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Cfa Vba Analyst Jobs (NOW HIRING)

Financial/Treasury Risk Analyst Work Location : Coppell, TX Duration : 12 months Must Haves: 2-5 ... Post Graduate degree (MBA, MS Finance, etc.), CFA or equivalent a plus. Experience in VBA and SAS a ...

... CFA preferred. * 3+ years of experience in convertible bond trading with a quant/programming ... VBA) is required. * Excellent communication skills and ability to work in a fast-paced, team ...

... CFA preferred. * 3+ years of experience in convertible bond trading with a quant/programming ... VBA) is required. * Excellent communication skills and ability to work in a fast-paced, team ...

Senior Performance Analyst Operations Team Chicago, IL - Hybrid: 3 days onsite/2 days WFH, Company ... Working knowledge of macros and VBA * Interest in pursuing the CFA or CIPM programs and/or interest ...

Bachelor's degree or higher (CFA or MBA preferred). Skills: Proficiency in Excel-based tools. Experience with VBA or equivalent scripting tools. Key Skills: Financial modeling Cash flow analysis ...

Senior FP&A Analyst Opex Lead

$87K - $109K/yr

... CFA, MBA) preferred. • Experience balancing hands-on financial operations with process ... VBA), and visualization tools such as Power BI or Tableau. • Strong communication and ...

Strong Excel skills, familiarity with VBA is a plus * Strong analytical and information technology ... Enrolled or seeking to enroll in the CFA or FRM program Additional Knowledge and Skills to Build:

Sr. Analyst, Finance

Anchorage, AK · On-site +1

$84K - $105K/yr

MBA and/or CFA charterholder or progress toward CFA (Level I/II) preferred. Experience: * 5+ years ... VBA a plus). * Proficiency with PowerPoint for executive-ready storytelling. * Experience building ...

Strong Excel skills, familiarity with VBA is a plus * Strong analytical and information technology ... Enrolled or seeking to enroll in the CFA or FRM program Additional Knowledge and Skills to Build:

Financial Analyst Senior

Memphis, TN · On-site

$76K - $95K/yr

Bachelor's degree; advanced degree and/or certification such as CFA or CPA preferred * Experience ... Proficient in Microsoft Office suite (Excel, PowerPoint, Word, Power BI, Visio, VBA) * Experience ...

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Cfa Vba Analyst information

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$29.5K

$71.5K

$123K

How much do cfa vba analyst jobs pay per year?

As of Jun 5, 2026, the average yearly pay for cfa vba analyst in the United States is $71,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $79,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA VBA Analyst, and why are they important?

To thrive as a CFA VBA Analyst, you typically need a strong background in finance or economics, proficiency in data analysis, and often a CFA designation or progress toward it. Expertise in Microsoft Excel with advanced VBA programming, and familiarity with financial modeling tools, are commonly required. Strong analytical thinking, attention to detail, and effective communication skills set exceptional candidates apart. These capabilities enable accurate financial analysis, automation of complex tasks, and clear reporting, all crucial for driving informed investment decisions.

How does a CFA VBA Analyst typically collaborate with other departments to streamline financial reporting processes?

A CFA VBA Analyst often works closely with finance, accounting, and IT teams to automate and enhance financial reporting. By developing custom VBA scripts and financial models, they help reduce manual data handling and improve accuracy and efficiency. Regular communication with stakeholders is essential to understand reporting needs and ensure that automated solutions align with business goals. This collaborative approach not only streamlines workflows but also fosters continuous process improvement.

What is a CFA VBA Analyst?

A CFA VBA Analyst is a professional who combines expertise in finance, often holding a Chartered Financial Analyst (CFA) designation, with advanced skills in Visual Basic for Applications (VBA) programming. These analysts use VBA to automate tasks, develop financial models, and process large datasets in tools like Microsoft Excel. Their dual expertise enables them to streamline financial analysis, reporting, and decision-making processes for investment firms, banks, or corporations. The role typically requires a strong background in financial concepts and advanced programming ability to improve workflow efficiency and accuracy. CFA VBA Analysts are valued for their ability to bridge finance and technology.

What is the difference between Cfa Vba Analyst vs Cfa Equity Analyst?

AspectCfa Vba AnalystCfa Equity Analyst
CertificationsCFA, VBA programming skillsCFA, financial modeling
Work EnvironmentData analysis, automation, codingEquity research, financial analysis
Industry UsageFinancial institutions, asset managementInvestment firms, equity research departments

The Cfa Vba Analyst primarily focuses on automating data processes and developing tools using VBA, while the Cfa Equity Analyst concentrates on analyzing stocks and providing investment recommendations. Both roles often require CFA certification, but their daily tasks and skill sets differ significantly, with the Vba Analyst emphasizing technical automation and the Equity Analyst emphasizing financial analysis and research.

Quantitative Investment Analyst

Ashton Lane Group, Inc

Manhattan, NY • On-site

Full-time

Posted 5 days ago


Job description

Supporting portfolio optimization and analytics within the investments team.
 
Responsibilities:
 
  • Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisions.
  • Present effective investment and correlated portfolio risks within an enterprise-wide risk and capital modelling framework
  • Improve and enrich the quantitative fixed income analytical tools related to asset allocation and portfolio optimization
  • Provide quantitative assessment of relative value investment opportunities across market sectors and major risk drivers
  • Support the modelling and extension of existing risk and asset allocation frameworks
    Requirements:
     
  • Proven academic success with a degree in a numeric discipline such as finance, mathematics, economics, quantitative analytics, or statistics.
  • Exposure to fixed income products, bond math, and an interest to deepen this knowledge is required
  • Broad knowledge across Investment Grade, High Yield, and Alternative Investment products as well as an understanding of additional asset classes is desired. This experience may come from a combination of academic, job-related, and/or professional certifications (e.g. CFA, FRM)
  • Comfortable programming one or more of the following data reporting and display languages and tools is required: Python, SQL, Matlab/R, VBA, PowerBI, Tableau
    For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com
     
    Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com
     
    Ashton Lane Group® “A trusted advisor throughout your career”