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Virtual Cfa Jobs in New York (NOW HIRING)

Prospect Capital

Institutional Fundraiser

Manhattan, NY · On-site

$100K - $250K/yr

Lead and coordinate weekly in-person and virtual meetings with institutional investors focused on ... CFA or CAIA designation (or significant progress toward either) preferred The anticipated annual ...

Prospect Capital

Institutional Fundraiser

Manhattan, NY · On-site

$100K - $250K/yr

Lead and coordinate weekly in-person and virtual meetings with institutional investors focused on ... CFA or CAIA designation (or significant progress toward either) preferred The anticipated annual ...

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 ...

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 ...

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

Institutional Fundraiser

Prospect Capital

Manhattan, NY • On-site

$100K - $250K/yr

Full-time

Medical, Dental, Vision, Life

Re-posted 24 days ago

Job description

Prospect Capital

Founded in 1988, Prospect Capital is an alternative asset management firm with $9.4B of assets under management, including permanent capital. Prospect pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward.

With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement.


Job Responsibilities

  • Lead and coordinate weekly in-person and virtual meetings with institutional investors focused on real estate private equity and alternative credit
  • Plan and execute roadshows and virtual meetings alongside portfolio managers to support fundraising for Prospect's Real Estate Private Equity and Alternative Credit strategies
  • Drive capital raising efforts by engaging institutional investors for the current real estate private equity fund in market
  • Develop and strengthen relationships with institutional consultants through regular meetings and strategic outreach
  • Organize and participate in key client and prospect engagements, including conferences, one-on-one meetings, and industry events, primarily targeting pensions, endowments, foundations, and related institutions
  • Track and maintain all outreach and relationship management activity using the firm's CRM system
  • Provide regular updates to senior management on sales pipeline, investor feedback, and overall fundraising progress
  • Maintain and execute a quarterly sales plan aligned with fundraising goals, and monitor/report performance against targets


Desired Skills and Experience

  • Demonstrated success raising capital for private equity funds; experience with real estate or real assets strategies strongly preferred
  • At least five years of experience in institutional business development, with a proven track record of fundraising from pensions, endowments, and foundations.
  • Ability to travel up to 50% of the time to meet with clients and prospects
  • Highly commercial mindset, with the ability to leverage a robust personal network of institutional investors and consistently generate new meeting opportunities
  • Excellent verbal and written communication skills, with strong interpersonal presence
  • Self-motivated, detail-oriented, and resilient, with a proactive and solution-driven approach to problem-solving
  • CFA or CAIA designation (or significant progress toward either) preferred

The anticipated annual base salary range for this position is $100,000 - $250,000 plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

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