This is a Director-level individual contributor role within the Learning Content function, working ... FactSet or Bloomberg. Why Join Us * Shape the future of global investment education through a large ...
This is a Director-level individual contributor role within the Learning Content function, working ... FactSet or Bloomberg. Why Join Us * Shape the future of global investment education through a large ...
This is a Director-level individual contributor role within the Learning Content function, working ... FactSet or Bloomberg. Why Join Us * Shape the future of global investment education through a large ...
This is a Director-level individual contributor role within the Learning Content function, working ... FactSet or Bloomberg. Why Join Us * Shape the future of global investment education through a large ...
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
Senior Investment Product Analyst
Chicago, IL · On-site +1
Experience using Morningstar Direct, FactSet, SalesForce, and Office 365 tools relevant to industry database. Experience with investments, including asset allocation theories, investment vehicles ...
Senior Investment Product Analyst
Chicago, IL · On-site +1
Experience using Morningstar Direct, FactSet, SalesForce, and Office 365 tools relevant to industry database. Experience with investments, including asset allocation theories, investment vehicles ...
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
Senior Analyst, Investment Performance
Minneapolis, MN · On-site
$89K - $111K/yr
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
Senior Analyst, Investment Performance
Minneapolis, MN · On-site
$89K - $111K/yr
... Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Director, FI Product & Distribution Enablement
Smithfield, RI · On-site
$223K - $234K/yr
As Director, FI Product and Distribution Enablement, you will be responsible for influencing and ... Deep familiarity with data, reporting, and analytics platforms (such as FactSet, Tableau, or ...
Director, FI Product & Distribution Enablement
Smithfield, RI · On-site
$223K - $234K/yr
As Director, FI Product and Distribution Enablement, you will be responsible for influencing and ... Deep familiarity with data, reporting, and analytics platforms (such as FactSet, Tableau, or ...
Job Summary The Director will lead the production and ongoing management of investment-related ... Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #LI-JB1 #LI-Remote ...
Quick apply
Job Summary The Director will lead the production and ongoing management of investment-related ... Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #LI-JB1 #LI-Remote ...
Senior ETF Analyst (Equities)
Downers Grove, IL · Hybrid
$110K - $135K/yr
Experience with Bloomberg, Morningstar Direct, FactSet, Python a plus * Strong research and analytical skills to analyze and interpret various market research reports and data and apply such ...
Senior ETF Analyst (Equities)
Downers Grove, IL · Hybrid
$110K - $135K/yr
Experience with Bloomberg, Morningstar Direct, FactSet, Python a plus * Strong research and analytical skills to analyze and interpret various market research reports and data and apply such ...
Senior ETF Analyst (Equities)
Downers Grove, IL · On-site
$110K - $135K/yr
Experience with Bloomberg, Morningstar Direct, FactSet, Python a plus * Strong research and analytical skills to analyze and interpret various market research reports and data and apply such ...
Senior ETF Analyst (Equities)
Downers Grove, IL · On-site
$110K - $135K/yr
Experience with Bloomberg, Morningstar Direct, FactSet, Python a plus * Strong research and analytical skills to analyze and interpret various market research reports and data and apply such ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Associate Director, Index Investment Strategy (New York)
Manhattan, NY · On-site
$135K - $165K/yr
The position reports to a Senior Director and involves collaboration with a global team to design ... Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a ...
New
Associate Director, Index Investment Strategy (New York)
Manhattan, NY · On-site
$135K - $165K/yr
The position reports to a Senior Director and involves collaboration with a global team to design ... Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a ...
New
Director of Treasury
$207K - $272K/yr
Expert proficiency in Bloomberg Terminal , Morningstar Direct , or FactSet for real-time market data and analytics. * Quantitative Skills: Ability to build complex valuation models and stress-test ...
Quick apply
Director of Treasury
$207K - $272K/yr
Expert proficiency in Bloomberg Terminal , Morningstar Direct , or FactSet for real-time market data and analytics. * Quantitative Skills: Ability to build complex valuation models and stress-test ...
Investment Specialist
Austin, TX · On-site
Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet). * Demonstrated success in portfolio construction using model portfolios and strategies. Certifications: * FINRA Series 7 ...
Investment Specialist
Austin, TX · On-site
Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet). * Demonstrated success in portfolio construction using model portfolios and strategies. Certifications: * FINRA Series 7 ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Director of Treasury
San Jose, CA · On-site
$207K - $272K/yr
Expert proficiency in Bloomberg Terminal , Morningstar Direct , or FactSet for real-time market data and analytics. * Quantitative Skills: Ability to build complex valuation models and stress-test ...
Director of Treasury
San Jose, CA · On-site
$207K - $272K/yr
Expert proficiency in Bloomberg Terminal , Morningstar Direct , or FactSet for real-time market data and analytics. * Quantitative Skills: Ability to build complex valuation models and stress-test ...
Research Analyst
Boston, MA · On-site
$160K - $175K/yr
DE monitoring and analyzing portfolio performance and risk exposures, attribution, risk and holdings, using analytical tools -- Factset, Morningstar Direct, Bloomberg, and MPI Stylus. * DE ...
Research Analyst
Boston, MA · On-site
$160K - $175K/yr
DE monitoring and analyzing portfolio performance and risk exposures, attribution, risk and holdings, using analytical tools -- Factset, Morningstar Direct, Bloomberg, and MPI Stylus. * DE ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these ...
Director Factset information
What is the difference between Director Factset vs Financial Data Analyst?
| Aspect | Director Factset | Financial Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, often advanced certifications | Bachelor's degree, sometimes certifications like CFA |
| Work Environment | Management, strategic planning, client interaction | Data analysis, reporting, financial modeling |
| Employer & Industry Usage | Financial services, investment firms, asset management | Banking, investment firms, corporate finance |
| Common Search & Comparison | Yes | Yes |
The main difference between a Director Factset and a Financial Data Analyst lies in their responsibilities and seniority. The Director typically oversees teams, manages client relationships, and makes strategic decisions, while the Financial Data Analyst focuses on data collection, analysis, and reporting. Both roles require strong analytical skills and familiarity with financial data tools, but the Director position involves more leadership and strategic planning.

Full-time
Medical, Retirement
Posted 14 days ago
Job description
Location: London, UK or New York (preferred), with Charlottesville, VA or select US East Coast locations (GA, FL, NC) also considered.
Have you built deep investment expertise and found yourself drawn to how others learn and develop those skills? Are you motivated by turning real-world investment practice into learning that genuinely prepares people to perform? Would you like the opportunity to shape skills-based investment education at global scale?
CFA Institute is hiring a Director, Learning Content to help shape how investment professionals learn, apply and demonstrate real-world skills. This is a Director-level individual contributor role within the Learning Content function, working across our global education portfolio and helping develop learning that reflects how investment work is actually done.
The role offers the opportunity to work across areas such as the CFA Program, certificates, private markets and sustainability-related content. Sustainability exposure is valuable, but this is not a sustainability-only role. The emphasis is on investment credibility, content judgement, stakeholder collaboration and the ability to translate complex professional practice into rigorous, learner-centric content at scale.
What You'll Do
Lead the design, development, review and maintenance of high-quality, learner-centric content across CFA Institute education products.
Translate complex, real-world investment practice into clear learning content, study tools and assessment-supporting materials that build practical skills.
Collaborate closely with learning design, assessment/exam teams, product management, marketing and subject matter experts to shape effective learning journeys.
Work closely with external authors, reviewers, practitioners and consultants, setting clear standards and providing constructive feedback.
Contribute to curriculum alignment with learning outcomes, practice analysis, advisory input and market-relevant professional standards.
Support content across different portfolio areas, including sustainability, private markets, CFA Program and other education offerings as priorities evolve.
Ensure content is accurate, rigorous, accessible for a global audience and delivered to agreed timelines.
What We're Looking For
Credible experience in investment management, financial services, finance education or a closely related field, with the ability to develop and apply deep subject matter expertise.
Experience developing, contributing to or reviewing professional, university-level, client-facing or internal learning/training/content materials in finance or related disciplines.
A clear and authentic motivation to work in learning content and education, with interest in how adults learn and how complex investment practice can be translated into effective learning experiences.
A track record of producing accurate, high-quality and market-relevant content, with comfort working through review cycles, feedback and iterative improvement.
Strong stakeholder management skills, with the ability to build trust and collaborate effectively with internal teams, external contributors and senior industry professionals.
Proven ability to operate independently in a global, cross-functional environment, balancing multiple priorities and delivering to agreed timelines.
Excellent written and verbal communication skills, with confidence explaining complex concepts clearly to diverse audiences.
CFA charterholder strongly preferred. Candidates without the charter will also be considered where they bring equivalent industry credibility and learning content experience. Other relevant professional qualifications are also valued.
Nice to have
Exposure to sustainability, private markets, AI, data tools or other emerging areas relevant to investment education.
Experience with learning design, assessment, curriculum development or professional credentialing environments.
Familiarity with tools or data services used in financial services, such as Excel, R, Python, SQL, FactSet or Bloomberg.
Why Join Us
Shape the future of global investment education through a large-scale, skills-based transformation.
Work at unmatched scale and impact, reaching hundreds of thousands of learners worldwide.
Gain exposure across the full CFA Institute education portfolio, not limited to a single programme or topic area.
Join a high-performing, globally respected team with strong external practitioner engagement.
Collaborate with internal and external experts who care deeply about professional standards and learning quality.
Contribute to a mission-driven organisation making sustained investment in education, learning innovation and professional 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 range:
US - Metro Locations (NY): $155,000 - $195,000 per year
US - National Locations (VA, NC, GA, FL): $125,000 - $165,000 per year
UK - London: 90,000 - 110,000 per year.
Actual salary within the stated ranges will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
#LI-BQ1
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 TAHelpdesk@cfainstitute.org 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.
About CFA Institute
Sourced by ZipRecruiter
Industry
Education
Company size
201 - 500 Employees
Headquarters location
Charlottesville, VA, US
Year founded
1947