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Entry Level Cfa Jobs (NOW HIRING)

Lamwork

Acquisition Associate

Newark, NY · On-site

$159K/yr

... entry-level positions demand. * Hard Skills: Financial Modeling, ARGUS Software, Due Diligence ... CFA) - signals rigorous investment analysis capability sought by institutional firms Financial ...

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

This is an entry level role and we are willing to provide on-the-job training for the right ... Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus * Basic knowledge ...

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

This is an entry level role and we are willing to provide on-the-job training for the right ... Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus * Basic knowledge ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Bachelor's degree. * Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP ...

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

This is an entry level role and we are willing to provide on-the-job training for the right ... Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus * Basic knowledge ...

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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.

Analyst, IP Dispute Resolution (Financial Expert Practice)

Chicago, IL • On-site

Ocean Tomo, LLC
Finance and Insurance • 51 - 200 employees
Learn more about Ocean Tomo, LLCexternal

Full-time

PTO

Re-posted 20 days ago

Job description

Analyst, IP Dispute Resolution (Financial Expert Practice) - Entry Level & Experienced Candidates
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
Ocean Tomo's Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As an Analyst in the Financial Expert practice area, the engagements on which you will work cross numerous product lines and industries such that no case is the same twice. An Analyst is typically responsible for financial analysis, modeling, research and report writing. Analysts attend client meetings and teleconferences, depositions, trials and participate in other firm activities such as recruiting and practice development.
Responsibilities:
  • Creating complex financial models on client businesses and products
  • Performing in-depth market and competitive research in a variety of industries
  • Writing reports, presentations and other materials
  • Preparing PowerPoint presentation materials
  • Attending client meetings and teleconferences
  • Reviewing and synthesizing financial, marketing and other documents
  • Critiquing opposing parties' claims

Qualifications:
  • Bachelor's degree in finance, accounting or economics
  • Up to 2+ years experience in litigation consulting or intellectual property valuation (*rising graduates seeking full-time employment without experience should also apply)
  • Academic success - high cumulative GPA
  • Excellent written and oral communication skills
  • Great attitude and client presence
  • CPA or CFA candidates a plus
  • Proficient with Microsoft Excel, Word and PowerPoint
  • Superior attention to detail
  • High degree of professionalism, integrity, flexibility
  • Solid analytical skills and the ability to work well in a team environment

Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity® value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
  • Hybrid work environment
  • Incentive equity program
  • Annual bonus plan
  • Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
  • Partial tuition reimbursement
  • Unlimited paid time off and paid holidays

Applicants MUST submit resumes at .
Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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