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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
- CFA Institute Centre for Financial Market Integrity
- Finance and Corporate Support
- Information Technology
- Human Resources
- Office of General Counsel
| Education |
Administrative Assistant, Exam Administration and Security (EAS)
Job responsibilities include:
- Provide administrative support to Exam Administration management and assist with projects
- Answer phone calls and assist callers; copy, fax, and file documents; process incoming and outgoing mail
- Act as staff liaison to other departments for efficient communications
- Assist with file storage and record keeping, both physical and electronic
- Manage online files and online content for Exam Administration department
- Assist with processing invoices and expense reports
- Coordinate staff travel arrangements, staff meetings, and conference calls
Position requires:
- Bachelor’s degree preferred with relevant experience in a professional office environment
- Willingness to work flexible hours, including some weekends and evenings
- Demonstrated ability to handle multiple projects simultaneously
- Ability to work efficiently in a security-conscious environment
- Proficiency in Microsoft Office 2007 Suite
- Advanced verbal and written communication skills
- Ability to work in a highly team-oriented and culturally diverse environment
| Stakeholder Services, Marketing, and Communications |
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
Web Designer
Job summary:
Supports the CFA Institute brand, primarily through our website, but also through marketing and advertising materials in a variety of media.
Job responsibilities include:
- Support online marketing initiatives through creative design in a variety of media − including e-mail, banner ads, newsletters, etc.
- Responsible for design and production support on current site as well as new web initiatives
- Work closely with the art director to ensure designs comply with branding guidelines and meet high quality standards
- Handle creative projects from conception to completion by ensuring continued communications with internal teams, delivering progress updates, providing quality assurance on creative deliverables, obtaining necessary approvals during all phases of design projects, and producing finalized artwork for various groups within the organization
- Keep apprised of current design trends and methodologies, and recommend new concepts and design approaches to both clients and the marketing team
Position requires:
- Bachelor's degree in Web/Graphic Design or BFA in accredited art or design school
- At least three years of work experience in web graphic arts
- Knowledge of user interface principles and an ability to optimize loading time and navigation speed
- Experience with Adobe Photoshop and Illustrator, Dreamweaver, Flash, MS Office, HTML, XHTML, CSS and related specifications
- Native HTML coding ability
- Experience using Documentum or SharePoint content management systems preferred
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
| Interactive and External Relationships |
There are currently no positions available in our Interactive and External Relationships Division.
| CFA Institute Centre for Financial Market Integrity |
Communications Specialist
Job Summary
Editor and production coordinator for the publication of financial and member related research reports, standards booklets, periodical articles, newsletters, training materials, PowerPoint presentations, fact sheets, and other printed and electronic materials for general distribution to CFA Institute constituents.
Job responsibilities include:
- Gathering and editing content for the aforementioned publications and mediums, and contributing to the overall creativity of copy and appearance
- Writing original materials, such as op-ed pieces, advertorials for CFA Magazine, Professional Investor, and other outside publications and working with business owners to produce original copy to be used in communications
- Acting as central clearinghouse by appropriately disseminating information internally and externally and assisting in the department’s day-to-day communications efforts
- Providing production and project management to ensure consistent content, quality products, timely scheduling, productive vendor relationships, and adequate progress reports are given to individuals, departments, and senior leadership
- Collaborating with department staff on creation and repurposing of content to develop materials for use by staff or society leaders in delivering webcasts and live presentations such as PowerPoint slides, talking points, handout materials, and speeches
Position requires:
- Bachelor’s degree in English, communications, journalism, or related field
- Three years of experience in the communications or publishing field
- Project or production management experience
- Native English communication skills, both verbal and written
- Knowledge and experience in communications, including strategy, e-mail, direct mail, exhibits, etc.
- Experience working in a membership and/or non-profit organization preferred
| Finance and Corporate Support |
Director, Procurement
Job Summary:
The Director of Procurement will oversee an annual spend of over US$100 million encompassing multiple international offices. The incumbent will develop, implement, and maintain a global procurement strategy. This individual will be directly responsible for strategic sourcing, the requirements process, the request for proposal (RFP) process, and purchasing.
Job responsibilities include:
Responsible for the establishment of a new and innovative global procurement strategy. The position will re-engineer the purchasing organization into a global business unit that focuses on strategic procurement management as well as seamless tactical organization across the business.
- Responsible for requirements process and systems including planning, system development, process management, performance metrics/dashboard, including achieving annual reduction targets
- Responsible for the development of policies, procedures, and objectives for the procurement of goods and services for the organization and will oversee purchasing programs and processes, and ensure adherence to approved cost, quality, and delivery standards
- Responsible for the RFP process, and negotiations and contracts with vendors. The position will create a supplier of choice within the company that includes: low cost, short order cycle times, superior customer service, and creation of a flexible supply base and organization
- Provide leadership across purchasing and build upon the vision and strategy for the business while ensuring smooth collaboration with no process discontinuity between supply and demand
Position requires:
- A related bachelor’s degree. MBA degree preferred
- Ten years of relevant experience and a track record of innovation and expertise in global supply chain including solid experience in planning and scheduling
- In-depth experience leading all parts of the supply chain including strategic purchasing, tactical purchasing and global management, demand planning/scheduling, and logistics
- Demonstrated world-class skills and leadership in a senior supply chain/purchasing role including international experience in purchasing
- In-depth knowledge of contemporary procurement tools, transportation, warehouse and shipping practices, as well as supply chain information systems
- Experience implementing Lean and Six Sigma initiatives across the supply chain preferred
- Possess the ability to work across all disciplines and throughout all levels of an organization in a persuasive and credible manner
- Possess the skills of a change agent with demonstrated success implementing contemporary, global purchasing and supply chain practices
| Information 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 mockups
- 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
- Minimum of two years of Siebel experience
- 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
Database Administrator
Job responsibilities include:
- Maintain high performance SQL Server database
- Maintain security integrity controls
- Interface with business units to add new functionality or data
- Perform data conversion and system integration
- Maintain the data warehouse environment
- On-call support and troubleshooting for production environment
- Monitor and assure replication of local and remote sites
Position requires:
- Bachelor’s degree in Computer Science or related field
- Proven SQL Server experience
- Proven technical and database experience
- Detail oriented with strong analytical and logical skills
- Good oral and written communication skills
- Flexibility to work nights and weekends as necessary
| 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.