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Entry Level Cfa Jobs (NOW HIRING)

Initio Capital

Assistant Portfolio Manager

New York, NY · Remote

$145K - $185K/yr

... with entry-level to mid-level portfolio management roles. Actual openings vary depending on ... CFA Level I or II (preferred or in progress) * 2-4 years of experience in portfolio management ...

D.R. Horton, Inc

Sales Coordinator

Biloxi, MS · On-site

$16.75 - $23/hr

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... The noise level is generally moderate Preferred Qualifications * CPA/CFA or demonstrate candidacy ...

New

Chick-fil-A

Finance and Payroll Manager

Springfield, OR · On-site

$25/hr

Up to $25K in annual scholarships and leadership travel to the CFA Support Center in Atlanta ... For new graduates: faster ramp into real responsibility than most entry-level corporate jobs offer

Chick-fil-A

Finance and Payroll Manager

Springfield, OR · On-site

$25/hr

Up to $25K in annual scholarships and leadership travel to the CFA Support Center in Atlanta ... For new graduates: faster ramp into real responsibility than most entry-level corporate jobs offer

Modera Wealth Management

Advisory Manager

Wayne, PA · On-site +1

$145K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...

Modera Wealth Management

Advisory Manager

Annapolis, MD · On-site +1

$145K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...

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Entry Level Cfa information

What is an Entry Level CFA job?

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 are the key skills and qualifications needed to thrive in the Entry Level Cfa position, and why are they important?

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.

Is CFA still worth it in 2026?

The CFA designation remains highly valued in finance, especially for roles such as financial analysts and investment professionals, as it demonstrates expertise in investment analysis, ethics, and portfolio management. Its relevance continues due to industry recognition, though gaining additional skills like financial modeling and certifications can enhance job prospects in a competitive market. The value of the CFA depends on career goals and the specific finance sector.
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Entry Level Cfa jobs near you

Assistant Portfolio Manager

Initio Capital

New York, NY • Remote

$145K - $185K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Summary

Assistant Portfolio Manager

Initio Capital

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States


Assistant Portfolio Manager – Initio Capital

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Assistant Portfolio Manager position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with entry-level to mid-level portfolio management roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Position Overview

As an Assistant Portfolio Manager at Initio Capital, you will assist senior portfolio managers in managing client portfolios, executing investment strategies, and optimizing asset allocation. Your role will involve analyzing market trends, assisting in investment decisions, and supporting day-to-day portfolio management activities. This position is ideal for individuals looking to develop their career in investment management with hands-on experience in portfolio strategy and performance tracking.

Key Responsibilities

  • Portfolio management support: Work closely with senior portfolio managers to execute investment strategies, optimize asset allocation, and achieve client financial goals.

  • Market research & analysis: Perform extensive research on financial markets, securities, economic conditions, and investment opportunities to support decision-making.

  • Performance tracking: Monitor and report on portfolio performance, adjusting strategies based on performance, market shifts, and client objectives.

  • Risk management: Assist in managing and identifying risk across portfolios, ensuring alignment with clients' risk profiles and investment guidelines.

  • Financial modeling & reporting: Build and maintain financial models, helping to generate reports and presentations for senior management and clients.

  • Client communications & presentations: Prepare investment reports, presentations, and updates for clients, summarizing portfolio performance, market outlook, and investment strategies.

  • Collaborate with cross-functional teams: Support collaboration between internal research teams, senior managers, and external stakeholders to ensure comprehensive investment strategies.

  • Continuous learning: Stay up-to-date with financial news, industry trends, and regulatory changes to enhance investment strategies and portfolio performance.

Preferred Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related discipline

  • CFA Level I or II (preferred or in progress)

  • 2-4 years of experience in portfolio management, asset management, or related fields

  • Proficiency in financial analysis, with strong skills in Excel, financial modeling, and performance metrics

  • Experience with investment software and tools for asset allocation, risk management, and performance tracking

  • Ability to handle multiple tasks in a fast-paced, deadline-driven environment while maintaining attention to detail

  • Excellent communication skills, with the ability to present complex financial information clearly to clients and senior leadership

  • Team player with a collaborative mindset, able to contribute to cross-functional teams and work effectively in a collective environment

  • Strong problem-solving abilities and a proactive approach to identifying and addressing investment opportunities and risks

  • Interest in global markets, asset classes, and emerging investment trends

About the Career Launch AI Talent Network

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Assistant Portfolio Manager roles, including:

  • Skills-based role matching

  • Assistance with resume optimization and customization

  • General guidance on outreach to hiring teams

  • Interview preparation for portfolio management and investment strategy assessments

To learn more or express interest in investment management roles, visit: https://initiocapital.com/assessment