Call for Volunteers

 

Committees with open positions:

  • Research Challenge Committee
  • Professional Learning Committee (Romandie)

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 2026. 

Application Deadline: 15 August 2026.

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 40 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 2027 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 2027 and to the Global Final taking place at the end of April or May 2027. 

We are seeking volunteers to support the students during the competition as industry mentors, graders and presentation skills coaches. 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; decentralised; mostly Q4 2026 
  • CFA Charterholder
  • Experience in equity or corporate credit analysis or investment banking; sales experience is useful
  • 4 PL Credits

Apply now to become an 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 2027 
  • 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 2026
  • Experience in delivering presentations and especially storytelling
  • Preferably sales experience in financial services 

Apply now for a position Presentations Skills Coach

 

If you would like to participate, please apply above before 15 August 2026.  A briefing call with all volunteers will be organised in September 2026. 

 

 

Volunteer Position: Professional Learning Committee

Our 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 and other CFA Societies
  • Developing new PL formats and coordinating local efforts with volunteers
  • Measuring and reporting the quality of PL events 

Requirements

  • CFA charterholder and member of CFA Society Switzerland
  • Time required for this role: 2-3 hours per month
  • Enthusiastic about professional learning
  • Creative and communicative
  • To strengthen our activities in French speaking Switzerland, we are looking for a volunteer from this region

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: 15 August 2026