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Cfa Vba Analyst Jobs (NOW HIRING)

Invesco

Senior Performance Analyst

Houston, TX · On-site

$84K - $111K/yr

CFA or CIPM designation or progress toward certification preferred. * Minimum 5+ years of ... and VBA is preferred. Programming skills are also a plus. * Proven ability to collaborate ...

First Horizon

Senior Financial Analyst

Memphis, TN · On-site

$83K - $103K/yr

Bachelor's degree; advanced degree and/or certification such as CFA or CPA preferred * 3-5 years ... Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus. * Experience with ...

Brown Advisory

Investment Risk Analyst

New York, NY · On-site

Work toward advanced education, MBA, CFA, or other relevant designation preferred * Prior ... Experience in programming languages (VBA, R, Python, etc.) preferred * Strong experience in ...

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How much do cfa vba analyst jobs pay per year?

As of Jun 8, 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 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.

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 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.
Senior Performance Analyst

Senior Performance Analyst

Invesco

Houston, TX • On-site

$84K - $111K/yr

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Job description

About Invesco
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
  • Flexible paid time off
  • Hybrid work schedule
  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

Job Description
About the Role:
The Senior Performance Analyst is part of the Global Portfolio Analytics team and is responsible for overseeing the calculation, analysis, and reporting of investment performance across all asset classes and strategies within Invesco's global framework. This role ensures accuracy, compliance with industry standards, delivery of actionable insights to internal stakeholders, and manages relationships with both internal teams and external service providers. The Senior Analyst will possess deep expertise in performance measurement, GIPS compliance, and risk-adjusted return metrics, supported by strong analytical and communication skills. The Senior Analyst is responsible for ensuring timely and accurate delivery of results by effectively managing deadlines, aligning with client expectations, and leading staff to uphold best practices across the department.
Responsibilities of the Role:
  • Assist leading a global team of performance analysts and oversee outsourced/offshored service providers to ensure timely and accurate performance reporting.
  • Establish clear SLAs, KPIs, and governance frameworks for third-party vendors and outsource/offshore teams.
  • Drive process improvements and automation initiatives to enhance scalability and reduce operational risk.
  • Effectively lead and develop team members by fostering collaboration, accountability, and professional growth.
  • Collaborate across regions and time zones to ensure seamless communication and alignment in a global operating environment.
  • Supervise daily, monthly, and quarterly performance calculations for portfolios, composites, and benchmarks.
  • Ensure robust analysis/interpretations of results across equity, fixed income, and multi-asset strategies.
  • Maintain adherence to Global Investment Performance Standards (GIPS®) and regulatory requirements.
  • Implement strong controls and audit trails across internal and outsourced processes for data integrity.
  • Deliver high-quality performance reports and dashboards to internal and external stakeholders.
  • Provide interpretation of performance drivers and risk-adjusted returns.
  • Act as the primary liaison between internal teams and outsourced/offshored providers, ensuring alignment and accountability.
  • Collaborate with portfolio managers, risk teams, and client reporting functions globally.
  • Respond to client inquiries and support RFPs with accurate performance data and commentary.

Requirements of the Role:
  • Degree in Finance, Economics, Accounting, Mathematics, or related field.
  • CFA or CIPM designation or progress toward certification preferred.
  • Minimum 5+ years of experience in performance measurement, with at least 3 years in a leadership role.
  • Strong knowledge of GIPS® standards and regulatory frameworks.
  • Experience managing outsourced and offshored teams, including vendor governance and SLA management.
  • Proficiency in performance systems (e.g., Eagle, Factset, Aladdin).
  • Excellent analytical, problem-solving, and communication abilities.
  • Ability to manage global stakeholders and operate in a fast-paced environment.
  • Experience with attribution methodologies (Brinson, fixed income attribution, multi-currency) a plus.
  • Strong technology skills including the knowledge of investment analytics/attribution applications as well as expertise in Microsoft applications including Excel, Access, Power BI, and VBA is preferred. Programming skills are also a plus.
  • Proven ability to collaborate effectively within a team-oriented environment.
  • Strong project management and leadership capabilities to drive initiatives to completion.
  • Skilled in conducting complex analyses and translating data into clear, actionable insights.
  • Exceptional analytical aptitude with meticulous attention to detail.
  • Outstanding interpersonal skills to build relationships and communicate across diverse teams, departments, and geographies.
  • Adaptable and open-minded, thriving in fast-paced, dynamic global environments.
  • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain focus on critical details under pressure

Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

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