Brookaire Company

Business Analyst

• Support CAS platforms including LogicGate, Onit and NetDocuments
• Help migrate manual, Excel-based and legacy regulatory/risk reporting processes
• Elicit and document requirements, user stories, acceptance criteria, process flows
• Support system enhancements, configuration, testing cycles, UAT, issue resolution
• Bring project discipline to small projects and enhancements
• Partner with product, legal, risk, compliance, engineering and business stakeholders

Business Analyst, Back Office Portfolio

Financial Planning and Analysis

• Own the full lifecycle management of finance products or a defined product portfolio, from ideation through launch, optimization, and retirement
• Translate enterprise and functional strategy into product roadmaps, priorities, and delivery plans
• Conduct needs assessment and market and industry analysis to identify emerging requirements, risks, and opportunities, in partnership with finance and technology SMEs
• Ensure products remain competitive, scalable, and aligned with evolving business and regulatory requirements
• Lead coordination across Finance, Technology, Product, and business units to ensure seamless execution of product initiatives
• Manage interdependencies across platforms, systems, and workflows, ensuring alignment with broader enterprise architecture
• Partner with stakeholders to incorporate user needs, operational constraints, and technical considerations into product design
• Oversee delivery of product initiatives, ensuring timely, high-quality execution within budget and scope
• Establish and monitor KPIs, performance metrics, and value realization frameworks
• Drive data-driven product and service improvements, identifying opportunities to enhance efficiency, user experience, and financial outcomes
• Identify and implement innovative approaches, tools, and processes to improve financial product capabilities
• Manage and develop product managers or small teams, ensuring alignment with strategic priorities
• Provide direction, coaching, and performance management to build capability and drive engagement
• Operate within established policies, governance frameworks, and strategic objectives set by senior leadership
• Ensure compliance with financial controls, legal, regulatory, and audit requirements, working in close partnership with Finance, Legal, and Compliance stakeholders
• Support resource planning, prioritization, and budget management across assigned product areas

Director, Finance Product Management

Engineer

• Design, build, configure, and enhance IAM solutions, including SSO, MFA, conditional access, identity lifecycle management, and access governance for both workforce and customer IAM.
• Contribute to engineering design, prototyping, and feasibility testing of IAM solutions, ensuring scalability, reliability, and security.
• Develop and maintain integrations between IAM platforms and enterprise applications, infrastructure, and cloud services.
• Implement authentication protocols and access control mechanisms (e.g., SAML, OAuth, OIDC).
• Diagnose and resolve complex IAM system issues, leading root-cause analysis and implementing sustainable fixes.
• Participate in and lead technical troubleshooting efforts across identity systems and integrations.
• Develop scripts, automation, and tooling to improve provisioning, monitoring, and access governance processes.
• Support testing, validation, and deployment of IAM solutions, ensuring alignment with technical requirements.
• Analyze current-state IAM processes (joiner/mover/leaver, access reviews) and define optimized future-state workflows.
• Implement and monitor IAM security controls, identifying vulnerabilities and recommending remediation actions.
• Contribute to audit readiness through evidence collection, control validation, and documentation.

Identity and Access Management Engineer

Director

• Define and evolve enterprise content standards, metadata models, and taxonomy frameworks supporting the full content lifecycle
• Establish scalable approaches for structured content, semantic tagging, and content interoperability across platforms
• Align standards with industry frameworks (e.g., XML, DITA, Dublin Core, schema.org) and emerging AI/semantic technologies
• Drive adoption of consistent metadata practices to enable discoverability, personalization, analytics, and reuse
• Establish governance models, policies, and quality controls for metadata and content standards
• Create and maintain documentation, guidelines, and training for enterprise adoption
• Partner with Publishing Technology, Authoring, Education, Product, and AI Enablement teams to embed standards into workflows and systems
• Facilitate alignment across workstreams with complex interdependencies, resolving conflicts and driving consistency
• Collaborate with AI Enablement teams to support machine learning models, knowledge graphs, and semantic search capabilities
• Oversee delivery of metadata and standards initiatives across one or more small teams

Director, Standards and Metadata

Security Operations

• Develop and implement the strategic vision for the SOC, aligning with CFA Institute's overall security and business objectives
• Provide leadership and direction to a global team of security analysts, engineers, and incident responders
• Monitor and manage CFA Institute's network, systems, and applications to identify, respond to, and mitigate cybersecurity threats in real time
• Ensure efficient operations of threat detection, response, and forensic investigation processes
• Develop and maintain incident response plans, playbooks, and procedures to address security incidents effectively
• Ensure compliance with global cybersecurity regulations, standards, and best practices
• Collaborate with internal stakeholders to assess risks and develop mitigation strategies
• Conduct regular security audits, vulnerability assessments, and penetration testing to proactively identify and address potential weaknesses
• Evaluate and adopt cutting-edge technologies and tools to enhance the SOC's threat detection and response capabilities
• Drive innovation to ensure CFA Institute remains ahead of potential threats and vulnerabilities.

Senior Director, Security Operations Center

Engineering Manager

• Lead and manage multiple platform delivery teams and their product owners
• Manage and prioritize platform technical debt, focusing on legacy .NET services and Java/React-based services on AWS
• Execute the enterprise platform strategy, including migration from Azure/.NET to AWS/Java/React
• Define and enforce technical standards and best practices for applications hosted on AWS
• Champion and embed an AI-first development culture across all teams
• Manage the Azure/AWS knowledgebase at CFA and serve as the primary technical point of contact
• Provide onboarding, guidance, and ongoing oversight to FTEs and consultant developer teams
• Actively monitor the platform product roadmap and respond to opportunities and threats
• Educate business stakeholders about the platform and identify opportunities to extend its use
• Contribute platform-specific expertise to the creation of high-level solutions
• Manage related environment configurations and automated deployments
• Provide hands-on system troubleshooting and problem solving across platforms

Senior Manager, Software Development – Platform Owner

Product Manager

• Own the product strategy and roadmap for Private Markets certificate learning products, ensuring alignment with market needs and organisational priorities.
• Act as the voice of the customer through continuous market research, stakeholder engagement, business development input and industry insight.
• Translate customer needs, market trends and product data into clear product vision, business cases, prioritised requirements and roadmap decisions.
• Partner with curriculum, product marketing, technology, exams, support, business development and general management teams to deliver high-impact learning solutions.
• Influence senior stakeholders through clear, data-informed storytelling and practical product recommendations.
• Identify product opportunities and help drive innovation across the certificate learning portfolio.
• Analyse product performance, customer behaviour and market evidence to inform decision-making and continuous improvement.
• Represent the product perspective in external or market-facing conversations where customer and industry insight can shape product direction.

Senior Product Manager, Learning Products – Private Markets

Security Engineer

• Review and triage high volumes of test-centre incident reports
• Support investigations into potential exam security issues
• Manage security-related policy exceptions
• Communicate clearly and professionally with candidates and internal stakeholders
• Contribute to updates to exam security policies, procedures and guidance
• Support initiatives that protect CFA Institute exam content

Exam Security Specialist

IT Support

• Lead enterprise-wide infrastructure and application modernization initiatives
• Develop reference architectures for cloud-native, event-driven, and data platforms
• Perform gap analysis between current and target architectures, defining transition states
• Conduct feasibility and cost-benefit analyses for major architecture decisions
• Ensure scalability, interoperability, and resilience of BERT and enterprise platforms
• Evaluate emerging technologies through structured horizon scanning
• Partner with product and engineering teams to optimize system design and performance
• Define non-functional requirements (security, reliability, observability)

Senior Enterprise Architect

• Lead and manage one or more products within the portfolio
• Formulate and gain acceptance for new product strategies
• Oversee the activities of other Product Managers and Business Analysts as required to deliver compelling solutions that solve critical business problems and delight users
• Negotiate cross-functional product dependencies
• Work across team boundaries to identify and prioritize new product opportunities
• Support the development of budgets and business cases
• Analyze potential partner relationships for the products within CFA Institute or outside partners/vendors
• Collaborate with IT managers and others to align and prioritize key technology drivers
• Define and enhance existing Products with a continuous improvement mindset

Senior Product Manager, Education

• Design and build a global strategy for professional communities and engagement platforms, creating scalable and repeatable models for industry engagement
• Identify and convene senior stakeholders across the investment ecosystem, curating high-value forums, roundtables, and peer networks around key themes
• Establish and grow targeted audience communities (e.g. private wealth, asset owners), ensuring relevance, quality, and influence
• Own and scale the Institute–Society co-delivery model, defining standards, governance, and ways of working to enable consistent global execution
• Develop strategic partnerships with CFA Societies, industry bodies, and leading organisations such as financial media and global institutions
• Connect CFA Institute research with industry dialogue, creating feedback loops that inform future research and thought leadership
• Define success metrics across audience reach, engagement quality, and portfolio performance, ensuring sustainable and measurable impact
• Build and lead a new team from the ground up, starting with an initial Manager-level hire

Senior Director, Industry Engagement – Platforms

Systems Engineer

• Partner with Finance stakeholders to gather, document, and validate business requirements
• Translate business needs into clear technical specifications and system configurations within NetSuite
• Support the ongoing health, stability, and performance of finance systems, including issue diagnosis and resolution
• Document “as-is” and “to-be” processes to support structured system improvements
• Execute system enhancements, configurations, and testing cycles (including UAT)
• Maintain system documentation, workflows, and change logs within Jira and Confluence
• Contribute to process optimization initiatives that improve efficiency, controls, and data integrity

Finance Systems Analyst

Senior Finance Systems Analyst

Procurement

• Develop and maintain procurement dashboards and reports, providing insights on spend, performance, and process efficiency
• Analyze procurement data to identify trends, risks, and opportunities for continuous improvement
• Support the optimization of procurement processes, helping to streamline workflows and enhance operational effectiveness
• Partner with Procurement, Finance, and Technology teams to ensure data accuracy and system effectiveness
• Act as a key point of contact for procurement-related queries, offering guidance on processes, policies, and tools
• Support vendor performance tracking and reporting, contributing to data-driven supplier management
• Assist with system enhancements, testing, and user adoption of procurement tools and platforms
• Enable better decision-making by translating complex data into clear, actionable insights

Procurement Operations Coordinator

• Develop and execute multi-year category strategies across technology, software, contingent workforce, and AI solutions
• Lead end-to-end sourcing initiatives (RFPs, RFIs, RFQs), negotiations, and commercial structuring for complex technology deals
• Partner closely with IT and business leaders to align sourcing with technology roadmaps, platform strategies, and AI adoption
• Drive value optimisation, balancing cost, innovation, scalability, and risk in all technology investments
• Deliver robust spend analysis, supplier benchmarking, and market insights to inform strategic decisions
• Manage and optimise software licensing models and cloud consumption frameworks
• Establish and lead supplier governance, including performance management, SLAs, and quarterly reviews
• Influence senior stakeholders, challenging demand and shaping requirements to ensure commercial discipline
• Support the responsible adoption of AI technologies across the organisation
• Strengthen procurement maturity by introducing structured processes, frameworks, and governance in a fast-paced environment
• Translate complex technical and financial data into clear, actionable insights for executive audiences