Research and Publications Associate

The Research and Publications Associate provides support to CAIA’s curriculum practitioners and academic experts by researching, editing, and maintaining accurate curriculum content in relation to CAIA’s textbooks, journals, presentations, and continuing education products. He/she will support the editor and copy editor of the Alternative Investment Analyst Review (AIAR) and will support the management of the CAIA’s Academic Partnership Program.

This position reports to the Managing Director of Curriculum and Exams and works closely with the Program team. This position is non-exempt for the purpose of the Fair Labor Standards Act (FLSA).

Provide Research & Computation Support for Curriculum Projects (40-50%)
• Support CAIA staff and external authors in writing and editing of our publications including Study Guide and Workbooks, AIAR, Core Books and continuing educational products
• Review and draft possible errata to our curriculum material
• Assist with data gathering & analysis of various content materials
• Produce and update data, charts, tables and presentations

Provide Support to editor and copy editor of (AIAR) (15-20%)
• Assist with the editing of quarterly publications
• Search for and source potential articles
• Edit the content so it is consistent with AIAR’s style

Provide Support for Academic Partnership Program (APP) (15-20%)
• Provide support for the review of partnership application, including researching potential applicants
• Manage the process for reviewing, approving, and awarding scholarship applications related to APP
• Answer inquiries from various entities about the program, its objective, and details
• Liaise with Global Business Development in strategies to obtain and manage relationships with Academic Partners
• If qualified, occasionally travel to universities to promote the CAIA Program
• Manage relationship and events with all academic partner universities

Maintain Curriculum Library (10%)
• Obtain and update data from various databases (HFRI, Bloomberg, etc.)
• Track and maintain memberships, passwords and renewals
• Read publications and provide summary for Curriculum team
• Archive, manage, and update all CAIA produced materials


• Bachelor’s degree in mathematics, statistics, business, economics, or finance or relevant work experience
• Strong quantitative skills
• Proficient in Microsoft Office
• Excellent organizational and analytical skills
• Ability to perform on deadline
• Ability to collaborate with and support peers in a team environment
• Mastery of fundamental investment knowledge and basic quantitative analysis a plus
• CAIA Charter, CFA, MS, MBA a plus.