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Role Description

This role involves operating at the intersection of real-world investment practice and curriculum development.

• 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.

Requirements

• 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

• Expected salary 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.