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CFA Institute |
The global membership organization that awards the CFA and CIPM designations, CFA Institute leads the investment industry globally by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.
The CFA Institute staff consists of nearly 400 employees. Continued growth in CFA Institute membership and the CFA and CIPM Programs has led to corresponding opportunities for qualified professionals who wish to be part of this dynamic and growing organization.
We have job opportunities in the following offices:
Please note, certain positions at CFA Institute may be precluded from participation in the CFA Program and/or the CIPM Program.
CFA Institute offers a competitive salary and superior benefits package including medical, dental, 401(k), bank of days, paid holidays, educational assistance, in-house training and educational opportunities, wellness reimbursement, International Rotation Assignment Program, on-site cafe, free on-site parking, and more.
View openings by division:
- Education
- Stakeholder Services, Marketing, and Communications
- Interactive and External Relationships
- Finance and Corporate Support
- Information Technology
- Human Resources
- Office of General Counsel
| Education |
There are currently no positions available in our Education Division.
| Stakeholder Services, Marketing, and Communications |
Head, Marketing and Brand Management
Job responsibilities include:
- Manage Marketing Communications staff to maintain a high level of productivity, efficiency and proficiency; evaluate and shift resources based upon business needs for the future; ensure department is current in regard to technology to advance program capabilities and improve program efficiencies
- Oversee the development, implementation and ongoing management of day-to-day marketing and communications efforts
- Ensure a strong verbal and visual brand presence and messaging in the marketplace consistent with brand image
- Responsible for setting direction for external marketing vendors/agencies, ensure annual reviews of quality, service and pricing for marketing vendors
- Counsel other CFA Institute Divisions on marketing strategies and framework and builds productive partnerships with them
- Manage the production of all marketing collateral, including concept development, design, content, budget, vendor selection, production and distribution
- Interact with all levels and functional areas of Marketing & Communications Division, including strategic marketing, customer service, Web Services, and Public Relations to provide hands on support and project management
- Oversee trade show presence selection, and sponsorship opportunities with CFA Institute
- Monitor and analyze marketing program performance to ensure progress toward established goals
Position requires:
- Bachelor’s degree in Marketing or other related field with min 8-10 years related experience
- Strong knowledge of marketing, project management and production coordination
- Proven experience managing multiple projects and coordinating production/creation of marketing assets
- Demonstrated ability to design and implement cross-functional processes to meeting internal operations requirements for effective delivery of target marketing processes
- Excellent communications skills and the ability to multi-task
- Advanced knowledge of all areas of Marketing/Communications including communications strategy, creative project management, graphic design, exhibit management, advertising/media buying, public relations, eMarketing, etc
- Advanced writing, editing and proofreading skills
- Ability to work in a matrixed organization
Client Services Representative
Job responsibilities include:
- Responding to requests regarding a variety of educational offerings, membership requirements, and product orders
- Acquiring in-depth knowledge of CFA Institute products and services while striving for single contact resolution for each customer
- Conducting customer outreach and specialized surveys and informing members of product offerings based upon personal areas of interest
- Exhibiting for CFA Institute at trade shows and conferences
- Gathering customer intelligence, refunds, sales order processing
- Maintaining and enhancing departmental webpage
Position requires:
- Bachelor's degree or commensurate customer service work experience demonstrating the ability to handle customers with poise, professionalism, and a positive attitude
- Client focused with the ability to work well under pressure and exceptional listening skills
- Detail oriented with good problem solving skills and a commitment to quality
- Excellent written and oral communication skills
- Strong time management skills
- Team oriented with a sensitivity to, and awareness of, cultural differences
- Flexible with and adaptable to change and multiple demands
- Proficiency with PCs is required
| Interactive and External Relationships |
Director, Social Media Solutions
Job responsibilities include:
- Spearhead and implement organizational social media strategy to ensure unity and integration of social networking activity/approach across the organization
- Monitor community participation and behavior to capture data and, in association with market research, interpret efficacy of existing tactics
- Conduct extensive and ongoing market research on social networking and virtual community trends, behavior, products, and sites
- Direct the evaluation and appropriate application of social networking/community tools for the candidate and member My CFA experience
- Define appropriate and efficient workflows/tactics for content specialists to source peer-recommended content through various social tools to populate My CFA catalog
- Serve as resident expert and liaison with other divisions to assist them in utilizing these media appropriately and effectively
Position requires:
- Bachelor’s degree and at least five years of relevant experience
- Proven interest and experience with a variety of social networking sites and products and a thorough understanding of technical, organizational, legal, and client/user implications
- Familiarity with and passion for social networking capabilities, benefits/pitfalls, advantages/disadvantages, both personally and professionally
- Extensive knowledge of MS Word, Excel, and PowerPoint and popular social networking/media sites such as Facebook, Twitter, Wikipedia, LinkedIn, YouTube, etc.
- Experience leading cultural transformations and acceptance of new technologies and collaborative processes
- Self-starter with the ability to exhibit creativity and initiative
- Ability to interact with professionals and strong team orientation
- Strong interpersonal skills and mature judgment
- Attention to detail with strong analytical and logical skills
- Demonstrated oral and written persuasive communication skills
- Sensitivity to, and awareness of, cultural differences
- Project management skills a plus
| Finance and Corporate Support |
There are currently no positions available in our Finance and Corporate Support Division.
| Information Technology |
Systems Analyst − MS Dynamics GP
Job responsibilities include:
- Analyzing, configuring and implementing new functionality in the Microsoft Great Plains accounting software
- Troubleshooting the current accounting software
- Converting the Great Plains Software to version 10
- Supporting report generation tools
- Improving the data interfaces between Siebel and Great Plains
- Applying strong requirements analysis and software engineering practices to solve complex, mission critical business problems
Position requires:
- BS in information technology, computer science, or related major or equivalent
- Experience with Microsoft Great Plains and Solver XL Reporter required
- Demonstrated proficiency with SQL 2005, VB6, ASP/ASP.NET, and VB.NET preferred
- Understanding of basic accounting transaction flows
- Strong oral and written communications skills
- Team player with initiative and ambition
- Self-starter to be the resident expert on the accounting systems
| Human Resources |
Executive Assistant
Job responsibilities include:
- Providing support and data research capabilities to the Managing Director and to the Human Resources Department in the areas of compensation, benefits, training, recruiting, and administration
- Managing performance review process during various stages throughout cycle with managers and employees
- Composing written communications
- Assisting with benefits enrollment
- Scheduling appointments/interviews
- Tracking training sessions and assisting with the assembly of training materials
- Answering telephone calls, copying, faxing, and filing documents
- Processing invoices, arranging travel plans, keeping calendars up to date
- Preparing PowerPoint presentations
- Updating and maintaining the HRIS and staff directory
Position requires:
- Bachelor’s degree preferred with related experience in a professional office environment
- Detail oriented with strong analytical skills
- Organizational and time management skills
- Customer focused with solid problem solving and proofreading skills
- Excellent communication skills both oral and written
- Ability to manage multiple priorities in order to meet various deadlines
- Must be able to work both collaboratively and independently as the situation requires
- Sensitive to cultural differences and comfortable working with individuals at all levels within and outside the organization
- Advanced Microsoft Word, Excel, Outlook, and PowerPoint required
- Report writing skills preferred
- SharePoint experience a plus
| Office of General Counsel |
There are currently no positions available in our Office of General Counsel.