Develop and refine core Practice Analysis frameworks, including the Candidate Body of Knowledge
Conduct structured, evidence-based research into evolving investment practices across regions, asset classes and market structures
Develop and facilitate global advisory panels and subject matter expert working groups to capture practitioner insight at depth
Synthesise complex industry input into clear, defensible curriculum recommendations
Partner closely with Learning Content colleagues to ensure learning outcomes reflect how investment decisions are made in practice
Engage with senior investment professionals across markets to test assumptions and validate emerging themes
Support alignment across programmes and certificates, including areas such as private markets, private wealth, and emerging technologies in the investment process

Requirements

CFA Charterholder or have passed CFA Level III
Significant experience as an investment industry practitioner with a demonstrated understanding of analyst and portfolio manager roles
Demonstrated understanding of the full investment management process, ideally across multiple asset classes
Practical exposure across several CFA topic areas, with the ability to integrate insights across disciplines
A genuinely global orientation, evidenced by international experience, cross-border mandates, emerging markets exposure or multi-region stakeholder engagement
Strong research discipline and intellectual rigour, with the ability to move from practitioner insight to structured frameworks and written outputs
Outstanding stakeholder management skills and confidence engaging senior industry professionals
Comfort operating autonomously within a globally distributed team across UK, US and APAC time zones
Familiarity with analytical tools such as Excel, Python, R, SQL or major financial data platforms (desirable)
Experience contributing to industry thought leadership or professional education initiatives (desirable)

Benefits

Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
Eligibility for an annual incentive bonus
12% employer contribution to a 401(k)/pension plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment management processanalyst rolesportfolio manager rolesCFA topic areasstructured frameworkscurriculum recommendationsevidence-based researchinvestment practicesemerging technologiesmulti-region stakeholder engagement

Soft Skills

research disciplineintellectual rigourstakeholder managementengaging senior professionalsautonomous operationglobal orientationcross-border mandatespractitioner insight synthesiscollaborationcommunication

Certifications

CFA CharterholderCFA Level III