Project & Administrative Assistant

Do you take pride in keeping people and priorities organised and on track? Are you someone who thrives on accuracy, communication, and helping complex work run smoothly? Would you enjoy supporting global research and policy teams that are helping to shape the investment profession? If so, this could be the opportunity for you.

CFA Institute is seeking a highly organised and proactive Project & Administrative Assistant (official job title: Administrative Coordinator, Research) to join the Research team, part of the Research, Advocacy and Standards (RAS) division. This role provides essential project coordination, financial administration, and operational support for a global portfolio of research and policy work. It’s ideal for someone who enjoys balancing detail with impact, works confidently with senior stakeholders, and takes pride in delivering high-quality results in a fast-paced, collaborative environment.

What You’ll Do- Provide administrative and coordination support across the Research and Policy teams, ensuring smooth daily operations and timely delivery.- Manage contracts, invoices, and vendor payments with precision, using systems such as NetSuite and CLX.- Prepare, track, and manage Statements of Work (SOWs), Master Service Agreements (MSAs), and purchase orders in compliance with CFA Institute policies.- Coordinate meetings, travel, and event logistics for senior leaders, ensuring seamless execution and follow-up.- Maintain accurate records for the Research and Policy Center (RPC) advisory and technical committees.- Draft and format presentations, reports, and communications aligned with brand and professional standards.- Serve as a key liaison with internal teams and external partners, ensuring clarity, accuracy, and responsiveness in all interactions.

What We’re Looking For- Bachelor’s degree or equivalent combination of education and experience.- Proven work experience in administrative coordination, ideally within a corporate, academic, or research-based organisation.- Strong organisational and time management skills, with the ability to prioritise multiple tasks and meet competing deadlines.- Demonstrated experience in finance and vendor administration, including invoicing, contracting, and supplier payments.- Experience in project coordination, with the ability to identify what is needed for project success and create appropriate schedules for timely delivery.- Excellent stakeholder management skills, comfortable liaising with internal and external senior stakeholders such as academics, consultants, and industry leaders.- Proficiency in Microsoft Office, with experience using Workday, Salesforce, NetSuite, and Concur preferred but not required; familiarity with workflow or project management systems such as JIRA is desirable.- A proactive, detail-focused approach with sound judgement, professionalism, and a collaborative mindset.

Why Join Us- Work at the centre of CFA Institute’s global Research, Advocacy and Standards function, supporting thought leadership and policy work that influence the investment industry.- Collaborate closely with senior leaders and gain exposure to international research and policy initiatives.- Join a mission-driven, inclusive organisation that values professionalism, excellence, and teamwork.

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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 family- Generous leave and time off- Competitive retirement plans- Flexible work options- Wellness, education, and support programs

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