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CFA Careers: Options for CFA Charterholders

According to CFA Institute, the CFA charter provides you with a strong foundation for a variety of career choices in the investment profession. It opens up opportunities in various areas such as portfolio management, investment research, advisory services, and investment banking careers.

Current CFA charterholders hold these types of job positions:

Portfolio Manager 21.7%
Research Analyst 14.5%
Chief Executive 7.0%
Consultant 5.4%
Relationship Manager, Sales+Marketing 4.6%
Risk Manager 4.2%
Financial Adviser 4.1%
Corporate Financial Analyst 4.0%
Investment Banking Analyst 3.8%


CFA member careers are broken down as follows:

Investment Companies/Mutual Funds 25%
Broker Dealers 16%
Private Client Wealth Manager/Advisor 11%
Banks 7%
Hedge Funds 6%
Insurance Companies 4%
Pensions and Foundations 2%
within Research Firms, Governments, Universities and Consulting Firms 29%


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