Chartered Financial Analyst (CFA) Job at augmentjobs, Los Angeles, CA

  • augmentjobs
  • Los Angeles, CA

Job Description

Job Description

Job 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.

Job Tags

Similar Jobs


Clinical Research Associate/Therapist - Cognitive Behavioral Intervention Job at PAVIR

 ...Description Palo Alto Veterans Institute for Research (PAVIR) is seeking a full-time Clinical Research Associate / Therapist to work with the Principal Investigator...  ...: Master's degree; ~1-2 years of related experience; ~ Licensed provider by the state of... 

Red Level Improvements

Drywall Installer/Finisher Job at Red Level Improvements

 ...Job Description Job Description Drywall Installer/Finisher Job Description Join our Team at Red Level Improvements! Are you a skilled Drywall Installer/Finisher looking for a new opportunity in Grand Forks, ND? Look no further! At Red Level Improvements, we... 

SUNY Cortland

Athletic Trainer Job at SUNY Cortland

 ...Budget Title Athletic Trainer Campus Title Athletic Trainer School/Division Student Affairs, Division of Department Athletics Staff Sub...  ...will work as a preceptor in the CAATE- accredited athletic training program. Annual 10 - month obligation dates are 8/01-5/31. To... 

CONMED Corporation

Human Resources Generalist Job at CONMED Corporation

 ...responsible for providing support for on-site and remote employees by partnering with the HR...  ...Resources on initiatives that support talent management, performance management,...  ...Hire Experience Partner with the Talent Acquisition Team on interview scheduling,... 


Board Member Job at Confidential

 ...Board Member About the Company Respected medical center providing client-centered primary gynecological, pregnancy & birthing care Industry Hospital & Health Care Type Non Profit Founded 1982 Employees 11-50 Categories ~ Health Care...