Investment Committee – Committee Member

CFA UK Mission 

CFA UK aim to connect, educate and inspire our 12,000 members and, in doing so, help you develop your professional lives. Members are at the heart of everything we do and your contribution will create a real and lasting impact.  

CFA UK Investment Committee 

The CFA UK Investment Committee is a standing committee of the CFA UK Board reporting to the Finance Committee and the Board. Our responsibility is to oversee the investment reserves of the Society and make investment decisions relating to its portfolio of funds.   

Purpose and Responsibility of the Investment Committee 

• The purpose of the Committee is to contribute to the long-term sustainability of CFA UK. The purpose is served by integrating sustainable investment principles to preserve and grow the real capital value of the Society’s investment reserves.
• The Investment Committee is responsible for determining, executing and monitoring investment policy for the investment reserves portfolio.

Responsibilities and activities 

• Contribute approximately eight hours per quarter, to carry out tasks between Committee meetings, either autonomously or in collaboration with the CFA UK staffed office:
  • to perform investment due diligence on external managers, those held or identified as of potential interest;
  • to contribute to the discussion related to investment policy choices;
  • to progress action points;
  • to contribute to any other analysis as decided by the Committee;
  • Attend quarterly meetings (1.5 – 2 hours in length), ideally in person;
  • Commit for a term of 2 years;
  • Uphold the values and objectives of the Investment Committee;
  • Contribute to the work of the Committee and to the fulfilment of its responsibilities;
  • Show courtesy and respect to other members of the Investment Committee;
  • Act with integrity and declare any personal conflicts of interest.  

Who are we looking for?  

The Investment Committee would welcome applicants with wealth or institutional management experience of seven years at least; priority will be given to the candidates with experience in assessing external managers.  

Technical Skills 

Required        

• Seven years of fund investment experience and demonstrated expertise, studying towards / have the CFA charter 

• Exceptional organisational and communication skills 

• Good understanding of the basics of fund management 

• Fund portfolio management, manager research, due diligence and/or selection  

• Time commitment and capacity to fully contribute to the committee 

Soft Skills (with competence, willingness and time to contribute) 

• Organisational and administrative skills 

• Verbal and written communication skills  

CFA UK membership is required. 

The Investment Committee promotes an inclusive and diverse culture in its membership.  

What you will gain: 

• Make a difference to the long-term sustainability of CFA UK 

• Share portfolio and investment fund expertise with other like-minded professionals 

• Gain insight into the inner workings of the Investment Committee 

• Build your profile by being part of the CFA UK volunteer network 

• Advance your leadership, communication and teamwork skills through our volunteer personal development training 

• Gain recognition for your contribution in shaping and delivering services to the Society 

• Volunteering brings a “shared experience” amongst peers that has long lasting benefits for your career 

• Learn more about what to expect from volunteering here.

Who is CFA UK looking for?   

• You are a good communicator, relationship builder and connector with a talent for breaking down siloes  

• You have leadership and/or facilitation experience 

• You are organised, motivated and committed 

• You are able to commit the time to this important volunteer role. 

Compliance Notes: 

• Investment committee members should seek prior compliance clearance from their employers
• Members will participate in a personal capacity and not as representatives of their employer. 

Next steps: 

Please send a one-page CV and brief cover letter via the Apply Today button above.

Learn more: 

•  If you would like to find out more about what to expect, contact the Volunteering Team on volunteer@cfauk.org