Executive Assistant

CFA Institute is seeking a highly skilled and proactive Executive Assistant to provide dedicated, 1:1 support to the one or more Managing Directors. This role is critical to enabling the effectiveness of a senior leader operating in a complex, global environment. The successful candidate will serve as a trusted partner, first point of contact, and strategic administrative professional who anticipates needs, manages competing priorities with sound judgment, and handles highly confidential matters with discretion and professionalism.

What You’ll Do

• Serve as the primary point of contact for the Managing Director(s), handling internal and external communications via phone, email, and written correspondence with professionalism and sound judgment.

• Manage a highly complex and dynamic calendar, ensuring meeting efficiency, priority alignment, and real-time updates to schedule changes.

• Coordinate and support meetings, special events, video conferences, and conference calls, including preparation of agendas, materials, minutes, and follow-up actions.

• Proactively manage meeting logistics such as room reservations, off-site venues, catering, hospitality, attendance tracking, and participant coordination.

• Arrange and manage complex, multi-city international travel, including itineraries, visas, time-zone considerations, and end-to-end travel logistics.

• Prepare high-quality materials for senior leadership, the CEO, Board of Governors, and other executive-level committees using PowerPoint, Word, and Excel.

• Prepare and submit expense reports and reconciliations; support the establishment and maintenance of policies and operating procedures.

• Act as a liaison between the Managing Director(s) and key stakeholders, including senior leaders, employees, and governance bodies.

• Conduct research and provide administrative and project support for ad hoc initiatives as needed.

What You’ll Bring

Minimum Qualifications

• 5–7 years of experience as a dedicated Executive Assistant supporting a senior leader in a fast-paced environment.

• Demonstrated experience managing highly complex calendars and schedules.

• Proven ability to coordinate international travel, including securing visas and related documentation.

• Exceptional organizational skills with strong attention to detail and the ability to multitask effectively.

• Excellent written, verbal, listening, and presentation communication skills.

• Advanced proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook).

• High degree of discretion and professionalism in handling confidential information.

• Ability to work independently, exercise sound judgment, and anticipate leadership needs.

Preferred Qualifications

• Significant professional experience in a multinational or global organization.

• Experience supporting interactions with executive leadership, boards, or governance bodies.

• Knowledge of expense management and database systems.

• Fluency in English required; additional language proficiency is a plus.

Why Join Us?

At CFA Institute, you’ll join a mission-driven organization committed to setting the global standard for investment professionalism. In this role, you will work closely with senior leadership, gain exposure to strategic initiatives, and play a key role in supporting the organization's global impact. We value professionalism, collaboration, continuous improvement, and the diverse perspectives that strengthen our organization.

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: $75,000 - $95,000

Other benefits include eligibility for annual incentives, 12% employer retirement contributions, and competitive medical benefits.

All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.

#LI-ML1 #LI-HYBRID

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

• Comprehensive health coverage for you and your f