Call for Volunteers*

* Is closed for all committees except for the Research Challenge.

Committees with open positions:

University Relations Committee
Research Challenge Committee
Swiss Pensions Conference Committees
Generations Conference Committee
Career Committee - Women in Finance and Diversity & Inclusion
Membership 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 2022.

Application Deadline: 7 July 2022.

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: University Relations Committee

The University Relations Committee’s mission is to foster relations with major universities and universities of applied sciences, thereby supporting CFA Institute’s overall mission to serve clients and society.

We are looking for new members (1–2) to support some of committee’s activities:

Key Account Management support to cover schools (University of Fribourg, FHNW), particularly with respect to the University Affiliation Program, but also generally maintains relationships with the leadership (dean, president). Focus on the faculty of economics / BA
Position CFA and its other credentialing programs as a key continuing education after the Bachelor or Master program, across all areas of study
Active and proactive provisioning of guest speakers and practitioner teaching staff (e.g. lecturer) to relevant professors
Selectively hold guest lectures in their own area of expertise
Active involvement in university activities (e.g. Dies Academicus, graduation ceremonies, important meetings)
Marketing of CFA brand and all credentialing programs (presentations, information sessions, flyers) covering all faculties
Promotes and supports the CFA Institute Research Challenge in Switzerland
Selectively partners up with other professional bodies on a local level

Requirements

CFA charterholder and member of CFA Society Switzerland; Master degree or higher

Junior or senior professional profile
Excellent communication and presentation skills
Optional: studied and/or affiliated with the school covered, faculty member
Time required for this role: on average one hour per month
Duration of engagement: minimum 2-3 years, starting September 2022
Genuine interest in knowledge-building activities and the concept of lifelong learning

Roles and Responsibilities

Attending quarterly Committee meetings
During meetings, actively contributing to discussions leading to development of committee’s activities
Outside meetings, pro-actively participate in assigned activities listed above

Apply now for a position in University Relations Committee

Application Deadline: 7 July 2022.

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 2023 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 2023 and to the Global Final taking place at the end of April 2023.

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 2022
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 2023
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 2022
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 2022
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 below before 14 August 2022. A briefing call with all volunteers will be organized in September 2022.

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 2012. 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 2022)
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 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 2022.

Volunteer Position: Generations Conference (Family Office Conference)

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.

The agenda committee assembles every year to create the conference program.

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 November 2022

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 and Swiss family office industry
Having an impact in the family office industry
Broaden professional network

Apply now for a position in Generations Conference Committee

Application Deadline: 7 July 2022.

Volunteer Position: Career Committee - Women in Finance and Diversity & Inclusion

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

Help organize major social events for Women with focus on career

Requirements

Time required for this role: 2-3 hours per month
Enthusiastic about using their skills and network to organize events
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 and venues
Eager to perform tasks
Actively promotes events to his/her professional network
Participates in events and engages with guests

Apply for for a position in Women in Finance Committee

Application Deadline: 7 July 2022.

Volunteer Position: Membership 2023 Committee

The Membership Committee aims to create a leading community of Investment Professionals in Switzerland. The committee strives to ensure all Regular and Affiliate members of our community have a platform to:

Connect with fellow members to share ideas, develop contacts and obtain referrals to enhance their careers.
Grow with critical life-long investment knowledge, skills and solutions for themselves, colleagues and clients.
Lead in their career, profession, industry and society to make a difference.

We foster this by creating a local network where members have priority access to career resources, professional learning opportunities, volunteer opportunities, educational and networking events.

Whether new to the investment profession, a long-time charterholder, or somewhere in between, our committee is dedicated to helping members advance their investment management careers and drive confidence in the profession.

Requirements

Work experience in communications and/ or marketing would be an advantage
Excellent and diverse 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 2023)
Ideally CFA charterholder and member of CFA Society Switzerland

Roles and Responsibilities

Contribute to the Board & CFA Institute’s strategy for member retention, engagement, membership growth and to reduce society membership gaps.
Support the strategic goals of the CFA Institute related to membership: https://connexions.cfainstitute.org/our-strategy/strategic-goals
Attends team meetings (conference calls and in-person meetings)
Support different communication exercises with members include targeted marketing, campaigns, reaching out to members directly & gathering qualitative feedback
Support and advise the staffed office on measures to improve member engagement and initiatives to promote membership growth.
Advise on membership feedback surveys to assess satisfaction with various membership value propositions.
Actively promotes CFA Society membership and related events to his/her professional network

Benefits

Visibility within the CFA member community
Broaden professional network

Apply now for a position in Membership Committee

Application Deadline: 7 July 2022.