * Proficient in the use ...
In this role, the Managing Director is actively engaged in the management of business valuation ... , CFA, AM, ASA or other valuation industry credentials preferred Software * Proficient in the use ...
Fairport, NY · On-site
$115/hr
... in portfolio management discussions with investment teams, with a goal of conveying this ... CFA strongly preferred * CAIA or prior alternatives investment experience preferred Perks * Health ...
Fairport, NY · On-site
$115/hr
... in portfolio management discussions with investment teams, with a goal of conveying this ... CFA strongly preferred * CAIA or prior alternatives investment experience preferred Perks * Health ...
Fairport, NY · On-site
$115/hr
... in portfolio management discussions with investment teams, with a goal of conveying this ... CFA strongly preferred * CAIA or prior alternatives investment experience preferred Perks * Health ...
Fairport, NY · On-site
$115/hr
... in portfolio management discussions with investment teams, with a goal of conveying this ... CFA strongly preferred * CAIA or prior alternatives investment experience preferred Perks * Health ...
CFA, CPA, or valuation credential, preferred * Industry credential in financial modeling, preferred ... Ability to manage a team of professionals and delegate work assignments as needed * Capacity to ...
New
CFA, CPA, or valuation credential, preferred * Industry credential in financial modeling, preferred ... Ability to manage a team of professionals and delegate work assignments as needed * Capacity to ...
New
Assisting with engagement workflow management and supervising tax consultants and interns on ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ...
Assisting with engagement workflow management and supervising tax consultants and interns on ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ...
$22.7K - $29.8K
4% of jobs
$29.8K - $37K
10% of jobs
$42.7K is the 25th percentile. Wages below this are outliers.
$37K - $44.1K
14% of jobs
$44.1K - $51.2K
16% of jobs
The median wage is $57.4K / yr.
$51.2K - $58.4K
7% of jobs
$58.4K - $65.5K
10% of jobs
$69.1K is the 75th percentile. Wages above this are outliers.
$65.5K - $72.6K
29% of jobs
$72.6K - $79.8K
4% of jobs
$79.8K - $86.9K
3% of jobs
$86.9K - $94K
1% of jobs
$94K - $101.2K
2% of jobs
$22.7K
$60.6K
$101.2K
| Aspect | Cfa Manager | Cfa Analyst |
|---|---|---|
| Credentials | Chartered Financial Analyst (CFA) certification, management experience | CFA certification, entry to mid-level financial analysis skills |
| Work Environment | Team leadership, strategic planning, client interaction | Data analysis, financial modeling, research |
| Employer & Industry | Asset management firms, investment banks, financial services | Investment 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.

5.7
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Education
501 - 1,000 Employees
St. Louis, MO, US
2007