|
Apply Now
Please send resume, cover letter, and salary requirements to:
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 |
Director, Curriculum Projects
Job responsibilities:
- Plan and supervise the production of assigned, new CFA Institute curriculum readings
- Plan and supervise the revision of assigned CFA Institute produced curriculum readings
- Execute senior editorial and quality control responsibilities for assigned curriculum projects
- Collaborate on intradepartmental and interdepartmental curriculum-related and/or lifelong learning-related projects
- Establish and nurture investment industry contacts
- Recruit highly qualified collaborators for curriculum development projects
Position requires:
- CFA charter
- Master’s degree, preferably with an emphasis in investments; PhD highly desirable
- Record of professional accomplishments in investment management or closely related fields
- In-depth knowledge of investments and the investment management process, an understanding of broad investment industry issues, and an appreciation of practitioner interests and concerns
- Excellent writing and editorial skills with a proven ability to communicate in a clear and concise fashion
- A superior command of subjects in the CFA Institute Candidate Body of Knowledge
- The ability to successfully manage and coordinate projects and direct the work of senior investment professionals
- Must be self-motivated and disciplined with the ability to meet deadlines in a high stakes environment
- Some travel required
- Professional publications experience desirable
- Teaching and/or professional training/presentation experience desirable
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:
-
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
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 |
Enterprise Systems Engineer
Job summary:
Ensure the design, implementation, performance, stability, integrity, and effective operation of global information and infrastructure systems that support the core CFA Institute business services and functions.
Job responsibilities include:
- Lead and execute all design and build tasks supporting the implementation and upgrades of primary infrastructure supporting critical business functions including server systems, storage systems, and systems performance management systems
- Contribute to incident management processes to resolve systems and storage-related operational and performance problems
- Monitor, maintain, support, and optimize all the operations and performance of physical and virtual systems and software
- Within the context of ITIL and specifically IT Service Management, lead, participate, create, execute, and maintain service management processes, tasks, and documentation for all key enterprise systems supporting the business needs of the organization
- Ensure physical and virtual systems environments are designed and managed in compliance with the organization’s availability and performance needs while supporting for the organizations disaster recovery requirements
- Through effective design and project management, ensure performances for all physical and virtual enterprise server and storage systems
- Provide expertise in complex system, process, and security subject matter areas
Position requires:
- Bachelor's degree in the field of computer science or information sciences; eight years experience in the field; or an equivalent combination of education and experience
- Recognized Vendor and IT Service Management Certifications, Microsoft Certified Professional designations preferred
- On-call availability, significant amount of off-hour work including updates and trouble-shooting activities on production servers during nights or weekends to minimize impact to operations
- Proper dexterity to handle computer components and tools
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
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
| 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 |
There are currently no positions available in our Finance and Corporate Support Division.
| 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.