Chartered Financial Analyst (CFA) Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking ...
Chartered Financial Analyst (CFA) Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking ...
Chartered Financial Analyst (CFA) Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking ...
Chartered Financial Analyst (CFA) Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking ...
Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) * Experience preparing presentations and reporting for executive leadership The wage range for this role takes into account the ...
Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) * Experience preparing presentations and reporting for executive leadership The wage range for this role takes into account the ...
Wealth Advisor (Raleigh, NC)
Raleigh, NC · On-site
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered ...
Wealth Advisor (Raleigh, NC)
Raleigh, NC · On-site
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered ...
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered ...
Quick apply
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered ...
Chartered Financial Analyst (CFA) Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking ...
Chartered Financial Analyst (CFA) Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking ...
CFA - Level 1 Tutor
Chapel Hill, NC · Remote
$18 - $40/hr
Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...
CFA - Level 1 Tutor
Chapel Hill, NC · Remote
$18 - $40/hr
Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...
CFA - Level 1 Tutor
Durham, NC · Remote
$18 - $40/hr
Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...
CFA - Level 1 Tutor
Durham, NC · Remote
$18 - $40/hr
Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...
CFA - Level 1 Tutor
Raleigh, NC · Remote
$18 - $40/hr
Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...
CFA - Level 1 Tutor
Raleigh, NC · Remote
$18 - $40/hr
Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...
Profitability & Costing Senior Manager
$106K - $144K/yr
Certified Public Accountant, Chartered Financial Analyst, Charter Global Management Accountant, Certified Management Accountant or Project Management Professional certification The wage range for ...
Profitability & Costing Senior Manager
$106K - $144K/yr
Certified Public Accountant, Chartered Financial Analyst, Charter Global Management Accountant, Certified Management Accountant or Project Management Professional certification The wage range for ...
Financial Advisor
Chapel Hill, NC · On-site
$92K - $150K/yr
Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...
Quick apply
Financial Advisor
Chapel Hill, NC · On-site
$92K - $150K/yr
Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...
Financial Advisor
Chapel Hill, NC · On-site
$92K - $150K/yr
Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...
Quick apply
Financial Advisor
Chapel Hill, NC · On-site
$92K - $150K/yr
Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...
Financial Advisor
Chapel Hill, NC · On-site
$92K - $150K/yr
Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...
Quick apply
Financial Advisor
Chapel Hill, NC · On-site
$92K - $150K/yr
Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...
Certified Public Accountant, Chartered Financial Analyst, or Project Management Professional certification The wage range for this role takes into account the wide range of factors that are ...
Certified Public Accountant, Chartered Financial Analyst, or Project Management Professional certification The wage range for this role takes into account the wide range of factors that are ...
... CTP), or Chartered Financial Analyst (CFA) * 4+ years of experience in corporate treasury or treasury management system vendor environments, including SAP integration with trading platforms ...
... CTP), or Chartered Financial Analyst (CFA) * 4+ years of experience in corporate treasury or treasury management system vendor environments, including SAP integration with trading platforms ...
... or Chartered Financial Analyst (CFA) * Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters * Experience with ...
... or Chartered Financial Analyst (CFA) * Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters * Experience with ...
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Financial Services Software Developer
Raleigh, NC · Remote
$125K - $140K/yr
Strong analytical problem-solving skills, sharp attention to detail, and excellent verbal and ... With exclusive relationships with state-chartered, community banks across the country, we can help ...
Quick apply
Urgent
Financial Services Software Developer
Raleigh, NC · Remote
$125K - $140K/yr
Strong analytical problem-solving skills, sharp attention to detail, and excellent verbal and ... With exclusive relationships with state-chartered, community banks across the country, we can help ...
Urgent
Tax Manager - Real Estate
Raleigh, NC · On-site
$107K - $141K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a ...
Tax Manager - Real Estate
Raleigh, NC · On-site
$107K - $141K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a ...
Chartered Financial Analyst information
See Raleigh, NC salary details
$37.4K - $44.4K
2% of jobs
$44.4K - $51.5K
4% of jobs
$51.5K - $58.5K
5% of jobs
$58.5K - $65.5K
9% of jobs
$68.4K is the 25th percentile. Wages below this are outliers.
$65.5K - $72.5K
12% of jobs
$72.5K - $79.6K
11% of jobs
The median wage is $84.5K / yr.
$79.6K - $86.6K
11% of jobs
$86.6K - $93.6K
14% of jobs
$98.4K is the 75th percentile. Wages above this are outliers.
$93.6K - $100.6K
12% of jobs
$100.6K - $107.7K
1% of jobs
$107.7K - $114.7K
20% of jobs
$37.4K
$85.6K
$114.7K
How much do chartered financial analyst jobs pay per year?
What is the difference between Chartered Financial Analyst vs Certified Financial Planner?
| Aspect | Chartered Financial Analyst (CFA) | Certified Financial Planner (CFP) |
|---|---|---|
| Credentials | CFA charter, requiring passing three exams and relevant work experience | CFP certification, requiring coursework, exam, and financial planning experience |
| Work Environment | Investment firms, asset management, research | Financial planning firms, wealth management, personal finance |
| Industry Usage | Primarily in investment analysis, portfolio management | Personal financial planning, retirement, estate planning |
The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.
What is a Chartered Financial Analyst (CFA)?
What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?
What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst, and why are they important?
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First Citizens Bank rating
7.5
Based on 104 frontline employees who took The Breakroom Quiz
92nd of 149 rated banks
Job description
This position is responsible for managing a team of leaders and professionals to develop and maintain a diverse funding desk supporting FCB’s Treasury department to achieve balance sheet funding needs and contribute to liquidity risk management practices and asset liability management functions. The leader ensures coordination between the Treasury Funding teams and other stakeholders (e.g. investor relations, various deposit teams) across all Treasury and Finance functions, ensuring funding strategies, recommendations, and actions are undertaken in full alignment with overall balance sheet strategy and risk appetites. Oversight over all Treasury funding channels (e.g. debt capital markets, secured channels, brokered channels). Provides coaching and guidance to staff to ensure continued alignment with organizational culture.
Responsibilities
- Business Strategy - Responsible for the efficient management of the funding portfolio from strategy to execution. Lead teams responsible for funding executions that align with company risk appetites and allocations. Manage counterparty relationships and any necessary collateral program requirements.
- Business Support – Responsible for the development, revision, and implementation of compliant and effective funding strategies and sources. Advises on existing and new strategies to ensure positions are appropriate allocated and risks are properly measured and monitored.
- Reporting – Coordinates timely delivery of analysis and reporting to senior management and stakeholder teams. Represents Treasury practices during engagements with internal and external stakeholders, including regulatory exams/engagements.
- Managerial functions – establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to department policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing guidance and professional development.
- Relationship Development – Establishes and maintains strong, communicative relationships with Treasury team, debt capital markets partners, regulatory agencies, internal risk, and internal audit to facilitate Treasury initiatives and strategies.
Qualifications
Bachelor's Degree and 12 years of experience in Banking Treasury or Finance OR High School Diploma or GED and 16 years of experience in Banking Treasury or Finance
Preferred Education: Bachelor’s Degree and 15 years of experience, PhD or MS
Preferred Area of Study: Quantitative fields such as Finance, Mathematics, Economics
Preferred Area of Experience: Treasury Balance Sheet Management and Capital Markets in Large Financial Institution, Experience leading in a large, diverse organization
License or Certification Type: Chartered Financial Analyst (CFA)
Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking skills and Strategic focus, Ability to handle confidential and proprietary information. Risk Identification, Risk Mitigation
Qualifications:Bachelor's Degree and 12 years of experience in Banking Treasury or Finance OR High School Diploma or GED and 16 years of experience in Banking Treasury or Finance
Preferred Education: Bachelor’s Degree and 15 years of experience, PhD or MS
Preferred Area of Study: Quantitative fields such as Finance, Mathematics, Economics
Preferred Area of Experience: Treasury Balance Sheet Management and Capital Markets in Large Financial Institution, Experience leading in a large, diverse organization
License or Certification Type: Chartered Financial Analyst (CFA)
Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking skills and Strategic focus, Ability to handle confidential and proprietary information. Risk Identification, Risk Mitigation
Education:UNAVAILABLEEmployment Type: FULL_TIMEWhat First Citizens Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
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