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Entry Level Cfa Jobs (NOW HIRING)

F. Schumacher & Co.

Design Coordinator

New York, NY · Hybrid

Design Coordinator, Hospitality New York, NY | Full-Time | Entry-Level / Recent Graduate/ 0-3 years ... Log, track, and prioritize incoming CFA requests to ensure fast, accurate turnaround for ...

F. Schumacher & Co.

Design Coordinator

New York, NY · On-site

Design Coordinator, Hospitality New York, NY | Full-Time | Entry-Level / Recent Graduate/ 0-3 years ... Log, track, and prioritize incoming CFA requests to ensure fast, accurate turnaround for ...

CFS

Accounting, Finance & HR Professionals

Smyrna, TN · Hybrid

... entry-level professionals to C-suite executives. Key Responsibilities - Accounting, Finance & HR ... CFA, or other professional certifications are a big plus Join our talent network today and get a ...

CFS

Accounting, Finance & HR Professionals

Gallatin, TN · On-site

... entry-level professionals to C-suite executives. Key Responsibilities - Accounting, Finance & HR ... CFA, or other professional certifications are a big plus Join our talent network today and get a ...

CFS

Accounting, Finance & HR Professionals

Gallatin, TN · Hybrid

... entry-level professionals to C-suite executives. Key Responsibilities - Accounting, Finance & HR ... CFA, or other professional certifications are a big plus Join our talent network today and get a ...

CFS

Accounting, Finance & HR Professionals

Smyrna, TN · On-site

... entry-level professionals to C-suite executives. Key Responsibilities - Accounting, Finance & HR ... CFA, or other professional certifications are a big plus Join our talent network today and get a ...

Coastal Wealth

Financial Advisor - Miami, FL

Miami, FL · Remote

$75K - $125K/yr

This entry-level position offers a unique opportunity to develop core skills in financial planning ... Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. * Prior experience in ...

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Entry Level Cfa information

What is an entry level CFA?

An Entry Level CFA job typically involves supporting financial analysis, investment research, or portfolio management under the supervision of senior professionals. Individuals in this role may work in investment firms, banks, or financial consulting companies, assisting with financial modeling, data analysis, and market research. Employers often seek candidates pursuing or having completed Level I of the CFA program. Strong analytical skills and attention to detail are essential for success in this position.

What skills and qualifications are needed for an entry level CFA?

To thrive as an Entry Level CFA, you need a strong foundation in finance, accounting, and investment principles, typically supported by completion or progress in the CFA (Chartered Financial Analyst) program and a relevant bachelor's degree. Familiarity with financial modeling tools like Excel, Bloomberg Terminal, and various investment analysis software is highly beneficial. Strong analytical thinking, attention to detail, and effective communication skills help entry-level CFAs stand out in collaborative and client-facing contexts. These qualifications and attributes are vital for accurately assessing financial data, supporting investment research, and contributing to informed decision-making within financial institutions.

What types of projects or assignments can an entry level CFA expect to work on in their first year?

As an Entry Level CFA, you can expect to support senior analysts with tasks such as gathering and analyzing financial data, building and maintaining financial models, preparing investment reports, and monitoring portfolio performance. You may also assist with industry research, client presentations, and participating in team meetings to discuss market trends and investment strategies. These responsibilities are designed to build your technical skills and industry knowledge while giving you hands-on exposure to real-world finance projects. Over time, you may take on more complex analytic assignments and interact directly with clients or stakeholders as you develop in your role.

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Infographic showing various Entry Level Cfa job openings in the United States as of September 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 75% Physical, 10% Hybrid, and 15% Remote job distribution.

Junior Fixed Income Analyst

Saint Louis Park, MN • On-site

CFA Institute
Education • 201 - 500 employees
Learn more about CFA Instituteexternal

Other

Posted 7 days ago

Job description

Job Summary:

The Analyst supports fixed income credit research and surveillance of assigned industry sectors working closely with portfolio managers. In this role the analyst supports the separate account portfolio management team and further contributes to the broader risk management function.

Duties/Responsibilities:

Support the portfolio management team’s implementation of credit exposure into separately managed accounts. Conduct quantitative and fundamental analysis and relevant research to support the research process.
Support portfolio managers and investment committee by performing quantitative/qualitative analyses, ratings assignments and reviews, relative value assessments, and providing appropriate profile updates and changes.
Assist with written reports on earnings releases/other impactful updates and communicate findings and insights to the investment team for its inclusion in portfolio strategy and positioning.
Ongoing monitoring of separately managed account exposures. Utilize various financial news and data sources, investment industry research and publications, and regulatory releases to analyze sector/credit trends.
Maintain and support financial models, evaluate sector statistics, and provide peer analysis to support recommendations and anticipate potential changes to quality profiles.
Support internal models and the methodology for systems utilized by the team in the credit research process. Identify opportunities for improved risk management across our disciplines.
Proven quant skills. Prepare and develop reports to support the Portfolio Management Team and client reporting as needed or to be used as decision support for executive and client facing meetings.
Collaborate and provide backup support to the Quantitative and Risk Analyst functions as needed
Develop proficiency with key research and portfolio management tools, including Bloomberg, Clearwater Analytics, S&P, PTMA databases

Required Skills/Abilities:

Working knowledge of the security types held across SMA portfolios, including fixed income instruments such as corporate bonds, treasuries, agency mortgages, CMBS, CMOs, municipal bonds, and preferreds.
Solid understanding of fixed income and equity trade settlement, custody operations, and corporate actions processing.
Strong attention to detail and accuracy
Ability to research and resolve data discrepancies independently, and to escal…
Effective written and verbal communication skills, including the ability to provide clear, timely notification to Portfolio Managers and team members.
Demonstrates effective collaboration across a multi-disciplinary team environment, including Middle Office, Settlements, Sales, Portfolio Management, and Onboarding and Offboarding.
Ability to manage multiple priorities and adapt quickly to shifting business needs
Strong analytical mindset with the ability to think both conceptually and at the transaction level.
Advanced Microsoft Excel skills, including pivot tables, lookups, formulas, data validation, and reconciliation workflows across large data sets; experience with Python or other tools for large-scale data analysis is a plus.


Education and Experience:

Bachelor's degree required, preferably in Finance, Economics, Mathematics or a related field with a preference for progress toward CFA and/or MBA
1 to 3 years of experience in the investment management or investment banking industry as an entry level fixed income trader or analyst
Proficient in Microsoft Word, PowerPoint, and Outlook.

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