CFA Institute

Procurement

• Analyze vendor spend to identify trends, cost drivers, consolidation opportunities, tail spend and potential risks
• Develop and maintain dashboards and reporting on category performance, contract utilization, renewal timelines, compliance and vendor performance
• Collate, cleanse and interpret procurement and contract data into actionable insights and executive-ready summaries
• Support category planning, sourcing events, RFP evaluations and vendor selection with analysis and recommendations
• Provide analytical support for vendor and contract negotiations through financial summaries, usage analysis, benchmarking and cost modelling
• Track contract milestones, renewal dates, supplier performance and contractual obligations with the Contracts Manager
• Conduct market and category research on pricing trends, market developments and supplier risks
• Support forecasting, benchmarking, budget tracking and total cost of ownership analysis
• Maintain procurement and contract data and strengthen data governance
• Improve workflows and reporting across the Source-to-Pay lifecycle, including automating recurring reporting
• Help develop KPI frameworks, procurement procedures and compliance reporting

Procurement Category Analyst

Financial Planning and Analysis

• Set strategic direction for the Research & Policy Center's investment-practice and standards capability
• Own the evolution of CFA Institute's professional standards architecture, including ethical frameworks, professional conduct guidance, voluntary standards such as GIPS, cases, and interpretation mechanisms
• Monitor changing practice and determine when to update content, create guidance or cases, or make standards-level changes
• Identify practitioner audiences, workflows, decision contexts, constraints, needs, and adoption barriers
• Design guidance, tools, cases, and engagement mechanisms that translate research and insight into real-world use
• Establish practitioner-engagement and activation approaches across the Research & Policy Center
• Connect audiences, themes, assets, consultations, roundtables, convenings, and feedback mechanisms
• Partner across the Research & Policy Center and wider enterprise to create practitioner-facing and enterprise-facing materials
• Equip downstream partners and teams to use assets consistently and effectively
• Communicate with senior leaders and external stakeholders, translating complex standards and practice issues into actionable recommendations
• Lead, coach, and develop a large, senior, multidisciplinary team
• Set priorities, allocate resources, build capability, and ensure specialist expertise produces clear, timely, usable outcomes

Head, Investment Practice – Professional Standards

Artificial Intelligence

• Provide deep technical analysis of AI and other material technological developments affecting finance
• Assess AI capability trajectories, architectures, model behavior, scaling dynamics, compute and data constraints, autonomy, control challenges, and institutional feasibility
• Map how technological change could transmit through investment workflows, portfolio construction, risk management, financial institutions, market structure, professional roles, and standards
• Translate technical developments into structural questions, hypotheses, critical uncertainties, and plausible future states
• Contribute technical expertise to scenario development and stress-testing
• Identify technical constraints, failure modes, governance challenges, and systemic risks and assess implications for finance
• Partner with RPC functional teams to stress-test research, standards, guidance, advocacy positions, and other assets
• Identify technological changes that should trigger reassessment of existing assumptions, positions, or assets
• Produce technical landscape assessments, executive briefings, foresight outputs, and external thought leadership
• Engage researchers, technologists, practitioners, governance experts, and institutional stakeholders
• Report to the Head, Macro Systems & Foresight as part of a small, multidisciplinary team

Director, AI & Technology Systems Foresight

Manager

• Help operate and continuously improve RPC's Foresight-to-Influence operating model
• Design and administer transparent prioritisation, review and sequencing processes
• Document decisions, trade-offs and next steps
• Translate agreed priorities into workstreams with owners, dependencies, decision points and handoffs
• Facilitate cross-functional planning, workshops and reviews
• Spot risks, stalled handoffs and emerging issues, and escalate them to decision-makers
• Ensure major initiatives consider intended audiences, outcomes and pathways to influence
• Maintain portfolio visibility for leadership
• Develop measures of adoption, engagement and influence
• Build feedback loops into future prioritisation
• Translate foresight scenarios and hypotheses into inputs for planning, prioritisation and stress-testing
• Create strategic narratives and executive-ready materials connecting initiatives into a coherent story
• Report to the Chief of Staff and work closely with the Managing Director and RPC leadership team

Manager, Foresight & Influence Integration

Graphics Designer

• Create and revise illustrations, charts, diagrams, infographics and other visual assets for CFA Institute curriculum products across print and digital formats
• Translate quantitative information, data, graphs and numerical concepts into clear, accurate, learner-focused visuals
• Use Adobe Illustrator for authoring and Adobe InDesign for layouts, templates and production requirements
• Collaborate with learning designers, subject matter experts, editors and stakeholders on visual representation
• Prepare production-ready files meeting specifications, templates, style guides and brand standards
• Perform quality checks on typography, color, resolution and file formats and resolve routine production issues
• Advise on design standards, fonts, templates and departmental design needs
• Maintain organized design files, templates and asset libraries and improve processes and documentation
• Apply legal and risk considerations to visual content, including responsible AI use
• Travel occasionally for in-person divisional and departmental meetings

Graphic Designer – Editorial

Operations

• Set and execute strategy for the global contact center function, partnering closely with the COO on wider Operations priorities
• Protect and elevate the member and candidate experience while driving operational efficiency
• Partner across Membership, Education, Marketing, and Technology to maintain consistent service experience
• Lead day-to-day delivery across the hybrid model
• Lead a multi-layered leadership team of managers and senior managers across internal staff and managed-service partners
• Own vendor performance, manage relationships, enforce SLAs and KPIs, and lead contract and commercial discussions with Procurement, Legal, and Finance
• Build and manage the function's annual budget
• Set policies, procedures, and quality standards governing service delivery
• Lead active transformation, assess the current model, drive meaningful service-delivery changes, and develop the leadership bench

Procurement Category Analyst

Head, Investment Practice – Professional Standards

Director, AI & Technology Systems Foresight

Manager, Foresight & Influence Integration

Graphic Designer – Editorial

Senior Director, Global Customer Operations