Governance Specialist, DRC Support

Job not on LinkedIn

🔥 0 minutes ago

⚔️ Virginia – Remote

⚔️ Virginia – Remote

💵 $72k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎲 Risk

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CFA Institute

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1947

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. It offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations, including the CFA Program, which is known for equipping individuals with the skills necessary for the investment industry. The institute promotes high standards of ethics and professional conduct, and it is involved in research and policy advocacy to shape the future of the finance industry. CFA Institute also facilitates professional networking and offers membership benefits for finance professionals worldwide.

📋 Description

• Coordinate activities supporting the Board of Governors and Disciplinary Review Committee, ensuring meetings, communications, documentation and follow-up are organised accurately and professionally. • Take ownership of governance projects, including entity management and other evolving initiatives. • Prepare and distribute agendas, schedules, meeting materials and communications; produce accurate minutes and track actions. • Maintain confidential governance and disciplinary records, repositories, databases, tracking tools and case management systems. • Coordinate volunteer onboarding and offboarding, including conflict-of-interest disclosures, oaths, system access and supporting documentation. • Support the annual DRC nominations process, including applications, meetings, interviews, communications and logistics. • Coordinate logistics for Board, DRC, nominations, governance and training activities, including scheduling, travel and meeting support. • Work with senior executives, Board members, volunteers and colleagues across CFA Institute. • Support training materials, presentations, workshops and working-group activities. • Process reimbursements, invoices and administrative documentation connected with governance and committee activities. • Learn established processes, take ownership and identify opportunities to improve efficiency and effectiveness.

🎯 Requirements

• Evidence of successfully managing detailed, deadline-driven work across multiple priorities, with a high level of accuracy and follow-through. • Strong executive presence and communication skills, with the judgement to work confidently and professionally with senior and C-suite-level stakeholders, Board members and volunteers. • Experience providing high-level administrative, operational, legal or governance support where discretion and attention to detail are essential. • Experience preparing professional agendas, meeting materials, minutes, communications or other formal documentation. • Demonstrable ability to handle confidential and sensitive information appropriately. • A self-starting approach and the ability to take ownership rather than waiting for detailed direction. • A broad, adaptable skill set and evidence of successfully handling varied responsibilities rather than working within a narrowly defined remit. • Strong organisation and stakeholder management skills, including the ability to keep multiple people, actions and deadlines on track. • The confidence to learn an established process and suggest a better approach when you see an opportunity to improve it. • Proficiency with Microsoft Office applications and collaboration tools.

🏖️ Benefits

• Eligibility for an annual discretionary incentive bonus • 12% employer contribution to a pension plan • Comprehensive medical benefits package • Health coverage • Generous time off • Competitive retirement plans • Flexible work options • Wellbeing and development programs