Analyst, Hearing Panel and Disciplinary Review Committee

CFA Institute; United States; Remote; USD 65,000 - 80,000; Full time

Job summary

CFA Institute is seeking an Analyst to provide high-level operational and project support to the Disciplinary Review Committee (DRC). The role involves coordinating hearings, maintaining confidential records, and serving as a liaison among DRC members, staff, candidates, attorneys, and witnesses.

The position may be based in Charlottesville, VA, or remote with occasional travel. A Bachelor’s degree or equivalent experience is required, with paralegal or legal-operations background preferred.

Qualifications

• Bachelor’s degree or equivalent relevant professional experience.
• Paralegal experience strongly preferred; legal operations or operational management experience advantageous.
• Experience coordinating projects, establishing schedules, and ownership through completion.
• Excellent written and verbal communication; professional, diplomatic stakeholder interactions.
• Ability to handle confidential and sensitive information with professionalism.
• Proficiency with Microsoft Word, PowerPoint, Excel, Outlook, SharePoint, and database systems.
• Fluency in English; additional languages advantageous.
• Experience in a multinational or globally oriented environment preferred.

Responsibilities

• Coordinate scheduling, communications, documentation, and logistics for disciplinary hearings.
• Support compliance with CFA Institute Rules of Procedure and other requirements.
• Draft agendas, schedules, correspondence, hearing panel documents, meeting minutes, and committee materials.
• Serve as primary liaison between DRC members, staff, candidates, members, attorneys, witnesses, and stakeholders.
• Maintain confidential records and SharePoint resources; manage templates.

Skills

Project coordination

Stakeholder management

Confidentiality

Written communication

Verbal communication

Discretion & judgement

English fluency

Multinational environment experience

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

PowerPoint

Excel

Outlook

SharePoint

Database systems

Job description

Do you thrive in environments where discretion, organization, and sound judgement are essential? Are you skilled at coordinating complex processes involving senior stakeholders, legal professionals, and confidential information?
Looking for a role where your attention to detail can help support the integrity of a globally respected professional organization?

CFA Institute is seeking an Analyst, Hearing Panel and Disciplinary Review Committee to provide high-level operational and project support to our Disciplinary Review Committee (DRC), a volunteer group responsible for adjudicating disciplinary matters involving CFA Institute members and candidates. Acting as a key liaison between DRC members, Professional Conduct staff, candidates and members, attorneys, and third-party witnesses, you will coordinate hearings, meetings, records, communications, and committee activities while maintaining the highest standards of professionalism, confidentiality, and accuracy. The position may be based in Charlottesville, Virginia, or remotely, with occasional travel to Charlottesville as needed.

What You’ll Do

• Coordinate the scheduling, communications, documentation, and logistics associated with disciplinary hearings
• Support compliance with CFA Institute Rules of Procedure and other relevant procedural requirements
• Draft agendas, schedules, correspondence, hearing panel documents, meeting minutes, and other committee materials
• Serve as a primary point of coordination between DRC members, Professional Conduct staff, candidates and members, attorneys, witnesses, and other stakeholders
• Maintain confidential records and SharePoint resources, as well as communication and process templates
• Support implementation and use of the DRC case management system
• Respond to procedural questions and consult with legal counsel when appropriate
• Coordinate confidentiality and conflict of interest statements, oaths, distribution agreements, and related documentation
• Support volunteer management activities, including nominations, volunteer hour tracking, databases, training, and committee initiatives
• Assist with program budgets, reimbursements, credit processing, and opportunities to manage costs effectively
• Coordinate virtual and in-person meetings, training sessions, and working groups, including travel and accommodation arrangements
• Provide technology support to DRC members and coordinate with CFA Institute IT colleagues when needed
• Work across teams to track actions, follow up on deliverables, and keep committee activities and projects moving forward

What We’re Looking For

• Bachelor’s degree or equivalent relevant professional experience
• Proven experience working in a professional office environment
• Paralegal experience is strongly preferred, with legal operations or similar operational management experience also advantageous
• Experience coordinating projects, establishing schedules, and taking ownership through successful completion
• Exceptional organizational and time management skills, with the ability to manage competing priorities and changing expectations
• Excellent written and verbal communication skills and a professional, diplomatic approach to stakeholder interactions
• Sound judgement and the ability to build credibility and rapport with senior leaders and other stakeholders
• Demonstrated ability to handle confidential and sensitive information with a high degree of professionalism
• Strong problem-solving, analytical, and consulting skills, combined with the confidence to ask questions and seek clarity
• Proficiency with Microsoft Word, PowerPoint, Excel, Outlook, SharePoint, and database systems
• Fluency in English, with additional language skills considered advantageous
• Experience working in a multinational or globally oriented environment is preferred

Why Join Us

• Play an important role in supporting the integrity and effectiveness of CFA Institute disciplinary processes
• Work closely with experienced legal, professional conduct, and volunteer stakeholders from around the world
• Take ownership of varied and meaningful work spanning hearings, committee operations, technology, training, and project coordination
• Join a role where strong judgement, initiative, diplomacy, and attention to detail are genuinely valued
• Contribute to a global, mission-driven organization committed to maintaining high professional and ethical standards

At CFA Institute, we are committed to transparency and equity in our hiring process. 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 will start at or around $72,300 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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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.

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 [e-mail] 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.