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Virtual Cfa Jobs in New York (NOW HIRING)

corpay

Credit Analyst, Funds & Corporate

New York, NY · Hybrid

Professional designations such as CFA, CA, or FRM are strong assets. * Proven experience in ... Virtual fitness classes offered company-wide * Time-off including major holidays, vacation, sick ...

corpay

Credit Analyst, Funds & Corporate

New York, NY · Hybrid

Professional designations such as CFA, CA, or FRM are strong assets. * Proven experience in ... Virtual fitness classes offered company-wide * Time-off including major holidays, vacation, sick ...

Capital Group

Regional Retirement Plan Counselor

New York, NY · On-site

$55K - $75K/yr

You are comfortable using technology to support analysis, virtual meetings, web conferences, and ... AIF, AIFA, PPC, CIMA, CFA (or progress toward designation) * You must hold a SIE, Series 7, and ...

Brigit

Manager, Finance

New York, NY · On-site

$145K - $165K/yr

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. * CPA or CFA ... Physical and mental wellbeing benefits including Wellhub for access to virtual workouts and ...

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Virtual Cfa information

What is a Virtual CFA?

A Virtual CFA is a Chartered Financial Analyst who offers financial analysis, investment advice, and portfolio management services remotely, often via online platforms. They assist clients with investment strategies, financial planning, and risk management just like traditional CFAs, but provide their services virtually, making it more convenient and accessible, especially for clients in different locations. Virtual CFAs use digital tools for communication, analysis, and reporting, ensuring clients receive professional guidance without the need for in-person meetings.

How do virtual CFAs typically collaborate with clients and internal teams in a remote environment?

Virtual CFAs (Chartered Financial Analysts) often use secure digital platforms to communicate with clients, share financial reports, and provide investment advice. They collaborate closely with internal teams such as analysts, portfolio managers, and compliance officers through video calls, project management tools, and shared documents. Strong virtual communication skills are essential, as is the ability to manage multiple client relationships efficiently. Regular team meetings and transparent workflow processes help ensure everyone stays aligned while working remotely.

What are the key skills and qualifications needed to thrive as a virtual CFA, and why are they important?

To thrive as a Virtual CFA (Chartered Financial Analyst), you need deep expertise in financial analysis, investment strategies, and portfolio management, typically validated by the CFA charter and a strong background in finance or economics. Proficiency with financial modeling tools, data analysis software like Excel, Bloomberg Terminal, and virtual communication platforms is essential. Strong analytical thinking, attention to detail, and excellent client communication skills help build trust and deliver insightful financial guidance remotely. These skills are crucial for making informed investment decisions and maintaining client relationships in a virtual environment.

What is the difference between Virtual Cfa vs Financial Analyst?

AspectVirtual CfaFinancial Analyst
CertificationsCFA Charter, CFA Level examsOften CFA, CPA, or related certifications
Work EnvironmentRemote, online platformsOffice or remote, depending on employer
Industry UsageFinancial services, investment firmsCorporations, banks, investment firms
Job FocusInvestment analysis, portfolio managementFinancial planning, reporting, analysis

The Virtual Cfa primarily focuses on investment analysis and portfolio management, often working remotely with a CFA certification. Financial Analysts may perform similar analysis but can also handle broader financial planning and reporting tasks, often working in office environments. Both roles require strong financial credentials, but the Virtual Cfa emphasizes investment expertise in a remote setting.

Can a Virtual CFA work remotely?

A Virtual CFA can work remotely, as the role often involves analyzing financial data, preparing reports, and communicating with clients or teams through digital tools. Many virtual CFA positions are designed to be performed from any location with internet access, provided the candidate has the necessary certifications and skills. However, some employers may require occasional in-person meetings or specific software proficiency.

What are the most commonly searched types of Cfa jobs in New York?

The most popular types of Cfa jobs in New York are:

What are popular job titles related to Virtual Cfa jobs in New York?

For Virtual Cfa jobs in New York, the most frequently searched job titles are:

What job categories do people searching Virtual Cfa jobs in New York look for?

The top searched job categories for Virtual Cfa jobs in New York are:

What cities in New York are hiring for Virtual Cfa jobs?

Cities in New York with the most Virtual Cfa job openings:

Virtual Cfa jobs near you

Implementation Manager (Functional).

Avani Technology Solutions, Inc.

Manhattan, NY • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Role: Implementation Manager (Functional).
Location: NY, NYC.
Duration: 6+ months.
IMPLEMENTATION MANAGER - POSITION OVERVIEW:
Implementation Managers work directly with clients across all market segments, including hedge funds, banks, brokers, wealth managers, asset managers, and pension plans. Implementation Managers direct and coordinate all work efforts internally and work with the client throughout the onboarding process, which is organized as an implementation project, and which results in a solution in which our risk and analytics products are integrated into the client's investment process. Implementation Managers manage several client on-boarding projects simultaneously. They form and lead virtual teams, along with Implementation Consultants, Risk Consultants, Client Services and Sales, dedicated to the clients.
JOB RESPONSIBILITIES:
• Take full responsibility and accountability for managing client implementation projects from initiation to seamless transition into operational service
• Answer implementation questions that arise during pre-sales and contract negotiations and make recommendations based on the likelihood of success
• Prepare and present clear and detailed project plans and solution definitions that comprise all deliverables
• Understand, analyze and configure technical aspects of the client workflow
• Organize resources required and establish milestones and timeframes internally and with clients
• Coordinate internal and external effort to complete all planned tasks and resolve all unplanned issues
• Communicate project status/issues/risks via appropriate media at an agreed frequency
• Report on project status on a regular basis with all stakeholders efficiently
• Identify and communicate risk factors that might delay a deliverable or threaten effective project completion
• Escalate issues and risks to project stakeholders in a timely and effective manner
• Define success criteria, establish and manage reasonable expectations, internally and externally
• Prepare internal and client project deliverables during the transition to operational service
• Follow implementation best practice and create the best client experience during the project
Product Implementation Information
Calypso/ Murex / Charles River
DESIRED EXPERIENCE AND QUALIFICATIONS:
• At least two years of successful project management experience in a client-facing role in the financial service industry
• Knowledge of and experience with a variety of information technologies, including portfolio or risk management systems
• Good understanding of financial products is required: equities, fixed income, derivative products, and financial risk management techniques and portfolio management theory
• Project management certificate (e.g. PMP, PRINCE2) is preferred
• Strong communication, organizational, negotiating and problem-solving skills
• Self-reliant, detail-oriented and a fast learner
• Excellent in teamwork and collaboration
• Bachelor's Degree required, preferably with a finance or engineering focus
• CFA or FRM certification or MBA or Master's degree in finance or engineering is preferred

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