CFA Exam Season: The Pathway to Exciting Career Opportunities

At Elevate Partners, we specialise in connecting top-tier CFA talent with leading firms across the financial services industry. Whether you’re a Level I candidate or a newly certified charter holder, the CFA designation opens doors to high-impact roles in investment banking, asset management, private equity, and beyond.

What Career Paths Can the CFA Open?

1. Investment Banking & Corporate Finance

For those looking to break into or advance within investment banking, the CFA credential enhances your financial modelling, valuation, and M&A expertise—key skills for roles such as:
M&A Analyst / Associate
Equity Research Analyst
Corporate Finance Manager

2. Asset & Wealth Management

CFA charter holders are highly sought after in portfolio management, fund selection, and investment strategy. Firms prioritise candidates with strong analytical skills for roles like:
Portfolio Manager
Investment Analyst
Private Wealth Advisor

3. Private Equity & Venture Capital

Private equity firms value CFA professionals for their ability to assess investment opportunities and conduct due diligence. Popular roles include:
Investment Associate / Analyst
Fund Manager
Due Diligence Specialist

4. Risk & Compliance

Risk management is increasingly important in today’s financial landscape. CFA qualifications add weight to roles such as:
Market Risk Analyst
Quantitative Risk Specialist
Regulatory Compliance Advisor

5. ESG & Sustainable Finance

The rise of sustainable investing means more firms are looking for CFA talent with ESG expertise. Roles include:
ESG Investment Analyst
Sustainable Finance Specialist
Impact Investing Manager

6. Real Estate & Infrastructure Investment

For those interested in tangible asset classes, CFA skills are key in:
Real Estate Investment Analyst
Infrastructure Investment Associate

7. Aircraft Leasing & Structured Finance

The CFA’s deep focus on financial analysis is highly applicable to aviation and structured finance roles such as:
Investment Analyst (Aviation Finance)
Financial Modelling & Pricing Specialist

How Elevate Partners Can Help

At Elevate Partners, we work closely with CFA candidates and charter holders to match them with career-defining opportunities. Whether you’re preparing for the exam, awaiting results, or planning your next career move, we can connect you with top-tier employers who recognise the value of the CFA designation.
If you’re interested in exploring new opportunities, get in touch with us today. We have live roles across investment banking, asset management, private equity, risk, and ESG that are looking for CFA-qualified professionals.