People Operations Specialist

Are you detail-oriented, organized, and passionate about creating smooth employee experiences? In this role, you’ll support our People & Culture shared services function, respond to helpdesk inquiries, and develop training resources that ensure clarity, consistency, and compliance across systems and processes.

The People Operations Specialist is responsible for providing tier I support for the People & Culture helpdesk and shared services. This role is also responsible for the creation of training material to support People & Culture projects, processes and systems. This position is responsible for and will be held accountable for the appropriate handling of highly confidential matters and materials.

What You’ll Do

• Responsible for the tier I support for the People & Culture helpdesk, escalate items as necessary.

• Responsible for the delivery of shared services for the People & Culture team. These may include executing steps in various processes, running reports and data entry. Examples of these shared services include:

  • Act as the primary liaison between P&C, procurement and accounts payable teams managing and owning the contract, PO and invoicing process for all of P&C. Be the subject matter expert and provide guidance to People & Culture team members on the process to ensure smooth execution and completion of procure to pay processes.

  • Support the divisional centers of excellence with a focus on benefits, culture, onboarding and offboarding especially for employees within the region.  

• Responsible for the creation of training material including job aids to support People & Culture systems and processes.

• Contribute to the management of divisional collaboration tools, processes and materials.

• Support People & Culture projects and initiatives as appropriate.

 

What We’re Looking For

• Bachelor’s degree in business, finance, or related discipline, or an equivalent combination of education and experience preferred.

• Workday and Jira experience preferred

• HR experience preferred

• Strong analytical skills with the ability to compile, analyze, interpret and present employee information and data accurately and with attention to detail

• Project Management experience a plus.

• Self-directed, and action-oriented with a strong degree of initiative.

• Ability to multi-task in an atmosphere of ever-changing priorities; flexibility and openness to change is crucial.

• Elevated level of organizational and time management skills; flexibility in competently juggling competing priorities and changing expectations. Energy to put in the hours of concentrated work necessary to achieve goals while maintaining a positive attitude.

• Excellent interpersonal, verbal, written communications, and presentation skills, including a professional and diplomatic demeanor.

• Fluency in Mandarin and English required.

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About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness, education, and support programs

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

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. Only those selected for further consideration will be contacted.

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.

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