Dear Forum, I would be grateful if someone can read and advise if my experience will be good enough to apply for CFA Regular Membership? Just a quick summary about my professional background is as below: I have passed Level 3 Exam of CFA Program in 2014. Since 2010, I have worked as a Business Analyst in premium UK banks like Lloyds, HSBC in the Asset and Liability Management in Banking Book space, dealing with Regulatory and Compliance Reporting for Interest Rate Risk. I have also been involved in the Reporting of Liquidity Risk in the Group Liquidity Management. The Products coverage for those programs was from Retail Savings , Current Accounts, Commercial Deposits, Loans and Derivatives like swaps, options and forwards. I have developed a reasonable business knowledge working for those products in a way as how clients invest in them or sell them and the market and Liquidity risks associated with them. My Recent experience since May 2016 is working as a Business Analyst working for Alternative Investments program in a big European Bank. The alternatives asset class I am exposed to is Hedge Funds (advisory and discretionary) , Private Equity and Direct Real Estate. My role is to write Business Requirements Specification to generate Performance Reporting for these asset classes. I am now keen to apply for the coveted CFA Charter to make further inroads into Asset Management Space. I am looking for References to sponsor my application . My two bosses in Lloyds Banking Group (Non Charterholders) have agreed to provide references. I am sure this charter will definitely help in my professional growth. I have colleagues in similar programs like Interest Rate Risk Management and doing similar role to mine and having three characters ‘CFA’ at the end of their name. Hence I am slightly positive that I can go ahead and apply. Thank you for reading. Any comments please ?
Surely does qualify. Just word your job responsibilities appropriately and leave out the non-relevant stuff.
If you want to know whether or not your work experience qualifies, e-mail CFA Institute (info@cfainstitute.org) and ask them.
Don’t ask us; our opinion is worthless.
My pleasure.