Call for Volunteers

Committees with open positions:

Research Challenge Committee
Swiss Pensions Conference Committees
Networking Committee
Professional Learning Committee

Volunteers are vital to us providing valuable services to our members. Browse below to find and apply for an opportunity that fits your interests, competencies, and availability. You can volunteer in many ways, from short term project based opportunities to committee appointments. Duration of engagement: minimum 1 year (prolongation to the second year possible) starting September 2024.

Application Deadline: 7 July 2024.

Volunteers benefits include:

Gain recognition within the CFA community.
Expand professional networks with highly engaged professionals.
Build on existing competencies and develop new skills.
Enhance your resume with experience within a globally recognized organization and,
Contribute to the future of your profession.

Volunteer Position: Research Challenge

CFA Institute Research Challenge is an equity research competition among student teams from the world's top university business and finance programs. Students write an equity research report on a publicly traded Swiss subject company and present their findings to an expert panel.

We expect more than 30 student teams from Swiss universities and universities of applied sciences and the University of Liechtenstein to participate in the next competition.

The Swiss Final will take place in Feb 2025 in Zurich. The winning team(s) will progress to the EMEA Sub-regional Final and potentially to the EMEA Semi-regional Final at the in March/April 2025 and to the Global Final taking place at the end of April or May 2025..

We are seeking volunteers to support the students during the competition as industry mentors, graders, presentation skills coaches, and industry experts. It is our goal to teach the best practices in equity research and corporate analysis. We expect most of the large universities to participate and to field a team of their best final year master students.

We are looking for active participation of our members to support the society's University Relations Committee in this exciting undertaking for the following roles:

Industry Mentor

Mentoring student groups in establishing their research report and their presentation
6 hours commitment, in-person preferred virtual possible; decentral; mostly Q4 2024
CFA Charterholder
Experience in equity or corporate credit analysis or investment banking, sales experience is useful
4 PL Credits

Apply now for a position Industry Mentor

Grader

Grading student research reports on an independent basis according to a set catalog of criteria
6 hours commitment, work performed remotely and at own pace; between January and February 2025
CFA Charterholder
Experience in equity or corporate credit analysis
4 PL Credits

Apply now for a position Grader

Presentation Skills Coach

Teaching presentation skills to students at the respective universities
2 hours plus travel in Q4 2024
Experience in delivering presentations and especially storytelling
Preferably sales experience in financial services

Apply now for a position Presentations Skills Coach

Industry Expert

Presenting industry expertise to students at the respective universities (or virtually)
Required skills: valuation, accounting, equity research, sales, portfolio management, sector expertise
2 hours plus travel in Q4 2024
CFA Charterholder
Expertise in the required field and willingness to share it with students

Apply now for a position Industry Expert

If you would like to participate please apply above before 14 August 2024. A briefing call with all volunteers will be organized in September 2024.

Volunteer Position: Swiss Pensions Conference Committees

The Swiss Pensions Conference (SPC) is the leading independent event for pensions’ decision makers in Switzerland and CFA Society Switzerland’s flagship event since 2011. SPC is conducted annually with two installments, covering the French speaking part in Geneva and the German speaking part in Zurich.

Based in Geneva and Zurich, two agenda teams composed of volunteer pension experts from highly recognized institutions, convene every year to approach the unique annual motto from two different angles, applying CFA Society Switzerland’s unique Peers 4 Peers approach. This affords more than 100 delegates who attend both conferences the opportunity to grasp the subtle differences in practice and approach between the two parts of the country.

Requirements

Extensive work experience in pension fund (or insurance) industry (advantage investment roles)
Excellent professional network
Time required for this role: 3-4 hours per month
Duration of engagement: minimum 1 year (prolongation to the second year possible) starting September 2024)
Ideally CFA charter holder and member of CFA Society Switzerland

Roles and Responsibilities

Attends biweekly team meetings (conference calls and in-person meetings)
During meetings, actively contributes to discussions leading to development of the Swiss Pensions Conference agenda
Outside meetings, research and identification of relevant topics and speakers
Actively promotes conference and related events to his/her professional network

Benefits

Visibility within the CFA community and Swiss pension fund industry
Having an impact in the Swiss pension fund industry
Broaden professional network

Apply now for a position in Swiss Pensions Conference Romandie Committee

Apply now for a position in Swiss Pensions Conference Zurich Committee

Application Deadline: 7 July 2024

Volunteer Position: Professional Learning Committee

The Professional Learning (PL) Committee promotes continuing professional development programs to meet the needs of local members and investment community with a focus on these tasks:

Organizing webinars
Organizing lunch and evening seminars, half-day or full-day events, and special events in collaboration with CFA Institute
Developing new PL formats and coordinating local efforts with volunteers
Measuring and reporting the quality of PL events to the Board

Requirements

Time required for this role: 2-3 hours per month
Enthusiastic about professional learning
Creative and communicative
Ideally CFA charterholder and member of CFA Society Switzerland

Roles and Responsibilities

During meetings, she/he actively participates in discussions by researching relevant event concepts
Eager to perform tasks
Actively promotes events to his/her professional network

Apply now for a position on Professional Learning Committee

Application Deadline: 7 July 2024

Volunteer Position: Networking Committee - Basel

The Member Networking Events Committee plans and delivers networking events to:

Help organize major social events.
Plan other social activities like networking drinks and lunches, wine tastings, sporting events and summer activities.

Requirements

Time required for this role: 2-3 hours per month
Enthusiastic about using their skills and network to build new initiatives
Creative and communicative
Ideally CFA charterholder and member of CFA Society Switzerland

Roles and Responsibilities

Lead the organization of networking events in Basel
During team meetings, she/he actively participates in discussions by researching relevant event concepts and venues
Eager to perform tasks
Actively promotes events to his/her professional network
Participates in events and engages with guests

Apply now for a position in Networking Committee

Application Deadline: 7 July 2024