To get started as a volunteer: 

1. Contact Us: Send an email of interest to Events & Members Services Manager - Megan Millett. Please attach your resume for reference.

2. Interview: Schedule a time to meet with Society Staff to learn more about the organization and discuss what committee or project might be a good fit for your interests.

Current Opportunities

Annual Events

• InvestMNt Conference: Introduce companies 

• August

• Open to: CFA Charterholders

• Time commitment: 4-8 hours, one day

• InvestMNt Conference: Assist in company presentation rooms

• August

• Open to: CFA Candidates and students

• Time commitment: 4-8 hours, one day

• Annual Dinner, New Charterholder Dinner, or Annual Golf Tournament: Behind the scenes event support

• February

• Open to: CFA Charterholders, Candidates, and students

• Time commitment: 4-6 hours, one day

Committee Work
Society Committees are open to members who want to get more involved in shaping and leading the organization. Committee commitment includes attendance at meetings and 1-2 hours on committee projects per month.

• Program

• Membership

• Career Development/Advocacy

• Education

• Business & Financial Management

Communication

• Write original content or commentary for our Freezing Assets blog (ongoing)

• Attend a Society event and write an event recap for the blog

Education

• ​Give a CFA Program Presentation on a college campus and/or host a group of finance students to visit your office 

• Time commitment: 2-4 hours per year

• Provide feedback on CFA program preparation methods

Mentorship

• Serve as a formal mentor in our annual Mentorship Program

• Time commitment: 8-months commitment, 1-2 hours per month

• Offer informational interviews to society interns, students, CFA Candidates or fellow CFA Charterholders interested in learning about new areas of the investment industry 

• Time commitment: episodic, 1-2 hour commitment per individual

Research Challenge

• Mentor a university team 

• Time commitment: 4-month commitment, 1-2 hours per month

• Grade research reports 

• Time commitment: 2-week commitment, 4 hours

• Judge presentation finals 

• Time commitment: One-time, 4 hours

• Behind the scenes event support

• Time commitment: One-time, 4 hours

Quarterly Society Internships

Students and recent graduates are invited to volunteer as interns during the summer or during the school year. Internships can be done for college credit.

• Time commitment: 8 weeks, one 6-8 hour shift per week