New York, NY · On-site
$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 ...
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New York, NY · On-site
$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 ...
$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 ...
$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 ...
$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 ...
$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 ...
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 ...
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 ...
San Francisco, CA · On-site
$75K - $95K/yr
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 ...
San Francisco, CA · On-site
$75K - $95K/yr
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 ...
Fort Worth, TX · On-site
$3/hr
The Credit Analyst I position serves as an entry-level role focused on reviewing credit request ... CFA) or Certified Risk Analyst (CRA). Disclaimer: This is not designed to cover or contain a ...
Fort Worth, TX · On-site
$3/hr
The Credit Analyst I position serves as an entry-level role focused on reviewing credit request ... CFA) or Certified Risk Analyst (CRA). Disclaimer: This is not designed to cover or contain a ...
This 12-week internship is a key piece of Thrivent's entry-level talent program to ensure a strong ... CFA) designation * Proficient with FactSet, Bloomberg, and/or artificial intelligence tools
This 12-week internship is a key piece of Thrivent's entry-level talent program to ensure a strong ... CFA) designation * Proficient with FactSet, Bloomberg, and/or artificial intelligence tools
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 ...
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 ...
Greenville, SC · On-site
$17.75 - $24.25/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 ...
Greenville, SC · On-site
$17.75 - $24.25/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 ...
This 12-week internship is a key piece of Thrivent's entry-level talent program to ensure a strong ... CFA) designation * Proficient with FactSet, Bloomberg, and/or artificial intelligence tools
This 12-week internship is a key piece of Thrivent's entry-level talent program to ensure a strong ... CFA) designation * Proficient with FactSet, Bloomberg, and/or artificial intelligence tools
Durham, NC · On-site
$18 - $25/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 ...
Durham, NC · On-site
$18 - $25/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 ...
Greenville, NC · On-site
$18 - $24.75/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 ...
Greenville, NC · On-site
$18 - $24.75/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 ...
Durham, NC · On-site
$18 - $25/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 ...
Durham, NC · On-site
$18 - $25/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 ...
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 ...
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 ...
Durham, NC · On-site
$18 - $25/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 ...
Durham, NC · On-site
$18 - $25/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 ...
Saint Louis Park, MN · On-site
$70K - $85K/yr
... 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 ...
Saint Louis Park, MN · On-site
$70K - $85K/yr
... 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 ...
New York, NY · On-site
$40K - $54K/yr
... CFA and/or CAIA preferred * Series 7 and 63 or 66 required within 3 months of your start date #LI-DNI
New York, NY · On-site
$40K - $54K/yr
... CFA and/or CAIA preferred * Series 7 and 63 or 66 required within 3 months of your start date #LI-DNI
Greenville, SC · On-site
$17.75 - $24.25/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 ...
Greenville, SC · On-site
$17.75 - $24.25/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 ...
... 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 ...
... 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 ...
Fort Worth, TX · On-site
$3/hr
The Credit Analyst I position serves as an entry-level role focused on reviewing credit request ... CFA) or Certified Risk Analyst (CRA). Disclaimer: This is not designed to cover or contain a ...
Fort Worth, TX · On-site
$3/hr
The Credit Analyst I position serves as an entry-level role focused on reviewing credit request ... CFA) or Certified Risk Analyst (CRA). Disclaimer: This is not designed to cover or contain a ...
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.
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.
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.
Cities with the most Entry Level Cfa job openings:
The most popular types of Cfa jobs are:
States with the most job openings for Entry Level Cfa jobs include:
The top searched job categories for Entry Level Cfa jobs are:
Other pages related to Entry Level Cfa:
New York, NY • On-site
$145K - $185K/yr
Other
Posted 6 days ago
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)
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
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.
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.
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
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
