Which jobs are open to CFA candidates
                     Which jobs 
are open to 
CFA 
cFinoaminnalEdducatiiodn ates 
PORTFOLIO 
MANAGER
What Is a Portfolio Manager?
Investment decision-makers are Portfolio 
managers. The advice and implement investment 
strategies and processes to meet client 
constraints and goals, manage and construct 
portfolios, and make decisions on what and when 
to sell and buy investments.
How to Become a Portfolio 
Manager
Portfolio management is a main topic in the CFA Program curriculum, so the “portfolio manager” 
is one of the most common roles for CFA charterholders. Also, a portfolio manager is typically not 
an entry-level position, some of the portfolio manager job roles begin at the associate level (with 
only a few years of related experience required) and research analysis and contribute to the 
investment decision-making process. At the mid-senior level, portfolio manager roles also involve 
directing a larger portfolio of assets or a team of investment professionals.   Most private wealth 
management firms employ portfolio managers who provide support or work directly with 
individual clients for client-facing advisors. The portfolio manager tracks you to management 
positions with important responsibilities, such as a head of portfolio management or managing 
director. Senior portfolio managers also report directly to a chief investment officer, which makes 
it a potential career path to an executive position in an organization, whether as a chief 
investment officer or a similar executive function for the investment process with higher-level 
responsibility.
CHIEF EXECUTIVE
The highest-ranking administrator in a company is the chief executive officer (CEO). Broadly 
speaking, a chief executive officer’s primary responsibilities include resources of a company, 
managing the overall operations and making major corporate decisions, and standing as the main 
point of communication between the boards and corporate operations. In most cases, the chief 
executive officer serves as the public face of the company. The CEO is elected by the shareholders 
and its board. They report to the chair and the board, who are appointed by shareholders. 
What CEOs Actually Do
A chief executive officer‘s role varies from one company to another depending on the company's 
culture, size, and corporate structure. In big corporations, they only typically deal only with very high-
level strategic decisions and those who direct the company's overall growth. For example, CEOs may 
work on strategy culture, strategy, and organization. Especially, they may look at how to build teams 
to succeed and how capital is allocated across the firm.
RESEARCH ANALYST 
What Are Research Analysts?
Inside the investment industry, there are two main research analyst roles: equity analysts 
and credit analysts. The focus of both roles is to collect data about investable companies, 
build earnings models, and analyze the material to conduct valuations culminating in 
recommendations to portfolio managers and clients via presentations and evaluation 
reports. Credit analysts focus on default risk and analyzing bonds, while equity analysts 
assess management performance or investment performance. Both equity and credit 
analysis are also relevant for financial analysts. Research analysts and Financial analysts are 
different because research analysts tend to be involved in a main, more interpretation 
process and investigative data collection, while financial analysts are more likely to make 
investments using the data they analyze. 
CONSULTANT
What Is an Investment Consultant?
Investment consultants guide their clients, which can 
include asset trustees, owners, and fund managers, on 
which asset classes, funds, and countries to invest in as a 
part of the investment and portfolio construction process 
and asset allocation strategy. Additionally, investment 
consultants also advise on researching investment 
managers, manager selection, and coordinating the 
selection process. Their work is largely centered around 
the clients and often results in long-lasting relationships. 
They help their clients to reach their financial goals, 
whether that goal is to maintain portfolios or develop an 
investment strategy for an individual or a large 
corporation.
CORPORATE FINANCIAL ANALYST
Corporate finance analysts are the driving force behind a company’s goal to maximize shareholder 
value. They are specialized in the finance division within a company in the areas of financing, capital 
structuring, and investment decisions.
In this job, you will report to our Director of Finance. Corporate finance analysts will be responsible for
identifying internal organic performance improvement opportunities and analyzing key business 
performance metrics. In addition, you will also work with the Director of Finance to assess the 
balance sheet to see the best plan of action for capital structuring (e.g raising debt/equity and 
refinancing) and investment decisions. Someone with the ability to turn numbers into insights and 
strong financial acumen will be a vital team member expected to help maximize shareholder value.
Final thoughts
There are various complex and delicate abilities required for accountants at the CFA 
level, that when grown appropriately, can assist with setting the establishment for a 
fruitful profession. You can lay the basis for a productive CFA career with the right 
assets, yet more significantly, the drive to better your range of abilities.
Finominal Education CFA Exam Review offers an intuitive user experience, along with 
new content and top instructors. Use Finominal Education to help prepare you for a 
rewarding and successful CFA accounting career.
Finominal Education is the best launchpad to gain financial expertise. Our well-
versed faculties provide the CFA aspirants with a healthy and competitive 
environment and strive to impart knowledge to gain productive results.