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3 Job openings at CFA Institute
Research Specialist Capital Markets

Mumbai

1 - 5 years

INR 5.0 - 9.0 Lacs P.A.

Work from Office

Full Time

What You'll Do Content Development and Research Crafting insightful reports, presentations, and other materials tailored for key stakeholders, including regulators, industry professionals, and CFA societies, to promote capital market policies and advocate for positive change. Leading or supporting projects on critical local and regional market issues, contributing to our mission of improving the investment industry. Stakeholder Engagement Building and maintaining strong relationships with regulators, Thinktanks, trade associations, and other stakeholders to foster collaboration and inform the policy dialogue. Assisting local CFA societies in preparing research papers, drafting consultation responses, and contributing to thought leadership on capital market trends. What Were Looking For Education & Experience: Masters degree (preferably in finance, business, economics, or law). CFA charter holder or candidate preferred. 1-2 years of experience in investment banking, capital markets research, or financial regulation Experience with regulators or financial institutions is a plus. Skills & Expertise: Exceptional communication skills, including persuasive writing, public speaking, and presentation abilities. A strong interest in Indian and APAC financial markets, with a clear understanding of how market developments are reshaping the investment industry. A proactive, self-starter attitude with the ability to work independently and deliver high-quality work with minimal supervision. Ability to use standard Office software including Word, Excel, and PowerPoint to a high standard. Background in using data analysis tools or programming languages (e.g Python) preferred. Additional Requirements: Fluency in English is essential. A collaborative mindset and the energy to meet ambitious goals while maintaining a positive outlook.

Manager, Business Development, Global Partnerships & Client Solutions

Mumbai, Maharashtra, India

8 years

None Not disclosed

On-site

Full Time

About The Role Are you passionate about fostering strategic business relationships and driving engagement? We are seeking a Manager, Business Development, Global Partnerships & Client Solutions (GPCS), to build and strengthen business-to-business relationships within the assigned market(s) and target client base. In this role, you will work closely with global Business Development teams and internal stakeholders to promote engagement with CFA Institute’s programs, thought leadership, and initiatives. This role is supported by the Senior Manager, Partnerships & Client Solutions. Key Responsibilities Client Relationship Management & Development Manage and develop client relationships to drive growth, profitability, and client satisfaction, focusing on defined targets. Build and maintain strong relationships with key contacts, including investment professionals, HR professionals, recruiters, practitioners, and leadership. Document and report on client engagement plans, set goals, conduct regular client meetings, track progress, and provide insights. Engage with institutional stakeholders (asset management firms, wealth management firms, global capability centers, IT and consulting firms) to develop and implement mutually beneficial objectives and practices. Gather and share intelligence from clients and potential partners to provide the ‘voice of the customer’ to internal stakeholders. Business Development Identify and follow up on business development opportunities with key clients and partners to ensure successful delivery of solutions. Develop a deep understanding of client business models, strategies, structures, and objectives to identify and address needs. Deliver persuasive stakeholder-focused presentations on CFA Institute programs, products, and services. Utilize CRM systems (e.g., Salesforce) for effective communication, record-keeping, and reporting. Assist in developing and maintaining marketing collateral, outreach materials, and presentations. Represent CFA Institute to diverse stakeholders, including employers, universities, societies, and regulators. Partner with internal corporate functions such as Finance, Legal, Compliance, IT, and People & Culture to support business development efforts. Projects and Initiatives Support and coordinate key projects and initiatives, such as the India Career Accelerator Program and others as needed. Work closely with internal teams to deliver client requirements, including workshops, webinars, and roundtables. Coordinate event logistics, venue selection, contracting, and payment settlements in collaboration with relevant teams. What You Bring Bachelor’s degree or equivalent combination of education and experience. 8-10 years of experience in business development, account management, education, financial services, or sales. Exceptional communication skills in English (written, verbal, listening, and presentation). Strong ability to communicate effectively with senior stakeholders internally and externally. Demonstrated expertise in relationship management, prioritization, and adaptability to evolving priorities. Structured thinker with experience successfully planning and executing long-term projects. Experience using CRM systems (e.g., Salesforce) preferred. Strong organizational and time management skills with the ability to handle competing priorities. Excellent consulting, problem-solving, and analytical skills. Project management experience preferred. Experience in Learning & Development valued. Awareness of financial institutions, markets, and industry issues preferred. Why Join Us? Strategic Impact: Build key partnerships and influence industry engagement with CFA Institute. Collaboration & Growth: Work with global teams and diverse stakeholders. Professional Development: Gain exposure to financial services and educational sectors. Flexibility: Work in a dynamic environment with evolving priorities. This role is based in Bangalore, India with hybrid working options available. At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary Range: 25-35 Lakhs per year. This is total compensation, salary + allowances. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals. About CFA Institute CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X. 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, care giver 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. If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to humanresources@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.

Principal Software Engineer

Mumbai

10 - 15 years

INR 40.0 - 45.0 Lacs P.A.

Work from Office

Full Time

Build the Future of Technology at CFA Institute Are you a seasoned software engineer with a passion for creating cloud-native solutions, mentoring developers, and pushing the boundaries of modern technology? CFA Institute is looking for a Principal Developer to lead the design, development, and continuous improvement of enterprise-level applications that serve our global mission. You ll be a technical thought leader, playing a crucial role in transforming the way we deliver digital experiences to members and stakeholders around the world. What You ll Do Design, build, and test reliable and scalable software components using C# and .NET 8 for cloud-native environments. Collaborate with agile teams and cross-functional partners to deliver solutions aligned with enterprise architecture standards. Lead technical planning and provide strategic input on platform selection, vendor engagement, and development operations. Champion DevSecOps practices, observability, and automation through CI/CD, Infrastructure-as-Code, and modern monitoring tools. Guide code quality and software craftsmanship by setting coding standards, conducting peer reviews, and mentoring engineers. Own the transition of applications into production and ensure long-term supportability and maintainability. Contribute to the organization s knowledge base and support onboarding of new developers. Research and recommend emerging technologies to maintain competitive advantage. Participate in troubleshooting, performance tuning, and cost-optimization efforts, including on-call support as needed. What You ll Bring Minimum Qualifications Bachelor s degree in Computer Science or related field, or equivalent experience. 10+ years of experience with object-oriented programming using foundational principles (e.g., SOLID). Proven expertise in designing and developing applications using C#, .NET Core/8 on Azure or AWS platforms. Strong experience with REST/gRPC APIs, asynchronous messaging, and cloud-native workflows. Proficiency in containerization and orchestration using Docker and Kubernetes. Hands-on experience with CI/CD tools like Azure DevOps, GitHub Actions, or AWS CodePipeline. Familiarity with Infrastructure-as-Code (Terraform, Bicep, or CloudFormation). Experience in Agile environments with leadership responsibilities and a collaborative mindset. Excellent interpersonal, written, and verbal communication skills. High integrity in handling confidential or sensitive information. Preferred Qualifications Experience with Python scripting for automation or data handling. Understanding of Domain-Driven Design (DDD), CQRS, and event streaming architectures (Kafka, Kinesis, Event Hubs). Background in migrating monoliths to microservices or cloud platforms. Knowledge of regulated industries such as financial services or healthcare. Relevant certifications: Microsoft Azure Solutions Architect Expert or AWS Solutions Architect Professional. Demonstrated ability to mentor and guide technical teams. Track record of translating complex technical ideas for business stakeholders. Adaptability to fast-paced, distributed teams and commitment to continuous improvement. Why Join Us? At CFA Institute, we are mission-driven, globally connected, and technologically ambitious. You ll join a collaborative team of innovators dedicated to delivering impactful digital experiences. We offer opportunities for professional growth, global collaboration, and a culture of continuous learning and improvement. At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary Range: 4,000,000 - 4,500,000 INR Other benefits include eligibility for annual incentives, 12% provident fund contribution, and competitive medical benefits. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals. #LI-ML1 About CFA Institute CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click Apply and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X . Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted. 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, care giver 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. If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. . Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.

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