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For the purpose of determining qualifying work experience, the CFA Institute uses the following list of job categories

Client Service Representative or Relationship Manager

CFAI Description: “Responsible for all activities related to investment firm client service, including: communicating investment performance and strategy to clients and serving as a liason between client and portfolio manager.”

Compliance Analyst or Compliance Officer

CFAI Description: “Responsible for ensuring investment firm’s adherence to applicable laws, regulations and professional standards of practice.”

Investment Consultant

CFAI Description: “Provides investment consulting services, including developing investment policy statements; formulating and delivering investment reviews, conducting asset allocation studies, managing client relationships; monitoring investment performance.”

Corporate Chief Financial Officer

CFAI Description: “Responsible for determining structure and funding needs through equity, debt, and alternative investments; evaluating financial fundamentals, and making capital investment decisions.”

Corporate Finance Analyst

CFAI Description: “Analyze financial fundamentals and capital needs for ongoing corporate operations and/or new projects; conduct long range financial planning; analyze and value possible mergers and acquisitions, asset sales and capital investment decisions. Determine and recommend funding strategies through various security or financing options.”

Investment Banking Analyst

CFAI Description: “Analyze and value securities for public offering; target and value mergers and acquisitions for corporate clients.”

Derivatives Analyst

CFAI Description: “Formulate strategies and valuations for derivative securities.”


CFAI Description: “Develop economic outlooks to be used in the formulation of investment strategies and portfolio structuring.”

Institutional Sales Professional or Business Development

CFAI Description: “Cultivate new business opportunities by marketing investment products to institutional investors. Execute trades and convey research of securities and strategies to institutional investors.”

Investment Strategist

CFAI Description: “Apply investment knowledge to develop and analyze investment strategies designed to achieve investor goals as part of the overall investment process.”

Portfolio Manager

CFAI Description: “Manage clients’ investment portfolios. Responsible for investment decision-making, including security selection, industry/sector selection and portfolio construction.”

Private Client Investment Advisor

CFAI Description: “Manage portfolios of high net-worth clients. Identify investor objectives and develop investment policies. Manage client relationships.”


CFAI Description: “Academic, full-time professor or instructor at a college or university teaching investments, finance and/or economics. Other “business” course instruction does not qualify for the award of the CFA Charter.”

Quantitative Investment or Risk Analyst

CFAI Description: “Conduct quantitative research and/or performance attribution analysis to assist portfolio managers and traders with investment decisions and risk management. Supply portfolio managers with analytical tools needed for portfolio management.”

Real Estate Investment Manager

CFAI Description: “In the context of diversified securities portfolios, specialize in the management of real estate investments, including, developing investment policies and monitoring performance.”

Regulator/Supervisor of Investment Firm

CFAI Description: “Oversee legal/regulatory compliance matters, perform due diligence and ensure firm compliance with all applicable federal securities laws, state statutes, regulatory agencies, and investment laws. Review and maintain investment contracts, registration statements, regulatory filings and documents.”

Security/Investment Analyst

CFAI Description: “Analyze, value, and recommend securities in one or more asset classes (equity, fixed income, alternative investments, or derivatives).”

Securities Trader

CFAI Description: “Execute buy and sell transactions in investment securities. Develop and disseminate information about markets and the trading environment to securities dealers and portfolio managers.”

Valuator of Closely Held Business

CFAI Description: “Value business/company/corporation where stock is thinly traded (or privately held) and for which the market offers limited buyers/sellers. Analyze financial statements, accounting methods, capital budget projects, acquisitions and asset sales.”

Venture Capital Analyst

CFAI Description: “Conduct market research and analysis to solicit/raise capital for equity or debt funding, mergers, capital leasing, acquisitions or divestitures.”