CFA Institute
CFA Institute
CFA Institute is a global not-for-profit organization serving investment professionals through finance education, professional credentials, research, and policy advocacy. Its offerings include the CFA Program and other certificates tailored to different career stages and areas of specialization within the finance industry. The organization also promotes ethical and professional standards, supports networking, and provides membership services to finance professionals around the world.

Director of AI and Technology Systems Foresight

Lead technical foresight on how artificial intelligence and emerging technologies may reshape global finance at CFA Institute. Turn complex developments into scenarios, research priorities, and thought leadership for the investment industry.

Description

  • Analyze AI and other significant technologies influencing finance.
  • Evaluate AI capability trends, system architectures, model behavior, scaling, compute and data limits, autonomy, control issues, and institutional viability.
  • Trace how technological shifts may affect investment workflows, portfolio construction, risk management, financial institutions, market structure, professional roles, and standards.
  • Convert technical developments into structural questions, hypotheses, key uncertainties, and credible future scenarios.
  • Apply technical expertise to scenario design and stress-testing activities.
  • Assess technical limitations, failure modes, governance issues, and systemic risks affecting finance.
  • Work with RPC functional teams to challenge and strengthen research, standards, guidance, advocacy positions, and related assets.
  • Flag technological developments that warrant reconsidering established assumptions, positions, or assets.
  • Develop technology landscape analyses, executive briefings, foresight materials, and external thought leadership.
  • Collaborate with researchers, technologists, practitioners, governance specialists, and institutional stakeholders.
  • Report to the Head of Macro Systems & Foresight within a small, multidisciplinary team.

Requirements

  • Extensive expertise in artificial intelligence, AI systems, architectures, and changing capability dynamics.
  • Broad knowledge sufficient to evaluate related technological developments.
  • Ability to analyze AI as an evolving sociotechnical system.
  • Strong grasp of AI capability trajectories, scaling behavior, compute and data constraints, model behavior, autonomy, failure modes, and governance architectures.
  • Knowledge of financial markets, investment management, or financial institutions, or the ability to apply technical expertise quickly in unfamiliar domains.
  • Ability to separate credible technological progress from speculative or deterministic claims.
  • Skill in explaining complex technology to senior and nontechnical audiences.
  • Strong systems perspective spanning financial markets, institutions, investment workflows, professional practice, roles, and standards.
  • Comfort working across extended time horizons and with incomplete evidence.
  • Outstanding writing and communication skills, supported by substantive analysis or thought leadership for expert audiences.
  • Collaborative approach with effective stakeholder-management skills.
  • Ability to influence decisions without formal authority and work with senior stakeholders and external technical specialists.
  • Ability to publish using an institutional voice.
  • Intellectual independence, curiosity, and disciplined judgment.
  • Experience in strategic foresight is advantageous but not essential.
  • The position may be based in eligible jurisdictions in the United States or United Kingdom.

Benefits

  • Eligibility for an annual incentive bonus.
  • A 12% employer contribution to a 401(k) or pension plan.
  • Comprehensive medical benefits.
  • Health coverage.
  • Generous paid time off.
  • Competitive retirement plans.
  • Flexible work options.
  • Wellbeing and professional development programs.

Related Jobs