ZipRecruiter

Log In

1

Progress Towards Cfa Jobs (NOW HIRING)

VRC

Analyst, Portfolio Valuation

Yardley, PA · On-site

Progress towards CFA designation is a plus * Working/Advanced knowledge of Excel and Word * Strong oral and written communication skills * Superior analytical capabilities * Self-starter temperament ...

Pretium

Residential Credit Trader

New York, NY · On-site

$150K - $200K/yr

Undergraduate degree; progress towards CFA designation a plus * Minimum 4 - 7 years of relevant experience * Prior experience in a trading and/or underwriting role * Strong analytics and experience ...

Pretium

Residential Credit Trader

New York, NY · Hybrid

$150K - $200K/yr

Undergraduate degree; progress towards CFA designation a plus * Minimum 4 - 7 years of relevant experience * Prior experience in a trading and/or underwriting role * Strong analytics and experience ...

Mesirow Financial

Investment Consultant

Chicago, IL · On-site

$70K - $120K/yr

CFA designation or progress towards CFA designation preferred. * 1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation ...

Vangard, Inc.

Senior Investment Analyst

Malvern, PA · On-site

Progress towards CFA or CFP preferred. * FINRA Series 7 and 63 or ability to acquire within department guidelines * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)

VRC

Analyst, Portfolio Valuation

Boston, MA · On-site

$60 - $80/hr

Progress towards CFA designation is a plus * Working/Advanced knowledge of Excel and Word * Strong oral and written communication skills * Superior analytical capabilities * Self-starter temperament ...

previous page

Showing results 41-60

All JobsProgress Towards Cfa Jobs

Progress Towards Cfa information

What does progress towards CFA mean on a resume or job application?

'Progress Towards CFA' indicates that a candidate is currently pursuing the Chartered Financial Analyst (CFA) credential, which is a globally recognized certification for finance and investment professionals. This typically means the individual has enrolled in the CFA program and may have completed one or more of the three exam levels required for certification. Highlighting progress shows commitment to professional development and a strong foundation in investment analysis, portfolio management, and ethical standards. Employers may view this as a positive sign of motivation and a willingness to advance in the finance industry.

How can pursuing the CFA designation impact my career growth and opportunities in finance roles?

Pursuing the CFA designation can significantly enhance your career trajectory within finance by demonstrating your commitment to high ethical standards and in-depth financial knowledge. Many employers in investment management, equity research, and asset management value candidates who are progressing toward or have obtained the CFA charter. While the program is rigorous and requires substantial time management, it often opens doors to more analytical and senior roles. Additionally, networking with other CFA candidates and charterholders can provide valuable industry insights and connections.

What are the key skills and qualifications needed to thrive while progressing towards the Chartered Financial Analyst (CFA) designation, and why are they important?

To thrive while progressing towards the CFA designation, you need a strong background in finance, accounting, and quantitative analysis, typically supported by a bachelor's degree and relevant work experience. Familiarity with financial modeling tools, Bloomberg terminals, and exam prep platforms is often required. Analytical thinking, perseverance, and time management are essential soft skills to balance rigorous study with professional responsibilities. These skills and qualities are crucial for mastering the challenging CFA curriculum and advancing in competitive finance roles.

What is the difference between Progress Towards Cfa vs Chartered Financial Analyst?

AspectProgress Towards CfaChartered Financial Analyst
CredentialsPrepares candidates for the CFA exams, often at early or intermediate stagesRequires passing all three levels of the CFA exams and obtaining work experience
Work EnvironmentEntry to mid-level finance roles, including research, analysis, and investment supportAdvanced roles in asset management, portfolio management, and financial analysis
Industry UsageUsed as a stepping stone towards CFA certificationRecognized as a professional credential in finance and investment industries

Progress Towards Cfa indicates a candidate is working towards earning the CFA designation, often involving exam preparation and gaining relevant experience. The Chartered Financial Analyst credential is a professional certification that signifies expertise in investment management. While Progress Towards Cfa is a preparatory stage, the CFA credential is a recognized standard for advanced finance professionals.

Will progress towards CFA be in demand in the future?

Progress towards the CFA designation is expected to remain in demand as it is a globally recognized credential for finance and investment professionals. Employers value CFA candidates for their advanced knowledge of financial analysis, ethics, and portfolio management, which are essential skills in the finance industry’s evolving landscape.
Infographic showing various Progress Towards Cfa job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 83% Full Time, 12% Part Time, and 3% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution.

Asset Management - Private Credit Secondaries - Associate

Manhattan, NY • On-site

JPMorgan Chase & Co
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Coexternal

Full-time

Medical, Retirement

Re-posted 4 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 176 rated banks

Job description

With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate, and direct investments/co-investments, the Global Alternatives Investment Solutions team delivers a "best in class" platform for sourcing and accessing differentiated alternative investment opportunities for institutional, private banking, and wealth management clients. 

Within Global Alternative Investment Solutions ("GAIS"), Private Credit Solutions is a long-tenured, multi-manager platform with $47bn of capital committed, 24 investment professionals, and deep connectivity across the private credit ecosystem, including 150+ GP relationships and 80+ LP investments since inception, reflecting 18+ years of dedicated private credit investing.

Job Summary

As an Associate on the Private Credit Solutions team, you will play a key role in originating, underwriting, and executing private credit secondary investments, with additional exposure to primary fund commitments and co-investments. You will contribute across the full investment lifecycle, from sourcing and diligence through investment committee ("IC") approval, closing execution, and ongoing portfolio monitoring, while partnering directly with senior investment professionals and external counterparties globally. 

This role offers meaningful responsibility, frequent interaction with fund managers and intermediaries, and the opportunity to develop a differentiated view across private credit strategies, market cycles, and relative value.

Key Responsibilities

  • Source and evaluate opportunities across LP-led and GP-led private credit secondary transactions; maintain an active pipeline and proactively screen new ideas.
  • Drive underwriting and diligence on funds, loan portfolios, managers, and underlying exposures; synthesize findings into clear investment views and actionable recommendations.
  • Build and refine financial models to assess expected returns, downside protection, key sensitivities, and risk-adjusted attractiveness.
  • Own IC and stakeholder materials including IC memoranda, underwriting decks, and recurring portfolio reviews with robust projections and well-supported assumptions.
  • Coordinate end-to-end execution by managing diligence workstreams and interfacing sponsors, intermediaries, fund managers, legal advisors, and internal partners through closing.
  • Monitor portfolio performance versus underwriting case; identify drivers of variance, emerging risks, and opportunities to optimize outcomes.
  • Develop market perspective by tracking trends, macro conditions, and strategy performance across US and global private credit markets; translate research into insights for the team.
  • Collaborate globally with colleagues across New York, London, and India to support team-wide initiatives and knowledge sharing. 

Required Qualifications, Capabilities, and Skills

  • Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
  • 3+ years of relevant experience (e.g., private credit secondaries, direct lending, private credit investing, leveraged finance, financial sponsors, M&A, or related investing).
  • Strong financial modeling, valuation, and underwriting skillset; ability to assess credit risk and analyze complex transactions with sound judgment.
  • Experience producing investment committee materials and performing investment due diligence.
  • Excellent written and verbal communication skills; ability to present structured, defensible conclusions.
  • Strong attention to detail, organization, and prioritization in a fast-paced environment; collaborative, high-ownership mindset. 

Preferred Qualifications, Capabilities, and Skills

  • Direct experience evaluating, underwriting, and/or executing private credit secondary transactions.
  • Knowledge of private credit fund structures, portfolio valuation methodologies, and secondary transaction dynamics.
  • A Master's degree or relevant professional certification (e.g., CFA) or progress towards CFA is a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply