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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
- Strategic Products and Technology Division
- CFA Institute Centre for Financial Market Integrity
- Finance and Corporate Support
- Human Resources
- Office of General Counsel
| Education |
Administrative Assistant – Professional Education Content
Job responsibilities:
- Provide administrative support including researching and arranging travel, maintaining calendars and contact lists, processing expense reports, coordinating meetings, and tracking departmental activity for our content area specialists in our Charlottesville and New York offices
- Support department by liaising with other areas within the product group and with regional offices
- Coordinate Private Wealth Management Newsletter by communicating with external authors and publications group, and providing light editorial support
- Coordinate and support bi-monthly Private Wealth Management Society Leader calls by maintaining a database of participants, providing call materials and scheduling information in advance of each call, monitoring calls for technical issues, and assisting participants with the current web conferencing program
- Support investor education initiatives by liaising with other departments and external constituents, as necessary
- Provide additional support on special projects as needed
Position requires:
- Bachelor’s degree or an appropriate combination of education and professional experience
- Proficiency with Microsoft Office products, knowledge of Adobe Acrobat, some familiarity with web researching activities
- Awareness of, and sensitivity to, cultural differences
- Excellent planning, organizational, problem solving, and time management skills
- Attention to detail and the ability to handle multiple projects simultaneously
- Ability to work independently with minimal supervision while concurrently flourishing in a team-oriented environment
- Excellent verbal and written communication skills
Director, Examination Development
Job summary:
The Director, Examination Development is accountable for organizing and managing all activities of the examination development and review processes for various levels of CFA exams, but with a focus on the essay portion of Level III. The primary purpose of the position is to deliver complete examinations, comprising questions that are valid and reliable tests of whether candidates have adequately mastered the knowledge, skills, and abilities targeted by the curriculum readings. The position focuses on managing the relationships with the Council of Examiners (COE), CFA exam team, consultants, and external reviewers to write, develop, and review the CFA examination questions. The position offers the opportunity to be part of a diverse team of investment professionals and work on a variety of CFA exam-related activities.
Job responsibilities:
- Organize and manage the writing, reviewing, assembling, and delivering of the CFA examinations with a focus on the essay portion of Level III
- Write, review, and revise examination questions and answers
- Manage the planning of examination content and structure
- Direct and provide guidance to the team on various projects and initiatives
- Oversee the COE, exam writing team, and content reviewers
- Recruit and train COE, exam writing team, and topic area expert reviewers
- Work with psychometric consultants to review and analyze exam and standard-setting results
- Represent CFA Institute and the CFA Program to external groups, including societies, candidates, employers, and prep course providers
Job requirements:
- CFA charterholder
- Bachelor’s degree, preferably with an emphasis in investments; Master’s degree highly desirable
- Relevant work experience in an investment or academic setting
- Work experience as an educator at the university or college level, or as an investment professional that reflects concrete achievements and advancements
- Broad and in-depth familiarity with both theoretical and applied investment literature
- Demonstrate strong organizational and project management skills
- Demonstrate intellectual curiosity and proven interest in keeping up with new developments in investment practice and theory
- Possess knowledge of self study and distance learning methodology and certification testing
- Ability to perform statistical analyses
- Demonstrate knowledge of psychometrics
- Ability to communicate clearly and concisely, both orally and in writing
- Ability to lead and work effectively and collaboratively with outside consultants and internal staff
- Ability to assume a variety of key roles as a member of the examination development team
- Demonstrate exceptional care and diligence with respect to process and product details
- Ability to handle multiple priorities and deadlines
- Ability to function effectively in a security-conscious environment
Director, Ethics and Professional Standards
Job summary:
The Director, Ethics and Professional Standards is responsible for creating, sourcing, and developing educational content for CFA Institute members and serious investment professionals in the area of ethics and professional standards. The position focuses on developing educational opportunities beyond the generalist nature of the CFA program for members, societies, employers, and university partners. This position will be located in either Charlottesville, VA or New York City.
Job responsibilities include:
- Develop ethics-related educational content (e.g., case studies, online learning courses) targeted toward members, employers, societies, and university partners working collaboratively with stakeholders within and outside CFA Institute
- Support the Lifelong Learning Strategy in developing educational content in the area of ethics and professional standards
- Evaluate, vet, and develop (if indicated) educational content for the CFA Program curriculum, My CFA portal, and Approved-Provider Program
- Interface with executive education clients seeking customized training material
- Develop and train a network of investment professionals to provide on-site ethics training
- Collaborate with colleagues and members in supporting public awareness initiatives to include increasing brand awareness and establishing CFA Institute as the “go to” resource in the area of ethics and professional standards
Job requirements include:
- CFA charterholder strongly preferred
- Master’s degree or comparable degree/designation in a related field
- Proven investment industry experience
- Demonstrated expertise in ethics and professional standards, such as service in a highly valued compliance role
- Superior communication skills (written, verbal, and presentation)
- Team oriented with the ability to collaborate with others in a matrix organization
- Ability to manage multiple projects successfully within various time frames
- Sensitivity to and appreciation for cultural differences
- Teaching or training experience strongly preferred
- Up to 25% travel
| Stakeholder Services, Marketing, and Communications |
Project Administrator
Job summary:
This position provides high level administrative support to the
head of Industry Relations (HIR), director of Industry Relations (DIR),
and the director of Society Strategy & Design. The position also
manages the day-to-day administration of the Industry Relations and
Society Strategy & Design departments, coordinates intra- and
inter-departmental communications, and provides project support.
Job responsibilities include:
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Administrative support including, but not limited to: preparing and composing written communications; developing presentations and reports; prioritizing projects and activities; preparing travel arrangements/itineraries; coordinating and scheduling meetings (internally and externally as required); and processing invoices and expense reimbursements
- Data collection, entry, and analysis: accumulate, enter, and summarize data from various sources including member societies, internal business units, and external parties related to departmental projects and activities in the most efficient manner possible
- Records maintenance and administration
- Project coordination and support
- Serve as internal and external liaison
Position requires:
- College degree preferred with proven relevant experience in a service-oriented environment
- Ability to handle multiple projects simultaneously
- Advanced verbal and written communication skills
- Excellent planning, organizational, problem solving, and time management skills
- Confidentiality a must
- Strong proofreading skills and strong attention to detail
- Excellent phone manners with a professional and diplomatic demeanor
- Self-starting attitude and ability to work independently with minimal supervision, while concurrently flourishing in a team-oriented environment
- Proficiency in Microsoft Office Suite, database systems (Siebel), and the internet
- Occasional travel may be required
- Willingness to work flexible hours, including some weekends and evenings
Special Investigator, Senior − Industry Matters
Job summary:
The Special Investigator, Senior − Industry Matters conducts thorough, careful, confidential investigations of industry-related conduct involving possible violations of the CFA Institute Code of Ethics and Standards of Professional Conduct by investment professionals working in a variety of positions and capacities, in various countries and cultures, and in various regulatory and investment environments around the world.
Job responsibilities include:
- Carefully evaluating information and making sound determinations and well-reasoned recommendations regarding whether to initiate investigations based on self-disclosures, complaints, and publicly available information suggesting possible misconduct by individuals under the Professional Conduct Program’s purview
- Understanding and analyzing the technical aspects and characteristics of various investment strategies, vehicles, and markets, and applying that knowledge to the Professional Conduct Program’s investigations of possible misconduct
- Communicating with CFA charterholders, members, and candidates under investigation, their attorneys, employers and representatives, clients and their counsel, regulators and criminal authorities, and others in a highly effective, competent, and professional manner
- Conducting interviews of, and identifying and requesting relevant information from individuals who are under investigation by regulators and criminal authorities; potential witnesses; current and former employers; and complaining clients and third parties
- Gathering and analyzing documents and other public information, including: legal and regulatory filings, briefs, depositions, and decisions; filings and financial statements obtained from a wide variety of sources
- Presenting investigative findings and recommendations, orally and in writing, in an organized, concise, and effective manner. Thoroughness, accuracy, and attention to detail are essential
- Performing frequent, regular surveillance in a variety of global media (financial news outlets, regulatory websites, etc.) to identify relevant issues and possible cases involving CFA Institute charterholders, members, and candidates
- Assisting in special projects such as analyzing and reporting on statistical trends in violations and enforcement, and the detection and prevention of unethical conduct, and external outreach efforts to increase the visibility and reputation of the program
- The Special Investigator also may be called upon to assist in the investigation of examination-related misconduct
Position requires:
- A bachelor’s degree, preferably in finance, business, economics, or accounting
- A law degree with experience in securities litigation; OR a CFA Charter with analytical experience as a practitioner; OR equivalent educational and work experience
- At least five years of recent, relevant experience in the financial industry
- Strong research and analytical skills; ability to analyze the technical aspects and characteristics of various investment strategies, vehicles, and markets; substantial knowledge of the securities markets and regulations; and an interest in, and commitment to, fostering professional ethics
- An understanding of the CFA Institute Code of Ethics and Standards of Professional Conduct and the ability to proficiently interpret and apply the requirements of the Code and Standards to specific factual situations
- Strong oral and written communication skills and technical capabilities
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
| Strategic Products and Technology |
Business Analyst
Job summary:
The Business Analyst serves as liaison between stakeholders and software developers in order to elicit, analyze, communicate, and validate requirements for changes to business processes, policies, and information systems. The position is responsible for translating directions, needs, and processes into functional requirements for individual projects.
Job responsibilities include:
- Gather and develop functional requirements to provide solutions and changes to business processes, policies, and information systems
- Facilitate user workshops to define requirements, which includes process flows, detailed business requirements, and mock-ups
- Facilitate/coordinate issues with user population and developer communities
- Assist in the definition and scoping of project(s)
- Define, manage, and execute the UAT
- Assist on execution of the training plan
- Create release notes and lead the cycle (publish, present, revise, and sign off)
- Consult on execution of post-production support plan
- Conduct project close-out to include presentation of findings to various groups
Position requires:
- Bachelor's degree in a related field or equivalent work experience
- Siebel experience with two full project life cycles
- Team orientation with excellent verbal, written, and presentation skills
- Proven experience developing requirements documents
- In-depth understanding of software development cycle
- Proficiency in Microsoft Project and Microsoft Visio
| CFA Institute Centre for Financial Market Integrity |
There are currently no positions available in the CFA Institute Centre for Financial Market Integrity.
| Finance and Corporate Support |
Global Accounting Analyst
Job summary
The Global Accounting Analyst will support the Finance and Accounting department’s global focus. Strategic duties include leading the IFRS implementation effort; assisting in the global financial and managerial reporting process; and identifying best practices which promote a coordinated and comprehensive transactional process flow among all business sectors.
Job responsibilities include:
- Identifying and implementing strategies which improve the department’s financial services to global stakeholders and members
- Researching and analyzing the impact of IFRS on CFA Institute, leading related implementation efforts, and providing ongoing support
- Assisting with audited financial statement preparation, including the implementation of the codification initiative. Responsible for ensuring that company financial records are maintained in compliance with company policies and applicable GAAP
- Providing timely technical support and guidance on all significant accounting issues and corporate transactions to management, and ensuring business transactions continue to be in accordance with applicable GAAP
- Researching and analyzing new and upcoming accounting standards (including leasehold accounting), and preparing high-quality technical memoranda to support accounting treatment
- Transforming the department’s policy manual into a global policy manual, incorporating all new accounting standards
- Planning and managing other accounting/reporting initiatives, assisting with multi-currency and other special projects, and performing month-end accounting responsibilities
Position requires:
-
Related Bachelor’s degree required
- MBA preferred or an equivalent combination of education and experience
- CPA required
- Minimum of five years of public or private industry accounting experience with a multinational business organization
- Demonstrated ability to form, lead, and develop high-performing teams and to work collaboratively across departmental functions
- Superior analytical, written, and verbal communication skills. Excellent interpersonal skills and professionalism
- Comprehensive knowledge of U.S. GAAP, SEC reporting requirements, financial reporting, and current accounting issues and trends
- Additional knowledge/familiarity with IFRS a plus
- Strong accounting research skills, project management skills, and presentation skills
- Must be fluent in English; second language is a plus
| Human Resources |
There are currently no positions available in our Human Resources Division.
| Office of General Counsel |
There are currently no positions available in our Office of General Counsel.