CFA Institute

Overview Are you driven to create intuitive, engaging experiences for a global audience? The User Experience Designer shapes the end-to-end experience across CFA Institute's digital products-leading design, prototyping, and user research efforts. Working closely with cross functional teams, you'll deliver consistent, accessible, and user centered solutions that elevate how our audiences interact with our platforms. Responsibilities Work collaboratively with product owners and development teams in an Agile environment to create designs based on the latest web technologies, accessibility standards, and pattern libraries. Focus on user centered design principles to create intuitive and highly functional and interactive designs. Simplify complex content and ideas into functional, usable interfaces. Ensure existing UX guidelines and standards are followed during the development and maintenance of the product/site. Present design concepts and work with key stakeholders to arrive at designs that support business objectives, technological realities, and deliver a strong end user experience. Initiate, plan, conduct, and/or participate in remote and/or in person product usability testing. Communicate and work effectively with cross functional team members including but not limited to developers, content writers, business owners/managers, project managers, and other stakeholders. Translate low fidelity wireframes/UX prototypes into effective and appealing interfaces. Contribute to planning and stand ups with product and development teams in an agile workflow. Proactively recognize UX/UI/accessibility gaps in designs and propose solutions. Qualifications B.S. degree or equivalent experience in interaction design, human computer interaction, or related subject. 3 5 years' experience designing complex websites and applications. Solid understanding of WCAG and other accessibility design standards. Expertise in current trends and best practices for UX/UI design and data visualization. Ability to articulate user experience design issues effectively. Mastery of user centered design principles and practices. Ability to quickly prototype designs in tools such as Sketch, InVision App, or Axure. Experience creating sitemaps, wireframes, and customer journeys. Innovative, creative problem solving skills with an eye for detail and accuracy. Experience working in an agile development process. Excellent communication skills (oral, written, and listening). Excellent organizational skills with proven ability to manage multiple concurrent projects and adjust to frequent changes in project priorities. Knowledge of CSS, HTML, JavaScript (bonus). Benefits Comprehensive health coverage for you and your family. Generous leave and time off. Competitive retirement plans. Flexible work options. Wellness, education, and support programs. Equal Opportunity Employment 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, family status, caregiver status, pregnancy and maternity, sexual orientation, gender, gender identity or expression, reproductive health decisions, physical abilities/qualities, disability, military or veteran status, status as a victim or witness of domestic violence or sex offense, 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 recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. 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 contact for assistance.

CFA Institute is seeking a User Experience Designer to create intuitive and engaging digital experiences. This role involves collaboration with cross-functional teams to deliver user-centered solutions for a global audience. The ideal candidate will have a B.S. in interaction design and 3-5 years of relevant experience. Responsibilities include design prototyping, usability testing, and ensuring compliance with accessibility standards. Benefits include comprehensive health coverage, competitive retirement plans, and flexible work options.

Join us as a Finance Business Intelligence Manager We'll look to you to deliver a smooth and coordinated financial reporting process across all business areas With your expertise, you'll be translating the finance vision and strategy of your department into team objectives You can expect the opportunity to gain valuable exposure as you work closely with business partners to develop business insights and opportunities to meet our strategic objectives What you'll do As a Finance Business Intelligence Manager, you'll be responsible for providing financial insight across a range of business initiatives. This will include budgeting, forecasting, strategy reviews, and performance monitoring across the revenue streams of customer products and define opportunities for P&L improvement. You'll also be working with customers and business partners to identify and define opportunities for income improvement, through business engagement and the interrogation of MI. Additionally, you'll be: Supporting activity that reviews end-to-end profitability and value creation for the bank and taking responsibility for overall outputs and insights Developing financial models that deliver timely, robust, action-oriented outputs that can drive commercial discussions and decisions Creating draft forecasts and budgets and working with others to align them with business aspirations Managing a team responsible for income, and developing them to provide analyst support and actionable insight that can drive discussions and decisions Providing input to the development of strategic business plans, budgets and forecasts, scenario planning, analysis and cost management initiatives The skills you'll need To be successful in this role, you'll need strong financial controls knowledge and experience, with a strong understanding of accounting standards, strong understanding of the external macroeconomic environment and its relevance to the franchise budgets and forecasts and experience in leading a team. We'll be looking for a good communicator with strong analytical skills and a track record of analysing and interpreting vast quantities of data. Additionally, you'll need the ability to proactively work with and influence senior stakeholders across all areas of the bank. You'll also need: A CIMA, ACCA or CFA qualification, or qualified by equivalent experience with a strong record of application in a business environment Strong people, process and systems skills, with an understanding of how to improve existing systems and challenge existing processes A demonstrable ability to work well with and lead teams in different locations Experience with data visualisation as well as both technical and non-technical communication of findings Hours: 35 Ways of Working: Hybrid Job Posting Closing Date: 09/07/2026

Requisition ID: 266137 Purpose This is an opportunity to play a senior role in the continued success and growth of the Commodity Derivatives team, with a focus on Base and Precious Metals in the UK. The role is responsible for managing the Base and Precious Metals trading book in close partnership with the wider Trading team, combining strong market judgement, disciplined risk management, and collaborative execution. The overall objective is to deliver sustainable revenues, support the development of the trading franchise, and build trusted relationships with internal and external stakeholders. Success in this role will be achieved through clear goals, strong partnership, and thoughtful execution of initiatives that support the team's business strategies and objectives, while ensuring all activities are conducted in compliance with governing regulations, internal policies, and procedures. This role has been identified as a Material Risk Taker (MRT) and falls within scope of the PRA/FCA Certification Regime. The successful candidate will therefore be required to be internally certified as performing a significant harm function. Accountabilities Champion a client-focused culture that deepens relationships, strengthens trust, and leverages the broader Bank's relationships, systems, and expertise. Lead oversight of the metals trading book as a senior trader, managing risk for the respective business with sound judgement and accountability. Engage regularly with clients and stakeholders to share market insights, identify new opportunities, and execute transactions effectively. Partner with Corporate and Investment Banking Relationship Managers to expand the client base and cross-sell Global Banking and Markets (GBM) and broader Bank capabilities, including supporting stakeholder engagement through presentations and approvals of hedging facilities. Stay close to industry developments, including market conditions, competitor practices, and regulatory changes, ensuring the business remains responsive and aligned with evolving requirements. Apply the Bank's risk appetite and risk culture thoughtfully in day-to-day activities and decisions. Actively pursue effective and efficient operations within the respective area, while maintaining strong day-to-day business controls to meet obligations relating to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk, including responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Code of Conduct. Contribute to a high-performing, respectful, and inclusive team environment, supporting the team's vision, values, and business strategy. Education / Experience Undergraduate degree required, preferably in STEM or a related discipline such as Finance, Economics, or Business. An advanced degree or CFA designation is an asset. Strong product knowledge and understanding of financial markets, with the confidence to apply expertise in a fast-moving trading environment. Knowledge of Bloomberg, booking systems, and trading protocols. High level of integrity, sound judgement, and commitment to compliance. Experience in Precious and Base Metals derivative trading. Location England : Greater London : London (UK) EEO / Accommodation We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

CFA Institute is seeking a Senior Trader for its Commodity Derivatives team focusing on Base and Precious Metals in Greater London. This role involves managing the metals trading book and collaborating closely with internal teams to ensure compliance and sustainable revenue generation. The ideal candidate will hold an undergraduate degree in a related field, possess in-depth market knowledge, and have experience in Precious and Base Metals trading. Strong client engagement and risk management skills are essential for success in this role.

London (Hybrid) Overview Do you see patterns in data that others miss? Are you excited by the idea of turning customer insights into personalised experiences at scale? Do you want to shape how a global organisation uses data to connect with its audiences more meaningfully? We're transforming how we use data to power smarter, more personalised marketing. As our CRM Data & Audiences Lead, you'll sit at the heart of that transformation, designing the audience strategies, data models, and segmentation approaches that underpin our global marketing efforts. This is a role for someone who enjoys both the technical depth and the strategic impact, someone who can build sophisticated audience logic while also influencing how data is used across the organisation. What You'll Do Design and evolve audience strategies that power lifecycle marketing and personalised customer journeys Build and optimise segmentation logic using SQL and Salesforce Marketing Cloud to drive targeted engagement Partner with Data Science and Analytics teams to bring predictive models into real-world marketing use cases Translate complex data into actionable insights that shape campaigns, offers, and customer experiences Own and continuously improve audience frameworks, ensuring they are scalable, accurate, and reusable Collaborate with marketing, product, and technology teams to deliver data-driven campaigns end-to-end Champion best practice in data governance, quality, and compliance across CRM platforms Identify opportunities to test, learn, and optimise through experimentation and performance analysis Mentor others and help build organisational capability in audience strategy and segmentation What We're Looking For Strong experience in CRM, audience strategy, or lifecycle marketing within a data-rich environment Deep expertise in Salesforce Marketing Cloud and experience working with Data Cloud Advanced SQL skills and confidence working with large, complex datasets A strategic mindset with the ability to connect data capabilities to business outcomes Experience collaborating across Data, Marketing, and Technology functions Confidence influencing stakeholders and translating technical concepts into clear recommendations Curiosity about emerging trends such as AI-driven personalisation and predictive modelling A proactive, solutions-focused approach with strong attention to detail Compensation and Benefits In 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: UK £55,000-£72,000 per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Eligibility for an annual incentive bonus 12% employer contribution to a 401(k)/pension plan Comprehensive medical benefits package Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs Equal Opportunity Employer At CFA Institute, we are committed to transparency and equity in our hiring process. 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.

CFA Institute in London is looking for a CRM Data & Audiences Lead to design audience strategies and optimise segmentation logic for marketing. The role involves translating complex data into actionable insights and improving audience frameworks. The ideal candidate should have strong CRM experience, expertise in Salesforce Marketing Cloud, and advanced SQL skills. The position offers a hybrid work model, with a salary range of £55,000-£72,000 per year plus benefits.

About Us State Street Alpha is a leading provider of front-to-back office solutions for the financial services industry and a leading growth business at State Street. State Street Alpha helps you manage all of your investment products and business lines in one place. With easy access to aggregated data, analytics and real-time insights, you can collaborate with confidence, work faster and make better decisions. About the Role As a Lead Alpha Architect for Asset Owners, you will play a pivotal role in shaping the future of our Alpha Asset Owner business, both within the Private Markets and Front office areas. You will be responsible for designing and implementing comprehensive solutions that meet the evolving needs of our clients. Key Responsibilities Solution Design: Lead the design and implementation of innovative solutions for our Asset Owner and OCIO clients, leveraging our front-to-back office platform. Client Engagement: Build strong relationships with clients, understand their unique requirements, and effectively communicate the value of our solutions. Workflow Analysis: Conduct in-depth analysis of client workflows to identify opportunities for optimization and automation. Data Analysis: Leverage data analysis techniques to inform solution design and identify potential risks and challenges. Requirements Gathering: Collaborate with clients and internal stakeholders to gather and document detailed requirements. Project Management: Oversee the entire project lifecycle, from initial design to implementation and ongoing support. Platform Expertise: Become a subject matter expert on our front-to-back office platform and its capabilities. Business Development: Support business development efforts by providing consultative guidance to prospective clients. Qualifications Bachelor's degree or higher in a relevant field. 10+ years of experience in the financial services industry, with a focus on Asset Management, Asset owners and OCIO workflows and models preferred to start. Proven grounding in Front Office or Private Markets within the Asset Owner / OCIO segment Proven track record in designing and implementing complex solutions. Deep understanding of front, middle, and back office operations. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Familiarity with industry-standard software tools (e.g., Bloomberg AIM, BRS Aladdin, SimCorp Dimension, Factset, Fidessa Minerva, Statpro and ORION). Preferred Qualifications Front, Middle and Back Office Functionality Expertise: A deep understanding of front middle and back office processes ie deal structuring, allocation, payouts, exit strategy and valuations. Knowledge of portfolio management theory and application. CAIA or CFA is a plus Systems Thinker, who can put together complex solutions Join Our Team If you are a passionate and results-oriented professional looking to make a significant impact in the financial services industry, we encourage you to apply. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at Read our CEO Statement