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CFA Institute is the world’s largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies, we lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. 

At CFA Institute, we care about our employees’ mental, physical, social, and financial well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:  

  • Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members
  • Comprehensive Leave and Time Off plans  
  • A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards.   
  • Flexible work arrangements  
  • Wellness, Education, and Employee Assistance Benefits 

Job Description Summary: 

The Associate Manager, L&D and Culture, is responsible for managing global learning and development programs, culture and well-being, and ongoing people and culture initiatives for employees and leaders of CFA Institute.

The position is headquartered in Mumbai, is eligible for flexible working, and will be supported by the Head, Culture, EVP, and Talent Development.

Job Description:

As the Associate Manager, L&D and Culture, you will have the opportunity to:

  • Work closely with the Culture, EVP, and Talent Development team, People Operations, HR business partners, and internal customers to fully support successful planning, implementation, and facilitation of learning and culture programs and related Workday systems.
  • Lead L&D program administration (e.g., scheduling, internal calendars, presenter needs, course descriptions and visuals, attendee tracking, hybrid/virtual meeting logistics, feedback surveys).
  • Develop, maintain, and coordinate Workday Learning assets, description visuals and links, announcements, campaigns, new hire alerts, feedback surveys, and related Workday Learning hub content.
  • Support the collection and delivery of complex analyses of HR data; identify trends and contribute to creating HR insights that enable the diagnosis of business issues.
  • Produce, update, and provide best practice support on complex MS documents, databases, and other departmental systems, advising colleagues when needed and using expertise to help improve processes.
  • Manage the Learning helpdesk mailbox, troubleshoot issues, and provide solutions.
  • Support vendor engagement, ensuring accurate scheduling and presenter support.
  • Create and manage content for relevant Intranet pages.
  • Participate in various People & Culture projects and initiatives.

The skills and experiences required for this role are:

  • Experience working in a Human Resource or Learning Administration environment.
  • Workday Learning, HRIS, and LMS systems experience are highly preferred.
  • Adept at using Teams, Zoom, and SharePoint; Adobe product experience is a plus.
  • Must be self-directed, demonstrate a high level of initiative, able to work independently, display an impressive work ethic, have a strong personal presentation, and anticipate the needs of the business.
  • Strong analytical skills with the ability to compile, analyze, interpret, and present employee information and data accurately and with attention to detail.
  • Experience managing relationships with internal and external stakeholders and presenting a professional and diplomatic demeanor.
  • Experience in project management, with skills necessary to interpret what is needed for the success of a project and to create appropriate schedules for timely delivery.
  • Discreet and able to handle confidential matters and materials with a high degree of professionalism.
  • Flexibility in competently juggling competing priorities and changing expectations.

This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

This opportunity is open to internal and external candidates. CFA Institute is committed to the professional development of its employees; first / full consideration will be given to internal candidates.

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.

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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.

As a condition of employment, CFA Institute requires that all employees in the US show proof of an FDA-approved COVID-19 vaccination. The only exceptions to this policy are Religious Accommodations under Title VII of the Civil Rights Act of 1964 or Disability Accommodations under the Americans with Disabilities Act.

As a condition of employment, CFA Institute requires that all employees in Hong Kong show proof of a World Health Organization-approved COVID-19 vaccination or show proof of a negative test taken forty-eight (48) hours or less prior to their arrival at a CFA Institute office or event.

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