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Cfa Remote Jobs in New Port Richey, FL (NOW HIRING)

Equinix

Manager, FP&A

Tampa, FL · Remote

Financial designation (CFA, CPA) preferred * Experience in a highly matrixed business preferred Why This Role * High-impact role partnering with executives to influence key financial decisions

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A Analyst Opportunity Stands Out: * Work fully remote while supporting a rapidly growing, mission-driven ...

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, SC, NC, OH, MI, PA) Salary: $80,000-$100,000 | Full-time Why This FP&A Analyst Opportunity Stands Out: * Work fully remote while supporting a rapidly growing, mission ...

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A Analyst Opportunity Stands Out: * Enjoy a fully remote role while contributing to a fast-growing, mission ...

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A Analyst Opportunity Stands Out: * Work fully remote while supporting a rapidly growing, mission-driven ...

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A Analyst Opportunity Stands Out: * Enjoy a fully remote role while contributing to a fast-growing, mission ...

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, SC, NC, OH, MI, PA) Salary: $80,000-$100,000 | Full-time Why This FP&A Analyst Opportunity Stands Out: * Work fully remote while supporting a rapidly growing, mission ...

DataAnnotation

FP&A Manager - AI Trainer

Tampa, FL · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

DataAnnotation

FP&A Manager - AI Trainer

Clearwater, FL · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

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All JobsCfa JobsCfa Remote JobsCfa Remote Jobs in New Port Richey, FL

Cfa Remote information

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.

What are popular job titles related to Cfa Remote jobs in New Port Richey, FL? For Cfa Remote jobs in New Port Richey, FL, the most frequently searched job titles are:
What cities near New Port Richey, FL are hiring for Cfa Remote jobs? Cities near New Port Richey, FL with the most Cfa Remote job openings:
Cfa Remote jobs near you
Infographic showing various Cfa Remote job openings in New Port Richey, FL as of July 2026, with employment types broken down into 56% Full Time, 16% Part Time, 9% Temporary, and 19% Contract. Highlights an 100% Remote job distribution.

Head of Investment Platform

Concurrent Investment Advisors

Tampa, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Description
We are seeking a senior executive leader to architect and scale the firm’s investment platform infrastructure.

The Head of Investment Platform serves as the enterprise architect of how investment capabilities are delivered across the organization. This role does not manage portfolios or select securities. Instead, it owns the governance, structure, scalability, and operational execution of the firm’s investment platform, spanning custodians, portfolio management systems, trading infrastructure, fintech integrations, supervisory controls, and regulatory alignment.

This is a platform leadership role focused on architecture, governance, and operational scalability. The ideal candidate has deep RIA platform experience and understands how to translate investment strategy into compliant, technology-enabled execution at scale.

Responsibilities
Enterprise Platform Architecture
  • Lead the design and evolution of the firm’s investment platform infrastructure
  • Develop and execute long term platform roadmaps aligned with firm growth and advisor needs
  • Translate CIO and Investment Committee decisions into scalable operational implementation
  • Evaluate integration of new strategies vehicles and asset classes into the platform
  • Ensure platform capabilities support personalization at scale including UMA structures SMAs direct indexing alternatives and multi asset solutions
Technology and System Integration
  • Partner with Technology to oversee portfolio accounting trading rebalancing reporting systems and data architecture
  • Drive optimization of portfolio management systems model marketplaces and alternatives platforms
  • Evaluate emerging fintech capabilities and lead implementation initiatives
  • Ensure interoperability across systems and integrity across the full investment lifecycle
Trading and Operational Infrastructure
  • Oversee trading architecture implementation workflows and model deployment practices
  • Establish best practices for rebalancing tax management cash management and complex portfolio structures
  • Partner with trading and operations teams to optimize scalability efficiency and risk controls
  • Ensure operational readiness for structured notes interval funds and alternative investment vehicles
Governance and Risk Oversight
  • Own investment platform policies and procedures in partnership with Compliance and Legal
  • Ensure alignment with fiduciary obligations suitability frameworks supervisory controls and regulatory requirements
  • Govern product onboarding platform approvals and investment access frameworks
  • Chair or co lead governance discussions related to product suitability and platform risk oversight
  • Design and oversee the firm’s investment suitability infrastructure and segmentation alignment
  • Implement guardrails across complex and non traditional products
Leadership and Strategic Execution
  • Serve as senior escalation point for platform issues advisor implementation challenges and operational risk matters
  • Act as connective leader across Investments Technology Compliance Operations and Advisor teams
  • Oversee Investment Platform Implementation and Governance teams including organizational design and performance management
  • Establish KPIs tied to platform adoption operational efficiency integration effectiveness and risk mitigation
  • Drive continuous improvement initiatives to enhance platform stability scalability and advisor experience

Qualifications
  • Ten or more years of experience in wealth management asset management RIA platform leadership TAMP OCIO or enterprise investment platform environments
  • Demonstrated experience overseeing investment platform infrastructure rather than solely portfolio management
  • Deep experience operating within multi custodian environments and complex multi system architectures
  • Proven track record implementing portfolio management systems trading systems model marketplaces and fintech integrations
  • Strong knowledge of trading supervision model governance suitability frameworks and operational oversight of alternative investments
  • Experience partnering closely with Legal and Compliance to design and maintain governance frameworks supervisory controls and platform policies
  • Working knowledge of fiduciary obligations under the Investment Advisers Act and related regulatory standards
  • Demonstrated capability in platform architecture scalability design and enterprise level operational planning
  • Executive level cross functional leadership across Investments Technology Compliance Operations and Advisor teams
  • Bachelor’s degree in Finance Business Economics or related field required
  • Advanced degree preferred
  • CFA or comparable professional designation a plus
Location / Schedule
  • This position will be remote. 
  • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
  • Occasional evening/weekend hours may be requested.
  • Ability to travel up to 25%
Job Type 
  • Full-time, Exempt
  • $180,000-$325,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

Benefits
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance