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Cfa Jobs in Boca Raton, FL (NOW HIRING)

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · Hybrid

$65K - $80K/yr

Bachelor's Degree, progress toward CFA or CAIA is preferred * 1-3 years of relevant experience; private markets, investment banking, asset management or investment consultant experience is a plus

Bank of America

Portfolio Manager III

Boca Raton, FL · On-site

Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development ...

Acclarity

Manager, Controller

Fort Lauderdale, FL · Remote

Bachelor's degree in Accounting or Finance required; graduate degree preferred. * CPA designation required; other credentials (e.g., CIA, CFA) a plus. * 8+ years of progressive accounting experience ...

Bank of America

Portfolio Manager III

Boca Raton, FL · On-site

Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development ...

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All JobsCfa JobsCfa Jobs in Boca Raton, FL

Cfa information

See Boca Raton, FL salary details

$35.1K

$95.3K

$177.9K

How much do cfa jobs pay per year?

As of Jul 3, 2026, the average yearly pay for cfa in Boca Raton, FL is $95,331.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $123,400.00 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 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.

Is CFA harder than an MBA?

The CFA program is generally considered more technically challenging due to its focus on in-depth financial analysis, ethics, and quantitative skills, and it requires passing three rigorous exams over several years. An MBA covers a broader range of business topics, including management, marketing, and leadership, often with a focus on practical application and networking, but typically involves coursework over one or two years. The difficulty depends on individual strengths and career goals, but the CFA is often viewed as more specialized and exam-intensive.

What kind of jobs does a CFA get?

A CFA (Chartered Financial Analyst) typically works in roles such as investment analyst, portfolio manager, financial advisor, or research analyst. These positions involve analyzing financial data, managing investment portfolios, and providing investment recommendations, often requiring strong analytical skills and proficiency with financial tools and models.

Is 37 too late for CFA?

The Chartered Financial Analyst (CFA) designation is open to candidates of any age, and many successful candidates pursue it later in their careers. Age is not a barrier; what matters most are the candidate's commitment, relevant experience, and ability to pass the three levels of the CFA exam. Professionals often complete the CFA program while working, and candidates in their late 30s or beyond frequently achieve certification.

What are the key skills and qualifications needed to thrive as a CFA (Chartered Financial Analyst), 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 salary?

A Chartered Financial Analyst (CFA) salary varies based on experience, location, and employer, but typically ranges from $60,000 to over $150,000 annually. Entry-level CFAs usually earn lower salaries, while those with several years of experience or in senior roles can earn significantly more, often supplemented by bonuses and incentives.

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.
More about Cfa jobs
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What cities near Boca Raton, FL are hiring for Cfa jobs? Cities near Boca Raton, FL with the most Cfa job openings:
Cfa jobs near you
Infographic showing various Cfa job openings in Boca Raton, FL as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 72% In-person, 11% Hybrid, and 17% Remote job distribution, with an average salary of $95,331 per year, or $45.8 per hour.
Fund Monitoring - Analyst

Fund Monitoring - Analyst

iCapital

Boca Raton, FL • Hybrid

$65K - $80K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

About the Role

iCapital is looking to hire a Fund Monitoring Analyst to join the Fund Monitoring, Reporting and Governance team. This individual will be responsible for conducting ongoing investment monitoring for private market fund investments across the iCapital platform. Over time, this role will also involve presenting investment updates to both internal stakeholders as well as wealth advisors and their clients. 

Responsibilities

  • Monitor underlying fund performance across iCapital's private equity, private credit, and real asset offerings. 
  • Prepare clear and concise call summaries, investment updates, and talking points.
  • Prepare performance analytics and fund-level financial modeling.
  • Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers.
  • Attend Annual General Meetings (AGMs) on behalf of iCapital to receive updates from fund managers.
  • Maintain and update internal confluence fund monitoring database.
  • Communicate fund investment updates effectively to both internal and external stakeholders.
  • Prepare materials and analysis for use by Governance colleagues on select projects, including secondary sales and investment oversight decisions.

Qualifications

  • Bachelor's Degree, progress toward CFA or CAIA is preferred
  • 1-3 years of relevant experience; private markets, investment banking, asset management or investment consultant experience is a plus
  • Strong verbal and written communication skills
  • Experience with financial analysis and modeling. Proficiency in Excel is required, familiarity with valuation methodologies (DCF, peer comps, etc.) preferred
  • Interest in and willingness to learn about the alternative investment landscape
  • Excellent organizational skills and attention to detail
  • Willingness and ability to travel up to ~10% as required

Benefits

The base salary range for this role is $65,000 to $80,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO)

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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