Analyst, Hearing Panel and Disciplinary Review Committee

CFA Institute•Charlottesville, VA

7d•Hybrid

About The Position

CFA Institute is seeking an Analyst, Hearing Panel and Disciplinary Review Committee to provide high-level operational and project support to our Disciplinary Review Committee (DRC), a volunteer group responsible for adjudicating disciplinary matters involving CFA Institute members and candidates. Acting as a key liaison between DRC members, Professional Conduct staff, candidates and members, attorneys, and third-party witnesses, you will coordinate hearings, meetings, records, communications, and committee activities while maintaining the highest standards of professionalism, confidentiality, and accuracy. The position may be based in Charlottesville, Virginia, or remotely, with occasional travel to Charlottesville as needed.

Requirements

Bachelor’s degree or equivalent relevant professional experience
Proven experience working in a professional office environment
Paralegal experience is strongly preferred, with legal operations or similar operational management experience also advantageous
Experience coordinating projects, establishing schedules, and taking ownership through successful completion
Exceptional organizational and time management skills, with the ability to manage competing priorities and changing expectations
Excellent written and verbal communication skills and a professional, diplomatic approach to stakeholder interactions
Sound judgement and the ability to build credibility and rapport with senior leaders and other stakeholders
Demonstrated ability to handle confidential and sensitive information with a high degree of professionalism
Strong problem-solving, analytical, and consulting skills, combined with the confidence to ask questions and seek clarity
Proficiency with Microsoft Word, PowerPoint, Excel, Outlook, SharePoint, and database systems
Fluency in English, with additional language skills considered advantageous
Experience working in a multinational or globally oriented environment is preferred

Responsibilities

Coordinate the scheduling, communications, documentation, and logistics associated with disciplinary hearings
Support compliance with CFA Institute Rules of Procedure and other relevant procedural requirements
Draft agendas, schedules, correspondence, hearing panel documents, meeting minutes, and other committee materials
Serve as a primary point of coordination between DRC members, Professional Conduct staff, candidates and members, attorneys, witnesses, and other stakeholders
Maintain confidential records and SharePoint resources, as well as communication and process templates
Support implementation and use of the DRC case management system
Respond to procedural questions and consult with legal counsel when appropriate
Coordinate confidentiality and conflict of interest statements, oaths, distribution agreements, and related documentation
Support volunteer management activities, including nominations, volunteer hour tracking, databases, training, and committee initiatives
Assist with program budgets, reimbursements, credit processing, and opportunities to manage costs effectively
Coordinate virtual and in-person meetings, training sessions, and working groups, including travel and accommodation arrangements
Provide technology support to DRC members and coordinate with CFA Institute IT colleagues when needed
Work across teams to track actions, follow up on deliverables, and keep committee activities and projects moving forward