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CFA Institute EOE |
A 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 more than 300 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
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Member and Society
- Interactive and External Relationships
- Marketing and Communications
- Finance and Corporate Support
- Information Technology
- Human Resources
- Office of General Counsel
| Education |
Event Specialist
Job responsibilities include:
- Secure CFA test centers at convention centers, hotels, and other large venues in a manner consistent with CFA Institute policy
- Research potential exam sites
- Communicate with potential venues and vendors for the purpose of relaying CFA exam requirements and determining a possible match with the facilities and services provided
- Direct venues as to set up required for the CFA exam and secure all necessary equipment through vendor contracts
- Create and distribute floor plans for exam venues
- Maintain budget requirements at each test center
- Work closely with other Exam Administration staff to coordinate venue information to be relayed to exam supervisors
- Provide assistance with other Exam Administration processes as needed by team members
Position requires:
- College degree preferred with relevant experience in the area of event planning along with demonstrated project management skills in a professional office environment
- General business experience that provides intermediate level Word, Excel, Outlook, and Access skills
- Aptitude for working in various databases
- Problem solving skills
- Attention to detail
- Ability to work independently
- Excellent communication skills
- Experience with computer automated design preferred, but not required
- Some travel required
| Member and Society |
Case Investigator
Job responsibilities include:
- Build on existing research capabilities for the Professional Conduct Program by navigating the Internet and other resources to search for relevant information and make recommendations for enhancements in order to compliment the Professional Conduct Program team
- Investigate alleged violations of the Code of Ethics and Standards of Professional Conduct against members and candidates in the CFA Program in accordance with the Rules of Procedures for Proceedings Related to Professional Conduct
Position requires:
- Bachelor’s degree with experience in a professional office environment
- Excellent written and verbal communication skills
- Strong organizational, planning, and time management skills with the ability to manage multiple priorities in order to meet various deadlines
- Proficiency using advanced Internet search techniques with strong investigatory and analytical skills
- Able to work both creatively and independently
- Knowledge of Adobe Acrobat, MS Office Suite, and experience with Westlaw, Lexis/Nexis, and/or equivalent research sources
Web Communications Coordinator
Job responsibilities include:
- Gather and execute timely additions and revisions to web pages in Documentum as new issues, positions, and publications are addressed
- Collaborate with other departments in order to maintain a current and cohesive web presence for the CFA Institute Centre for Financial Market Integrity (Centre) across the CFA Institute and external websites
- Manage a process ensuring the regular review and updating of the existing 1300+ Centre pages
- Assist with execution of existing and new web-based communications initiatives in order to support Centre staff, volunteer, and member collaboration
- Manage production tasks required to execute the Centre’s monthly “Advocacy Update” to society leaders, members, and other subscribers
- Propose revisions to processes to increase web traffic and readership in response to analysis of tracking
Position requires:
- Bachelor’s degree in a related field preferred
- Proven experience in communications or web production fields
- Superior writing, copyediting, and proofing skills
- Familiarity with web and email content preparation and execution (e.g. use of Documentum, Magnet Mail, etc.)
- Ability to perform multiple tasks under constant deadline pressure
- Basic understanding of the investment industry
- Awareness of, and sensitivity to, cultural differences
- Proficiency in Microsoft Office Suite
Policy Analyst − Financial Reporting
Job responsibilities include:
- Responding to financial reporting proposals and other requests from standard setters through written comment letters, survey responses, round table participation, and other means of communication
- Maintaining and improving relationships with key standard setters, such as the International Accounting Standards Board (IASB) based in London, U.K. and U.S. Financial Accounting Standards Board (FASB) based in Norwalk, CT
- Coordinating the work flow of the Centre’s volunteer advisory group – Corporate Disclosure Policy Council (CDPC)
- Assisting in the Centre’s projects involving capital markets research and development of policy papers
- Representing the policies and positions of CFA Institute to standard setters, regulators, and other market organizations, such as the IASB, FASB, IOSCO, CESR, EFRAG
- Providing education and liaising with other member societies regarding financial reporting and other capital market topics
- Liaising between CFA Institute and XBRL-US and coordinating the work flow of the CFA Institute XBRL Working Group
Position requires:
- Bachelor’s degree, preferably with an emphasis in accounting or finance
- CPA, MBA, or CFA designation preferred
- Demonstrated current experience in financial reporting with a focus on international financial reporting standards (IFRS) and/or U.S. GAAP
- Understanding of financial market issues and regulation
- Strong interpersonal skills
- Strong analytical and logical skills
- Demonstrated oral and written persuasive communication skills
- Detail-oriented
- Both domestic and international travel required
- Position may be based in either Charlottesville, Virginia or New York City
Manager, Ethics Training and Disciplinary Review Committee Liaison
Job responsibilities include:
- Conducting interactive, case-base Ethics Training Program for industry groups and CFA Institute members that educates participants on fundamental ethical responsibilities of investment professionals and/or the provisions of the CFA Institute Code of Ethics and Standards of Professional Conduct
- Developing new material and cases for the Centre’s Ethics Training Program and working with investment and compliance professionals of investment firms that engage CFA Centre to develop customized cases and material unique to each client
- Acting as liaison and staff support to the Disciplinary Review Committee (DRC) and Hearing Panel Pool (HPP)
Position requires:
- Bachelor’s degree with sufficient, substantive, and relevant experience in investment management and securities disciplines
- Demonstrated superior interpersonal communication skills and public speaking skills with the ability to interact with senior level professionals
- Demonstrated critical reasoning skills
- Strong teamwork and leadership skills as the situation requires
- The ability to work with cross-cultural constituencies
- Experience preparing curriculum, structuring teaching modules, and conducting training sessions for professional level participants would be preferred
- Both domestic and international travel required
- PhD, MBA or JD is highly desirable
- Language skills beyond English preferred
| Interactive and External Relationships |
Director, Online Learning Products
Job responsibilities include:
- Direct research and evaluation of new production and delivery technologies, integrate these techniques and technologies as appropriate, and develop new processes as necessary
- Provide instructional design expertise in the creation of online learning products
- Manage the production processes for producing CFA Institute online learning products
- Oversee entry of content into content management systems for websites using content management and database maintenance tools
- Coordinate production outsourcing with vendors
- Develop and track budgets for production
- Beta test new functions and features of production and delivery systems and work with vendors to address problems
Position requires:
- Bachelor’s degree in a related field
- Proven experience designing and developing learning products
- Proven experience managing processes, vendors, resources, and team management
- Experience in project design, scheduling, and management
- Experience in instructional design and working with content experts to develop effective online learning tools
- Knowledge of learning management systems; content management systems; HTML editors and web publishing software; streaming media players; presentation software; graphics software; Internet browsers; video/audio encoding and editing software; and video production equipment
- Experience identifying, evaluating, and implementing technology-based solutions and systems especially related to online learning along with the ability to assess new technologies and implement them as appropriate
- Excellent communication skills including a sensitivity to, and awareness of, international issues
- Ability to adapt to a changing environment
Member Products Coordinator
Job responsibilities include:
- Coordinate the development and production of member products including webcasts, audiocasts, and podcasts through effective collaboration with internal stakeholders
- Maintain a public document of all scheduled tapings and current ideas for future tapings, including analysis of participant feedback and technical comments
- Support member projects by coordinating project logistics, serving as a resource for internal and external stakeholders, tracking usage statistics, monitoring progress and deliverables to ensure deadlines are met, and assisting in the development of the budget and monitoring it on a continuing basis
- Coordinate the workflow of the product cataloging data for the MyCFA learning portal ensuring the quality and integrity of records
Position requires:
- Bachelor’s degree preferred
- Demonstrated project management skills in a professional office environment
- Strong interpersonal skills and mature judgment
- Excellent written and verbal communication skills with strong customer service focus
- Detail oriented with strong analytical and logical skills
- Ability to prioritize and manage multiple projects simultaneously, independently, and according to plan
- Ability to be flexible and work both independently and as a strong team player
- Awareness of, and sensitivity to, cultural differences
- Proficiency in Microsoft Office Suite
Head, Industry Relations
Job responsibilities include:
- Design and implement strategies and tactics to increase recognition and positive acceptance by the investment industry globally of the benefits of CFA Institute products and services, including the CFA Program and lifelong learning
- Interact with CFA Institute member society leaders in key markets to plan and implement activities to develop industry relations in those markets
- Represent CFA Institute personally and systematically to targeted employers, both existing and potential, and other industry constituents
- Coordinate global industry relations strategy across all CFA Institute locations and the member society network
- Contribute industry relations content and expertise to ongoing development of specialized products and/or portal capabilities
Position requires:
- Bachelor’s degree required/Master’s degree or other advanced degree desirable
- CFA designation required
- Five years executive-level experience in the investment industry
- Practical understanding of the investment industry at the executive level
- Thorough knowledge of CFA Institute and its products and services, especially the CFA Program
- Diplomatic skills with a sensitivity to, and awareness of, cultural diversity
- Advanced oral, written, and presentation skills
- Strong organizational and planning skills
| Marketing and Communications |
Head, Public Relations
Job responsibilities include:
- Oversee all aspects of public relations efforts
- Develop and implement public relations strategies to generate coverage in the financial media about CFA Institute and its designations
- Develop and maintain strong relationships with media through one-on-one meetings, press briefings, and implementing strategies
- Serve as spokesperson for organization with media outlets globally
- Manage ongoing relationships with external public relations agencies and integrate in execution of overall public awareness strategy
Position requires:
- Bachelor’s or Master's degree in public relations or communications-related discipline
- Ten years of experience in a public relations environment, a majority of which should have been in a position of management
- Advanced knowledge of public relations strategies
- Strong communication and interpersonal skills
- Demonstrated leadership skills with global experience desired
- Knowledge of financial market issues, securities industry, and capital markets
- Adept at strategic thinking
- Capable of performing at the highest level in a high-pressure environment
- This position may be based out of Charlottesville, VA; New York, NY; London; or Hong Kong
Head, Marketing
Job responsibilities include:
- Develop and implement an integrated marketing strategy for CFA Institute and its key products and initiatives that support the achievement of annual organizational performance milestones and multi-year strategic objectives
- Manage marketing staff to maintain high level of productivity, efficiency, and proficiency
- Evaluate and shift resources based upon business needs for the future
- Ensure department is current in regards 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 as well as vendor management
- Ensure a strong verbal and visual brand presence and consistent messaging in the marketplace
- Responsible for setting direction for advertising agency partner and external vendors/agencies, ensures annual reviews of quality, service, and pricing for all vendors
- Develop recommendations to strategic marketing directors regarding appropriate investment levels and optimal marketing mix to achieve objectives
- Counsel strategic marketing directors on marketing communications strategies and act as intermediary between business units and the marketing team
- 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 the Marketing & Communications Division, including Communications, Client Services, and Public Relations to provide hands on support and project management
- Manage the delivery of brand and product trade advertising and trade show presence
- Monitor and analyze program and vendor performance to ensure progress toward established goals
Position requires:
- Bachelor’s degree in Marketing or other related field
- Five to seven 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 meet internal operations requirements for effective delivery of target marketing processes
- Excellent communications skills
- Advanced knowledge of all areas of Marketing & Communications including communications strategy, creative project management, graphic design, exhibit management, advertising/media buying, eMarketing, etc.
- Advanced writing, editing, and proofreading skills
- Ability to work in matrixed organization
Head, Market Research
Job responsibilities include:
- Plan, budget, design, and implement market research for a variety of different needs to support annual performance milestones and multi-year strategic objectives
- Work closely with marketing personnel in applying market research methodologies to support informed and robust decision-making
- Deploy resources to ensure a solid return on investment and lead to a greater understanding of our clients’ current and future needs
- Independently carry out assigned market research projects for key business units and company-wide marketing activities: planning, contracting outside vendors, directing, collecting, analysis, and reporting
- Design market research questionnaires to best fit business issue needs
- Communicate results of market research to Business Unit and senior management
- Develop and update customer segmentation models and/or geographic (The Americas, EMEA, Asia Pacific) models as required
- Adhere to industry-accepted market research methodologies, best practices, and standards
- Evaluate market research reports within the context of other relevant material (competitor intelligence, forecasting model, secondary information, syndicated reports, and internal information)
- Present market research results, written and orally, and make objective recommendations based on market research, as needed
- Evaluate vendors for market research, matching vendor expertise with the desired need, and negotiate with external vendors for high-quality market research services at a reasonable cost
- Support the integration of separate market research reports into a cohesive understanding of our key markets
Position requires:
- Bachelor’s degree in market research or related field; advanced degree preferred
- Extensive relevant experience, ideally in the finance sector
- Solid analytical/statistical expertise
- Strong project management skills with the ability to handle multiple projects with varying deadlines
- Excellent communications skills
- Ability to work in matrixed organization
- This position may be based out of Charlottesville, VA or New York, NY
Communications Representative
Job responsibilities include:
-
Providing information and guidance to candidates and members proactively
- Handling communications related to CFA charters, charter ceremonies, membership applications, status changes, new members, scholarships, and membership renewals
- Liaising with external work experience reviewers, prospective members, and societies to ensure proper recommendations, approval of membership type, and the award of the CFA Charter
- 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
Position requires:
- Relevant work experience in a professional office environment
- Team oriented
- Excellent customer service
- Solid interpersonal and communication (verbal and written) skills
- Problem solving and multi-tasking abilities
- Strong organizational skills
- Proficiency in MS office suite
- College degree preferred
Client Services Representative
Job responsibilities include:
- Respond to requests regarding a variety of educational offerings, membership requirements, and product orders.
- Acquire in-depth knowledge of CFA Institute products and services while striving for single contact resolution for each customer
- Conduct customer outreach and specialized surveys and inform members of product offerings based upon personal areas of interest
- Exhibit for CFA Institute at trade shows and conferences
- Gather customer intelligence, refunds, sales order processing
- Maintain and enhance departmental Web page
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 possess 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
| Finance and Corporate Support |
Cash and Revenue Analyst
Job responsibilities include:
- Ensuring the accuracy and completeness of revenue recordation and cash collection for all revenue streams at CFA Institute
- Ensuring appropriate liquidity and management of cash and short-term investments
- Developing, testing, and implementing new projects/initiatives in the Revenue and Registration (R&R) and Treasury departments
- Establishing, maintaining, and updating policies, procedures, operational controls, and standards in R&R and Treasury
- Streamlining and reengineering R&R/Treasury departmental processes; assessing and recommending leading-edge technology and services
- Analyzing complex problems and recommending preventive or corrective actions
Position requires:
- Bachelor’s degree in finance, accounting, or related field with 4-6 years of relevant experience required
- Experience in cash management or financial services/banking industry preferred
- Excellent organization, project-, and time-management skills
- Strong written and verbal communications skills
- Intermediate level proficiency in MS Office Suite
- Strong analytical and research skills; accuracy/attention to detail required
Event Services Coordinator
Job responsibilities include:
- Coordinate service and provide comprehensive meeting support for internal and local meetings and events
- Communicate with internal clients on meeting needs and work with external vendors, such as hotel staff, caterers, and event service companies
- Provide effective audio-visual setup and support to facilitate effective meetings
- May assist in presentation, audio and video conferences, and provide other technical support
- Provide business travel-related support for CFA Institute staff, volunteers, and consultants
- Provide effective support and service for projects related to Travel & Event Services initiatives
- Manage project communications, tracking, and implementation using business skills and software
Position requires:
- College degree preferred, with relevant experience in the area of event planning along with demonstrated project management skills in a professional office environment
- Strong service orientation, customer service skills, strong communication skills, and a professional manner are required
- Intermediate to advanced level skills in Microsoft Word, Excel, PowerPoint, and Outlook
- Problem solving skills and attention to detail
- Ability to manage multiple projects, and work independently and in a team-oriented environment
- Strong communication skills, both verbally and in writing
- General business experience that provides intermediate level Word, Excel, Outlook, and Access skills
- Experience with audio-visual and meetings-related technology is desirable
- Knowledge of business travel industry is a plus
- Occasional travel and some evening, early morning, or weekend work may be required
Transaction Processing Associate
Job responsibilities include:
- Input, maintain, and verify data from a variety of source documents to include, but not limited to, registration and enrollment forms, membership applications, and conference registrations
- Record financial transactions, prepare bank deposits, and reconcile discrepancies
- Prepare daily batch reconciliation reports in order to verify that all cash and non-cash transactions are balanced
- Receive and respond to customer inquiries
Position requires:
- High school diploma with a minimum of two years of clerical/data entry experience in a professional office environment
- Willingness to work flexible hours, including some weekends and evenings
- Intermediate level proficiency in MS Office Suite
- Ability to work in a highly team-oriented environment
- Extreme attention to detail while handling multiple projects simultaneously
- Strong problem resolution and troubleshooting skills
- Accounts receivable experience preferred
Internal Auditor
Job responsibilities include:
- Perform audit work as assigned by the Director, Internal Audit
- Conduct meetings to discuss audit results
- Document results of the audit in workpapers and reports in accordance with professional standards
- Perform special projects as assigned by the Director, Internal Audit
- Maintain and broaden knowledge-base in auditing, accounting, finance, economics, information technology, and capital markets
- Will work within an environment undergoing a new systems implementation (Siebel)
Position requires:
- Bachelor’s degree in accounting, business administration, or finance, with coursework in auditing
- Professional experience in internal auditing, external auditing, or management consulting, preferably in the financial services industry
- Must have an understanding of International Standards for the Professional Practice of Internal Audit and/or Sarbanes-Oxley Act and its implementation
- Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) required; Certified Information Systems Auditor (CISA) strongly preferred
| Information Technology |
Helpdesk Technician
Job responsibilities include:
- Performing analysis, diagnosis, and resolution of complex desktop problems for end users, and recommending and implementing corrective solutions, including off-site repair for remote users as needed
- Installing, configuring, testing, maintaining, monitoring, and troubleshooting end-user workstations and related hardware and software in order to deliver required desktop service levels
- Assessing the need for, and implementing, performance upgrades to PCs, including the replacement of computers, CPUs, NIC cards, hard drives, RAM, CD-ROMs, etc.
- Resolving issues with associated end-user workstation software products
- Developing and maintaining an inventory of computers, monitors, hard drives, modems, network cards, and other components and equipment
- Assisting in developing strategies and capacity planning for meeting future computing hardware needs
Position requires:
- Associate’s degree in Information Systems or related field or three years equivalent work experience
- Advanced technical knowledge of PC internal components and desktop hardware
- Working technical knowledge of current protocols, operating systems, and standards
- Ability to read and understand technical manuals, procedural documentation, and OEM guides
- Strong communication skills (written and verbal) and customer-service orientation
- Certification in field such as COMPTIA A+, Network+, Microsoft Certified Professional, Microsoft Certified Desktop Service Technician desirable
- Ability to lift 40 pounds
Portal Web Developer
Job responsibilities include:
- Subject matter expert in the business application of web portal and related technologies (content management, document management, portal strategy) using EMC Documentum
- Liaison between technical team and customers to translate business needs into technical requirements
- Identify / define / establish development standards and documentation (coding, testing, migration, etc)
- Research and resolve technical issues
- Instruct technical and business resources in use of web portal software and related technologies
- Perform installation, upgrades, development and testing of CMS/Portal software components
Position requires:
- Strong analytical and problem solving ability
- Excellent verbal, organizational, and documentation abilities
- Ability to learn quickly and an eagerness to learn
- Knowledge and experience in broad technical areas like web hosting, networking, system monitoring and management, security, and storage.
- Excellent understanding of the HTTP protocol and performance related to front-end rendering decisions.
- Understanding of SEO, SEM, and online marketing techniques
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Knowledge/proficiency in the following:
- Use case / functional requirements analysis
- Apache Web Server – or- Microsoft administration
- Application design
- Application development
- HTML
- JavaScript
- SQL query language
- XML/XSLT
Systems Analyst
Job responsibilities include:
- Analyzing, configuring and implementing functionality in Siebel Systems software
- Writing and troubleshooting data conversion jobs for Siebel software
- Report generation from both transactional and data warehouses using Siebel Analytics
- Designing and developing object oriented web, database, and client applications that support all aspects of the business
- 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
- Demonstrated proficiency with SQL 2000, VB6, ASP/ASP.NET, VB.NET, JavaScript and Crystal Reports preferred
- Experience with Siebel Systems software strongly preferred
- Strong oral and written communications skills
Quality Assurance Analyst
Job responsibilities include:
- Testing existing and new applications
- Facilitating all levels of QA activities
- Reviewing project documentation
- Interfacing with IT staff and end users
- Testing and reporting issues to ensure IT deliverables meet business needs and requirements
- Maintaining the software/hardware testing environment
Position requires:
- Bachelor’s degree in Computer Science or related field preferred
- Detail oriented and organized with the ability to effectively manage multiple tasks
- Experience testing, documenting problems and using software life cycle
- Team-oriented
- Strong interpersonal and communication skills
- Self-sufficient
- Analytical and problem solving capabilities
- Automated testing experience (Rational preferred)
- Siebel, SQL, CMM, and SPI experience are pluses
| Human Resources |
There are currently no positions available in our Human Resources Division.
| Office of General Counsel |
Associate General Counsel
Job responsibilities include:
- Provide legal services to CFA Institute, both domestically and internationally
- Provide advice and management on contracting, privacy, and litigation
- Review, manage, and advise with respect to the global intellectual property portfolio, including trademarks and copyrights
- Work with exam administration staff to protect and enforce copyright in the CFA program materials
- Negotiate, draft, and interpret commercial contracts for all business units
- Counsel management and member societies on business practices and policies with respect to human resources, corporate governance, and privacy issues
Position requires:
- Juris Doctor degree from an ABA-accredited law school and membership in a State Bar (preferably Virginia)
- Proven legal experience in the areas of intellectual property, privacy, general corporate, and non-profit association
- Excellent oral and written communication skills
- Strong legal and Internet research skills
- Strong business judgment skills
- Interest in business