102 jobs in CFA Institute

Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross‑jurisdictional services. With our clients at the heart of everything we do, our hard‑working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry‑changing realities. For our business, for clients, and for you.

We are seeking a senior Product Lead to own the strategy, governance, and commercialisation of Apex's Money Market Fund (MMF) product offering. The role requires deep expertise in MMF regulation, transfer agency operations, and fund administration, and will serve as Apex's primary subject matter authority on MMF products. The successful candidate will work across Operations, Compliance, Sales, and Client Services to ensure Apex's MMF proposition is market‑leading and commercially compelling.

• Define and own the MMF product roadmap, covering fund structures (VNAV, CNAV, LVNAV), share classes, and distribution models.
• Lead product governance including product approval, lifecycle management, and ongoing regulatory compliance across ESMA, SEC, FCA, and CBI frameworks.
• Monitor MMF regulatory developments and translate requirements into product and operational change programmes.

• Define the Target Operating Model for TA services supporting MMFs, covering subscription/redemption processing, same‑day settlement, yield distribution, and investor reporting.
• Partner with Fund Administration teams to ensure NAV calculation, fund accounting, and reporting meet MMF‑specific standards.
• Drive continuous service improvement to enhance operational resilience and SLA performance across MMF mandates.

• Provide MMF product expertise during client pitches, RFP responses, and due diligence processes.
• Identify cross‑selling opportunities across Apex's integrated fund services suite including depositary, regulatory reporting, and ESG services.
• Contribute to competitive pricing strategy, commercial modelling, and revenue growth initiatives.

• Maintain deep knowledge of global MMF market dynamics, regulatory trends, ESG/sustainable MMF developments, and competitor positioning.
• Act as primary client escalation point for MMF product and operational matters; lead onboarding and implementation for new mandates.
• Produce market insight and thought leadership materials for internal and external audiences; represent Apex at industry forums.

• Bachelor's degree in Finance, Accounting or related discipline; CFA, CAIA, ACCA or equivalent qualification advantageous.
• Minimum 8-10 years in asset management or fund services, with significant and demonstrable exposure to Money Market Funds.
• Proven experience in a product management, product strategy, or product governance role within fund administration, transfer agency, or asset management.
• Deep knowledge of MMF structures (VNAV, CNAV, LVNAV) and applicable regulatory frameworks including ESMA MMF Regulation, SEC Rule 2a-7, and IMMFA standards.
• Strong understanding of Transfer Agency operations: AML/KYC onboarding, subscription/redemption workflows, shareholder reporting, and NAV‑related processes.
• Proven ability to define and implement Target Operating Models in a fund services environment.
• Excellent stakeholder management, communication, and commercial skills; ability to engage credibly at senior levels with clients and internal leadership.
• Self‑starter with a collaborative mindset and the ability to drive change across complex, multi‑jurisdictional organisations.

• Senior, high‑visibility role with direct influence over Apex's strategic fund product direction.
• Competitive compensation package aligned with experience and expertise.
• Professional development, exposure to regulatory change, and emerging fund structures across multiple jurisdictions.
• International collaboration across asset classes, business lines, and global client relationships.

CFA Institute seeks a skilled Investment Strategist for its hybrid office in London. The role involves acting on behalf of the CIO in media engagements, crafting compelling communications and utilizing research to enhance Quilter Investors’ profile.

Success requires CFA qualification, extensive investment knowledge, and strong media skills. Benefits include 26 days of holiday and a comprehensive incentive scheme.

CFA Institute in the City of Edinburgh is looking for a Finance Business Intelligence Manager to deliver coordinated financial reporting and strategic insights across all business areas. You will oversee budgeting, forecasting, and performance monitoring, and work with business partners to define income improvement opportunities.

The ideal candidate will possess strong financial controls knowledge, analytical skills, and leadership experience with the ability to influence stakeholders at all levels. A CIMA, ACCA, or CFA qualification is required, with a hybrid working arrangement.

About the role

Private banking at Revolut will aim to develop long‑term relationships with individuals across the globe. From prospecting to acquisition and activation, Private Bankers will own their market segments, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution‑oriented approach.

We're looking for a French‑speaking Private Banker to be a trusted advisor, helping high‑net‑worth clients navigate their financial journey and crafting personalised strategies that fit their unique needs. As a private banking expert, you'll have a deep understanding of our features to recommend tailored solutions and deliver an exceptional customer experience.

If you're a motivated individual who thrives on building lasting relationships, enjoys complex financial challenges, and acts with unwavering integrity, let’s get in touch.

• Onboarding high‑net‑worth individuals, guiding them through the entire customer lifecycle
• Identifying client requirements and conveying the unique value of our private banking services through a solutions‑based advisory approach
• Driving growth by identifying cross‑sell opportunities, ensuring clients are leveraging the full suite of relevant features available to them
• Providing comprehensive financial advice tailored to each client’s unique situation, including guidance on deposits, savings, and investments
• Conducting regular portfolio reviews and recommending optimisations to meet clients’ evolving financial goals
• Meeting and exceeding relationship management targets aligned with the team’s goals

• Fluency in English and French
• 3+ years of experience in private banking, wealth management, or a similar financial advisory role
• A CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus Investment Management Certificate (IMC) Level 4
• A proven track record of managing multiple high‑value client relationships
• Excellent communication and interpersonal skills to build rapport with affluent clients
• A desire to be a subject‑matter expert in Revolut’s wealth management and financial advisory services
• An analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios
• Creativity to use market insights to understand and anticipate client needs and market trends
• To be client‑focused with the ability to provide patient, detailed guidance through complex financial decisions
• Commercial acumen and the ability to understand a client’s financial potential, negotiating where needed to deepen relationships
• Solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance

• Relevant certifications, such as CAIA
• Familiarity with high‑net‑worth client relationship management software and financial modelling tools

We encourage applications from people with diverse backgrounds and experiences to join this multicultural, hard‑working team.

CFA Institute is looking for a Private Banker to support high-net-worth clients, developing tailored financial strategies. You'll leverage your expertise to onboard clients, identify needs, and navigate complex financial decisions.

The ideal candidate will have over 3 years in private banking, excellent communication skills, and the ability to manage diverse client portfolios, ensuring adherence to regulatory standards.

CFA Institute in Liverpool is seeking trainees who are curious and eager to learn in the financial services realm. As a trainee, you will work directly with clients, gaining hands-on experience in accounting services and supporting key stakeholders with management reporting.

You will receive dedicated study support for your professional qualifications, with fully funded courses and a robust support network from experienced mentors. The position also offers a competitive salary and benefits package including paid study leave and flexible holiday options.

CFA Institute in Leeds seeks a motivated trainee to join their financial operations team. You will engage with various clients, gaining hands-on experience in accounting services and reporting.

The role offers a fully funded professional qualification and a supportive network of mentors. The ideal candidate is curious, collaborative, and career-minded, eager to grow and contribute in a dynamic environment.

What you'll do

You will be part of a team that keeps our clients' financial operations running smoothly, accurately, and on time. You will learn by doing, with plenty of support along the way.

• Work with a variety of clients , from household names to innovative start-ups, gaining exposure to different industries and challenges.
• Get hands‑on with real accounting services projects by bookkeeping directly from source documents, preparing month‑end management reporting packages, VAT returns and payment runs.
• Understand how businesses work by working directly with key client stakeholders and their auditors, supporting with queries on management reporting, and coordinating with wider teams within Grant Thornton.
• Use data and technology to provide accurate data to our clients and achieve internal efficiencies to meet deadlines, learning to work with widely used accounting systems and tools.
• Keep learning and growing by staying up to date with regulations, developing your professional judgement, and building relationships with mentors and experts across the firm.
• Study with support , with dedicated time to study and a team behind you as you work towards your AAT / CFAB / ACCA.

• Curious minds who want to understand how processes work, ask questions when something doesn't add up, and look for better ways of doing things.
• Innovative problem solvers who think creatively, are curious about how technology can make processes faster and more accurate, and help make day‑to‑day workflows more efficient for clients.
• Collaborative partners who work respectfully and build trust with others.
• Effective communicators who listen, adapt, and express ideas clearly.
• Self‑leaders who manage and flex their time, mindset, and energy effectively.
• Career‑minded contributors who take initiative and are motivated to grow.

• Fully funded professional qualification , including paid study leave, expert tuition, and all course fees covered.
• Technology to support your learning and client work.
• Dedicated support network from experienced managers and mentors to college tutors who will guide you every step of the way.
• Our approach to how we work helps you balance life, learning, and work.
• Exclusive discounts on shopping, gyms, and wellbeing services.
• Opportunities to give back through mentoring, volunteering, or fundraising initiatives.
• Competitive salary and benefits package including: extra holiday options (including flexible bank holidays and the option to purchase additional holidays), life assurance, private medical insurance.

As part of your training with us you will be provided with study leave to support you through completing your professional qualification. Completing a professional qualification is a substantial commitment and it is important to study in your spare time outside of working hours. You will need to be focused, committed, and able to organise your time well to balance all the requirements of being a trainee.

What you'll do

You will be part of a team that keeps our clients' financial operations running smoothly, accurately, and on time. You will learn by doing, with plenty of support along the way.

• Work with a variety of clients , from household names to innovative start-ups, gaining exposure to different industries and challenges.
• Get hands‑on with real accounting services projects by bookkeeping directly from source documents, preparing month‑end management reporting packages, VAT returns and payment runs.
• Understand how businesses work by working directly with key client stakeholders and their auditors, supporting with queries on management reporting, and coordinating with wider teams within Grant Thornton.
• Use data and technology to provide accurate data to our clients and achieve internal efficiencies to meet deadlines, learning to work with widely used accounting systems and tools.
• Keep learning and growing by staying up to date with regulations, developing your professional judgement, and building relationships with mentors and experts across the firm.
• Study with support , with dedicated time to study and a team behind you as you work towards your AAT / CFAB / ACCA.

• Curious minds who want to understand how processes work, ask questions when something doesn't add up, and look for better ways of doing things.
• Innovative problem solvers who think creatively, are curious about how technology can make processes faster and more accurate, and help make day‑to‑day workflows more efficient for clients.
• Collaborative partners who work respectfully and build trust with others.
• Effective communicators who listen, adapt, and express ideas clearly.
• Self‑leaders who manage and flex their time, mindset, and energy effectively.
• Career‑minded contributors who take initiative and are motivated to grow.

• Fully funded professional qualification , including paid study leave, expert tuition, and all course fees covered.
• Technology to support your learning and client work.
• Dedicated support network from experienced managers and mentors to college tutors who will guide you every step of the way.
• Our approach to how we work helps you balance life, learning, and work.
• Exclusive discounts on shopping, gyms, and wellbeing services.
• Opportunities to give back through mentoring, volunteering, or fundraising initiatives.
• Competitive salary and benefits package including: extra holiday options (including flexible bank holidays and the option to purchase additional holidays), life assurance, private medical insurance.

As part of your training with us you will be provided with study leave to support you through completing your professional qualification. Completing a professional qualification is a substantial commitment and it is important to study in your spare time outside of working hours. You will need to be focused, committed, and able to organise your time well to balance all the requirements of being a trainee.