Project & Administrative Assistant

Do you take pride in keeping people and priorities organised and on track Are you someone who thrives on accuracy communication and helping complex work run smoothly Would you enjoy supporting global research and policy teams that are helping to shape the investment profession If so this could be the opportunity for you.

CFA Institute is seeking a highly organised and proactive Project & Administrative Assistant (official job title: Administrative Coordinator Research) to join the Research team part of the Research Advocacy and Standards (RAS) division. This role provides essential project coordination financial administration and operational support for a global portfolio of research and policy work. Its ideal for someone who enjoys balancing detail with impact works confidently with senior stakeholders and takes pride in delivering high-quality results in a fast-paced collaborative environment.

What Youll Do

• Provide administrative and coordination support across the Research and Policy teams ensuring smooth daily operations and timely delivery.

• Manage contracts invoices and vendor payments with precision using systems such as NetSuite and CLX.

• Prepare track and manage Statements of Work (SOWs) Master Service Agreements (MSAs) and purchase orders in compliance with CFA Institute policies.

• Coordinate meetings travel and event logistics for senior leaders ensuring seamless execution and follow-up.

• Maintain accurate records for the Research and Policy Center (RPC) advisory and technical committees.

• Draft and format presentations reports and communications aligned with brand and professional standards.

• Serve as a key liaison with internal teams and external partners ensuring clarity accuracy and responsiveness in all interactions.

What Were Looking For

• Bachelors degree or equivalent combination of education and experience.

• Proven work experience in administrative coordination ideally within a corporate academic or research-based organisation.

• Strong organisational and time management skills with the ability to prioritise multiple tasks and meet competing deadlines.

• Demonstrated experience in finance and vendor administration including invoicing contracting and supplier payments.

• Experience in project coordination with the ability to identify what is needed for project success and create appropriate schedules for timely delivery.

• Excellent stakeholder management skills comfortable liaising with internal and external senior stakeholders such as academics consultants and industry leaders.

• Proficiency in Microsoft Office with experience using Workday Salesforce NetSuite and Concur preferred but not required; familiarity with workflow or project management systems such as JIRA is desirable.

• A proactive detail-focused approach with sound judgement professionalism and a collaborative mindset.

Why Join Us

• Work at the centre of CFA Institutes global Research Advocacy and Standards function supporting thought leadership and policy work that influence the investment industry.

• Collaborate closely with senior leaders and gain exposure to international research and policy initiatives.

• Join a mission-driven inclusive organisation that values professionalism excellence and teamwork.

At CFA Institute we are committed to transparency and equity in our hiring compliance with wage transparency laws in many of the jurisdictions in which we recruit we provide the following information regarding compensation for this position: Expected salary range: per year. All salary ranges are subject to adjustment based on location experience education and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus a 12% employer contribution to a pension plan and a comprehensive medical benefits package.

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About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200000 charterholders across 160 markets we drive professional growth ethical behavior and better markets. We care about our employees well-being offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness education and support programs

If you feel this opportunity could be the next step in your career we encourage you to click Apply and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education experience or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee group of employees or prospective employee on the basis of race color national origin citizenship or immigration status religion creed or belief age marital or partnership status marital or family status care giver status pregnancy and maternity sexual and other reproductive health decisions physical abilities/qualities disability sexual orientation gender gender identity or expression predisposing genetic characteristic military or veteran status status as a victim or witness of domestic violence or sex offense or stalking unemployment status infectious disease carrier status migrant worker status educational background socio-economic status geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment including but not limited to recruitment hiring compensation training development promotion demotion layoff recall furlough transfer leave of absence and dismissal. This is a global policy that applies to all CFA Institute employees regardless of location.

If due to a disability or current medical condition you need an accommodation or assistance to complete a job application you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

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