Senior Director of Investments, CFA Multi-Family Office Overview Fast growing and dynamic Multi ... manage the team of investment analysts and portfolio managers, and oversee the investment ...
Senior Director of Investments, CFA Multi-Family Office Overview Fast growing and dynamic Multi ... manage the team of investment analysts and portfolio managers, and oversee the investment ...
CFA - Level 1 Tutor
Detroit, MI · Remote
$18 - $40/hr
... and portfolio 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 ...
CFA - Level 1 Tutor
Detroit, MI · Remote
$18 - $40/hr
... and portfolio 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 ...
CFA - Level 1 Tutor
Kalamazoo, MI · Remote
$18 - $40/hr
... and portfolio 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 ...
CFA - Level 1 Tutor
Kalamazoo, MI · Remote
$18 - $40/hr
... and portfolio 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 ...
CFA - Level 1 Tutor
Ann Arbor, MI · Remote
$18 - $40/hr
... and portfolio 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 ...
CFA - Level 1 Tutor
Ann Arbor, MI · Remote
$18 - $40/hr
... and portfolio 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 ...
Director of Asset Allocation
Charlotte, MI · On-site
$140 - $193/hr
Medical
Dental
Life
Retirement
PTO
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
New
Director of Asset Allocation
Charlotte, MI · On-site
$140 - $193/hr
Medical
Dental
Life
Retirement
PTO
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
New
Director of Asset Allocation
$140K - $192K/yr
Medical
Dental
Life
Retirement
PTO
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
Director of Asset Allocation
$140K - $192K/yr
Medical
Dental
Life
Retirement
PTO
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS)
Troy, MI · On-site
$125K - $190K/yr
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS)
Troy, MI · On-site
$125K - $190K/yr
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS)
Troy, MI · On-site
$125K - $190K/yr
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS)
Troy, MI · On-site
$125K - $190K/yr
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
Manager - Business Development
Detroit, MI · On-site
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
Manager - Business Development
Detroit, MI · On-site
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
... project portfolios. * Manage all banking relationships, including credit facilities, letters of ... Preferred * CPA, CFA, or Certified Treasury Professional (CTP) designation. * Experience in ...
... project portfolios. * Manage all banking relationships, including credit facilities, letters of ... Preferred * CPA, CFA, or Certified Treasury Professional (CTP) designation. * Experience in ...
A&M CFO Services work with private equity held portfolio companies and provide our clients with ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
A&M CFO Services work with private equity held portfolio companies and provide our clients with ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
A&M CFO Services work with private equity held portfolio companies and provide our clients with ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
A&M CFO Services work with private equity held portfolio companies and provide our clients with ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
Sr. Director of Treasury
Southfield, MI · On-site
... project portfolios. * Manage all banking relationships, including credit facilities, letters of ... Preferred * CPA, CFA, or Certified Treasury Professional (CTP) designation. * Experience in ...
Sr. Director of Treasury
Southfield, MI · On-site
... project portfolios. * Manage all banking relationships, including credit facilities, letters of ... Preferred * CPA, CFA, or Certified Treasury Professional (CTP) designation. * Experience in ...
MI · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Champion project portfolio optimization through automation and digitization, unlocking efficiency ... CAIA/CFA a plus. * Deep private markets expertise strongly preferred; private credit experience in ...
MI · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Champion project portfolio optimization through automation and digitization, unlocking efficiency ... CAIA/CFA a plus. * Deep private markets expertise strongly preferred; private credit experience in ...
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... Performance Measurement & Management * Business Transformation * Auxiliary Services: Accounting ...
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... Performance Measurement & Management * Business Transformation * Auxiliary Services: Accounting ...
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... Performance Measurement & Management * Business Transformation * Auxiliary Services: Accounting ...
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... Performance Measurement & Management * Business Transformation * Auxiliary Services: Accounting ...
Director, Investor Relations
Ann Arbor, MI · On-site
Medical
Dental
Vision
Retirement
PTO
... portfolio managers, buy-side and sell-side analysts. * Assist with presentations for investor ... CFA/CPA preferred. Undergraduate degree required; master's degree preferred. * Strategic Business ...
Director, Investor Relations
Ann Arbor, MI · On-site
Medical
Dental
Vision
Retirement
PTO
... portfolio managers, buy-side and sell-side analysts. * Assist with presentations for investor ... CFA/CPA preferred. Undergraduate degree required; master's degree preferred. * Strategic Business ...
Director, Investor Relations
Ann Arbor, MI · On-site
Medical
Dental
Vision
Retirement
PTO
... portfolio managers, buy-side and sell-side analysts. * Assist with presentations for investor ... CFA/CPA preferred. Undergraduate degree required; master's degree preferred. * Strategic Business ...
Director, Investor Relations
Ann Arbor, MI · On-site
Medical
Dental
Vision
Retirement
PTO
... portfolio managers, buy-side and sell-side analysts. * Assist with presentations for investor ... CFA/CPA preferred. Undergraduate degree required; master's degree preferred. * Strategic Business ...
MI · On-site
$13.25 - $16/hr
Medical
Dental
Vision
Life
Retirement
PTO
Lead on several aspects of process management during the due diligence phase, including overseeing ... Monitor investments and work actively with portfolio companies on value creation initiatives
MI · On-site
$13.25 - $16/hr
Medical
Dental
Vision
Life
Retirement
PTO
Lead on several aspects of process management during the due diligence phase, including overseeing ... Monitor investments and work actively with portfolio companies on value creation initiatives
Cfa Portfolio Manager information
See Michigan salary details
$32.2K - $44.2K
9% of jobs
$44.2K - $56.1K
15% of jobs
$57.4K is the 25th percentile. Wages below this are outliers.
$56.1K - $68K
15% of jobs
The median wage is $77.4K / yr.
$68K - $79.9K
15% of jobs
$79.9K - $91.9K
10% of jobs
$91.9K - $103.8K
9% of jobs
$108K is the 75th percentile. Wages above this are outliers.
$103.8K - $115.7K
11% of jobs
$115.7K - $127.6K
10% of jobs
$127.6K - $139.6K
5% of jobs
$139.6K - $151.5K
2% of jobs
$151.5K - $163.4K
1% of jobs
$32.2K
$87.6K
$163.4K
How much do cfa portfolio manager jobs pay per year?
What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?
| Aspect | Cfa Portfolio Manager | Cfa Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, possibly other certifications | CFA Charter, possibly other certifications |
| Work Environment | Investment firms, asset management companies | Financial institutions, research firms, banks |
| Primary Responsibilities | Managing investment portfolios, asset allocation | Analyzing securities, financial data, and market trends |
| Employer & Industry Usage | Asset management, hedge funds, pension funds | Investment banks, research firms, corporate finance |
The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.

Full-time
Re-posted 28 days ago
Job description
Senior Director of Investments, CFA
Multi-Family Office
Overview
Fast growing and dynamic Multi-Family Office seeks a Senior Director of Investments to manage the team of investment analysts and portfolio managers, and oversee the investment management platforms, including manager selection, and portfolio construction.
Highlights
- Lead the Investment Strategy Group, guiding the firm's focus for investment initiatives including liquid and illiquid alternatives; direct investments, private equity etc.
- Oversee the operations of the Investment Team including setting goals, monitoring performance and managing platforms, research and technology.
- Serve as the Investment Strategist for a select group of ultra high net worth clientele
- Strong culture of independent thought, pro-activity and quality of lifeÂ
- 250k+ first year compensation package plus excellent benefits
Requirements
- 8+ years of investment management experience
- Experience with 50M+ level net worth clientele
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017