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

M&F Bank

SBA Operations Manager

Durham, NC · On-site

$80K - $111K/yr

Bachelor's degree in business, finance, or other appropriate area. RESPONSIBILITIES * Oversee SBA ... On a quarterly basis, analyze and sell SBA 7(a) and 504 guaranteed loans to secondary market and ...

DoiT

Senior Revenue Accounting Manager

Raleigh, NC · On-site +1

... Engineering, and FP&A on any question that touches revenue. You will own the order-to-cash ... Qualifications * CPA, ACCA, or equivalent professional accounting certification required; Big Four ...

Clorox

Sales Planning Business Manager

Durham, NC · Hybrid

... Planning, Analytic Insights, etc.) * Customer and Category Support: Provides input ... Financial Acumen: Accountable for forecasting Distribution; Velocity; Trade & Shopper Marketing ...

HomeTrust Bank

Business Banking Officer

Raleigh, NC

$500K - $5M/yr

Demonstrated knowledge of credit analysis functions and related requirements and procedures ... chartered, community-focused financial institution committed to providing value-added community ...

HomeTrust Bank

Business Banking Officer

Raleigh, NC · On-site

$500K - $5M/yr

Demonstrated knowledge of credit analysis functions and related requirements and procedures ... chartered, community-focused financial institution committed to providing value-added community ...

HedgeServ

Private Equity Supervisor

Raleigh, NC · On-site +1

Preparation of net asset value calculations and financial statements * Fee calculations and profit ... Strong analytical and problem-solving skills * Ability to be flexible and work effectively both ...

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Showing results 21-35

All JobsChartered Financial Analyst JobsChartered Financial Analyst Jobs in Raleigh, NC

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 Aug 10, 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 can you do as a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) can analyze financial data, manage investment portfolios, and provide financial advice to clients or organizations. They often work in asset management, research, or risk management, utilizing skills in financial analysis, valuation, and ethical standards required by the CFA designation.

What is a Chartered Financial Analyst?

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.

Is Chartered Financial Analyst still in demand?

The Chartered Financial Analyst (CFA) designation remains highly in demand in the finance industry, especially in asset management, investment banking, and portfolio management. Employers value CFA charterholders for their expertise in financial analysis, ethics, and investment decision-making, making it a competitive credential for finance professionals.

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?

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:
What job categories do people searching Chartered Financial Analyst jobs in Raleigh, NC look for? The top searched job categories for Chartered Financial Analyst jobs in Raleigh, NC are:
Chartered Financial Analyst jobs near you
Infographic showing various Chartered Financial Analyst job openings in Raleigh, NC as of July 2026, with employment types broken down into 78% Full Time, and 22% Contract. Highlights an 100% In-person job distribution, with an average salary of $85,646 per year, or $41.2 per hour.

SBA Operations Manager

M&F Bank

Durham, NC • On-site

$80K - $111K/yr

Full-time

Re-posted 16 days ago

Job description

POSITION SUMMARY
The SBA Operations Manager plans, directs, administers, and manages day-to-day activities and functions of the SBA Lending Department from loan application evaluation and loan approval to closing, ensuring that all SBA closing requirements are satisfied and that SBA guaranty is secure. Responsible for leading oversight of daily operations to ensure loans are processed, closed, sold, and serviced in full compliance with SBA Standard Operating Procedures (SOPs) and bank guidelines for a total department loan portfolio. Provides leadership, guidance, training and assistance to loan processing team to optimize efficiencies. Direct oversight of lender service providers (LSPs) to ensure adherence to SBA requirements. Effectively interacts with both internal and external partners to ensure timely production of loans.
GENERAL QUALIFICATIONS
Knowledge: Demonstrated knowledge of SBA underwriting, closing/operations, processing, documentation, funding, insurance, loan servicing, annual reviews and construction on SBA 7(a) and 504 guaranteed loan programs, SBA Express LOC’s. Current knowledge of all applicable lending and other regulations governing business loans.
Experience: 5 years’ SBA lending experience and 3 years’ experience in a leadership role. Strong working knowledge of SBA 7(a) and 504 loan programs. Bachelor’s degree in business, finance, or other appropriate area.
RESPONSIBILITIES
  • Oversee SBA loan operations from application, booking, through servicing, including documentation, closing, funding, sale, and post-closing file management
  • Monitor key SBA operational metrics (cycle times, exception rates, guaranty repair/denial issues, documentation exceptions) and recommend process improvements
  • Provide direct oversight and ongoing monitoring of lender service provider (LSPs) to ensure their activities, documentation, and processes align with SBA Policies, SOPs, Bank standards and, contracted service levels
  • Monitor SBA portfolio and LSP performance metrics, quality standards, and turnaround times to ensure operational excellence
  • Ensure Bank compliance with all established standard operating procedures to ensure SBA guarantee and Lender status is maintained.
  • Evaluate and assign incoming files a pass/fail to ensure the loan submissions are accepted for processing.
  • Audit all loan packages to ensure that SBA terms and conditions are fully met in accordance with the SBA Standard Operating Procedures Manual (SOP), recognizing that each loan is unique and requires different governmental rules amp; conditions
  • On a quarterly basis, analyze and sell SBA 7(a) and 504 guaranteed loans to secondary market and Wall Street.
  • Assist internal auditor with FDIC, SOX, SBA and other regulatory reviews.
  • Maintain a high level of customer service that meets or exceeds SBA standard closing expectations
M amp;F, a state-chartered commercial bank, was organized in 1907 under the authority of a charter issued by the Legislature of the State of North Carolina. The founders had a dream for their community. The nine businessmen — the pioneers — who became the original incorporators of the bank were successful and active community builders, and by the time M amp;F was chartered most of them had been involved in the establishment of numerous other institutions and organizations that formed the nucleus of a thriving business and residential district in Durham, anchored by what became known as Black Wall Street.
The Bank’s mission is a commitment to promoting personal and community development and we remain true to these values. Helping individuals, businesses, and community institutions grow and develop are the philosophical tenets that inform our decisions and guide our actions.

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