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Financial Analyst Cfa Jobs (NOW HIRING)

Capital One

Senior Financial Analyst

Mclean, VA

$86K - $107K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...

Capital One

Senior Financial Analyst

Richmond, VA

$84K - $105K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...

Novant Health

Investment Analyst Senior

Charlotte, NC · On-site

$83K - $103K/yr

Chartered Financial Analyst (CFA): possess or actively be in the process of earning CFA designation, required. * Additional Skills (required): * High attention to detail, solid communication and ...

Capital One

Senior Financial Analyst

New York, NY

$93K - $116K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...

Capital One

Principal Financial Analyst

Richmond, VA · On-site

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Capital One

Principal Financial Analyst

Mclean, VA

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Capital One

Principal Financial Analyst

Richmond, VA

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Capital One

Senior Financial Analyst

Mclean, VA

$86K - $107K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 4+ years of experience in financial analysis * 4+ years of experience with financial modeling * 3+ years of ...

Capital One

Senior Financial Analyst

Wilmington, DE

$83K - $103K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 4+ years of experience in financial analysis * 4+ years of experience with financial modeling * 3+ years of ...

Capital One

Senior Financial Analyst

Richmond, VA

$84K - $105K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 4+ years of experience in financial analysis * 4+ years of experience with financial modeling * 3+ years of ...

Clark Davis Associates

They will analyze and report on the financial strength of a portfolio of companies, under the ... Advanced degree or professional designation is preferred (CFA, Actuarial, MBA, CLU, FLMI, FRM, etc.

Zortech Solutions

Business Analyst

Charlotte, NC · On-site

Looking for Business analyst with experince in capital market, Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification and experience in Python or Oracle. Risk (market, credit ...

The Perillo Group

Financial Advisor

Asheville, NC · On-site

Certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred * Proven work experience as a Financial Advisor or similar role * Strong analytical ...

Capital One

Senior Financial Analyst

Mclean, VA

$86K - $107K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 1+ years ...

Capital One

Senior Financial Analyst

Mclean, VA · On-site

$86K - $107K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 1+ years ...

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How much do financial analyst cfa jobs pay per year?

As of Jul 25, 2026, the average yearly pay for financial analyst cfa in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What is a Financial Analyst CFA?

A Financial Analyst CFA is a finance professional who has earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential awarded by the CFA Institute. These analysts specialize in investment analysis, portfolio management, and financial research. The CFA designation indicates a high level of expertise in financial markets, ethics, and quantitative methods, making these professionals valuable in roles such as equity research, asset management, and investment banking. Employers often seek CFAs for their rigorous training and commitment to ethical standards.

Is CFA still worth it in 2026?

The CFA designation remains highly valued for financial analysts, especially those specializing in investment management, portfolio analysis, and financial research. It demonstrates expertise in ethics, quantitative methods, and financial analysis, which can enhance career prospects and earning potential in the finance industry in 2026.

Is CFA needed for financial analysts?

The CFA designation is not mandatory for financial analysts but is highly valued and can enhance credibility, knowledge, and career advancement opportunities. Many employers prefer or require CFA charterholders for senior or specialized roles, especially in investment management and asset analysis. Relevant skills include financial modeling, quantitative analysis, and proficiency with tools like Excel and Bloomberg Terminal.

How much does a CFA analyst make?

A CFA analyst's salary typically ranges from $60,000 to $120,000 annually, depending on experience, location, and the size of the firm. Professionals with CFA certification often earn higher salaries and may have additional responsibilities such as financial modeling and investment analysis.

Is 37 too late for CFA?

The CFA designation is open to candidates of any age, including those who are 37 or older. Many professionals pursue the CFA charter later in their careers to enhance their finance skills and credentials, and age does not typically hinder success in obtaining the certification or advancing in roles like financial analyst.

What is the difference between Financial Analyst Cfa vs Financial Analyst?

AspectFinancial Analyst CfaFinancial Analyst
CertificationsCFA designation often preferred or requiredMay hold CFA or other certifications, but not mandatory
Work EnvironmentInvestment firms, asset management, hedge fundsCorporations, banks, consulting firms
Industry UsagePrimarily in finance and investment sectorsBroader, including finance, corporate, and consulting

The main difference is that a Financial Analyst Cfa typically holds the CFA credential, focusing on investment analysis and portfolio management within finance firms. A Financial Analyst may have similar skills but does not necessarily hold the CFA designation and may work across various industries. The CFA credential enhances credibility in investment roles, making Financial Analyst Cfa positions more specialized in finance and asset management.

What are the key skills and qualifications needed to thrive as a Financial Analyst (CFA), and why are they important?

To thrive as a Financial Analyst with a CFA designation, you need strong quantitative analysis, financial modeling, and investment research skills, typically backed by a bachelor's degree in finance or a related field and the Chartered Financial Analyst (CFA) certification. Proficiency in Excel, Bloomberg Terminal, and financial analysis software is commonly required. Attention to detail, critical thinking, and effective communication are essential soft skills that help present complex financial information clearly. These skills and qualifications are crucial for making informed investment decisions, supporting business growth, and maintaining credibility in a competitive financial environment.

How does a Financial Analyst with a CFA designation typically collaborate with other departments within a company?

Financial Analysts holding a CFA designation often work closely with departments such as accounting, operations, and executive leadership to gather data, analyze financial performance, and support strategic decision-making. They may participate in cross-functional meetings to provide insight on budgeting, investment opportunities, and financial risk. This collaboration ensures that financial recommendations align with the company’s overall goals and operational realities, fostering a cohesive approach to business growth and efficiency.
More about Financial Analyst Cfa jobs
What states have the most Financial Analyst Cfa jobs? States with the most job openings for Financial Analyst Cfa jobs include:
What job categories do people searching Financial Analyst Cfa jobs look for? The top searched job categories for Financial Analyst Cfa jobs are:
Financial Analyst Cfa jobs near you
Infographic showing various Financial Analyst Cfa job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.
Quantitative Finance Analyst 2026

Quantitative Finance Analyst 2026

Montgomery Investment Technology, Inc.

Riverton, NJ • On-site

Other

Medical, Retirement

Posted 5 days ago

Job description

Summary

Montgomery Investment Technology, Inc., a leading financial software development and valuation consulting firm, has an opening for the position of Quantitative Finance Analyst.

MITI is a dynamic and entrepreneurial company based in Cinnaminson, New Jersey. The company provides “financial tools” leading to fair and independent financial reporting and analysis. By utilizing state-of-the art technology and advanced valuation techniques, MITI brings practical software solutions to investment and financial professionals.

Our motto is “Bridging Quantitative Finance and the Practitioner using Technology”. The successful candidate will be working closely with experts in the financial field in an informal and friendly environment. The position offered is on a full-time basis with flexible work hours.

The ideal candidate will possess key qualifications necessary to successfully drive projects and business results including:

  • Undergraduate or Masters degree in Finance, Mathematics and/or Economics
  • Professional certification such as CFA, FRM, CPA, CEP or CAIA
  • Knowledge of financial markets, options and investment research
  • Experience and training as an analyst
  • Proficiency using Microsoft Excel and analytical software
  • Demonstrated communication and leadership qualities

Primary Responsibilities

The position will have two primary roles. The analyst responsibilities involve the valuation of option and derivative securities using the advanced modeling techniques contained in FinTools® software, our world renowned library of financial functions. The technical services responsibilities involve providing customer support of our software application Option Tracker, which integrates employee stock option administration, ASC 718 valuation and SEC financial reporting. The successful candidate will interact with financial officers of publicly traded companies, valuation consultants and independent auditors, in regards to compliance with fair value accounting standards and the application of risk management techniques.

Skill Requirements

Strong math and analytical aptitude
Demonstrated written communication skills
Organization and time management efficiency
Ability to build and expand client relationships through high quality servicing
Demonstrated success in handling multiple responsibilities and meeting deadlines
Aptitude to learn complex concepts including the valuation of option contracts
Experience designing Excel financial analysis templates and reports
Effective use of technology for presentations and account servicing

Professional Development Path

  • Financial Risk Manager (FRM) examination
  • Chartered Financial Analyst (CFA) examinations
  • Investment analysis courses
  • Option and derivative pricing seminars

Career Opportunity

If you are looking for a challenging position with a growing company, Montgomery Investment Technology can provide you with an environment that values and rewards you for your contributions as well as provide ongoing opportunities for personal development.

MITI is an equal opportunity employer that offers:

Competitive salary and performance bonus
Contribution to health plan
Simple IRA plan
Casual office environment and flexible work hours

Next Steps

If you are interested in joining our dynamic team, please visit www.fintools.com to view the business activities of MITI and the market segments that we serve.

Montgomery Investment Technology, Inc.
Developer of FinTools® Software
Knowledge.Innovation.Experience
www.fintools.com

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