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CFA Institute EOE |
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 more than 300 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.
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, 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 |
Administrative Assistant – CFA Program Content
Job responsibilities include:
- Provide administrative support to the Head and the CFA Program Content Division as a whole
- Act as staff liaison to other departments for efficient communications
- Maintain calendars, expense reports, and contact files
- Take and prepare meeting summaries or minutes
- Assist with file storage and record keeping
- Coordinate staff meetings and conference calls
- Coordinate staff and volunteer/consultant travel arrangements
- Assist in proofreading curriculum documents
Position requires:
- College degree preferred with related experience in a professional office environment
- Excellent planning, organizational, problem solving, and process management skills
- Ability to work both independently and with minimal supervision
- Excellent communication and interpersonal skills
- Advanced skills in MS Office Suite
- Detail-oriented, advanced verbal and written communication skills
- Ability to work in a highly team-oriented environment
- Some travel required
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 |
Society Relations Representative
Job responsibilities include:
- Serving as the primary contact for society leaders in the Canadian region
- Performing outreach, training, communication, and administrative support functions to and for society leaders in the Canadian region with regard to the services, products, initiatives and information that CFA Institute has for societies
- Providing support and communications to and with the Presidents Council Representative of the Canadian region
- Serving as liaison to various internal divisions as needed
Position requires:
- College degree preferred with professional office experience in a service environment
- Customer service and team oriented and professional demeanor
- Proofreading skills and attention to detail
- Ability to handle multiple projects simultaneously
- 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 travel required
Administrative Assistant – Society Relations
Job responsibilities include:
- Provide high-level administrative support to the Head, Society Relations, the Director, Society Strategy & Design, and the Society Relations department, in general
- Serve as the primary point of contact for the chief staff executives of designated Member Societies in North America
- Coordinate intra- and inter-departmental communications and project support
- Monitor Society Relations inbox
- Provide back-up support for Society Relations Representatives based on departmental work load cycles, absences from the office, etc.
- Prepare and compose written communications
- Take and prepare meeting summaries or minutes
Position requires:
- Bachelor’s degree preferred
- Minimum 5-7 years of office/business administration experience, preferably in a service environment
- Excellent planning, organization, problem-solving, and time management skills
- Excellent verbal and written communication skills
- Intermediate to advanced level proficiency in MS Office Suite
- Sensitivity to cultural differences and the ability to work in a cross-cultural environment
Administrative Assistant - Professional Conduct
Job responsibilities include:
- Serve as liaison to the Professional Conduct Program, the European and Asia-Pacific offices, as well as other areas of CFA Institute operations to ensure oversight and coordination of projects
- Manage day-to-day administration for the Designated Officer of the Professional Conduct program
- Prepare and compose written communications
- Develop presentations and reports
- Prepare travel arrangements and itineraries
- Prepare meeting summaries or minutes
Position requires:
- Bachelor’s degree preferred
- Minimum of 5-7 years of office or business administration experience at a senior/high level with frequent in-person interaction with clients
- Background as a legal assistant or paralegal is a plus
- Intermediate to advanced skills in Microsoft Office suite
- Excellent planning, organizational, problem-solving and time-management skills
- Extreme attention to detail while handling multiple projects simultaneously
- Ability to work independently with minimal supervision, while concurrently flourishing in a team-oriented environment
- Above average verbal and written communication skills
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
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 |
Front End Web Developer
Job responsibilities include:
- Support the technical aspects of CFA Institute website presence
- Use front-end markup and stylesheet languages expertise to code web content published through a content management system
- Create, test, and maintain website content templates
- Provide second-level support for content management system
Position requires:
- Bachelor’s degree with strong knowledge of web concepts and best practices (RSS & AJAX)
- Knowledge and experience of cross-browser support and standards compliant HTML, CSS, XML, XSL, JavaScript
- Experience working within a content management system framework preferred
- Experience working with Dreamweaver and Photoshop
| Finance and Corporate Support |
Day Porter
Job responsibilities include:
- Maintaining and cleaning restrooms, coffee bars, conference rooms and common areas of Fontaine and River Road locations.
- May assist personnel in Mail Center at peak times
Position requires:
- High school diploma, GED, or equivalent work experience
- Ability to read and understand instructions
- Clean driving record
- Reliable transportation between Fontaine and River Road offices (reimbursement provided for personal vehicle usage)
Publishing Specialist
Job responsibilities include:
- Obtaining cost estimates from vendors for print and replication projects
- Placing orders, providing specifications, and tracking progress of printing jobs
- Serving as point of contact for internal customers who have requested printing services
- Managing reprint requests
- Administering CFA Institute intellectual property protection activities (granting and requesting copyright permissions)
- Manage bulk mailing and distribution of printed materials, working with internal clients and external vendors
Position requires:
- Bachelors degree in business or related field or equivalent
- Minimum of two years of publishing-related experience
- Proficiency in project management
- Advanced knowledge of printing/publishing processes including digital prepress
- Knowledge of other replication and mailing processes
- Familiarity with reprints and permissions practices and processes a plus
- Advanced proficiency in Microsoft Word and Excel
Manager, Event Operations
Job responsibilities include:
- Managing the operational support functions for internal and external meetings including audio visual, catering, travel vendor relations, and internal meeting room arrangements.
- Managing the systems, financial budgeting, customer service levels, and staff related to these operations functions.
- Management of the business operations related to internal and external meetings to include providing effective management reporting for planning, budgeting, and financial results management.
- Manage communication plans related to processes, procedures, and best practices with regard to event management operations functions to help CFA Institute make informed decisions. Specifically manage travel issues related to service, risk, and expense management.
- Manage input processes from various internal and external constituents such as the implementation and execution of the Social Committee activities, customer satisfaction surveys, and vendor related feedback.
- Plan and implement logistics for employee meetings and social events (approximately 16 events per year).
- Manage the decorator and exhibit hall logistics for the Annual Conference and the European Investment Conference.
Position requires:
- College degree preferred with a minimum of five years of experience in the hospitality or event planning fields. Experience with tradeshows a plus.
- A minimum of three years supervisory experience including hiring, salary administration, and performance management responsibilities
- Experience with contract negotiations, budgeting, and cost management
- Willingness to work flexible hours, including some weekends and evenings
- Ability to handle multiple projects simultaneously
- Ability to lift a minimum of 25 pounds
- Occasional travel is required
- Certification from the Convention Industry Council or NBTA (preferred)
- Proficiency in MS office suite
- Ability to work in a highly team-oriented environment
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
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
| Information Technology |
Program Director
Job responsibilities include:
- Managing the integration of the Online Business Strategy by coordinating the interaction of three large project teams.
- Preparing and managing the master work plan for the overall program, including resource management: time, money, and people by skill.
- Resolving issues with conflicting schedules, tasks, resources, and plans.
- Leading the change management effort by communicating the vision, the plans and the activities across the organization.
Position requires:
- Bachelor’s degree with a minimum of five years of related experience
- Extensive experience in managing complex IT projects in accordance with standard project management methodology
- Demonstrated expertise in systems development methodology
- Experience developing and implementing web channel strategies a strong plus
- Excellent planning, organization, problem-solving, and time management skills
- Excellent verbal and written communication skills
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
-
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 |
General Counsel
Job responsibilities include:
- Counsel CFA Institute Board, CFA Institute Executive Committee, CFA Institute CEO, senior management, and all CFA Institute divisions on areas of legal risk and implement such advice in a cost efficient and timely manner
- Evaluate, oversee, and direct litigation on a global basis for the protection and promotion of CFA Institute interests
- Oversee the ongoing registration and protection of CFA Institute intellectual property, manage the global relationships for enforcement of intellectual property rights, monitoring (within budget and time limitations) of possible infringements and determining action to take
- Act as the Compliance Officer for CFA Institute to promote the ethical environment at CFA Institute and ensure compliance with legal requirements
- Oversee duties of Corporate Secretary and support the governance process of CFA Institute with the corporate secretary to continually improve governance and promote the board and its committees acting at the appropriate governance level
- Hire, supervise, train, manage, and motivate the professional and support employees of CFA Institute Office of the General Counsel to supply professional services to CFA Institute, its boards, committees, members and local societies
- Manage legal aspects of any partnership or potential combination with another association as well as new business office establishment in the US and foreign markets
Position requires:
- 10-15+ years senior legal experience; broad experience dealing with international law preferred
- Experience managing litigation, including managing teams/issues in geographically dispersed environments
- Extensive ability in negotiating, mediating, and resolving complex legal problems (i.e. regulatory and compliance issues, international intellectual property protection/enforcement issues, etc.)
- Experience as an in-house general counsel for an association or corporation preferred
- Non-profit or membership association experience preferred
- Familiarity with Virginia law