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Investment Management Cfa Jobs (NOW HIRING)

City National Bank

Investment Consultant

Annapolis, MD · On-site

$101K - $172K/yr

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and ... CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ...

City National Bank

Investment Consultant

Baltimore, MD · On-site

$101K - $172K/yr

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and ... CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ...

CFA Institute

Investment Research Analyst

Dallas, TX · On-site

View Capital Advisors, LLC is a growing wealth management firm based in Dallas serving HNW ... Bachelor's degree with MBA and/or CFA or CAIA preferred Passion for investments and intellectual ...

Deloitte

CFA- oder CAIA-Qualifikation von Vorteil) Erste Berufserfahrung (2+ Jahre) im Investment-Management-Umfeld, z. B. bei einem Asset Manager, einer Kapitalverwaltungsgesellschaft oder in einer ...

Fifth Third

Senior Investment Advisor

Houston, TX · On-site

$125 - $150/hr

Business Administration, Finance, Economics is preferred; successful candidates are likely to have an advanced degree, such as a CFA, CFP, MBA. * 8+ years of clearly defined investment management ...

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Investment Management Cfa information

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How much do investment management cfa jobs pay per hour?

As of Sep 10, 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 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.

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 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 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.

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What states have the most Investment Management Cfa jobs?

States with the most job openings for Investment Management Cfa jobs include:

What are popular job titles related to Investment Management Cfa jobs?

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Investment Management Cfa jobs near you
Infographic showing various Investment Management Cfa job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $56,785 per year, or $27.3 per hour.

Portfolio Manager - Fixed Income

Dublin, OH • On-site

Meeder Investment Management
Finance and Insurance • 51 - 200 employees
Learn more about Meeder Investment Managementexternal

Other

Posted 14 days ago

Job description

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).

Category Investments

Description

This role is responsible for managing fixed income portfolios for a diverse client base. The Portfolio Manager will be accountable for investment decision-making, trade execution, and continuous portfolio oversight, with a strong focus on achieving client objectives and maintaining effective risk management.

Primary Responsibilities
  • Manage and trade short-duration fixed income portfolios composed of U.S. Treasuries, agencies, investment-grade corporates, municipals, securitized products, CDs, and money market instruments.
  • Ensure consistent portfolio management across client accounts while aligning with target allocations and unique client mandates.
  • Cultivate and maintain strong relationships with Broker-Dealers to ensure optimal market coverage and best execution practices.
  • Analyze individual securities and sectors - including money markets, municipals, corporates, securitized assets, and government securities - based on macroeconomic conditions, sector fundamentals, and interest rate outlooks.
  • Provide customized analytical support and investment recommendations for clients and prospects in collaboration with sales team to support business development and client service efforts.
  • Develop fixed income strategies, contributing to portfolio positioning across LGIPs, Money Market Funds, and Separately Managed Accounts.
Qualifications and Experience
  • Bachelor’s degree in Finance, Economics, or a related field.
  • 1-3 years of relevant experience in asset management, trading, or fixed income research is a plus.
  • Strong financial and credit analysis skills relevant to fixed income securities and portfolio support functions.
  • Familiarity with key economic indicators and interest rate dynamics impacting fixed income markets.
  • Proficiency with financial tools such as Bloomberg, Excel, and other research platforms.
  • Experience with portfolio management systems (e.g., Bloomberg, MarketAxess).
  • Progress towards or possession of a professional designation such as CFA, CMT, or an advanced degree (e.g., MBA).
Skills & Competencies
  • Strong interest in fixed income investing and a commitment to fiduciary excellence.
  • Solid foundational knowledge of financial markets, economic drivers, and fixed income instruments.
  • Exceptional attention to detail and organizational skills, with the ability to support multiple portfolios and team members effectively.
  • Strong communication skills and a team-oriented mindset.
  • Comfortable working in a fast-paced, evolving environment within a growing investment firm.
  • High integrity, professional ethics, and a desire for continuous learning and development.

Full-Time/Part-Time Full Time

Shift -not applicable-

City Dublin

State Ohio

Zip Code 43017

Key Words Bloomberg, MarketAxess, CFA

Position Portfolio Manager - Fixed Income

Number of Openings 1

Exempt/Non-Exempt Exempt

Req Number INV-26-00006

Open Date 8/25/2026

Location Meeder Investment Management

About the Organization

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 150 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $190 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

This position is currently accepting applications.

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