Volunteer Opportunities

​​CFA Society Calgary relies on its volunteers to assist in delivering quality programs and events, and we encourage you to get involved. To apply for and of the volunteer positions available, please send us an email letting us know what you are interested in.

Career Topic Expert
CFA Society Calgary will be hosting a series of Candidate Career Roundtable breakfasts over the coming year and are looking for CFAs 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:
  • Equity Research
  • Private Equity
  • Institutional Sales & Trading
  • Mezzanine Finance
  • Portfolio Management/Private Wealth
  • Business Development/Infrastructure
  • Small Cap Mergers & Acquisitions
  • Women in Investment Management


General Events Volunteer
Add your name to our event volunteer roster. Volunteer for one, or volunteer for all! Commitment and responsibility varies with each event but typically includes; set up, signage, registration l, Q&A facilitation, and tear down. All event volunteers receive complimentary attendance to the event they are working.

Term: 1 year +
Commitment: varies, a typical luncheon requires 2 hours

s and candidates are invited to apply.


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.

Industry Mentors
​​​Your role as an industry mentor is to impart a "real-world" industry persp​e 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

Graders
Your rolate as a grader is to review and critique the written research reports from 4 teams. You will be given a 3 week time period to review them. You will score each section and provide constructive comments to the teams on their reports based on a predetermined point system. The time you spend will vary, but an extimate is 2 hours per report.

Graders are analysts, portfolio managers, or other professionals with experience in either preparing or reading sell-side research.

Graders receive 4 CE credits

Judges
Your role as a judge is to listen to the student presentations (10 minutes in length), quiz the students on their research and recommendation, and evaluate them accordingly. No advance preparation is needed.

The commitment for the position is as a judge on a panel on the day of the presentations. The presentations run from 8:00 AM - 3:00 PM, lunch is provided, with the announcement of the winning team following.

Judges receive 4 CE credits

Timekeepers
Your role as a Timekeeper is to sit in on the presentations to time and provide a "One Minute" warning to the presenting team. The time t is the full day of presentations.

Ushers
Your role as and Usher is to organize the teams assigned to your room, ensuring they are ready to go once the Timekeeper indicates the Judges are ready for the next presentation. Ushers ensure that the upcoming team quietly waits their turn and cannot hear any other presentations. Ushers also ensure that no one enters the presentation room once a team has started. The time commitment is the full day of presentations.


​​​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