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Cfa Jobs in Oregon (NOW HIRING)

Jumio

Finance Manager

OR · On-site +1

$136K - $161K/yr

Great to have Experience and Qualifications: MBA, CPA, CFA, or similar professional certification. Experience working in a usage-based, SaaS, or technology-driven company. Familiarity with ERP ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Series 65, CFP or CFA required Skills And Knowledge * Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Depth of ...

Vestmark, Inc.

Portfolio Manager

OR · On-site +1

Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly preferred * 5-7+ years of hands-on investment management experience * Experience managing equity ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

US Bank

PWM Private Wealth Advisor

Portland, OR · On-site

$119K - $140K/yr

Professional designation such as CFA or CFP This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their ...

MonteVista Homes

Chief Financial Officer

Bend, OR · On-site

$180K/yr

Bachelor's degree in Finance, Accounting, Economics, or related field required (MBA, CPA, or CFA strongly preferred) About Company Why MonteVista? At MonteVista, our core values aren't just words ...

Vista Equity Partners Management

Manager, Valuation

$140K - $182K/yr

CFA and/or CPA preferred but not required * Previous managerial experience including team leadership, development and resource planning * Strong oral and written communication skills including strong ...

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Cfa information

See Oregon salary details

$39.1K

$106.2K

$198.2K

How much do cfa jobs pay per year?

As of Aug 15, 2026, the average yearly pay for cfa in Oregon is $106,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,300.00 and $137,400.00 per year, depending on experience, location, and employer.

What does a CFA do?

As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong quantitative skills and knowledge of financial tools and regulations.

What are some common challenges faced by CFAs when working on cross-functional teams?

Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.

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

To thrive as a CFA, you need strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.

What is the difference between Cfa vs Chartered Financial Analyst?

AspectCfa
CredentialsRequires passing three levels of exams, relevant work experience, and adherence to ethical standards
Work EnvironmentFinancial analysis, investment management, portfolio management
Industry UsageWidely recognized in finance, asset management, and investment sectors

The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.

What is a CFA?

A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.
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Infographic showing various Cfa job openings in Oregon as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $106,213 per year, or $51.1 per hour.

Chief Financial Officer

MonteVista Homes

Bend, OR • On-site

Full-time

Re-posted 6 days ago

Job description

Description
Under the general direction of the President, the Chief Financial Officer (CFO) is accountable for the financial strategy, financial health, and long-term economic sustainability of MonteVista Homes and its affiliated entities. The CFO is the company's financial leader and strategic partner, responsible for translating vision into financial reality.
This role owns all financial planning, land development pro formas, cash forecasting (including ESOP projections), capital strategy, and financial decision support, while providing leadership and accountability over the entire accounting function through the Director of Accounting. The CFO ensures MonteVista consistently defends the bottom line, protects the brand, and allocates capital wisely, while enabling the company to achieve its 10-Year Target and 3-Year Picture.
Responsibilities
$47
Qualifications
• Exceptional financial modeling and pro forma expertise, particularly in land development, residential construction projects and long-term cash and capital planning.
• Deep understanding of homebuilding, land development, and construction finance
• Strong working knowledge of job cost accounting and construction-based financial reporting
• Proven ability to lead finance at a strategic level, not just transactional accounting
• Demonstrated experience with multi-entity structures, debt structures, covenants, and lender relationships, and investor and ESOP financial reporting
• Ability to communicate complex financial concepts clearly to non-financial leaders
• High integrity and ability to handle confidential, proprietary, and sensitive information
• Bachelor's degree in Finance, Accounting, Economics, or related field required (MBA, CPA, or CFA strongly preferred)

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