Chartered Financial Analyst

$90k - $140k

Full-time

Careerscape

Careerscape is supporting a client opening for a Remote Chartered Financial Analyst (CFA). This role focuses on financial modeling, investment research, portfolio analysis, forecasting, risk assessment, and delivering data-driven financial insights to support strategic business and investment decisions.

This is an excellent opportunity for a finance professional with strong analytical skills who is passionate about investment management, capital markets, corporate finance, and financial planning while working in a fully remote environment.

The Chartered Financial Analyst will collaborate with investment teams, portfolio managers, finance leaders, and business stakeholders to evaluate financial performance, analyze market trends, prepare investment recommendations, and support strategic initiatives.

Responsibilities

Conduct financial and investment analysis
Build and maintain financial models and forecasts
Analyze company financial statements and market trends
Prepare investment recommendations and research reports
Monitor portfolio performance and investment risks
Perform valuation analysis using financial methodologies
Support budgeting and long-term financial planning
Prepare presentations for internal stakeholders
Ensure compliance with financial regulations and internal policies
Collaborate with finance and investment teams on strategic initiatives
Track economic and industry developments affecting investments
Perform additional financial analysis duties as assigned

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
Chartered Financial Analyst (CFA) designation or active progress toward completion preferred
2–5+ years of experience in investment analysis, corporate finance, asset management, banking, or financial planning
Strong analytical and quantitative skills
Advanced Microsoft Excel skills
Excellent written and verbal communication abilities
Experience with financial modeling and valuation techniques
Knowledge of financial markets and investment strategies
Ability to work independently in a remote environment
High attention to detail and professional judgment

Benefits

Fully remote work flexibility within the United States
Competitive compensation
Annual performance bonus
Medical, dental, and vision insurance
Paid time off, holidays, and sick leave
401(k) retirement savings plan with company match
Professional development and continuing education support
CFA membership and certification reimbursement (where applicable)
Career growth into Senior Financial Analyst, Portfolio Manager, Investment Manager, Finance Manager, or Director of Finance roles
Collaborative and supportive remote work environment

Job Type: Full-Time | Work Type: Remote | Industry: Accounting & Finance | Experience: Entry

Apply

Vacancy posted 28 days ago

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