Director, Practice Analysis

Are you an experienced investment professional who has seen how global markets truly operate across regions and asset classes? Do you question whether professional education fully reflects the complexity of modern investment management? Would you value a role where your practitioner judgement shapes a globally recognised credential? CFA Institute is seeking a Director, Practice Analysis to operate at the intersection of real‑world investment practice and curriculum development. This is a strategic individual contributor role with enterprise impact, ensuring our credentials remain rigorous, globally relevant, and grounded in how investment professionals actually perform.

Responsibilities

• 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.

Qualifications

• 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.

Desirable:

• Familiarity with analytical tools such as Excel, Python, R, SQL or major financial data platforms.
• Experience contributing to industry thought leadership or professional education initiatives.

Benefits & Compensation

• Compensation range: US $130,000‑$170,000 / UK £100,000‑£120,000 per year.
• Eligibility for an annual incentive bonus.
• 12% employer contribution to a 401(k)/pension plan.
• Comprehensive medical benefits package.
• Comprehensive health coverage for you and your family.
• Generous leave and time off.
• Competitive retirement plans.
• Flexible work options.
• Wellness, education, and support programs.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio‑economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.