CFA Institute Research Challenge Volunteers

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 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, Skype also possible; decentral; mostly Q4 2020 
  • CFA Charterholder
  • Experience in equity or corporate credit analysis or investment banking, sales experience is useful
  • 4 PL Credits (former CE Credits)


  • 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 2021 
  • CFA Charterholder
  • Experience in equity or corporate credit analysis 
  • 4 PL Credits (former CE Credits)

Industry expert 

  • 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 2020
  • CFA Charterholder
  • Expertise in the required field and willingness to share it with students  


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