Jobs at CFA Institute: London
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CFA Institute |
A global membership organization that awards the CFA and CIPM designations, CFA Institute leads the investment industry 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 in the following areas: Education, Member and Society, Interactive and External Relationships, Centre for Financial Market Integrity, Marketing and Communication, Finance and Corporate Support, Information Technology, Office of the General Counsel, and Human Resources. 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.
Please note, certain positions at CFA Institute may be precluded from participation in the CFA Program and/or the CIPM Program.
CFA Institute offers an excellent compensation and benefits package including medical, dental, retirement plan, life and disability insurance, educational assistance, in-house training and educational opportunities, International Rotation Assignment Program, wellness program, leave program, and more.
Head, Global Communications
Job responsibilities include:
- Refine and implement a comprehensive, targeted, and sustainable advertising and public relations program that supports the mission of CFA Institute
- Create and execute large scale campaigns to expand awareness utilizing both traditional and new social media
- Create and maintain crisis communication plan
- Create, execute, and manage an internal and external communications strategy
- Develop and implement public relations strategies to generate coverage in the financial media about CFA Institute and its designations; oversee the presentation of op eds, press releases, and other collateral materials; and integrate and support the overall organization strategy
- Manage ongoing relationships with external public relations agencies and integrate and execute an overall public awareness strategy
- Manage directly or via matrix reporting a staff of communications professionals
Position requires:
- Advanced degree in relevant discipline
- A minimum of eight years experience executing and managing communication programs, preferably to a global audience
- Advanced writing, editing, and proofreading skills
- Superior verbal communications skills and strong interpersonal skills
- Advanced knowledge of public relations strategies
- Knowledge of financial market issues, securities industry, and capital markets
- This position can be located in New York, London, or Hong Kong
Head, Market Research
Job responsibilities include:
- Independently carry out assigned market research projects across business units and corporate 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 Corporate marketing personnel
- Present market research results, written and orally, and make objective recommendations based on market research, as needed
- Develop and update customer segmentation models and/or geographic (North America, Europe, Asia Pacific) models as required
- Utilize 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)
- Summarize annually all market research activity for distribution to leadership personnel
- Evaluate vendors for market research, matching vendor expertise with the desired need, and negotiate with external vendors for high-quality market research services
- Support the integration of separate market research reports into a cohesive understanding of our key markets
Position requires:
- Master of Business Administration (MBA) or advanced degree in relevant discipline
- Minimum eight years of experience working in business analytics, market research, or business strategy with a core focus on quantitative research
- Ability to work effectively and collaboratively across groups
- Ability to build partnerships and develop strong influence strategies
- Understanding of how research is interconnected and ability to adjust plans as needed
- Ability to quickly understand and analyze market drivers and key technology trends, and derive insights from multiple and diverse data sets
- Ability to deliver research findings, recommendations, and give a powerful presentation
- Adept at sampling procedures, survey design, and advanced analysis
- Experience managing and leading a team
- Significant experience with online quantitative methodologies
- Experience with quantitative, behavioral, analytic, and qualitative research preferred
- Interest or experience in internet and technology as an industry
- Relationship development skills
- Critical thinking and creativity
- Entrepreneurial orientation and attention to detail
- This position can be located in New York, London, or Hong Kong
Society Relations Representative − Western Europe
Job responsibilities include:
- Serving as the primary contact for society leaders throughout Western Europe
- Performing administrative support functions to and for society leaders in the Western European region with regard to the services, products, initiatives, and information that CFA Institute has for societies, and providing outreach and training
- Promoting the Western European community through facilitating collaboration and communication between societies and supporting the development of new and existing societies
- Serving as liaison to and working closely with colleagues in EMEA, US, and the Asia Pacific regions
Position requires:
- Bachelor’s degree preferred with professional office experience in a service environment
- Customer service and team oriented and professional demeanor
- Ability to handle multiple projects simultaneously and respond to changing demands
- Excellent organizational and time management skills
- Problem solving ability along with an ability to be proactive in anticipating regional needs
- Strong written and oral communication skills along with excellent phone etiquette
- Diplomatic skills with a sensitivity to, and awareness of cultural diversity
- Must possess a commitment to excellence, innovation, and continuous process improvement
- Proficiency in Microsoft Office suite
- Some domestic and international travel
- Foreign language fluency / proficiency in addition to English
- Global experience a plus
- Understanding of the non-profit sector and especially working with volunteers a plus
- Industry knowledge a plus
Head, Financial Accounting Policy
Job responsibilities include:
- Serve as the principal thought leader and spokesperson on financial reporting issues
- Maintain and improve relationships with key financial reporting standard setters including IASB, FASB, and U.S. Securities and Exchange Commission
- Identify and prioritize issues for consideration and review by the Corporate Disclosure Policy Council (CDPC), and evaluate and coordinate completion of selected consultations to global standard setters including review by managing director, internal staff, CDPC committee volunteers, and where indicated consult with other CFA Institute professional contacts, members, and CFA societies
- Coordinate and support the activities of the financial reporting policy group (FRPG) staff, including staff development, conduct of research, development of well-articulated arguments and policy papers, and report on FRPG activities to the CFA Centre’s managing director and other constituencies
- Manage, monitor, and review activities of the CDPC, including ongoing identification of volunteer support and periodic engagement with standard-setting authorities
- Assist CFA Institute managers, as needed, in serving on industry committees and personally conduct outreach to media and other industry organizations to discuss and promote Centre content and other financial reporting policies including support for related public awareness activities
Position requires:
- Bachelor’s degree required, accounting or finance desirable
- Graduate degree in related field highly desirable
- Certified Public Accountant, or Chartered Accountant, and/or CFA charter
- Substantive and relevant experience in financial reporting as an auditor, preparer, financial analyst, and/or standard-setter or regulator
- Demonstrated understanding of financial reporting policy making and familiarity with global standard setters including FASB and IASB
- Demonstrated expertise and experience in the investment and/or business professions generally
- Demonstrated project management skills
- Strong interpersonal and communication skills including public speaking, policy debate, and argumentative writing skills
- Strong leadership abilities
- Demonstrated ability to work with cross-cultural constituents
- Moderate domestic and international travel (20-30%)
- This position may be located in New York or London
Administrative Assistant
Job responsibilities include:
- Assist in the coordination of communications, events, and meetings, including preparing and sending out mailings, handling invitation mailshots, and receiving, recording, and classifying the responses
- Provide meeting support and administration, including arranging conference calls, organizing rooms, and coordinating diaries
- Provide administrative support to allocated managers, including filing expenses, managing diaries, and arranging meetings
- Make travel and accommodation arrangements for staff, including overseas travel, negotiating program sequences, and drafting itineraries
- Monitor allocated managers’ phones, voicemails, and e-mails
- Provide data entry support to allocated staff and managers
Position requires:
- Secondary school education leading to minimum 6 GCSEs and 2 ‘A’ levels
- Administration training leading to advanced knowledge of Word, Excel, PowerPoint, and office systems and practices including filing, record storage techniques, and good typing skills
- Minimum three years experience in the development of good client-oriented skills formed from regular dealing with external clients, plus experience working for senior management
- Excellent organizational, office management, and interpersonal skills
- Writing and drafting ability
- Note-taking and recording capacity
- Good customer service and relationship management capability
- Proficiency in IT, software packages, and equipment in use at CFA Institute
- Strong diary management, expense management, travel management, time management, and filing competencies
- Experience using content management packages and data management systems is an advantage
Office Manager
Job responsibilities include:
- Logging and settlement of all invoices and payments and responsible for compiling end-of-month statements
- Managing accounts with providers of goods and services
- Managing the petty cash account and assisting in the management of the UK bank account
- Preparing the annual office budget
- Supervision of administrative support staff
- Managing office facilities including the purchase of office equipment (IT or furniture) and stationery; negotiating office leases and securing office space as needed/directed
- Local HR involvement in coordination with US office
- Providing information / assistance to candidates’ and members’ queries about CFA Institute and examination program.
Position requires:
- Minimum 5 years requisite experience
- Good numeracy and accounting aptitude
- Ability to coordinate and oversee work load of others
- Ability to contract with equipment and service suppliers
- Good organizational, interpersonal, and negotiating skills
- Judicious decision-making aptitude
- Excellent telephone manner
- Ability to manage multiple priorities and to work well under pressure
- Capacity to use own initiative and thrive in a team oriented environment