What are the responsibilities and job description for the Chartered Financial Analyst position at AppleOne Employment Services?
Are you a CFA who’s ready to move beyond the back office and make a direct impact on strategy, performance, and client outcomes? This is your chance to join a well-established, growing investment-focused organization that values your insights and expertise.
In this role, you won’t just analyze data—you’ll influence decisions, collaborate with leadership, and see the tangible results of your work. If you thrive in a data-driven environment, enjoy connecting market trends to portfolio performance, and want to be part of a team that values precision, accountability, and long-term growth, this is the opportunity for you.
What You’ll Be Doing
What Sets This Role Apart
This isn’t your typical analyst role. You’ll have a seat at the table, working alongside experienced professionals who value collaboration and mentorship. Whether you’re early in your CFA journey or fully chartered, this role offers exposure to higher-level strategy and decision-making.
The organization provides a stable yet growth-oriented environment, with leadership that recognizes and rewards strong financial talent. If you’re looking for a role where your work contributes to real outcomes—not just reports—this is it.
Compensation & Benefits
Opportunities like this don’t stay open long—especially in a market where CFA talent is in high demand. If you’ve been waiting for the right role that combines analytical depth, career growth, and real influence, this is your moment.
Apply Today
If you meet the qualifications and are ready to take the next step in your finance career, apply now. We’re actively reviewing candidates and moving quickly through the interview process.
Don’t miss the chance to step into a role where your expertise is recognized, and your work drives results.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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In this role, you won’t just analyze data—you’ll influence decisions, collaborate with leadership, and see the tangible results of your work. If you thrive in a data-driven environment, enjoy connecting market trends to portfolio performance, and want to be part of a team that values precision, accountability, and long-term growth, this is the opportunity for you.
What You’ll Be Doing
- Analyzing financial data, market trends, and economic conditions to support investment strategies and portfolio decisions.
- Building and maintaining financial models to evaluate investment opportunities and risk exposure.
- Conducting equity, fixed income, and/or alternative investment research.
- Preparing investment memos, reports, and presentations for internal stakeholders and clients.
- Monitoring portfolio performance and recommending adjustments based on market activity.
- Collaborating cross-functionally with leadership, advisors, and operations teams.
- Staying current on market developments, regulatory changes, and industry trends.
- CFA Charterholder or active CFA candidate (Level I, II, or III).
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s preferred but not required).
- 2 years of experience in investment analysis, portfolio management, or financial modeling.
- Strong analytical and quantitative skills with exceptional attention to detail.
- Advanced proficiency in Excel; experience with financial modeling tools is highly preferred.
- Ability to translate complex financial data into clear, actionable insights.
- Strong written and verbal communication skills.
- A proactive mindset with
What Sets This Role Apart
This isn’t your typical analyst role. You’ll have a seat at the table, working alongside experienced professionals who value collaboration and mentorship. Whether you’re early in your CFA journey or fully chartered, this role offers exposure to higher-level strategy and decision-making.
The organization provides a stable yet growth-oriented environment, with leadership that recognizes and rewards strong financial talent. If you’re looking for a role where your work contributes to real outcomes—not just reports—this is it.
Compensation & Benefits
- Competitive base salary (commensurate with experience and CFA level).
- Performance-based bonus opportunities.
- Comprehensive benefits package (medical, dental, vision).
- 401(k) with company match.
- Paid time off and holidays.
- Professional development support, including CFA-related resources.
Opportunities like this don’t stay open long—especially in a market where CFA talent is in high demand. If you’ve been waiting for the right role that combines analytical depth, career growth, and real influence, this is your moment.
Apply Today
If you meet the qualifications and are ready to take the next step in your finance career, apply now. We’re actively reviewing candidates and moving quickly through the interview process.
Don’t miss the chance to step into a role where your expertise is recognized, and your work drives results.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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