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Career Resources

We’re glad you’re here and want to serve as a resource on your many career development endeavors – from networking requests to finding the right CFA Institute materials – we’re here to help!​​ Read on for more ways CFA Society Minnesota can help you achieve success in your career.

Society Career Resources (more info on these below)

CFA Institute Career Resources

Did you know CFA Institute's Career Center has grown exponentially in recent years? Check out their resources including a global job board, topical webinars, industry articles, and more! Many of these resources are open and free to everyone regardless of membership status.

Society Connection Center

Are you looking for a connection to a CFA Candidate or CFA Charterholder residing in Minnesota, North Dakota, or South Dakota? Then you've come to the right place! The goal of this initiative is to help members build their network while creating a networking request process. Individuals may submit a networking request two times throughout the membership year. Priority will be given to local-only or dual (CFA Institute + CFA Society Minnesota) members.

Who should apply?

  • CFA Charterholders, CFA Candidates, students, and other investment professionals interested in learning about:
    • Different areas of the investment industry
    • Specific job roles or companies
    • The CFA Charter designation or other financial accreditations (CAIA, CMT, CFP)
    • Getting involved with CFAMN
    • The local financial market
    • Career paths

How does it work?

Form submissions will be reviewed by Society staff around the 15th of every month. Applicants will be connected with a Society volunteer(s) that match the criteria they've outlined (to the best of our abilities) for an informal conversation (in-person or remote).

Questions? E-mail Megan at [email protected]

Industry Roundtables & Day in the Life Events

Industry Roundtables

​Industry Roundtable Events feature senior investment industry professionals in their area of expertise such as wealth management, family office, asset management, etc. 

​Attendees spend time at several tables throughout the event learning about different roles and career paths. Check our upcoming events for current offerings.

​Day in the Life Events


Jan. – UHNW Portfolio Mngmt​​

Feb.​ – Manager Research

March – Quant Analyst

April – ​Consultant​

May –​ Mezzanine Debt Analyst​​​

June –​ Bank Asset/Liability Management​​​​​

July –​​ Product Management

Aug. –​​ Investor Relations

Sept. – ​​​Equity Analyst

Oct. –​​​ Plan Sponsor​

Nov. –​ Director of Research​

Dec. –​ Finance Professor​​​​


Feb. –​ Wealth Management Investment Strategist ​

March –​ Data Analytics ​​

June – ESG Professional​