Call for Volunteers

 

Committees with open positions:

  • Swiss Pensions Conference Committees
  • Generations Conference Committee
  • University Relations Committee - CFA Institute Research Challenge 

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.

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: Swiss Pensions Conference 2022 Committee Members

The Swiss Pensions Conference (SPC) is the leading independent event for pensions’ decision makers in Switzerland and CFA Society Switzerland’s flagship event since 2012. SPC is conducted annually with two installments, covering the French speaking part in Lausanne (mostly in French) and the German speaking part in Rueschlikon (mostly in German).

Based in Lausanne and Zurich, two agenda teams composed of volunteer pension experts from highly recognized institutions, convene every year to approach the unique annual topic 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.

Learn more about the Swiss Pensions Conference Committees  here.

Lean more about the Swiss Pensions Conference 2021 Romandie on 23 September 2021 in Lausanne and the Swiss Pensions Conference 2021 Zurich on 25 October 2021 in Rueschlikon

 

Requirements

  • Extensive work experience in pension fund (or insurance) industry (advantage investment roles)
  • Excellent professional network
  • Time required for this role: 2-3 hours per month
  • Duration of engagement: minimum 1 year (prolongation to the second year possible) starting September 2021)
  • Ideally CFA charterholder 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 for SPC22 Romandie Committee Member (deadline for applications is 31 July 2021)

Apply for SPC22 Zurich Committee Member (deadline for applications is 31 July 2021)

 


 

Volunteer Position: Generations Conference Committee Members

The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices (FOs) and Family Foundations as well as asset owners. The conference offers a one day program to a select number of principals and professionals working for Family Offices to connect with like-minded thought leaders and peers in the industry and discuss challenges, leading practices and trends in Family Office private investing and much more.

Lear more about Generations Conference Committee  here

Learn more about the upcoming Generations Conference on 7 September 2021 in Zurich.

 

Requirements

  • Ideally CFA charterholder and member of CFA Society Switzerland
  • Extensive work experience in family office industry
  • Excellent professional network
  • Time required for this role: 2-3 hours per month
  • Duration of engagement: minimum 1 year (prolongation to the second year possible) starting October 2021

Roles and Responsibilities

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

Benefits

  • Visibility within the CFA community 
  • Having an impact in the family office industry
  • Broaden professional network

 

Apply for the Generations Conference Committee Member (deadline for applications is 31 July 2021)

 


 

Volunteer Position: CFA Institute Research Challenge 2021/2022 Various Roles

CFA Institute Research Challenge in Switzerland and Liechtenstein is an equity research competition among student teams from local universities and universities of applied sciences with 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 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. 

Learn more about the CFA Institute Research Challenge

 

Industry Mentor (30+)

  • Mentoring student groups in establishing their research report and their presentation
  • 6 hours commitment, in-person preferred, digital also possible; decentral; mostly Q4 2021 
  • CFA Charterholder
  • Experience in equity or corporate credit analysis or investment banking, sales experience is useful
  • 4 PL Credits 

Apply here for Industry Mentor (deadline for applications is 31 July 2021)

 

Grader (30+)

  • 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 2022
  • CFA Charterholder
  • Experience in equity or corporate credit analysis 
  • 4 PL Credits 

Apply here for Grader (deadline for applications is 31 July 2021)

 

Presentation Skills Coach (8–10)

  • Teaching presentation skills to students at the respective universities
  • 2 hours plus travel in Q4 2021
  • Experience in delivering presentations and especially storytelling
  • Preferably sales experience in financial services 

Apply here for Presentation Skills Coach (deadline for applications is 31 July 2021)

 

Industry Expert (20+)

  • Presenting industry expertise to students at the respective universities
  • Required skills: valuation, accounting, equity research, sales, portfolio management, sector expertise
  • 2 hours plus travel in Q4 2021
  • CFA Charterholder
  • Expertise in the required field and willingness to share it with students  

Apply here for Industry Expert (deadline for applications is 31 July 2021)