CFA jobs

Hybrid in Richmond, Virginia

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Today

Role Overview We are seeking a detail-oriented Financial Business Analyst to support the design and optimization of custom financial systems, bridging finance and technology. The role focuses on financial processes, data analysis, system integration, and collaboration across development teams to enhance reporting and operations. The job is based in Richmond, VA and is open to candidates within a 100 miles radius of the location. Key Responsibilities Gather, analyze, and document business require

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Contract

$40 - $45

Financial Business Analyst

Richmond, Virginia

•

Today

We are looking for a detail-oriented Financial Business Analyst to act as the vital link between Finance and Technology. In this role, you will support the design, development, and optimization of custom financial systems, ensuring complex business requirements are translated into seamless technical solutions. Quick Details Location: Richmond, VA Work Arrangement: Hybrid Shift: EST Interview Process: Remote or In-person Core Responsibilities Bridge the Gap: Partner with stakeholders to transla

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Third Party, Contract

Wealth Advisor

Columbus, Ohio

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27d ago

Title: Wealth Advisor II Location: Columbus, IN DIRECT PLACEMENT Job Highlights: 5 Years experience in investment & portfolio managementWorking with client - investment & portfolio managementClient relationship managementDemonstrated knowledge & use of banking & financial servicesKnowledge & use of financial planning software Education: Bachelors degree in business or related subject Certifications: CFA/CFP preferred

Full-time

Depends on Experience

Wealth Advisor

Cincinnati, Ohio

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27d ago

Title: Wealth Advisor II Location: Cincinnati, OH DIRECT PLACEMENT Job Highlights: 5 Years experience in investment & portfolio managementWorking with client- investment & portfolio managementClient relationship managementDemonstrated knowledge & use of banking &financial servicesKnowledge & use of financial planning software Education: Bachelors degree in business or related subject Certifications: CFA/CFP preferred

Full-time

Depends on Experience

Business Analyst

Hybrid in Richmond, Virginia

•

Today

Job Title: Business Analyst Location: Richmond, VA - Onsite (Hybrid) Job Summary: Seeking a detail-oriented and analytical Business Analyst to support the design, development, and optimization of custom financial systems. The role bridges finance and technology, ensuring business requirements are translated into system solutions. We are seeking a detail-oriented and analytical Financial Business Analyst to support the design, development, and optimization of custom financial systems. This role

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Contract

40 - 45

Director Investments Risk

Hybrid in New York, New York

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27d ago

Title: Director Investments Risk Location: New York, NY Position Type: Full Time Compensation Pay Range:$190,000-$225,000 Per Year Job Description: This role involves working closely with the risk management team to analyze and manage investment risks across various asset classes. The position is based in New York, NY, with a hybrid work arrangement, and requires full-time commitment. Responsibilities include portfolio analysis, risk reporting, and operational due diligence using advanced dat

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Full-time

$190000 - $225000

Senior Business Analyst

Richmond, Virginia

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Today

We are looking for Senior Business Analyst for our client in Richmond, VA Job Title: Senior Business Analyst Job Location: Richmond, VA Job Type: Contract Job Overview:Work closely with finance and technical teams to analyze business requirements, support financial systems, and drive process improvements. Translate business needs into functional solutions while ensuring system accuracy, compliance, and efficiency. Requirement/Must Have: Strong experience in financial systems and business analy

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Third Party, Contract

Depends on Experience

Financial Business Analyst

Hybrid in Richmond, Virginia

•

Today

Job ID: VA-0407) Hybrid/Local Govt Financial BA (CBAP/CFA/CPA/PMI-PBA/15+) with Oracle Financials, GL/AP/AR, grants, budgeting, QA, Excel/Visio/SQL, data modeling, ETL, API, GAAP/SOX, agile/Scrum experience Location: Richmond, VA (VDH)Duration: 2 Months Skills:Experience as a Business Analyst, in finance or financial systems with strong understanding of general ledger, financial reporting, budgeting, grants Required 7 YearsExperience working with custom-built or configurable financial systems. R

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Third Party, Contract

Depends on Experience

Jr. Product Owner

Hybrid in Overland Park, Kansas

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Today

Product Owner Summary This role will support the development and enhancement of a derivatives platform by translating complex business needs into clear product requirements. The Product Owner will work closely with cross-functional teams to deliver high-impact features, improve system capabilities, and ensure alignment between business goals and technical execution. Responsibilities Support product strategy and roadmap development in partnership with Product Leadership.Collaborate with trading,

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Full-time

Depends on Experience

Product Owner with Investment banking and GEN AI

Hybrid in New York, New York

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Today

Title Product Owner with Investment banking and GEN AI Experience. Rate - $60 - $70/day on W2 Employment Type: W2 - Contract Location NYC (3 days Hybrid, Onsite) In-person Interview Mandatory. Job Description: We are seeking an experienced Product Owner with a strong background in Capital Markets and Investment Banking products. The ideal candidate will have a proven track record in shaping product requirements, developing feature roadmaps, and working closely with business stakeholders to drive

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Contract

$60 - $70

VDH - Financial Business Analyst - Hybrid in Richmond, VA

Richmond, Virginia

•

Today

Seeking a detail-oriented and analytical Business Analyst to support the design, development, and optimization of custom financial systems. The role bridges finance and technology, ensuring the business requirements are translated into system solutions. Job Summary We are seeking a detail-oriented and analytical Financial Business Analyst to support the design, development, and optimization of custom financial systems. This role bridges finance and technology, ensuring that business requirement

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Contract, Third Party

$$50/hr on W2

Financial Business Analyst

Richmond, Virginia

•

Today

Job Summary We are seeking a detail-oriented and analytical Financial Business Analyst to support the design, development, and optimization of custom financial systems. This role bridges finance and technology, ensuring that business requirements are accurately translated into functional system solutions that enhance financial reporting, planning, and operations Key Responsibilities Partner with finance stakeholders to gather, analyze, and document business requirements for custom financial sys

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Contract, Third Party

60 - 65

Certified Financial Planner, Tax Channel

Dallas, Texas

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Today

Job Description We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client. This position will review each client's financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for dev

Full-time

USD 90,000.00 - 110,000.00 per year

Institutional Consultant

Milwaukee, Wisconsin

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2d ago

{"description": " About the Role: The Institutional Consultant is a client-facing role that provides investment advice to institutional clients, predominantly endowments, foundations and Native American and Alaska Native communities on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of portfolios. Responsible for cultivating new/existing relationships with institutional clients with investable assets of $50M or

Full-time

Senior Data Analyst

Los Angeles, California

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Today

Key Responsibilities Extract, transform, and normalize performance data from systems such as Yardi, Salesforce, and internal databases using SQL, Databricks, and automated ETL processes. Calculate, validate, and analyze investment performance metrics (IRR, MOIC, DPI, RVPI, TWR, GAV/NAV) at property, investment, and fund levels. Support track record construction, return aggregation, variance analysis, and reconciliation of calculated results to source systems. Build and maintain Excel models, te

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Contract

$55 - $65 per hour

Senior Lead Data Product Integrity Specialist

Charlotte, North Carolina

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Today

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Senior Lead Data Product Integrity Specialist in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only

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Contract

$76.38 - $83.7

Project Manager - Major Projects: Geotechnical Foundations

Odessa, Florida

•

Today

Description: Project Manager - Major Projects: Geotechnical Foundations Odessa, FL Description Bauer Foundation Corp. (BFC) is a Florida corporation and the U.S. subsidiary of the world-wide operating Bauer Group based in Schrobenhausen, Germany. The Bauer Group is a world- renowned foundation contractor, designer, and builder of the world's finest foundation equipment. BFC, as part of the Bauer construction division, is a leader in the execution of complex excavation pits, ground improvemen

Full-time

Sr. Business Analyst/Product Owner - UI/UX

Hybrid in New York, New York

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2d ago

Role: Sr. Business Analyst/Product Owner Client: leading Global financial services Location: New York, NY (Hybrid) Duration: Long term Role A good candidate will have a track record of strong product and project management and experience working within an Agile framework. Core Responsibilities Work with business partners to identify opportunities and define goals for various initiativesPlay a key role in articulating detailed requirements and acceptance criteriaCoordinate across business, user e

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Contract

$70 - $80

Relationship Manager, Senior Specialist

Malvern, Arkansas

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2d ago

{"description": " Description: About Vanguard Personalized Indexing (VPI) Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients' increasingly sophisticated investing goals. Our simple, technology-driven, and innovative indexing tools provide unprecedented customization and transparent tax optimization for their end-investors. As a key contributor to the strategy and growth o

Full-time

Product Manager, Specialist

Dallas, Texas

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2d ago

{"description": "Vanguard is hiring a Product Manager in Dallas, TX focused on building and evolving the portfolio construction capabilities that power Vanguard's advice platforms. This role will shape how portfolio logic is designed, scaled, and integrated across the enterprise, helping define how Vanguard delivers advice in the years ahead. An ideal candidate will bring: Investment Acumen - Strong understanding of portfolio construction principles and how investment logic translates into real-

Full-time

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