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Cfa Remote Jobs in Basking Ridge, NJ (NOW HIRING)

Modera Wealth Management

Advisory Manager

New York, NY · On-site +1

$145K/yr

CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ... Partial remote work * Salary range: $100-145,000 annually * Pay ranges are job specific and are ...

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What are the key skills and qualifications needed to thrive in the Cfa Remote position, and why are they important?

To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.

What is a CFA Remote job?

A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.

What are some common challenges faced by remote CFAs and how can they be addressed?

Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.

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Director, Corporate Development M&A

Director, Corporate Development M&A

Lindblad Expeditions

New York, NY • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

WHO WE ARE
Lindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world's most remote and pristine locations on our fleet of 20 ships, and are committed to ensuring our guests experience the "Exhilaration of Discovery".

Role Summary
 

The Director, Corporate Development & M&A will partner with the SVP of Corporate Development & Strategy to identify, evaluate, negotiate, and execute acquisitions and strategic initiatives that strengthen Lindblad Expeditions' portfolio of experiential travel businesses. This role leads the end-to-end M&A process, develops acquisition strategy and pipeline, manages relationships with target companies and advisors, and serves as a key advisor to executive leadership on strategic investment opportunities.

  ESSENTIAL DUTIES

M&A Strategy & Transaction Leadership

  • Lead acquisitions from sourcing through closing, including valuation, financial analysis, due diligence, transaction structuring, negotiation support, and integration planning.
  • Direct cross-functional diligence teams while managing external advisors including investment bankers, legal counsel, tax, and accounting firms.
  • Develop sophisticated financial models and investment analyses to support strategic decision making.
  • Ensure transactions remain on schedule, within budget, and aligned with strategic objectives.

Pipeline Development & Relationship Management

  • Own the acquisition pipeline by identifying strategic opportunities across expedition travel and adjacent markets.
  • Develop and maintain relationships with target company executives, owners, investors, bankers, and industry partners to generate proprietary deal flow.
  • Continuously evaluate market trends, competitive dynamics, and strategic adjacencies.

Executive & Board Communications

  • Lead development of investment memos, Board presentations, Executive Leadership Team materials, and strategic recommendations.
  • Present investment opportunities, financial analyses, risks, and recommendations to executive leadership.

Strategic Partnership & Integration

  • Partner with Finance, Legal, Operations, Marine, Hotel, Sales, Marketing, and other business leaders throughout the transaction lifecycle.
  • Lead post-acquisition integration planning, synergy realization, and value capture initiatives.

 

GENERAL QUALIFICATIONS

Education & Experience
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. MBA strongly preferred.
  • 8-12+ years of progressive experience in Corporate Development, Investment Banking, Private Equity, Strategy Consulting, or a related M&A environment.
  • Demonstrated experience leading acquisitions from sourcing through closing, including valuation, due diligence, transaction structuring, and integration planning.
  • Advanced expertise in financial modeling, valuation methodologies, investment analysis, and capital allocation.
  • Proven experience managing cross-functional transaction teams and coordinating external advisors including investment bankers, legal counsel, tax, and accounting firms.
  • Strong strategic thinking with the ability to identify acquisition opportunities aligned to long-term business objectives.
  • Experience developing investment recommendations and presenting to executive leadership, investment committees, or Boards of Directors.
  • Excellent negotiation, influencing, and stakeholder management skills.
  • Proven ability to manage multiple complex transactions simultaneously.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
Preferred Experience
  • Experience leading Corporate Development within the travel, cruise, hospitality, leisure, or consumer services industries.
  • Experience developing acquisition strategy and generating proprietary deal flow.
  • Experience leading post-merger integration and synergy realization initiatives.
  • Existing network of investment bankers, private equity firms, founders, and strategic advisors.
  • Experience evaluating adjacent markets, vertical integration opportunities, and strategic partnerships.
  • MBA, CFA, CPA, or equivalent advanced financial credential.
$150,000 - $175,000 a year
Bonus 15%
Equity 5%
OUR BENEFITS
Travel benefits for employees and their family 
Voyage of Discovery trips for employees to travel as guests  
Health insurance including Medical, Dental, Vision  
401(k) plan with employer match  
Long-Term Disability, Life & AD&D Insurance
Flexible Spending Account (FSA) to be used for out-of-pocket medical and dependent care  
Pre-Tax Commuter Benefit  
7-8 Paid Holidays
1 Floating Holiday Options 
Up to 15 days of vacation (pro-rated per anniversary year)
Parental Leave
Sick/personal days per city & state ordinance
Pet Insurance discount
 
Communication Skills 
Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos.   Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor. 
 
PHYSICAL DEMANDS 
While performing the duties of this job, the employee is frequently required to sit, talk and hear.  The employee will also be required to write and type.  The employee is occasionally required to stand, walk, and reach with hands and arms.  
 
COMPENSATION STATEMENT
Lindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living.
 
For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant's location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay.
 
EQUAL OPPORTUNITY EMPLOYER STATEMENT
At Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong.
 
Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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