Director, Practice Analysis

CFA Institute•New York, MA

19h•$130,000 - $170,000

About The Position

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. Practice Analysis forms the foundation of our education programmes. It reflects the knowledge and skills required of competent practitioners across a broad range of investment-related roles and translates global industry insight into structured curriculum frameworks. As our portfolio spans the CFA Program and a growing suite of certificates and specialised offerings, this role ensures consistent, forward-looking alignment across our educational product offerings.

Requirements

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.

Nice To Haves

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.

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.