Member Volunteer Engagement 2018-19

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 Rebecca Dealy at

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  • 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.

  • Are you a subject-matter expert?

    Are you interested in volunteering your time to teach and mentor others about your niche?
  • Feel free to add any additional notes, such as availability, that you'd like for us to consider.
  • More Volunteer Engagement Opportunities

    Select your areas of volunteer interest below.
  • This active group of volunteers gave 80 presentations last year, helping to close the financial literacy gap. Join this community outreach program and use your expertise to make valuable financial literacy content available to the general investing public (high school onward) through alliances with non-profit groups. The initiative addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more.
  • Volunteers are needed to review Mentorship Program applications to create successful Mentor/Mentee pairings. This program leverages the vast experience of our members, promotes professional development, and enhances members’ value.
  • Have something else in mind? Tell us about volunteer engagement opportunities you might be interested in.