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CFA Institute EOE |
A global membership organization that awards the CFA designation, 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 300 employees. Continued growth in CFA Institute membership and the CFA Program has led to corresponding opportunities for qualified professionals who wish to be part of this dynamic and growing organization.
CFA Institute offers a competitive salary and superior benefit package including medical, dental, 401(k), bank of days, paid holidays, educational assistance, in-house training and educational opportunities, wellness reimbursement, on-site cafe, free on-site parking, and more.
View openings by division:
- Education
-
Member and Society
- Interactive and External Relationships
- Marketing and Communications
- Finance and Corporate Support
- Information Technology
- Human Resources
- Office of General Counsel
| Education |
Editor, Editorial Services
Job responsibilities include:
- Managing the editing and editorial process of the Financial Analysts Journal, Research Foundation monographs, CFA Magazine articles, and any other materials as needed
- Heavy reorganization and rewriting as required, with attention to grammar, style, format, and consistency according to in-house style guide
- Review of tables and figures for relevance and marking figures for artist
- Checking equations for proper style and format and consistent use of terms
- Proofing typeset pages
- Overseeing issue schedule to ensure on-time production
- Directing assistant editor in the copy editing and author communication
Position requires:
- Bachelor’s degree or higher with a solid background in English
- Extensive knowledge of standard written English and familiarity with one or more commercial style guides (such as the Chicago Manual of Style)
- Familiarity with language, concepts, history, and information sources in the fields of finance, investments, and economics
- Ability to work independently or with a team as the situation requires
- Five to ten years editing experience with 2–3 years in finance, investments, or economics
Director, Examination Development
The primary purpose of this position is to assist in the development of CFA® Level II and III item set questions that are valid and reliable tests of whether candidates have adequately mastered the knowledge, skills and abilities targeted by the curriculum readings. The secondary purpose of the position is to assist in the delivery of Level I CFA exams, Level III CFA exam constructed response questions, online sample exams and other products and projects assigned to the CFA Program Examination Development team. The position thus contributes directly to the mission of setting the highest level of standards of education and to the primary strategic objective of projecting and building the CFA brand.
Job responsibilities include:
- Assist in the organization and management of all processes and activities necessary to develop the CFA Level II and III item set examinations
- Write, review, and revise item set examination questions for CFA Level II and III exams
- Question writing responsibility includes developing expert knowledge of the CFA Program curriculum and learning objectives, writing vignettes/case descriptions, questions, guideline answers, and explanations of correct and incorrect answers
- Initially, job focus would be on reviewing and revising examination questions developed by the Council of examiners (COE)
Position requires:
- Must be a CFA charterholder
- Bachelor’s degree, preferably with an emphasis in Investments; education beyond bachelor’s degree highly desirable
- Relevant work experience, characterized by tangible positive results, in investment or academic setting
- Exceptional communication (verbal and writing) skills
- Strong organizational and project management skills
- Broad and in-depth familiarity with both theoretical and applied investment literature, especially as contained in the CFA curriculum
- Work experience as a practicing investment professional, for example, as an investment analyst or portfolio manager, or as an educator at the university/college level, that reflects concrete achievements and advancement
- Proven ability to work collegially in a team environment
- Working knowledge of self study and distance learning methodology and certification testing
- Intellectual curiosity and proven interest in keeping up with new developments in investment practice and theory
- Adaptability to changing customer demands, which may affect the mix of accountabilities listed
- Flexibility to assist team members in meeting other organizational priorities
- Knowledge of statistical analysis and psychometrics
- The ability to function effectively and efficiently within a high-stakes and highly visible program
- The ability to handle multiple priorities and deadlines with minimal supervision
- The ability to function effectively in a security-conscious environment
Director, Sample Examination Development
Job responsibilities include:
- Organizing and managing all processes and activities necessary to develop sample examinations related to the CFA examinations; managing relationships and processes pertaining to the necessary technical resources, including relationships with the Information Technology department and external vendors
- Writing, reviewing, and revising examination questions at all exam levels, for use on both CFA exams and sample exams; developing expert knowledge of the CFA Program curriculum and learning objectives, writing vignettes/cases descriptions, questions, guideline answers, and explanations of correct and incorrect answers
- This position contributes directly to the mission of setting the highest standards of education and to the primary strategic objective of protecting and building the CFA brand
Position requires:
- Candidates must possess the CFA charter
- Graduate degree, preferably with an emphasis in Investments
- Work experience as a practicing investment professional
- Broad and in-depth familiarity with investment literature, especially as contained in the CFA curriculum
- Proven ability to work collegially in a team environment
- Adaptability to changing customer demands
- Flexibility to assist team members in meeting other organizational priorities
- Exceptional care and diligence with respect to process and product details
- Ability to function effectively and efficiently within a high-stakes and highly visible program
- Ability to handle multiple priorities and deadlines with minimal supervision
- Ability to function effectively in a security-conscious environment
- Excellent organizational and communication skills
Director, Product Solutions
Job responsibilities include: This position will be accountable for delivering on the Lifelong Learning Strategy by creating and improving investment education products, resources, and communication for our members.
- Working closely with the Educational Content and Marketing teams to enhance the existing educational offerings and design more relevant, timely, and issue-driven investment products
- Managing the build-out of balanced and comprehensive learning paths across various investment topic and competency areas
- Facilitating creative business to business opportunities to offer bundled investment content solutions to societies, investment management organizations, associations, and universities
- Conducting, collecting, and interpreting member market research in coordination with our Marketing team for purposes of product development and working closely with the Educational Content team to manage priorities effectively
- Cultivating relationships and collaborations with other educational institutions to provide 3rd party educational products to our members
Position requires:
- Bachelor’s degree along with proven experience in the investment management industry.
- Strong organizational and project management skills
- Solid communications skills, both verbal and written
- Ability to work collegially in a team environment
- Adaptability to respond to changing demands
- Flexibility to assist team members in meeting other organizational priorities
- CFA charterholder strongly preferred
| Member and Society |
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
Professional Conduct Program Specialist
Job responsibilities include:
- Investigate and adjudicate highly sensitive and confidential professional conduct matters
- Investigate and/or supervise investigations related to disciplinary cases, primarily those with an industry focus
- Respond to queries regarding disclosure requirements, professional conduct admission criteria, and enforcement
Position requires:
- Bachelor’s degree with proven experience in securities, litigation, or related field as a paralegal or related position with a law firm, regulatory agency, or professional association.
- Background and practical knowledge of securities laws and litigation with a familiarity with regulatory compliance
- Strong investigatory and analytical skills
- Excellent written and verbal communication skills
- Ability to manage highly sensitive, confidential information with the ability to exercise a great deal of independent judgment and discretion
- Ability to work independently as well as with a team as the situation requires
- Leadership skills with the ability to implement policies and procedures
- 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 and experience with Westlaw, Lexis/Nexis, and/or equivalent research sources
- Willingness to travel domestically and internationally
Senior Policy Analyst, Standards of Practice
Job responsibilities include:
- Serve as thought leader for the CFA Institute Centre for Financial Market Integrity (Centre) in the area of ethics and professional standards
- Identify and develop new project ideas for the Standards of Practice Policy Group, and evaluate ideas proposed by various committees
- Serve as primary liaison with the Standards of Practice council
- Conduct interactive Ethics Training Program for industry groups
- Develop educational materials related to the Code of Ethics and Standards of Practice topics
- Manage, direct, monitor, review, and assist Standards of Practice Policy Group staff in the development and analysis of project ideas, conduct of research, and development of well-articulated arguments and policy papers
- Promulgate Standards of Practice Policy Group positions and standards, and support related public awareness activities
Position requires:
- Bachelor’s degree with sufficient, substantive, relevant experience in investment management and securities disciplines
- Demonstrated oral and written persuasive communications skills and superior public speaking skills
- Project management and policy development skills
- Demonstrated critical reasoning skills
- Strong leadership skills
- Demonstrated policy-formulating and research skills
- Ability to work with cross-cultural constituencies
- Both domestic and international travel required
- PhD, MBA or JD is highly desirable
- Ability to speak more than one language is a plus
| Interactive and External Relationships |
Executive Assistant
Job responsibilities include:
- Provide administrative support to the Managing Director and the Division as a whole
- Coordinate and schedule meetings and conference calls
- Prepare written communications
- Coordinate travel arrangements
- Maintain calendars, expense record and reports, and contact files
- Take and prepare meeting summaries or minutes
- Administer Division logistics including space planning, desktop equipment, building access, and office supplies
Position requires:
- Bachelor’s degree preferred with substantial related experience in a professional office environment
- Excellent planning, organizational, problem solving, and process management skills
- Ability to work both independently with minimal supervision and in close concert with a larger team
- Excellent communication and interpersonal skills
- Diplomatic skills with a sensitivity to, and awareness of, cultural diversity
- Advanced skills in MS Office Suite
| Marketing and Communications |
Head, Market Research
Responsible for providing global, high-quality market research to a broad array of stakeholders. Plan, budget, design and implement market research for assigned projects. Work closely with marketing personnel in applying market research methodologies to ensure robust decisions for our Strategic Marketing initiatives and lead to a greater understanding of our clients’ current and future needs.
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 verbal, 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
- Create 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 with proven relevant experience. Bachelor’s degree in finance/financial services discipline preferred
- Experience working in business analytics, market research, statistical modeling, and/or business strategy
| Finance and Corporate Support |
Inventory and Distribution Manager
Job responsibilities include:
- Manage distribution and multi-million dollar inventory of publications as well as stock of other miscellaneous items (both on-site and with external distribution vendors)
- Develop and implement curriculum ordering plans.
- Ensure appropriate archival of CFA published materials
- Monitor and maintain online bookstore at main book distributor
- Act as primary contact with vendors in the supply chain
Position requires:
- Bachelor’s degree in related area
- Five or more years of experience in inventory control/distribution management
- Knowledge of inventory management and distribution/fulfillment management practices
- Knowledge of financial implications of purchasing and inventory management
- Advanced computational and spreadsheet skills and ability to work with reporting software and other systems required for inventory management
- Understanding of mailing and shipping practices
- Understanding of customs issues and other international fulfillment issues and practices
- Strong written and verbal communication skills
- Strong organizational and time management skills with attention to detail
- CPIM or similar designation a plus
- Domestic and international travel may be required
Event Services Coordinator
Job responsibilities include:
- Monitor and respond to the Meeting Services Helpdesk by assigning meeting rooms and handling all catering requests
- Provide backup audio visual support, meeting room monitoring, and room set ups
- Manage the internal food and beverage requests for in-house functions by ordering the appropriate food and beverage from either internal or external vendors, supporting, or scheduling the support of the function (including the set-up and tear-down), and reconciling the billing with Finance and the internal client
- Promote the use of the CFA Café for the internal catering by recommending selections or enhancements
- Provide backup support for offsite functions as needed including grader travel, logistics, and onsite support
- Manage the inventory and supply levels for the internal events and meetings
- Process all invoices related to the CFA Café catering
- Monitor office processes for the purpose of developing forms, policies, and procedures for greater accuracy and statistical tracking
- Recommend cost saving options as applicable
- Provide data entry support for department related to Siebel Event Management
- Provide administrative support to the department manager and other staff, particularly when one or more are out of the office, and generally oversee daily office functions for the group
- Responsible for designing, collecting and editing the Social Committee intranet pages as well as supporting other departmental intranet pages when needed
- Help support the planning and execution of the employee business and social functions
Position requires:
- High school diploma required, college degree preferred or equivalent experience in a professional office environment
- Three to five years experience with event management and demonstrated project management in a business environment
- Strong service orientation and written and oral communication skills plus a professional manner is required
- Experience that provides advanced level Word, Excel, PowerPoint, and Outlook
- Knowledge of Meeting Matrix and Adobe Acrobat
- Good problem solving skills, attention to detail, ability to work independently, and excellent communication skills
Financial Operations Analyst
Job responsibilities include:
- Focus on process constraints and serve as a key representative for Finance on IT projects/initiatives
- Identify and implement process improvement opportunities and solutions to the Finance group
- Work closely with IT on cross-functional projects that involve Finance
- Coordinate/assist with testing of new or updated financial systems
- Ensure proper documentation of Finance process procedures and work flows
- Responsible for the administration of the General Ledger system
- Maintain changes to the chart of accounts
- Project management role
- Support accounting staff in the preparation of monthly financial statements and annual audited reports
Position requires:
- Bachelor’s degree
- Three to five years of mixed accounting and financial systems experience
- Strong understanding of financial/accounting concepts
- Strong technical aptitude
- Experience working closely with IT on cross-functional projects
- Strong personal computer skills including MS Office Suite (advanced Excel skills a plus)
- Strong organizational skills and attention to detail
- Strong problem resolution and trouble-shooting skills
- Strong written and verbal communication skills
- Knowledge of Great Plains accounting software, Siebel CRM software, and SQL is a plus
Team Leader, Operations
Job responsibilities include:
- Assigns, monitors, reviews progress and accuracy of the work performed by Mail Center staff
- Provides training and technical guidance to staff on more complex assignments
- Monitors and disseminates mailing and shipping rules and regulations to staff
- Monitors and controls all USPS related issues such as PO boxes, permits, etc.
- Monitors, directs, and works with vendors on facilities maintenance and upkeep
- Assist with planning, budgeting, and scheduling facilities modifications including cost estimates, bid sheets, layouts, and contracts for construction and acquisition
- Inspects construction and installation progress to ensure conformance to established specifications
- Supervises and oversees third party security contracts, hardware installations, and maintenance agreements
- Oversees and coordinates system and hardware upgrades, repairs and installations with vendors, contractors, and appropriate facility managers
- Remains on-call 24 hours/7 days a week to respond to security-related incidents and events and coordinates and provides assistance as required
Position requires:
- High school diploma or equivalent
- Knowledge of USPS rules and regulations
- Knowledge of OSHA rules and regulations
- One to two years supervisory experience preferred
- Three to five years construction project experience preferred
| Information Technology |
Business Analyst
Job responsibilities include:
- Provide discovery and analysis of CFA Institute policies and procedures via interviews (individual and group), existing documentation and observation
- Document the existing policies and procedures of CFA Institute for internal and external use. Facilitate the creation of policies and procedures to support the growth of the organization internally and externally
- Present findings in both oral and written formats to diverse range of groups including IS developers, departmental groups, department heads and potential vendors or consultants
- Write and revise requirements documents to provide a framework for development and to capture the needs of the organization
Position requires:
- Bachelor's degree in related field or equivalent work experience
- Five years experience developing requirements documents and involvement with software development projects
- Analytical skills in business systems and process improvement including project lifecycle management skills
- Knowledge of current database, financial, web and project management software
- Ability to independently produce requirements documents and user guides to support projects
- Strong oral and written skills necessary
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 |
Senior Compensation Analyst
Job responsibilities include:
- Develops and administers the compensation and benefits services and strategies
- Evaluates and recommends changes to compensation policies
- Develops new, enhances or revises existing compensation and benefits programs based on current trend analysis and policy direction
- May conduct training sessions related to compensation program / performance review
- May participate in the investigation and resolution of employee relations issues
Position requirements:
- Bachelors degree with proven relevant experience
- Knowledge of current trends and practices of human resources administration
- Knowledge of employee classification, compensation and benefits
- Knowledge of managerial principles, techniques and practices
- Knowledge of databases and spreadsheet programs
- Ability to prepare and analyze comprehensive reports
- Ability to establish and maintain effective working relationships with employees
- Strong organizational and project management skills
- Effective, clear and persuasive oral and written communications skills
- Skill in researching complex issues and developing recommended actions
- Ability to manage project / activity deadlines
- Ability to handle confidential information with a high degree of professionalism
| Office of General Counsel |
There are currently no job openings in the Office of General Counsel Division of CFA Institute.