Member Volunteer Engagement 2019-20

Call for Volunteers

CFA Society New York will do its best to provide you with an engagement opportunity. See the opportunities below, and feel free to suggest any of your own. If you have any questions, please contact Mario Carias at

  • Contact Information

  • CFA Institute Research Challenge

  • The CFA Institute Research Challenge is kicking off Friday, October 26, and it's more popular than ever.

    The number of participating universities has increased from 20 last year, to 36+ this year—and we need your help!

    Mentor a student-team, act as a judge, or grade reports as part of the CFA Institute Research Challenge. This challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst.

    Want to get involved? Let us know by selecting the roles you may be interested in below —

    I am potentially interested in volunteering as a:

  • Research Challenge Volunteer Roles


    Time Commitment: 8-10 hours; in-person or remote

    • The industry mentor will be selected by the local level host. This is an opportunity to provide guidance, direction, suggestions, and feedback.


    Time Commitment: One full day; onsite at CFANY

    • Judges will independently evaluate each presentation using the presentation scoring sheet. 
    • The judges will be selected by the event host. All judges must be investment professionals. It is recommended they have experience writing and reviewing equity research reports.
    • It is recommended that judges be CFA charterholders.


    Time Commitment: 8 hours; remote

    • Graders will independently evaluate each written report using the Research Report Evaluation Form. All graders must be investment professionals with experience in writing and reviewing research reports. It is recommended that graders be CFA charterholders.

  • Have something else in mind? Tell us about volunteer engagement opportunities you might be interested in.