ZipRecruiter

Log In

1

Investment Management Cfa Jobs (NOW HIRING)

CFA Institute

Director, Exam Development

New York, NY · On-site +1

CFA Institute is the world's largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies ...

CFA Institute

Director, Exam Development

Washington, DC · On-site +1

CFA Institute is the world's largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies ...

Townsend

Investment Analyst

Cleveland, OH · On-site

Any background or previous involvement in real estate, private equity or investment management preferred. * ~2-4 years of experience. * CFA preferred but not required. * Minimum GPA of 3.5.

Myers and Stauffer

Investment Analyst

Cleveland, OH · Hybrid

Pursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by law * Ability to anticipate and elicit customer needs

next page

Showing results 1-20

All JobsInvestment Management Cfa Jobs

Investment Management Cfa information

See salary details

$12

$27

$52

How much do investment management cfa jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for investment management cfa in the United States is $27.30, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $35.34 per hour, depending on experience, location, and employer.

What are some common challenges faced by professionals in investment management roles with a CFA designation?

Professionals in investment management with a CFA designation often encounter challenges such as staying current with rapidly changing market conditions, managing client expectations, and balancing risk versus return in investment strategies. The role typically involves comprehensive research, portfolio analysis, and frequent collaboration with analysts, traders, and clients to make informed decisions. Time management and continuous professional development are crucial, as the industry demands both technical expertise and strong communication skills to explain complex financial concepts to clients and stakeholders.

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

AspectInvestment Management CfaFinancial Analyst
CertificationsCFA Charter, possibly other finance certificationsOften CFA, CPA, or none
Work EnvironmentAsset management firms, investment firmsCorporations, banks, investment firms
Primary FocusPortfolio management, investment strategiesFinancial modeling, reporting, analysis
Job ResponsibilitiesManaging investment portfolios, client advisingAnalyzing financial data, preparing reports

Investment Management Cfa professionals focus on managing investment portfolios and developing strategies for clients, often requiring the CFA designation. Financial Analysts analyze financial data and prepare reports to support investment decisions but may not manage portfolios directly. Both roles are common in finance but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as an Investment Manager with a CFA designation, and why are they important?

To thrive as an Investment Manager with a CFA designation, you need a deep understanding of financial analysis, portfolio management, and investment strategies, typically supported by a bachelor's degree in finance or a related field and the Chartered Financial Analyst (CFA) credential. Proficiency with financial modeling tools, Bloomberg Terminal, and portfolio management software is standard in this field. Strong analytical thinking, ethical judgment, and effective communication skills set top professionals apart. These skills and qualifications are crucial for making informed investment decisions, maintaining client trust, and achieving strong portfolio performance.

What is Investment Management CFA?

Investment Management CFA refers to professionals who hold the Chartered Financial Analyst (CFA) designation and work in investment management. The CFA credential is a globally recognized certification for finance and investment professionals, demonstrating expertise in investment analysis, portfolio management, and ethical standards. Investment managers with a CFA designation typically oversee client portfolios, conduct research, and make informed investment decisions. Earning the CFA charter requires passing three rigorous exams and meeting work experience requirements.
More about Investment Management Cfa jobs
What cities are hiring for Investment Management Cfa jobs? Cities with the most Investment Management Cfa job openings:
What states have the most Investment Management Cfa jobs? States with the most job openings for Investment Management Cfa jobs include:
What job categories do people searching Investment Management Cfa jobs look for? The top searched job categories for Investment Management Cfa jobs are:
Investment Management Cfa jobs near you
Associate, Investment Management

Associate, Investment Management

The Beach Company

Charleston, SC • On-site

Full-time

Posted 28 days ago

Job description

Job Type
Full-time
Description
The Beach Company is looking for an Associate to join our Investment Management team at its corporate headquarters located in Charleston, SC. Reporting to the Director of Investment Management, the Associate will be undertaking responsibility for the financial performance and business plan execution of a multifamily portfolio located in the Southeast. Specific duties will include interfacing with property management, oversight of capital projects, initializing the reporting of asset performance on a weekly, monthly, and quarterly basis to internal and external parties, and preparation and oversight of annual budgets. This individual will also assist in the underwriting and review of new investments and play a key role in the due diligence and takeover of those investments. The position will entail a wide range of analytical tasks in addition to frequent travel to better understand and track property and market fundamentals.
Job Duties and Responsibilities
• Asset Management (+/- 90%)
o Performance Tracking & Optimization: Track property operating results weekly, monthly, and quarterly to identify trends and opportunities. Work with Property Management to execute business plans and maximize performance.
o Cash Flow Analysis: Conduct cash flow analysis for all properties in comparison to budget, proforma and historical performance.
o Expense Control: Work with Property Management to keep controllable expenses within budget. Make recommendations and execute plans to reduce expenses that will not jeopardize property performance.
o Site Visits: Conduct site visits, providing detailed reporting on observations and improvement areas.
o Capital Improvements: oversee the execution of planned and unplanned capital improvement projects.
o Market Analysis: Review market surveys for properties and report trends to the asset management team.
o Communication Liaison: Serve as the frontline of communication between the asset management team and property management for the portfolio.
o Investor Reporting: Assist in managing internal and external reporting and property accounting oversight.
o Lease Up Analysis: Analyze lease up fundamentals and compare assets to improve efficiency.
o Acquisitions: Support due diligence and takeover efforts for new acquisitions.
• General Initiatives: (+/-10%)
o Assist the Director, Investment Management in preparing Board, Shareholder and Investor presentations.
o Prepare annual business plans for the assigned portfolio and be prepared to present those to senior management and key stakeholders.
Requirements
Required Experience
• Bachelor's degree in Real Estate, Finance, or a related field of study from an accredited institution. MBA or CFA is a plus but not required.
• 3-5 years of commercial real estate experience, with an emphasis on multifamily and asset management. Experience working for or with third-party property managers and having a strong analytical background is a plus.
• Highly proficient in Microsoft Excel and basic knowledge of other Microsoft Office products (PowerPoint, Word, Outlook).
• Experience with Realpage and Yardi is preferred.
Skills and Abilities Required
• Self-starter and motivated team player with ability to work independently.
• Detail oriented and able to handle multiple projects and deadlines.
• Ability to travel (approximately +50%)
• Strong leadership skills with the ability to execute complex tasks in a team environment.
• Critical thinking and problem-solving skills.
• Strong interpersonal and presentation skills.
• Strong attention to detail and high-level communication skills.

Apply