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Chartered Financial Analyst Jobs in Raleigh, NC (NOW HIRING)

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 ...

Certified Public Accountant, Chartered Financial Analyst, Charter Global Management Accountant, Certified Management Accountant or Project Management Professional certification The wage range for ...

... 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 ...

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 ...

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Chartered Financial Analyst information

See Raleigh, NC salary details

$37.4K

$85.6K

$114.7K

How much do chartered financial analyst jobs pay per year?

As of Jul 13, 2026, the average yearly pay for chartered financial analyst in Raleigh, NC is $85,646.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $107,400.00 per year, depending on experience, location, and employer.

What is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal 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)?

A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.

What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?

Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.

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

To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.
What are popular job titles related to Chartered Financial Analyst jobs in Raleigh, NC? For Chartered Financial Analyst jobs in Raleigh, NC, the most frequently searched job titles are:
Infographic showing various Chartered Financial Analyst job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 81% Full Time, 11% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $85,646 per year, or $41.2 per hour.
Sr. Director Treasury, Head of Funding

Sr. Director Treasury, Head of Funding

First Citizens Bank

Raleigh, NC

Full-time

Re-posted 20 days ago


First Citizens Bank rating

7.5

Company rating: 7.5 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

92nd of 149 rated banks


Job description

Overview

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_TIME

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