Are you a data analyst ready to turn your technical foundation in SQL, Python, Excel, and data visualization into meaningful, hands-on experience? If you enjoy working directly with datasets—cleaning, preparing, validating, and transforming data into trusted insights—this is an opportunity to build your capabilities while contributing to decisions across a global organization.
The Data Analyst supports CFA Institute’s Enterprise Data Analytics team by cleaning, preparing, and documenting structured datasets, and by building foundational visualizations, dashboards, and reports. Working under the guidance of the Director, Enterprise Data Analytics, the Data Analyst applies established methods and standard tools, such as Excel, SQL, and Python, to deliver accurate and timely analyses that support business decisions across the organization. The Data Analyst executes predefined data analysis tasks, runs statistical analyses, and conducts quality assurance on reports and data pipelines. The role investigates known data issues using standard troubleshooting steps.
This position is eligible for remote work within select approved U.S. locations. Candidates must reside in one of the locations identified in the job posting.
What You’ll Do
Clean, prepare, and document structured datasets to ensure accuracy, consistency, and usability for downstream analysis
Build simple visualizations and dashboards using standard tools such as Excel, SQL, and Python
Run basic statistical analyses under close supervision, applying foundational knowledge of statistics and data wrangling
Execute predefined analytic tasks and templates, following established methods and processes
Conduct quality assurance on reports and data pipelines to identify and correct errors before publication
Investigate known data issues and follow standard troubleshooting steps; escalate novel or ambiguous questions to senior team members
Contribute to the preparation of recurring data and analytics reports for internal stakeholders
Support colleagues’ use of data management and reporting systems by answering routine questions and directing them to documentation
Develop foundational data analysis skills and business knowledge through ongoing training, coaching, and hands-on project work
What We’re Looking For
Bachelor’s degree in statistics, data science, computer science, economics, or a related field, or equivalent experience
Professional experience in data analysis, reporting, or a related analytical role
Foundational knowledge of statistics, data wrangling, and visualization using tools such as Excel, SQL, and Python
Strong attention to detail and commitment to accuracy in data preparation and reporting
Ability to follow established methods and processes, while recognizing when to escalate novel or ambiguous issues
Effective written and verbal communication skills, with the ability to present findings clearly to internal stakeholders
Strong organizational skills and the ability to manage multiple assigned tasks under close supervision
Comfortable working in a collaborative, fast-paced environment
Familiarity with AI tools such as Microsoft Co-Pilot, ChatGPT, Claude, and Cursor
At CFA Institute, we are committed to transparency and equity throughout our hiring process. In accordance with applicable pay transparency laws, we are providing the anticipated base salary range for this position: $70,000–$100,000 per year.
The actual base salary offered will be determined based on relevant factors, including the candidate’s experience, education, qualifications, and geographic location.
In addition to base salary, this position is eligible for an annual incentive bonus, a 12% employer contribution to a 401(k) plan, and a comprehensive medical benefits package.
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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits
About CFA Institute
CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.
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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
Skills Required
- Bachelor's degree in statistics, data science, computer science, economics, or a related field, or equivalent experience
- Professional experience in data analysis, reporting, or a related analytical role
- Foundational knowledge of statistics, data wrangling, and data visualization using Excel, SQL, and Python
- Strong attention to detail and commitment to accuracy in data preparation and reporting
- Ability to follow established methods and processes and recognize when to escalate novel or ambiguous issues
- Effective written and verbal communication skills, including the ability to present findings clearly to internal stakeholders
- Strong organizational skills and ability to manage multiple assigned tasks under close supervision
- Ability to work collaboratively in a fast-paced environment
- Familiarity with AI tools such as Microsoft Copilot, ChatGPT, Claude, and Cursor
CFA Institute Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CFA Institute and has not been reviewed or approved by CFA Institute.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is described as robust. These offerings are positioned as a dependable cornerstone of the package.
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Retirement Support — A generous retirement program with 401(k) and profit sharing in many locations supports long-term financial security. This element stands out within total rewards.
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Leave & Time Off Breadth — Generous paid time off, a year-end office closure, summer hours, and volunteer time underscore strong time-away support. Additional programs broaden the range of time-off options.
CFA Institute Insights
What We Do
CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.








