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Virtual Cfa Jobs (NOW HIRING)

Manulife

Business Consultant

California, MD

$80K - $138.70K/yr

CFA or CIMA designation preferred. * Must have excellent communication and presentation skills - both in-person and virtual. * Must have effective time management, technological, and organizational ...

Guardian Fleet Services

M&A Analyst

Lutz, FL

$70K - $94.60K/yr

Professional certifications (CFA, CPA, or progress toward them) are a plus. Competency * Curious ... Must be able to communicate effectively in person, via phone, and through virtual meeting platforms.

Elevance Health

Financial Consultant Manager

Richmond, VA · On-site

$118.04K - $177.05K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Advanced working proficiency in Excel highly preferred. * MBA preferred * CPA, CMA, FSA and/or CFA ...

Elevance Health

Financial Consultant Manager

Atlanta, GA

$118.04K - $177.05K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Advanced working proficiency in Excel highly preferred. * MBA preferred * CPA, CMA, FSA and/or CFA ...

Elevance Health

Financial Consultant Manager

Mason, OH

$118.04K - $177.05K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Advanced working proficiency in Excel highly preferred. * MBA preferred * CPA, CMA, FSA and/or CFA ...

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How much do virtual cfa jobs pay per week?

As of Jun 4, 2026, the average weekly pay for virtual cfa in the United States is $1,389.29, according to ZipRecruiter salary data. Most workers in this role earn between $1,163.46 and $1,471.15 per week, depending on experience, location, and employer.

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.

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 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.

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.

More about Virtual Cfa jobs
What cities are hiring for Virtual Cfa jobs? Cities with the most Virtual Cfa job openings:
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What job categories do people searching Virtual Cfa jobs look for? The top searched job categories for Virtual Cfa jobs are:
Virtual Cfa jobs near you
Infographic showing various Virtual Cfa job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 14% Full Time, 63% Part Time, 3% Temporary, and 17% Contract. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.

Private Markets Monitoring - Vice President

iCapital

New York, NY • Hybrid

$150K - $195K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

About the Role

iCapital is looking to hire a Vice President to join the Fund Monitoring team. This role is responsible for overseeing the monitoring and analysis of feeder and underlying fund performance across iCapital's private market offerings, including private equity, private credit, and real assets. The individual will deliver investment updates to internal and external stakeholders, engage directly with fund managers, and support other initiatives such as secondary sales and investment oversight decisions.

Responsibilities

  • Lead monitoring and analysis of underlying fund performance across iCapital's private equity, private credit, and real asset offerings.
  • Prepare and deliver clear, executive-level call summaries, investment updates, and talking points for internal and client-facing stakeholders.
  • Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers.
  • Represent iCapital at Annual General Meetings (AGMs) and other conferences.
  • Act as subject matter expert on fund portfolio and performance for internal and external audiences.
  • Prepare performance analytics and fund-level financial modeling.
  • Partner closely with the Governance team to support initiatives such as secondary sales and investment oversight decisions.
  • Mentor junior team members, providing guidance on analysis, communication, and professional development as the function scales.

Qualifications

  • Bachelor's degree is required
  • 8-10+ years of relevant experience within private markets, investment banking, asset management, or investment consulting
  • Progress toward or completion of CFA or CAIA is preferred
  • Experience in financial analysis and modeling
  • Excel proficiency is required and familiarity with valuation methodologies (DCF, peer comps, etc.) is preferred
  • Demonstrated ability to synthesize complex investment data into concise, client-ready materials
  • Deep interest in and working knowledge of alternative investments
  • Exceptional verbal and written communication skills, with experience engaging senior stakeholders
  • Highly organized with strong attention to detail and the ability to manage multiple priorities independently
  • Willingness and able to travel up to 15% as required

Benefits

The base salary range for this role is $150,000 to $195,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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