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​​CFA Calgary relies on its volunteers to continue delivering quality programs and events, and we encourage you to get involved.

To apply for any of the volunteer position available, please send us an email​ letting us know what you are interested in.

​We currently have the following opportunities available:

​Event/Committee​​​​​​Opportunity
​Career Topic Expert
CFA Calgary will be hosting a series of Candidate Career Roundtable breakfasts over the coming year and are looking for CFA charterholders in different areas of expertise in the investment industry to discuss different aspects of their jobs, their background, why they chose this path, etc. This will not be a job search for candidates but more to provide an opportunity for them to explore areas of career interest in an intimate and relaxed environment. 

Please review the career areas that we would like to focus on and the dates we have available and let us know if any are a match for you. Please note that we will move focus areas to match your availability on a first-come, first-served basis. We may also have some flexibility with dates but would like to keep them in the same week.

All events will be held in the CFA Society Calgary boardroom at 3300, 205 - 5th Avenue SW.
Time Commitment:    7:30 - 9:00 AM on the day of your presentation
Audience:  Up to 15 CFA candidates from all levels of the CFA Program

Career focus:​Dates Available:
​Equity Research​Thursday, September 29, 2016
​Private Equity​Wednesday, October 26, 2016
​Institutional Sales & Trading​Thursday, December 8, 2016
​Mezzanine Finance​Thursday, January 26, 2017
​Portfolio Management / Private Wealth​Thursday, March 9, 2017
​Business Development / Infrastructure​Thursday, April 20, 2017
​Small Cap Mergers & Acquisitions
​Women in Investment Management

​​Events Volunteers
CFA Society Calgary is looking for volunteers to add to our event roster for the 2016-2017 year. Volunteer for one, or volunteer for all! Commitment and responsibility varies with each event but typically includes; set up, signage, registration desk, Q&A facilitation, tear down, etc. All event volunteers receive complimentary attendance to the event they are working.

Charterholders and candidates are invited to apply. 

Term: 1 year
Commitment: varies
Overall Objective/Role: To assist in set up and execution of CFA Calgary events.


CFA Institute Research Challenge hosted in the Canadian Prairies

The CFA Institute Research Challenge is an educational initiative in which leading industry professionals actively promote best practices in securities research to students from the world's top business schools. Over the course of the competition, university teams are mentored by industry professionals in writing an equity research report on a publicly traded company. Each level of the Research Challenge culminates in a presentation and defense of that research to a panel of investment industry experts, who select the best presentation. The winning teams advance to participate in Regional competitions hosted in Asia Pacific, EMEA, and the Americas.

Written Reports due:   January 29, 2017

Team Presentations:   March 4, 2017
                                    Westin Hotel


Opportunity:  Industry Mentor (3)
​​​Your role as an industry mentor is to impart a "real-world" industry perspective into the students' theoretical knowledge base. Industry Mentors should not be responsible for teaching students how to perform specific analysis. Industry Mentors will review the team's written work and presentation. They will provide comments only. Industry Mentors should be CFA charterholders with at least 5 years of experience in a a position focusing on company analysis. Contact with the students is limited to six hours total prior to submitting the written report plus an additional two hours for each of the local, regional, or global finals in which the team participates.

Industry Mentors receive 1 CE Credit and 1 SER Credit

Opportunity: 
Graders (10)

CFA Society Calgary is looking for 10 graders to review and critique the written research reports for this season's CFA Institute Research Challenge. 

Graders are analysts, portfolio managers, or other professionals with experience in either preparing or reading sell-side research. As a grader, you will review reports and score them according to a predetermined point system. This score will be worth 50% of the overall score for the team. 

There are 4 reports to review; you will be given a 3-week time period (February 1 – 24) to review them. You will score each section and provide constructive comments to the teams on their reports. The time you spend will vary, but an estimate is two hours per report.

Graders receive 4 CE Credits

Opportunity:  Judges (9)

Your role as judge would be to listen to the student presentations (ten minutes in length), quiz the students on their research and recommendation, and evaluate them accordingly. No advanced preparation is needed.

The event will take place on Saturday, March 4, 2017 from 8:00 AM until 1:30 PM at the Westin Hotel. The commitment for this volunteer position is as a judge on a panel on the day of the presentations. The presentations will run from 8:00 AM to 11:30 AM and will be followed by a luncheon with a speaker and the announcement of the winning team.

Judges receive 4 CE Credits

Opportunity:  Timekeepers (2); Ushers (2); Program Assistant (1)

Your role as a Timekeeper will be to sit in the first row of the presentation room with a stopwatch and "One Minute" warning sign in plain sight of the students and next to the judges. The Timekeeper will invite the team to come to the front of the room once the judges are ready to hear the presentation. Between presentations judges can take a few minutes to compile their thoughts. They will tell the Timekeeper when they are ready for the next team. The time commitment will be 4-5 hours on the day of the presentations – March 4, 2017.

Your role as Usher will be to organize the teams assigned to your room ensuring they are ready to go once the Timekeeper indicates the judges are ready to hear the presentation. Ushers will ensure that the upcoming team quietly waits their turn and cannot hear any other presentations. Once the upcoming team has entered the room the Usher closes the door and should not allow people to enter the room because this can cause a distraction. The time commitment will be 4-5 hours on the day of the presentations – March 4, 2017

​Your role as Program Assistant will be to assist Society staff as required on the day of the event – March 4, 2017. The time commitment for this position is 5-7 hours.

​​​Calgary​ Portfolio Management Trust (CPMT)
The CPMT was established in 1995 as a joint v​enture between the University of Calgary and CFA Society Calgary. It is a specialized finance program that serves to provide Haskayne students from all concentrations an educational experience beyond a traditional classroom. Selected students are given the opportunity to manage a real-money portfolio of Canadian equities currently valued at over $400,000. Guided by industry leaders, these students develop valuable knowledge and skills in equity research, spreadsheet modeling, database management, portfolio tracking, teamwork, public relations, and investment skills. Involvement in the CPMT is a great way to gain hands on experience with financial analysis and decision-making. Graduates of the program have acquired positions in investment banking, corporate finance, management consulting, wealth management, equity research, private equity, and sales & trading. The program has a strong network of alumni located in financial centres around the world such as London, New York, Toronto and Calgary. ​
Mentors - to be matched with a single student

Speaker Series speakers - leading financial professionals discuss their experiences and careers as well as best practices and current trends in the industry. The talks on campus are open to students in all years of their program and in all concentrations.

Portfolio Counselling

For more information regarding these and other volunteer opportunities with the CPMT, please contact Thomas Holloway, CFA at thomas.holloway@ucalgary.ca 



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