• Job Description

  Req#: R-1906

  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 Senior Manager, Market Intelligence, will transform data into insights and insights to action by integrating and analyzing multiple data sources to enable better and more timely decision-making. They will apply modern methodologies and advanced strategic analysis approaches to develop insights and actionable recommendations.

  Reporting into the Head, Corporate Strategy, this role offers a data-driven, strategic thinker the opportunity to make actionable recommendations to support strategic decision-making at CFA Institute. The Market Intelligence team is part of the Corporate Strategy team, which works on the organization’s most critical business and growth initiatives. The team supports cross-functional business/product teams as well as growth initiatives by providing analysis and insights to support decisions about key product categories, customers and geographies.

  This role will be based in the US (in approved states, VA/NC/SC/GA/FL/PA) or Mumbai, India.

  Job Description:

  ESSENTIAL FUNCTIONS

  • Support and advise the Head, Corporate Strategy, Leadership Team, and Product Leaders on strategic decision-making. Synthesize insights, observations and trends across multiple studies and sources that will enhance decision making; anticipate changing trends, opportunities and threats; and develop implications and recommendations for product and business strategies.

  • Competitive intelligence: Provide proactive and ongoing monitoring of the external environment to support business decisions across all functions utilizing advanced intelligence tools. Understand trends relevant to our market space to identify potential opportunities, ways to differentiate our brand and make threat assessments. Generate and deliver actionable insights using scenario planning to anticipate competitor moves based on financial intelligence, category forecasts, M&A activities, talent acquisition, etc. Collaborate with the Global Partnerships & Client Solutions team in gathering and analyzing competitive data during various stages of the sales cycle.

  • Lead market analysis activities to inform strategic evaluations of new market and product opportunities, including market sizing and demand studies, industry trend analysis, and strategic and financial analysis. Collaborate with our thought leadership and client solutions teams, and other SMEs, to optimize use of existing knowledge and research. Leverage market analysis tools (i.e., Porter’s 5-forces, PEST, gap analysis, etc.) to develop a point of view of the market to identify potential entry/value areas. Identify white spaces where CFA Institute could have a meaningful impact.

  • Deliver fact-based customer understanding, root-cause analysis, and derive actionable customer insights that inform product demand, development, enhancements, pricing and related decisions. Collaborate with product managers, client solutions, and other voice of the customer teams in gathering, synthesizing and disseminating customer feedback and insights.

  • End-to-end strategic research project ownership including problem definition, hypothesis formulation, market research, analysis, market and financial modeling, insights development, presentation development and delivery.

  • Analyze data using appropriate statistical methods, strategic analysis tools, financial analysis, and model creation.

  • Create a market intelligence knowledge management “hub” to manage and disseminate key market intelligence assets (including primary and secondary research), working with internal partners to develop efficient and effective processes, information flows, and user experiences, with a focus on AI-powered answers and insights delivery instead of document search. Meta-learning: connect available expertise, studies and data points using knowledge management, machine learning and artificial intelligence, to provide immediate input into key business decisions.

  • Actively promote a culture of intellectual curiosity, and customer and market-driven decision making, participating in market intelligence forums/discussions, and developing and delivering presentations, insights and news on a regular cadence.

  QUALIFICATIONS

  EDUCATION / EXPERIENCE

  • Proven manager-level experience in a strategy, management consulting, and/or corporate dev role developing growth strategies and identifying product opportunities and/or new markets Knowledge of/experience in the Investment industry preferred

  • Bachelor's degree (or commensurate education and experience) required; MBA strongly preferred

  • Knowledge of/experience in the Investment, higher education, or ed tech industry preferred

  • Analytical curiosity and ability to flex between big picture thinking and sharp attention to detail

  • Strong business acumen and able to translate insights to business action

  • Ability to create new and unique ideas and pressure test ides with strong strategic, analytical skills

  • Experience in modern, data-driven, and behavioral insights approaches such as design thinking, social listening, agile research platforms, and neuro/system 1 methodologies

  • Demonstrated experience in market analysis, competitive intelligence, and strategic analysis

  • Exceptional at finding trends in the data, articulating the “so what,” and translating insights into strategic, actionable recommendations

  • Experience with data providers such as FactSet, Morningstar, Bloomberg, World Bank a plus

  • High cultural awareness working with different regions

  • Demonstrated ability to effectively build partnerships and influence stakeholders and decision making at all levels of a complex global organization

  • Exceptional storytelling and presentation skills - ability to find clear and compelling ways to communicate rich consumer insights to multi-functional partners with clear implications that drive action

  • Demonstrated ability to hit targets, meet deadlines and drive results

  • Ability to develop and cultivate senior-level relationships

  • Experience with modern research methodologies, tools, data sources, and vendors

  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.

  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.

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• About the company

  The organization offers the Chartered Financial Analyst designation, the Certificate in Investment Performance Measurement designation, and the Investment Foundations Certificate.

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