Volunteer Opportunity Details

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Scottish Committee Outreach Project working group - members

Signup Deadline: 24-09-2021
Starts: 27-09-2021
Ends: 13-03-2022


No of new member volunteers



3-6 months



Reports to:

Scottish Committee



CFA UK Scottish Committee believes that the investment industry in Scotland should be more connected to share their voice, views and learning. They want to play a more active part in bringing together more firms and industry professionals to create a stronger investment community in the region. Be part of a project, which would utilise your love of networking, and ultimately start connecting CFA UK members, small and medium sized investment firms and other investment professionals with the Committee.


30% of investment professionals sit within 5 key firms in Scotland.  There are over 100 smaller firms who the Scottish Committee want to engage with.  This project will focus on 10 identified firms as a pilot.  The outcome of this project will determine whether engagement in this way is the correct approach.



Purpose and activities:

  • To research and use social tools like LinkedIn to make connections with CFA UK members and investment professionals in 10 key firms in Scotland from the following list:


o    Adam and Co

o    Brooks Macdonald 

o    Edinburgh Partners

o    Kiltearn

o    Tilney

o    Brewin Dolphin

o    McInroy and Wood

o    Scottish Investment Trust

o    Aberforth

o    Amati

o    Aubrey Capital

o    BMO

o    QMPF

o    Liontrust 

o    Morgan Stanley

o    UBS

o    Aon Hewitt

o    Kennox


  • To start conversations with firms and individuals to connect them into the Scottish Committee and CFA UK
  • Build relationships with Scottish Committee members and Scotland Ambassadors to leverage their connections



Who are we looking for?

  • Members who would like to create a strong investment community in Scotland
  • Volunteers who enjoy networking and are creative in their approach to making new connections
  • Members who are great communicators and a people person



What you will gain:

  • Build your profile within the CFA UK network of volunteers, the wider membership and the industry
  • Develop leadership, communication and teamwork skills
  • Recognition for your contribution in shaping and delivering services to the membership
  • Opportunity to meet and network with other like-minded investment professionals
  • Volunteering brings a “shared experience” amongst peers that has long lasting benefits for your career

Volunteers Needed:

2 (2 open slots)

Experience Required:

1 to 3 Years Industry Experience


Nikhila Deshmukh

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