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CFA Institute
CFA Institute is a global association of investment professionals that aims to promote ethical and professional standards in the investment industry. Their website provides information about CFA programs that offer certification in investment management, research analysis, and ethical practice. It also offers resources such as research publications, career development materials, and networking opportunities for members. The website also houses a directory of investment professionals, companies and institutions around the world. Additionally, CFA Institute advocates for financial policy changes and provides education and support to investment professionals worldwide.
It takes many candidates more than one attempt to pass each level. If you do not pass a level, you can take it again the following exam season.schweser.comThe CFA exam is challenging. According to CFA Institute, candidates spend an average of 300 hours preparing for the exam for each level, and many find it easier with exam prep packages.
This sounds pretty impressive, right? If you aspire to work in these companies, the CFA designation will give you a distinct advantage in your interviews.ipassfinanceexams.comMany companies will only hire CFA charterholders in their investment divisions; in these companies, their marketing materials reveal the 100% CFA hire rates.
CFA Institute offers membership at a cost of USD275 for the full membership period—which starts 1 July each year.cfainstitute.orgCFA Institute accepts Visa, MasterCard, American Express, Diners Club, JCB, Discover, China UnionPay (银联), and AliPay (支付宝).
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EncryptedSite is Encrypted
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CountryHosted in United States
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CityWashington, Virginia
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Latitude\Longitude38.7095 / -78.1539 Google Map
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Traffic rank#8,935 Site Rank
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Site age20 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
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HeadquartersCharlottesville, Virginia,,,United States
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PurposeFinance
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Region servedWorldwide
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Membership191,000 (2021)
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Official languageEnglish
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Board ChairMark Lazberger, CFA
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President & CEOMargaret Franklin, CFA
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Main organFinancial Analysts Journal
Traffic rank
#8,935
#8,935
Site age
20 yrs
20 yrs
Location
United States
United States
Popular Questions for CFA Institute
Newest job postings for CFA Institute
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schedule_type: Full-time
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.
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 Manager, Partnerships & Client Solutions, AMER will be a cross-functional member of the regional AMER Partnerships & Client Solutions team primarily responsible for client service, research, analytical support, and client projects across Universities, Financial Institutions, and Regulators.
Significant focus will be in managing client activity and serving clients with respect to our portfolio of Relationship Management Programs. You will work with the Director, University Relations, Americas in the execution and growth of the University Affiliation and other programs in the region.
Another key priority will be in supporting other client outreach staff by maintaining and analyzing market and CFA Institute data to identify, target and engage financial institutions according to the priorities set by the Director, University Relations, Americas. The position may from time-to-time support global coverage of accounts not primarily based in AMER by supporting and backing up primary account managers, as required. The Manager, Partnerships & Client Solutions, AMER works closely with the Institution and Society Relations team as well as other CFA Institute teams.
Job Description:
As a Manager, Partnerships and Client Solutions, AMER you will have the opportunity to:
Works with the Director, Partnerships & Client Solutions to support and leverage University outreach, including the University Affiliation Program, for the benefit of developing deeper relationships with key academic partners in target areas of the AMER region:
• Serves as the primary point of contact both for UAP participating universities as well as any students, professors, or other members of the AMER academic community contacting CFA Institute
• Conducts research on prospective university outreach participants, including speaking to local CFA Societies. Maintains all relevant records and collateral related to the AMER UAP participants
• Sends information and guides universities and societies through the UAP application process, reviews UAP applications, and communicates final status.
Other Regional Manager Program Support:
• Maintains knowledge of CFA Institute programs and offerings, with a specific understanding of Relationship Management programs, such as Research Challenge, Scholarships, Investment Foundations, and Sponsorship.
• Stays informed of developments in product development and acts as point person for AMER Partnerships and Client Relations team in communicating and promoting initiatives both internally and externally.
• Support university focus work globally as needed.
Analytical and Local Support:
• Conducts research projects on various topics of interest on universities, regulators/governments, and investment firms and other institutions.
• Analyses internal data to improve internal efficiencies and support current and future RM projects.
• Supports Government & Regulator Relations in various outreach projects and mapping exercises, as needed.
• Serves as a first level response to incoming client enquiries supports global coverage of accounts not primarily based in AMER, and backs up primary account managers, as required.
• Liaises with Society Relations and society staff in the AMER region on institutional engagement programs and offerings, including occasional marketing and training support.
The skills and qualifications for this role are:
• Bachelor's degree or an equivalent combination of education and experience
• Minimum 3 plus years' experience in a client-facing role such as client services, sales, relationship management or similar responsibilities
• Strong client stakeholder focus, attention to detail, and commitment to quality.
• Ability to use critical thinking to determine best course of resolution for a problem; role requires cross-functional awareness and ability to classify/triage customer issues and concerns
• Fluency in English required, knowledge of additional languages would be useful.
CFA Institute salary ranges will vary by geographical location. In compliance with the New York City salary disclosure law, the anticipated base salary for this role in New York City will range between $87,000 and $145,000. Salaries are determined based on candidate relevant experience and skills, as well as internal equity.
You can connect with the Recruiter on LinkedIn.
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.
To stay up to date on current news and events, follow CFA Institute's LinkedIn page.
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.
Our application is not compatible with Internet Explorer (IE). We recommend using Chrome Show more details...
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 Manager, Partnerships & Client Solutions, AMER will be a cross-functional member of the regional AMER Partnerships & Client Solutions team primarily responsible for client service, research, analytical support, and client projects across Universities, Financial Institutions, and Regulators.
Significant focus will be in managing client activity and serving clients with respect to our portfolio of Relationship Management Programs. You will work with the Director, University Relations, Americas in the execution and growth of the University Affiliation and other programs in the region.
Another key priority will be in supporting other client outreach staff by maintaining and analyzing market and CFA Institute data to identify, target and engage financial institutions according to the priorities set by the Director, University Relations, Americas. The position may from time-to-time support global coverage of accounts not primarily based in AMER by supporting and backing up primary account managers, as required. The Manager, Partnerships & Client Solutions, AMER works closely with the Institution and Society Relations team as well as other CFA Institute teams.
Job Description:
As a Manager, Partnerships and Client Solutions, AMER you will have the opportunity to:
Works with the Director, Partnerships & Client Solutions to support and leverage University outreach, including the University Affiliation Program, for the benefit of developing deeper relationships with key academic partners in target areas of the AMER region:
• Serves as the primary point of contact both for UAP participating universities as well as any students, professors, or other members of the AMER academic community contacting CFA Institute
• Conducts research on prospective university outreach participants, including speaking to local CFA Societies. Maintains all relevant records and collateral related to the AMER UAP participants
• Sends information and guides universities and societies through the UAP application process, reviews UAP applications, and communicates final status.
Other Regional Manager Program Support:
• Maintains knowledge of CFA Institute programs and offerings, with a specific understanding of Relationship Management programs, such as Research Challenge, Scholarships, Investment Foundations, and Sponsorship.
• Stays informed of developments in product development and acts as point person for AMER Partnerships and Client Relations team in communicating and promoting initiatives both internally and externally.
• Support university focus work globally as needed.
Analytical and Local Support:
• Conducts research projects on various topics of interest on universities, regulators/governments, and investment firms and other institutions.
• Analyses internal data to improve internal efficiencies and support current and future RM projects.
• Supports Government & Regulator Relations in various outreach projects and mapping exercises, as needed.
• Serves as a first level response to incoming client enquiries supports global coverage of accounts not primarily based in AMER, and backs up primary account managers, as required.
• Liaises with Society Relations and society staff in the AMER region on institutional engagement programs and offerings, including occasional marketing and training support.
The skills and qualifications for this role are:
• Bachelor's degree or an equivalent combination of education and experience
• Minimum 3 plus years' experience in a client-facing role such as client services, sales, relationship management or similar responsibilities
• Strong client stakeholder focus, attention to detail, and commitment to quality.
• Ability to use critical thinking to determine best course of resolution for a problem; role requires cross-functional awareness and ability to classify/triage customer issues and concerns
• Fluency in English required, knowledge of additional languages would be useful.
CFA Institute salary ranges will vary by geographical location. In compliance with the New York City salary disclosure law, the anticipated base salary for this role in New York City will range between $87,000 and $145,000. Salaries are determined based on candidate relevant experience and skills, as well as internal equity.
You can connect with the Recruiter on LinkedIn.
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.
To stay up to date on current news and events, follow CFA Institute's LinkedIn page.
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.
Our application is not compatible with Internet Explorer (IE). We recommend using Chrome Show more details...
via JobLeads
posted_at: 3 days agoschedule_type: Full-time
The Foundation is happy to announce an opening for the position ofInvestment Manager – Private Markets. This position works directly with the Chief Investment Officer (CIO), and as part of a small team, in the oversight and management of the Foundation’s Managed Investment Portfolio (MIP), a global diversified portfolio of public and private investments. The Investment Manager will assist in the... due diligence, selection, and monitoring of investment
The Foundation is happy to announce an opening for the position ofInvestment Manager – Private Markets. This position works directly with the Chief Investment Officer (CIO), and as part of a small team, in the oversight and management of the Foundation’s Managed Investment Portfolio (MIP), a global diversified portfolio of public and private investments. The Investment Manager will assist in the... due diligence, selection, and monitoring of investment opportunities in the MIP.
At the Foundation, we believe that keeping equity at the heart of our work will lead us to better health. That starts from within, including intentional application of diversity, equity, and inclusion practices that guide how we operate and work in communities across Colorado. For example, our cornerstones are designed to help ensure that:
-We serve Coloradans who have less power, privilege and income, and prioritize Coloradans of color.
-We do everything with the intent of creating health equity.
-We are informed by the community and those we exist to serve.
Candidates must have a personal commitment and connection with our mission and cornerstones; work well in ambiguity and managing change; and proactively identify opportunities to advance our mission while remaining grounded in the day-to-day responsibilities. They will need to be able to apply principles of health equity and racial justice across all of their investment work.
The manager plays an important role in MIP oversight and management.
- Collaborating with the CIO, Investment Consultant, and other service providers on the evaluation of new investment strategies across buyout, growth, venture capital, special situations, real estate, infrastructure, and other private market opportunities.
- Providing document preparation and oversight in coordination with outside counsel
- Monitoring existing investment managers
- Sourcing investment opportunities and funds
- Conducting due diligence regarding potential investment initiatives
- Conduct research and analysis on a variety of investment topics such as strategic asset allocation, portfolio stress testing, tactical investment strategies, asset class reviews, and secondary sales to manage exposures
- Preparation of reports and investment recommendations for staff and board committee
Qualified candidates must have at a minimum:
- A Bachelor’s Degree and four years’ experience at an endowment, foundation, or similar allocator role
- Solid analytical skills in quantitative and qualitative investment evaluation
- Proven ability to work independently and proactively, within a team, and across multiple projects simultaneously
- Advanced proficiency in Microsoft Office suite
- Excellent interpersonal, communication, and presentation skills, both written and spoken
- High level of professional integrity demonstrated through past professional roles
- Ability to travel two to five days a month, domestic and international
In addition to the above requirements, an advanced degree in finance and/or CFA is preferred.
It’s an exciting time to join the Foundation whose assets include a complex investment portfolio valued at approximately $2.7 billion and whose annual grant making is in excess of $100 million. The Foundations benefits are robust and include heavily subsidized medical premiums, 401(k) match, and generous paid leave programs. The Foundation also provides relocation assistance. The starting range for this position is $163,100 - $195,700 paid as salaried, exempt and is eligible for all CHF benefits. At the current time, there is no bonus structure associated with this position.
This is a full-time position in Denver, Colorado with the exception of required travel. You must currently reside in, or be willing to relocate to, the Denver Metro Area for this position. We work on a hybrid schedule of three days in-office (required) and two days remote. No full-time remote is available. The Foundation has a mandatory COVID-19 vaccine policy in place for all staff. This is an extraordinary opportunity for an individual to have a meaningful impact through their professional contributions.
This position closes on 4/7/23.
The Colorado Health Foundation is an Equal Opportunity Employer and invites qualified candidates from all backgrounds to apply Show more details...
At the Foundation, we believe that keeping equity at the heart of our work will lead us to better health. That starts from within, including intentional application of diversity, equity, and inclusion practices that guide how we operate and work in communities across Colorado. For example, our cornerstones are designed to help ensure that:
-We serve Coloradans who have less power, privilege and income, and prioritize Coloradans of color.
-We do everything with the intent of creating health equity.
-We are informed by the community and those we exist to serve.
Candidates must have a personal commitment and connection with our mission and cornerstones; work well in ambiguity and managing change; and proactively identify opportunities to advance our mission while remaining grounded in the day-to-day responsibilities. They will need to be able to apply principles of health equity and racial justice across all of their investment work.
The manager plays an important role in MIP oversight and management.
- Collaborating with the CIO, Investment Consultant, and other service providers on the evaluation of new investment strategies across buyout, growth, venture capital, special situations, real estate, infrastructure, and other private market opportunities.
- Providing document preparation and oversight in coordination with outside counsel
- Monitoring existing investment managers
- Sourcing investment opportunities and funds
- Conducting due diligence regarding potential investment initiatives
- Conduct research and analysis on a variety of investment topics such as strategic asset allocation, portfolio stress testing, tactical investment strategies, asset class reviews, and secondary sales to manage exposures
- Preparation of reports and investment recommendations for staff and board committee
Qualified candidates must have at a minimum:
- A Bachelor’s Degree and four years’ experience at an endowment, foundation, or similar allocator role
- Solid analytical skills in quantitative and qualitative investment evaluation
- Proven ability to work independently and proactively, within a team, and across multiple projects simultaneously
- Advanced proficiency in Microsoft Office suite
- Excellent interpersonal, communication, and presentation skills, both written and spoken
- High level of professional integrity demonstrated through past professional roles
- Ability to travel two to five days a month, domestic and international
In addition to the above requirements, an advanced degree in finance and/or CFA is preferred.
It’s an exciting time to join the Foundation whose assets include a complex investment portfolio valued at approximately $2.7 billion and whose annual grant making is in excess of $100 million. The Foundations benefits are robust and include heavily subsidized medical premiums, 401(k) match, and generous paid leave programs. The Foundation also provides relocation assistance. The starting range for this position is $163,100 - $195,700 paid as salaried, exempt and is eligible for all CHF benefits. At the current time, there is no bonus structure associated with this position.
This is a full-time position in Denver, Colorado with the exception of required travel. You must currently reside in, or be willing to relocate to, the Denver Metro Area for this position. We work on a hybrid schedule of three days in-office (required) and two days remote. No full-time remote is available. The Foundation has a mandatory COVID-19 vaccine policy in place for all staff. This is an extraordinary opportunity for an individual to have a meaningful impact through their professional contributions.
This position closes on 4/7/23.
The Colorado Health Foundation is an Equal Opportunity Employer and invites qualified candidates from all backgrounds to apply Show more details...
via JobLeads
posted_at: 12 days agoschedule_type: Full-time
Agency: U.S. Securities and Exchange Commission
Position: Staff Accountant, SK-0510-14
Location: Boston, MA; New York, NY; Washington, DC
Salary:
Boston, MA:
SK-14: $132,834 - $225,043 per year
New York, NY:
SK-14: $137,908 - $233,640 per year
Washington, DC:
SK-14: $134,304 - $227,534 per year
Open & Close Dates: 03/07/2023 to 03/20/2023
Job Link: https://www.usajobs.gov/job/711015700
Summary:
The Division of Investment Management (IM)
Agency: U.S. Securities and Exchange Commission
Position: Staff Accountant, SK-0510-14
Location: Boston, MA; New York, NY; Washington, DC
Salary:
Boston, MA:
SK-14: $132,834 - $225,043 per year
New York, NY:
SK-14: $137,908 - $233,640 per year
Washington, DC:
SK-14: $134,304 - $227,534 per year
Open & Close Dates: 03/07/2023 to 03/20/2023
Job Link: https://www.usajobs.gov/job/711015700
Summary:
The Division of Investment Management (IM) works to support the SEC in its mission to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. IM regulates investment companies, variable insurance products, and federally registered investment advisers.
IM's Disclosure Review and Accounting Office is seeking to fill 2 Staff Accountant positions in the Chief Accountant's Office in Washington, DC or one of the following regional locations: NYRO and BRO.
Conditions of Employment:
This position is open to US Citizens.
Typical duties... include:
Examines, analyzes, and evaluates financial statements, disclosure, and other financial information included in filings made by registered investment companies (RICs) and business development companies (BDCs) and determines whether these items fully and fairly reflect financial condition and operating results in light of U.S. Generally Accepted Accounting Principles (GAAP) requirements and applicable to investment companies under FASB Accounting Standards Codification Topic 946 Investment Companies (ASC 946) as well as Regulation S-X and other applicable requirements and guidelines.
Performs research, data analysis, or targeted reviews of financial statements relevant to current initiatives and market events, trends, or conditions utilizing monitoring and data analysis tools to identify financial reporting issues, valuation or other measurement outliers, potential disclosure deficiencies, or other key metrics for evaluation of disclosure compliance by RICs and BDCs. Prepares memoranda and reports summarizing the results of such examinations and analysis, citing material deficiencies, and communicates and resolves such deficiencies directly with registrants, their counsel, or their accountants.
Participates in reviewing new registration statements for financial reporting and disclosure compliance, including application of GAAP, particularly with emerging asset classes or unique strategies that may have complex accounting concepts. Additionally, involved in the review of financial information for other registration statements, including those made in connection with investment company mergers and acquisitions.
Contributes to external discussions with registrants, their counsel, accountants, independent auditors, and other experts representing registrants with respect to accounting, auditing, or financial reporting matters raised in review of RIC and BDC filings.
Participates in internal discussions with the Chief Accountant, Disclosure Assistant Directors, and other staff within the Division and throughout the Commission with respect to, among other things: Technical accounting, auditing, or financial reporting concerns arising in the examination and analysis of financial information contained within RIC and BDC filings; and Significant or unusual accounting, auditing, or financial reporting concerns regarding emerging asset classes, including hard to value assets, unique derivative instruments, and new or innovative investments, like those in the fintech space, and other novel strategies employed by RICs and BDCs; and At times, may be requested to present on accounting topics relevant to RICs or BDCs to staff within the Division or to others throughout the Commission.
Qualifications:
Qualifying experience may be obtained in the private or public sector. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. Qualifying education must have been obtained from an accredited college or university recognized by the U.S. Department of Education.
BASIC REQUIREMENT: All applicants must possess the following:
• Degree: accounting; or a degree in a related field such as business administration, finance, or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.") or Combination of education and experience: at least 4 years of experience in accounting, or an equivalent combination of accounting experience, college-level education, and training that provided professional accounting knowledge. The applicant's background must also include one of the following:
• Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law; A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24-semester-hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements.
MINIMUM QUALIFICATION REQUIREMENT: In addition to meeting the basic requirement, applicants must also meet the minimum qualification requirement.
SK-14: Applicant must have at least one year of specialized experience equivalent to the GS/SK-13 level. Specialized experience includes the following:
With respect to registered investment companies and/or business development companies recognizing accounting, auditing, or financial reporting deficiencies in financial statements as well as financial disclosures included in registration statements and other filings of investment companies and/or business development companies registered with the SEC;AND Experience preparing, reviewing, or auditing financial statements for registered investment companies (RIC);AND Experience with Generally Accepted Accounting Principles (GAAP), Regulation S-X, Generally Accepted Auditing Standards (GAAS), and accounting rules and policies of federal securities laws and Acts;AND Experience applying accounting, auditing, examining or investigating principles to review records related to the issuance, distribution or trading of securities; preparing reports and presentations on findings and issues.
Education:
Official transcripts will be required at the time of appointment to verify education.
FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: http://www.ed.gov/about/offices/list/ous/international/usnei/us/edlite-visitus-forrecog.html
Additional Information:
SEC Compensation Program: The overall salary range listed above is provided for informational purposes as it represents the full range that is applicable to current employees in this occupation/grade; however, a selectee's initial pay is always set below the maximum rate of the range. Pleaseclick herefor additional information.
Reasonable Accommodation: If you are an applicant who needs a reasonable accommodation for disability to participate in the application process at the SEC, submit the form for Reasonable Accommodation for Participation in Job Application Process here. Please be sure to submit your request at least 5 business days in advance of the date you need the requested accommodation.
Equal Employment Opportunity (EEO) Information for SEC Job Applicants: Federal EEO laws protect all applicants from discrimination on the following bases: race, color, sex (not limited to conduct which is sexual in nature, includes pregnancy, gender identity, sexual orientation, transgender status), age (40 and over), religion, national origin, disability, genetic information, retaliation for participating in the EEO process or opposing discrimination. Applicants who believe they have been discriminated against on any EEO basis can seek recourse through the SEC's administrative complaints process. To be timely, an individual must enter the EEO process within 45 days from when they know (or should have known) of the alleged discrimination. Click here for additional information.
TTY/ASCII: Video Relay Service users are welcome to contact the appropriate SEC office or employee via the contact information listed above. If you do not otherwise have access to a Video Phone or Video Relay service, you may send us an email or use the Federal Video Relay Service via the internet. For more information about using the Federal Relay Service and to create a new account, please see: https://www.federalrelay.us/
Additional guidance and application instructions can be found here: https://www.usajobs.gov/job/711015700 Show more details...
Position: Staff Accountant, SK-0510-14
Location: Boston, MA; New York, NY; Washington, DC
Salary:
Boston, MA:
SK-14: $132,834 - $225,043 per year
New York, NY:
SK-14: $137,908 - $233,640 per year
Washington, DC:
SK-14: $134,304 - $227,534 per year
Open & Close Dates: 03/07/2023 to 03/20/2023
Job Link: https://www.usajobs.gov/job/711015700
Summary:
The Division of Investment Management (IM) works to support the SEC in its mission to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. IM regulates investment companies, variable insurance products, and federally registered investment advisers.
IM's Disclosure Review and Accounting Office is seeking to fill 2 Staff Accountant positions in the Chief Accountant's Office in Washington, DC or one of the following regional locations: NYRO and BRO.
Conditions of Employment:
This position is open to US Citizens.
Typical duties... include:
Examines, analyzes, and evaluates financial statements, disclosure, and other financial information included in filings made by registered investment companies (RICs) and business development companies (BDCs) and determines whether these items fully and fairly reflect financial condition and operating results in light of U.S. Generally Accepted Accounting Principles (GAAP) requirements and applicable to investment companies under FASB Accounting Standards Codification Topic 946 Investment Companies (ASC 946) as well as Regulation S-X and other applicable requirements and guidelines.
Performs research, data analysis, or targeted reviews of financial statements relevant to current initiatives and market events, trends, or conditions utilizing monitoring and data analysis tools to identify financial reporting issues, valuation or other measurement outliers, potential disclosure deficiencies, or other key metrics for evaluation of disclosure compliance by RICs and BDCs. Prepares memoranda and reports summarizing the results of such examinations and analysis, citing material deficiencies, and communicates and resolves such deficiencies directly with registrants, their counsel, or their accountants.
Participates in reviewing new registration statements for financial reporting and disclosure compliance, including application of GAAP, particularly with emerging asset classes or unique strategies that may have complex accounting concepts. Additionally, involved in the review of financial information for other registration statements, including those made in connection with investment company mergers and acquisitions.
Contributes to external discussions with registrants, their counsel, accountants, independent auditors, and other experts representing registrants with respect to accounting, auditing, or financial reporting matters raised in review of RIC and BDC filings.
Participates in internal discussions with the Chief Accountant, Disclosure Assistant Directors, and other staff within the Division and throughout the Commission with respect to, among other things: Technical accounting, auditing, or financial reporting concerns arising in the examination and analysis of financial information contained within RIC and BDC filings; and Significant or unusual accounting, auditing, or financial reporting concerns regarding emerging asset classes, including hard to value assets, unique derivative instruments, and new or innovative investments, like those in the fintech space, and other novel strategies employed by RICs and BDCs; and At times, may be requested to present on accounting topics relevant to RICs or BDCs to staff within the Division or to others throughout the Commission.
Qualifications:
Qualifying experience may be obtained in the private or public sector. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. Qualifying education must have been obtained from an accredited college or university recognized by the U.S. Department of Education.
BASIC REQUIREMENT: All applicants must possess the following:
• Degree: accounting; or a degree in a related field such as business administration, finance, or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.") or Combination of education and experience: at least 4 years of experience in accounting, or an equivalent combination of accounting experience, college-level education, and training that provided professional accounting knowledge. The applicant's background must also include one of the following:
• Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law; A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24-semester-hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements.
MINIMUM QUALIFICATION REQUIREMENT: In addition to meeting the basic requirement, applicants must also meet the minimum qualification requirement.
SK-14: Applicant must have at least one year of specialized experience equivalent to the GS/SK-13 level. Specialized experience includes the following:
With respect to registered investment companies and/or business development companies recognizing accounting, auditing, or financial reporting deficiencies in financial statements as well as financial disclosures included in registration statements and other filings of investment companies and/or business development companies registered with the SEC;AND Experience preparing, reviewing, or auditing financial statements for registered investment companies (RIC);AND Experience with Generally Accepted Accounting Principles (GAAP), Regulation S-X, Generally Accepted Auditing Standards (GAAS), and accounting rules and policies of federal securities laws and Acts;AND Experience applying accounting, auditing, examining or investigating principles to review records related to the issuance, distribution or trading of securities; preparing reports and presentations on findings and issues.
Education:
Official transcripts will be required at the time of appointment to verify education.
FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: http://www.ed.gov/about/offices/list/ous/international/usnei/us/edlite-visitus-forrecog.html
Additional Information:
SEC Compensation Program: The overall salary range listed above is provided for informational purposes as it represents the full range that is applicable to current employees in this occupation/grade; however, a selectee's initial pay is always set below the maximum rate of the range. Pleaseclick herefor additional information.
Reasonable Accommodation: If you are an applicant who needs a reasonable accommodation for disability to participate in the application process at the SEC, submit the form for Reasonable Accommodation for Participation in Job Application Process here. Please be sure to submit your request at least 5 business days in advance of the date you need the requested accommodation.
Equal Employment Opportunity (EEO) Information for SEC Job Applicants: Federal EEO laws protect all applicants from discrimination on the following bases: race, color, sex (not limited to conduct which is sexual in nature, includes pregnancy, gender identity, sexual orientation, transgender status), age (40 and over), religion, national origin, disability, genetic information, retaliation for participating in the EEO process or opposing discrimination. Applicants who believe they have been discriminated against on any EEO basis can seek recourse through the SEC's administrative complaints process. To be timely, an individual must enter the EEO process within 45 days from when they know (or should have known) of the alleged discrimination. Click here for additional information.
TTY/ASCII: Video Relay Service users are welcome to contact the appropriate SEC office or employee via the contact information listed above. If you do not otherwise have access to a Video Phone or Video Relay service, you may send us an email or use the Federal Video Relay Service via the internet. For more information about using the Federal Relay Service and to create a new account, please see: https://www.federalrelay.us/
Additional guidance and application instructions can be found here: https://www.usajobs.gov/job/711015700 Show more details...
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