Chartered Financial Analyst

1 week ago

Los Angeles, United States augmentjobs Full time
Job DescriptionJob Description

Job Description: Chartered Financial Analyst (CFA)

Position Overview: We are seeking a highly skilled and dedicated Chartered Financial Analyst (CFA) to join our investment management team. This role will be responsible for conducting in-depth financial analysis, research, and portfolio management to support investment decision-making and client advisory services. The ideal candidate will have a deep understanding of financial markets, quantitative analysis, and investment principles, with a commitment to delivering superior investment solutions.

Roles and Responsibilities:

  1. Financial Analysis and Research:

    • Perform thorough financial analysis, including evaluating financial statements, cash flow statements, and economic data.
    • Conduct industry research, company-specific analysis, and macroeconomic assessments to identify investment opportunities and risks.
    • Utilize quantitative models, valuation techniques, and financial ratios to assess investment performance and potential returns.

  2. Investment Strategy and Portfolio Management:

    • Develop investment strategies and asset allocation recommendations based on client objectives, risk tolerance, and investment horizons.
    • Construct and manage investment portfolios, balancing risk and return objectives while adhering to investment policies and regulatory guidelines.
    • Monitor portfolio performance, asset allocation, and market trends to make timely adjustments and optimize investment outcomes.

  3. Client Advisory and Relationship Management:

    • Provide personalized investment advice and recommendations to clients, addressing their financial goals, portfolio performance, and risk management needs.
    • Build and maintain strong client relationships through regular communication, portfolio reviews, and proactive investment insights.
    • Act as a trusted advisor, offering strategic guidance and recommendations to help clients achieve long-term financial success.

  4. Risk Management and Compliance:

    • Assess and manage investment risks, including market risk, credit risk, liquidity risk, and operational risk.
    • Ensure compliance with regulatory requirements, investment guidelines, and ethical standards (e.g., CFA Institute Code of Ethics and Standards of Professional Conduct).
    • Conduct due diligence on investment products, managers, and counterparties to mitigate risks and enhance portfolio diversification.

  5. Market Research and Thought Leadership:

    • Stay informed about market trends, economic developments, and industry insights through continuous research and analysis.
    • Contribute to thought leadership initiatives, white papers, and investment publications to share expertise and insights with clients and industry peers.
    • Participate in investment committees, conferences, and seminars to exchange knowledge, network, and stay abreast of industry best practices.

Compensation: Compensation for a Chartered Financial Analyst (CFA) typically includes a base salary ranging from $80,000 to $150,000 per year, depending on experience, qualifications, and the size of the organization. Additional compensation may include performance-based bonuses, profit-sharing, health insurance, retirement plans, and professional development opportunities.

Skills Required:

  • Financial Analysis: Strong analytical skills with expertise in financial modeling, valuation techniques, and investment analysis.
  • Investment Management: Experience in portfolio construction, asset allocation, and risk management within the financial services industry.
  • Quantitative Skills: Proficiency in statistical analysis, quantitative methods, and financial metrics (e.g., Sharpe ratio, CAPM).
  • Communication: Excellent verbal and written communication skills to convey complex financial concepts and investment strategies effectively.
  • Ethical Standards: Commitment to ethical conduct, fiduciary responsibilities, and compliance with regulatory standards.
  • Client Relationship Management: Ability to build trust, maintain client relationships, and provide exceptional client service.
  • Team Collaboration: Strong interpersonal skills to collaborate with colleagues, clients, and external partners in a team-oriented environment.

Education and Experience:

  • Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. A Chartered Financial Analyst (CFA) designation is required.
  • 3+ years of experience in investment management, financial analysis, portfolio management, or a related role within the asset management industry.

  • Financial Analyst

    2 weeks ago

    Los Angeles, United States Green Dot Public Schools Full time

    About the Employer High-quality instruction is at the heart of every Green Dot California school. We achieve better student outcomes and higher graduation rates serving students who need the most, lower per-pupil funding, and a unionized workforce across our 18 public charter schools in the greater Los Angeles area. We are committed to recruiting, training,...

  • Financial Analyst

    1 month ago

    Los Angeles, United States Green Dot Public Schools Full time

    About the Employer High-quality instruction is at the heart of every Green Dot California school. We achieve better student outcomes and higher graduation rates serving students who need the most, lower per-pupil funding, and a unionized workforce across our 18 public charter schools in the greater Los Angeles area. We are committed to recruiting, training,...

  • Financial Data Analyst

    4 days ago

    Los Angeles, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Financial Data AnalystJob Description: We are seeking a detail-oriented and analytical Financial Data Analyst to join our dynamic finance team. The ideal candidate will have a strong background in financial analysis, data manipulation, and reporting. The role involves collecting financial data, analyzing trends,...

  • Financial Analyst

    2 weeks ago

    Los Angeles, United States Westwood Financial Full time

    Job SummaryThe Financial Analyst will be a key member of the Strategic Planning & Analysis team and will be responsible for many essential aspects of commercial real estate corporate finance, including creating actionable analytics, budgeting, forecasting, and financial reporting. The SP&A team acts as a trusted partner in providing analytical advisory to...

  • Financial Analyst

    4 weeks ago

    Los Angeles, United States Westwood Financial Full time

    Job Summary The Financial Analyst will be a key member of the Strategic Planning & Analysis team and will be responsible for many essential aspects of commercial real estate corporate finance, including creating actionable analytics, budgeting, forecasting, and financial reporting. The SP&A team acts as a trusted partner in providing analytical advisory to...

  • Financial Advisor

    4 weeks ago

    Los Angeles, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

  • Financial Analyst

    4 weeks ago

    Los Angeles, United States Westwood Financial Full time

    Job SummaryThe Financial Analyst will be a key member of the Strategic Planning & Analysis team and will be responsible for many essential aspects of commercial real estate corporate finance, including creating actionable analytics, budgeting, forecasting, and financial reporting. The SP&A team acts as a trusted partner in providing analytical advisory to...

  • Financial Analyst

    1 month ago

    Los Angeles, United States Westwood Financial Full time

    Job SummaryThe Financial Analyst will be a key member of the Strategic Planning & Analysis team and will be responsible for many essential aspects of commercial real estate corporate finance, including creating actionable analytics, budgeting, forecasting, and financial reporting. The SP&A team acts as a trusted partner in providing analytical advisory to...

  • Financial Analyst

    7 days ago

    Los Angeles, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Senior Financial AnalystJob Description: As a Senior Financial Analyst, you will play a crucial role in providing strategic financial insights, analysis, and recommendations to support decision-making within the organization. Your role involves advanced financial modeling, forecasting, budgeting, and financial...

  • Financial Analyst

    1 week ago

    Los Angeles, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Senior Financial AnalystJob Description: As a Senior Financial Analyst, you will play a crucial role in providing strategic financial insights, analysis, and recommendations to support decision-making within the organization. Your role involves advanced financial modeling, forecasting, budgeting, and financial...

  • Financial Analyst

    1 week ago

    Los Angeles, United States Virtual Full time

    Financial Analyst – Data Analysis – FP&A Analyst – Financial Planning & Analysis Analyst – Forecasting – Budgeting – Variance Analysis – Financial Modeling – Financial Reporting Are you a finance professional with a couple of years of finance experience who is looking to get into a high growth FP&A role? Do you also happen to have CPG,...

  • Charter School

    2 weeks ago

    Los Angeles, California, United States The Stepping Stones Group, LLC Full time

    The Stepping Stones Group is hiring a part-time Board Certified Behavior Analyst to join our team in charter schools in Los Angeles, CA We are dedicated to providing unparalleled support to our professionals, ensuring they are equipped to make a significant impact in the lives of children. Surrounded by responsive and supportive clinical leaders, our team...

  • Financial Analyst

    2 weeks ago

    Los Angeles, United States Vaco Full time

    Financial Analyst - Data Analysis - FP&A Analyst - Financial Planning & Analysis Analyst - Forecasting - Budgeting - Variance Analysis - Financial Modeling - Financial Reporting Are you a finance professional with a couple of years of finance experience who is looking to get into a high growth FP&A role? Do you also happen to have CPG, investment banking,...

  • Financial Analyst

    3 weeks ago

    Los Angeles, United States Avispa Technology Full time

    Financial Analyst 2510506 One of the most prestigious and well-known universities is seeking a Financial Analyst. The successful candidate will prepare, review and analyze financial and statistical information required for completion of the annual Medicare and Medi-Cal cost report. The ideal candidate has regulatory cost report experience. The company offers...

  • Financial Analyst

    1 week ago

    Los Angeles, United States Avispa Technology Full time

    Financial Analyst 2510506 O ne of the most prestigious and well-known universities is seeking a Financial Analyst. The successful candidate will p repare, review and analyze financial and statistical information required for completion of the annual Medicare and Medi-Cal cost report. The ideal candidate has r egulatory cost report experience . The company...

  • Financial Analyst

    3 weeks ago

    Los Angeles, United States Avispa Technology Full time

    Job DescriptionJob DescriptionFinancial Analyst 2510506One of the most prestigious and well-known universities is seeking a Financial Analyst. The successful candidate will prepare, review and analyze financial and statistical information required for completion of the annual Medicare and Medi-Cal cost report. The ideal candidate has regulatory cost report...

  • Financial Analyst

    4 weeks ago

    Los Angeles, United States Global HIT Full time

    Overview: We are seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a Financial Analyst, you will play a key role in analyzing financial data, providing insights, and supporting strategic decision-making. This is an excellent opportunity for someone with a strong analytical mindset and a passion for finance. Summary: -...

  • Financial Analyst

    2 weeks ago

    Los Angeles, United States Global HIT Full time

    Overview: We are seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a Financial Analyst, you will play a key role in analyzing financial data, providing insights, and supporting strategic decision-making. This is an excellent opportunity for someone with a strong analytical mindset and a passion for finance. Summary: -...

  • Financial Analyst

    4 days ago

    Los Angeles, United States State Bar of California Full time

    **Office of Access and Inclusion** Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-Exempt / Union Represented This position allows for up to four days of remote work per week. **About the Office** **Definition** Under general direction, performs professional accounting and budgeting activities in accordance with generally...

  • Financial Analyst

    4 weeks ago

    Los Angeles, United States UCLA Full time

    The California Workforce Initiative for Support & Education-South (CalWISE-S) Financial Analyst will report to the Southern Site Director and Program Supervisor to support the financial administration of projects and tasks consistent with the execution of CalWISE-S's mission and goals. The CalWISE-S is currently comprised of 10 graduate social work schools,...