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How to Write a Chartered Financial Analyst (CFA) Job Description Sample

A Chartered Financial Analyst, or CFA, is someone who provides clients with professional and personal financial advice. They typically work in banks and insurance companies, and require certification from the global Chartered Financial Analyst Institute to practice. Their duties include collecting and analyzing data, preparing budgets, and providing financial or investment guidance to clients.

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What does a CFA do?

A CFA uses financial data to advise clients on financial or investment decisions. They work in various establishments such as banks, insurance companies, brokerage houses, trust companies, investment firms, underwriting firms and universities. They can work for an organization or be self-employed and take on their own clients.

CFAs work with financial data such as economic forecasts, trends of stocks and bonds, historical financial performances and trading volumes. They may also use financial information to determine whether a client’s marketing strategies are effective relative to their cost.

A CFA works regular nine-to-five hours in an office environment. They collaborate with Investment Analysts, Financial Planners, and other employees in the finance or investment department of an organization. CFAs report to the senior management and other stakeholders of an organization, or to the client directly.

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CFA Job Description Examples:

Example 1

Pacific M&A AND Business Brokers

Position:
Financial Analyst

Position Type:

Full time



Downtown Vancouver - Suite 215 � 625 Howe Street, Vancouver BC, V6C 2T6

Overview:

The Financial analyst is responsible for all aspects of the companies� business valuations, which is an essential component of each respective company�s acquisition and sale process. The analyst is accountable for all reporting aspects including valuation reports and business modelling as well as coordinating and interfacing with brokers and clients on all aspects client file analytics, valuations, market research, business plans and more. Working in a relatively easy going and rewarding environment, the Financial Analyst will develop this department to its own profit center driving growth to both the department itself as well as the company.

Primary Duties Responsibilities Include:

  • Perform valuation analysis on small to medium-size privately-held enterprises across a broad range of industry sectors
  • Prepare financial analysis questionnaires and communicate with clients directly or indirectly for management guidance on normalizing and projecting core financial statements
  • Research macroeconomic and industry trends and private transaction data
  • Prepare valuation reports
  • Participate in client presentations upon request
  • Support the preparation of detailed business plans and or profiles
  • Support in the preparation of marketing target lists, list scrubbing etc.
  • Assist in general related administrative activities as required
  • Develop and innovate new tools, systems and processes that enhance the job and performance of the company
  • Support and maintain existing tools, software, systems and processes as required
  • Effectively communicate with all staff, brokers and clients
  • At all times perform and act in the best interest of the company
  • Adhere to all policies and procedures of the company as published and altered by the company from time to time

    Required Attributes and Qualifications:

  • Post graduate degree in business and or economics and or finance with CFA or CBV designation (Minimum acceptable is CFA Candidate Level 3)
  • Strong verbal and written communication skills
  • Ability to stay abreast of specific related knowledge and skills
  • Financial and commercial acumen
  • Proven good understanding of all core financial statements and basic valuation concepts, models, theories and applications
  • Rational thinking and a balanced judgment
  • Strong quantitative skills
  • Proficient is MS Office suite and general hardware and software knowledge
  • Above average proficiency of Excel including Macros and VBA
  • Knowledge of other programming language may be an asset
  • Proven business modelling and analytical skills
  • Ability to perform multi-tasks under timeline pressures
  • Strong work ethics and detail-oriented
  • Self-motivated, and consistently striving for excellence
  • Effective team player with respect for fellow team members
  • Accurate, punctual and exceptionally well organized.

    Remuneration:

  • Remuneration is commensurate with education, skills and experience and includes private health insurance plan benefits. Range is $65,000 to $80,000 � Profit sharing and equity participation options available.

    Job Type: Full-time

    Salary: $65,000.00-$85,000.00 per year

    Schedule:
  • Monday to Friday

    Experience:
  • VBA: 1 year (required)

    Language:
  • English (required)

    Licence/Certification:
  • CFA or CBV (required)

    Work One location

    • Example 2

    Directeur/Directrice commercial et d�veloppement CFA

    L�Association des marchands de v�hicules d�occasion du Qu�bec (AMVOQ) est actuellement � la recherche d�une personne engag�e, qui aime b�tir des relations solides avec les clients afin de pourvoir le poste de directeur commercial et d�veloppement CFAau sein de son �quipe.

    Sous la responsabilit� du directeur g�n�ral, le directeur commercial et d�veloppement CFA aura comme principale responsabilit� de maintenir le bon fonctionnement de la Centrale de financement AMVOQ (CFA) et d�en assurer son d�veloppement aupr�s des membres. � titre de directeur commercial, il devra identifier � distance les besoins des clients des marchands, de les conseiller et de leur pr�senter les diff�rentes options de financement et d�assurances. Il agira comme interm�diaire entre les institutions financi�res et les clients au b�n�fice du marchand membre de l�association.

    Responsabilit�s

    Financements :
  • Identifier les besoins des clients � distance

  • Expliquer et pr�senter les diff�rentes options d�assurances et de produits compl�mentaires

  • N�gocier les ententes de financement avec les diff�rents pr�teurs bancaires et pr�teurs sp�cialis�s

  • Compl�ter les documents l�gaux pour la livraison

  • Faire l�analyse des sources bancaires et des refus au cr�dit

    D�veloppement :
  • Visite des marchands pour le d�veloppement et la promotion de la centrale
  • �laboration des proc�dures internes de la centrale
  • Collaboration � l��laboration des outils pour les membres de la centrale
  • Recherche de nouveaux produits, projets et promotions pour optimiser le d�veloppement de la centrale
  • Pr�sentation et formation des nouveaux membres
  • Assistance pour les directeurs financiers pour cas particuliers

  • Personne-ressource et de r�f�rence pour les marchands, les autres directeurs commerciaux et les repr�sentants bancaires
  • Compilation et suivi idien des transactions et remises
  • Attribution des dossiers transactions de fa�on �quitables et selon les disponibilit�s des directeurs financiers

    Qualifications
  • Plus de 5 ans d�exp�rience � titre de directeur commercial, secteur automobile
  • Bonne connaissance des produits compl�mentaires � la vente de v�hicules usag�s (atout)
  • Exp�rience en vente et d�veloppement sur la route et/ou en gestion (atout)
  • Habilet�s � travailler sous pression dans des situations impr�visibles
  • Facilit� � d�velopper et � entretenir de saines relations interpersonnelles
  • Fortes aptitudes pour la communication
  • Anglais de niveau interm�diaire
  • Leadership positif d�velopp�

    L�AMVOQ offre

  • Horaire de travail flexible pour concilier avec ta vie personnelle
  • R�mun�ration avec salaire de base et commissions
  • Programme d�assurances collectives compl�tes et service de t�l�m�decine
  • REER collectif avec cotisation de l�employeur
  • Plusieurs �v�nements organis�s pour les employ�s
  • Programme AMVOQ en sant� - remboursement de frais pour l�activit� physique
  • Travail hybride au bureau et � la maison
  • De beaux locaux en plein c�ur de Lebourgneuf
  • Stationnement et caf� gratuit
  • Une �quipe tr�s attachante

    �a te parle?

    Nous t�invitons � nous envoyer ton curriculum vitae. Il nous fera un grand plaisir de communiquer avec toi !

    Type d'emploi : Temps plein, Permanent

    Avantages :
  • Assurance Dentaire
  • Assurance Invalidit�
  • Assurance Maladie Compl�mentaire
  • Cong�s de Vacances et Compensatoires
  • �v�nements d'Entreprise
  • Horaires flexibles
  • Programme d'Aide aux Employ�s
  • Programmes de Bien-�tre
  • REER Collectif
  • Stationnement sur place
  • Travail � domicile
    Horaire :
  • Du Lundi au Vendredi
  • Quart de jour
    R�mun�ration suppl�mentaire 

    • CFA duties and responsibilities

    A CFA performs various duties and responsibilities in an establishment. Some essential tasks of a CFA include:

    • Evaluating financial risks and preparing financial forecasts for clients
    • Planning cash flows and assessing the financial performance of a client
    • Analyzing investment projects
    • Developing and implementing tools for analyzing financial portfolios
    • Taking part in the financial aspects of contracts and calls
    • Following up on financial projects assigned to financial backers
    • Helping to prepare investment budgets for clients
    • Attending workshops, conferences and on-the-job training sessions on the best practices in financial analysis.

    CFA skills and qualifications

    CFAs must have unique skills and qualifications to succeed in their role, such as:

    • Effective written and verbal communication to explain financial recommendations to clients
    • Keen attention to detail to identify patterns and trends in financial data
    • Strong decision-making skills to convince clients of the right financial decisions
    • Excellent analytical and problem-solving skills to discover creative financial solutions
    • Strong organizational skills
    • Excellent technical skills and the ability to use financial software for data analysis

    CFA experience requirements

    The CFA Institute has strict requirements for candidates to meet, including at least 48 months of work experience in a finance role. Candidates may complete this work experience before, during, or after taking their exams and can choose to work in a wide range of areas such as corporate finance, trading, and economics.

    The CFA requirements also stipulate that at least half of a candidate’s work experience must involve making investment decisions. Other experience requirements, such as experience conducting financial research, depend on the specific needs of your organization.

    CFA education and training requirements

    Look for CFA candidates with a bachelor’s degree or higher academic certification in business administration, economics, commerce, or a related field. You may prefer those with advanced degrees like a master’s degree in business administration (MBA) or finance. A candidate must be a certified charterholder after completing the CFA Institute exams and meeting other requirements set by the professional organization.

    Job description samples for similar positions

    If a CFA isn’t quite what you’re looking for, relevant job description samples that may suit your search include:

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    CFA job description FAQs

    What is the difference between a Chartered Financial Analyst (CFA) and a Certified Professional Accountant (CPA)?

    Mention the most common type of financial reports a candidate will need to prepare and the data they can expect to analyze. Detail the size of the finance department team and what other professionals they’ll work alongside and report to. Excellent candidates want to work in organizations that care about their professional development. Consider including career advancement and learning opportunities that your company offers, like training sessions, conferences, and workshops on financial analysis.

    Job Description Examples

    Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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