CFA UK Board Member recruiting

CFA UK Board Nominations 2020


The CFA UK Nominating Committee is inviting nominations for one vacancy expected to arise on the Society’s Board from November 2020. The deadline for nominations is 3 July 2020.

We actively seek nominations of Regular Members of all ages and diverse backgrounds who can contribute effectively to robust strategic thinking and operational oversight. For the current vacancy the nominating committee is likely to prioritise selection of an individual who demonstrates the following experience and qualities:

  • Technological infrastructure: to support our ongoing digital transformation project to upgrade and integrate our systems and improve our interface with the CFA Institute. It would be advantageous to have experience overseeing the implementation of technology transformations;
  • Treasurer: active succession planning for this essential Board role is an area of focus reflecting its importance in ensuring effective governance and oversight of CFA UK’s financial position, resources and prospects and our system of controls and risk management, and/or;
  • Governance and the Society: experience of being part of a board and sound knowledge of the Society gained through prior volunteering are also likely to be important attributes. 

Selection process >>

The role of CFA UK's Board is to set the Society's strategic direction and oversee our activities to ensure that the society furthers the interests of the investment profession. The nominating committee assesses the balance of the Board and any areas for enhancement of the Board’s collective skills, experience, knowledge and diversity that anticipated vacancies are likely to create. This assessment has informed the priorities outlined above.

Nominations (see How to Apply below) are invited and self-nominations are welcome.

Following receipt of nominations, the nominations committee will undertake a selection process which is likely to comprise:

  • An initial review of nominations based on the information contained in the nomination forms received,
  • Structured conversations between shortlisted nominees and one or more members of the nominating committee in order to explain more about the role and explore those nominees’ qualifications, knowledge, experience, skills and willingness to undertake the role if appointed,
  • Further shortlisting of nominees and second-round interviews conducted by one or more nominating committee members who were not involved in the relevant nominee’s first round conversations,
  • Final selection of the preferred candidate for recommendation to the board at its September meeting,
  • Proposal to members of the selected nominee for appointment at this year’s annual general meeting in November.

You can find out more about the nominating committee here.


Application criteria >>

Any CFA UK Regular Member is eligible to be considered for a position on the CFA UK Board.  You do not need to be CFA charterholder and you are welcome to self-nominate. The nominating committee is particularly keen to encourage nominations of members that contribute to Board diversity.

In considering whether to nominate a fellow member, you should give thought to criteria such as experience, vision, commitment and their ability to represent the Society.  The role will involve considerable time commitment over several years.  As well as attending quarterly Board meetings and an annual strategy meeting, those in officer roles also attend regular management committee meetings, the Society’s AGM (in November), other CFA UK events and sometimes international CFA leadership events. Board members are also encouraged to attend Society's events in order to engage with members and may also volunteer in other capacities, for example as a member or chair of a committee.


How to apply>>

Download the role profile  and nomination form and submit via email by 3 July 2020. Late nominations may be considered in certain circumstances.