CFA Institute
Head of EU Policy and Regulatory Affairs Head of EU Policy and Regulatory Affairs Apply locations London time type Full time posted on Posted 10 Days Ago job requisition id R-2064 CFA Institute is seeking a Head of EU Policy and Regulatory Affairs (Formal Title: Director, Capital Markets Policy, EU) to play a leading role in our advocacy efforts across the European Union (EU) and European Economic Area (EEA). Based in London, this exciting position offers the opportunity to lead impactful policy research, represent our voice in regulatory discussions, and work closely with European CFA societies to deliver on our mission to build trust and transparency in global financial markets. This role focuses on critical policy development areas affecting European capital markets in general and the investment industry in particular. Topics of strategic interest for CFA Institute include broadly: investor protection, market integrity, the development of the Capital Markets Union (CMU) and the rise of private markets, the retail investment agenda, sustainable finance, digital finance, the development of a pan-European pension strategy, as well as systemic risk related to non-bank financial institutions. The primary functions include policy research and regulatory outreach, ensuring our positions resonate across the region's financial ecosystem. A cornerstone of the position is fostering collaboration with Europe-based CFA member societies and nurturing a network of contacts at key regulatory authorities to maximize the impact of our policy views. By building consensus and aligning efforts you will strengthen our Advocacy and Policy Research strategy across the region. Success will depend on effective regulatory and institutional outreach, achieved through close partnerships with local societies in coordination with our Society Relations department. This position offers the opportunity to drive meaningful change in the region's financial markets, ensuring CFA Institute remains a trusted voice in advancing market integrity and investor protection. What You'll Do Your key responsibilities will include: Strategic Advocacy: Design and implement a comprehensive advocacy strategy for the region, aligned with CFA Institute's global goals. Policy Research and Thought Leadership: Conduct high-quality research and author impactful white papers to support the strategy and align with the organization's thematic priorities. Regulatory Outreach: Build meaningful relationships with regulators, policymakers, and industry stakeholders, representing CFA Institute's positions on key topics and driving public awareness campaigns. Collaboration with CFA Societies: Work closely with Europe-based CFA societies to foster consensus, build engagement, and amplify advocacy efforts through strong local partnerships. Speaking and Public Engagement: Represent CFA Institute at conferences, society events, and in media interviews, elevating our voice and influence on capital markets policy. What We're Looking For We're searching for an experienced and motivated professional who can combine thought leadership, regulatory expertise, and relationship-building skills to create real impact. The ideal candidate will have: Educational Background: A master's degree in finance, economics, or law (PhD a plus), with a deep understanding of EU/EEA regulatory frameworks (e.g., MiFID, SFDR, CSRD). CFA Charter preferred but not mandatory. Professional Experience: Substantial experience in investment management, financial services, or policymaking, with a focus on EU policy and regulatory issues related to capital markets. Communication Skills: Advanced persuasive writing and public speaking abilities, with the confidence to present to large audiences and engage high-level stakeholders. Ability to navigate potentially difficult political discussions. Collaborative Leadership: Proven ability to build strong relationships, manage complex projects, and lead cross-functional initiatives. Language Skills: Fluency in English is essential; proficiency in other European languages also expected. This role is based in London, with a hybrid working arrangement (2 days in office requirements). Additionally, there will be approximately 25% European business travel. At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary Range: £90,000 - £110,000 per year Other benefits include eligibility for annual incentives, 12% pension employer contribution, and competitive medical benefits. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals. About CFA Institute CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click "Apply" and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow on LinkedIn and X. We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location. If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.
Head of EU Policy and Regulatory Affairs Head of EU Policy and Regulatory Affairs Apply locations London time type Full time posted on Posted 10 Days Ago job requisition id R-2064 CFA Institute is seeking a Head of EU Policy and Regulatory Affairs (Formal Title: Director, Capital Markets Policy, EU) to play a leading role in our advocacy efforts across the European Union (EU) and European Economic Area (EEA). Based in London, this exciting position offers the opportunity to lead impactful policy research, represent our voice in regulatory discussions, and work closely with European CFA societies to deliver on our mission to build trust and transparency in global financial markets. This role focuses on critical policy development areas affecting European capital markets in general and the investment industry in particular. Topics of strategic interest for CFA Institute include broadly: investor protection, market integrity, the development of the Capital Markets Union (CMU) and the rise of private markets, the retail investment agenda, sustainable finance, digital finance, the development of a pan-European pension strategy, as well as systemic risk related to non-bank financial institutions. The primary functions include policy research and regulatory outreach, ensuring our positions resonate across the region's financial ecosystem. A cornerstone of the position is fostering collaboration with Europe-based CFA member societies and nurturing a network of contacts at key regulatory authorities to maximize the impact of our policy views. By building consensus and aligning efforts you will strengthen our Advocacy and Policy Research strategy across the region. Success will depend on effective regulatory and institutional outreach, achieved through close partnerships with local societies in coordination with our Society Relations department. This position offers the opportunity to drive meaningful change in the region's financial markets, ensuring CFA Institute remains a trusted voice in advancing market integrity and investor protection. What You'll Do Your key responsibilities will include: Strategic Advocacy: Design and implement a comprehensive advocacy strategy for the region, aligned with CFA Institute's global goals. Policy Research and Thought Leadership: Conduct high-quality research and author impactful white papers to support the strategy and align with the organization's thematic priorities. Regulatory Outreach: Build meaningful relationships with regulators, policymakers, and industry stakeholders, representing CFA Institute's positions on key topics and driving public awareness campaigns. Collaboration with CFA Societies: Work closely with Europe-based CFA societies to foster consensus, build engagement, and amplify advocacy efforts through strong local partnerships. Speaking and Public Engagement: Represent CFA Institute at conferences, society events, and in media interviews, elevating our voice and influence on capital markets policy. What We're Looking For We're searching for an experienced and motivated professional who can combine thought leadership, regulatory expertise, and relationship-building skills to create real impact. The ideal candidate will have: Educational Background: A master's degree in finance, economics, or law (PhD a plus), with a deep understanding of EU/EEA regulatory frameworks (e.g., MiFID, SFDR, CSRD). CFA Charter preferred but not mandatory. Professional Experience: Substantial experience in investment management, financial services, or policymaking, with a focus on EU policy and regulatory issues related to capital markets. Communication Skills: Advanced persuasive writing and public speaking abilities, with the confidence to present to large audiences and engage high-level stakeholders. Ability to navigate potentially difficult political discussions. Collaborative Leadership: Proven ability to build strong relationships, manage complex projects, and lead cross-functional initiatives. Language Skills: Fluency in English is essential; proficiency in other European languages also expected. This role is based in London, with a hybrid working arrangement (2 days in office requirements). Additionally, there will be approximately 25% European business travel. At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary Range: £90,000 - £110,000 per year Other benefits include eligibility for annual incentives, 12% pension employer contribution, and competitive medical benefits. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals. About CFA Institute CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click "Apply" and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow on LinkedIn and X. We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location. If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.
CFA Institute
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. Job Purpose • Contribute to determining, managing and optimising the regulatory and economic capital and liquidity requirements for companies in the UK Division. • Contribute to an effective Enterprise Risk Management (ERM) Framework through management of the Capital and Liquidity models. • Contribute to the development and delivery of capital and liquidity plans including Stress and Scenario Testing (SST) analyses, capital projections and sensitivities on a range of capital metrics. • Reports to the Head of Capital and Liquidity Key Accountabilities • Contribute to the production and maintenance of the methodology for the calculation of economic capital and liquidity contributing to the ERM framework, and validating the proper implementation of that methodology in capital models. • Support the production and review of methodology used to determine regulatory capital requirements and ensuring this is implemented appropriately in models and results produced for regulatory reporting purposes. • Support initiatives required to: o Optimise capital/liquidity requirements and/or o Reduce earnings volatility, and/or o Manage the risk exposure of the company in line with company risk appetite, tolerance limits and overall ERM framework. • Contribute to the development and delivery of SST results (both point in time and projections) that are required as part of an effective Enterprise Risk Management Framework. • Contribute to the production of sensitivity testing to support various requirements including: o Risk reporting as required by the Risk Function; o Assumption significance assessment; o Information necessary to support regular assessment of the robustness/endurance of risk mitigation techniques. • Contribute to the development of members of the Capital and Liquidity team in order to optimise the performance of the team. Desired Knowledge / Experience / Skills • Strong technical skills including either financial reporting or Solvency II knowledge/experience • Good understanding of the UK regulatory environment. • Delivery focused and able to take a pragmatic solution if required. • Ability to apply actuarial techniques to business problems and to see wider implications. • Proven ability to act independently as well as working as part of a wider team. • Strong communication skills (able to articulate technical and complex issues clearly both verbally and in writing to senior audiences including non-actuaries). • Demonstrated personal drive, energy, persistence and self-motivation and awareness of the needs of the wider business. • Experience in applying technical expertise to analyse risk, capital and liquidity information and convert this into management information that is both timely and helpful Qualifications Fellow of the Institute and Faculty of Actuaries (or equivalent). Benefits of working at Canada Life We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development. How we work at Canada Life Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop. Diversity and inclusion Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus. "At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. Job Purpose • Contribute to determining, managing and optimising the regulatory and economic capital and liquidity requirements for companies in the UK Division. • Contribute to an effective Enterprise Risk Management (ERM) Framework through management of the Capital and Liquidity models. • Contribute to the development and delivery of capital and liquidity plans including Stress and Scenario Testing (SST) analyses, capital projections and sensitivities on a range of capital metrics. • Reports to the Head of Capital and Liquidity Key Accountabilities • Contribute to the production and maintenance of the methodology for the calculation of economic capital and liquidity contributing to the ERM framework, and validating the proper implementation of that methodology in capital models. • Support the production and review of methodology used to determine regulatory capital requirements and ensuring this is implemented appropriately in models and results produced for regulatory reporting purposes. • Support initiatives required to: o Optimise capital/liquidity requirements and/or o Reduce earnings volatility, and/or o Manage the risk exposure of the company in line with company risk appetite, tolerance limits and overall ERM framework. • Contribute to the development and delivery of SST results (both point in time and projections) that are required as part of an effective Enterprise Risk Management Framework. • Contribute to the production of sensitivity testing to support various requirements including: o Risk reporting as required by the Risk Function; o Assumption significance assessment; o Information necessary to support regular assessment of the robustness/endurance of risk mitigation techniques. • Contribute to the development of members of the Capital and Liquidity team in order to optimise the performance of the team. Desired Knowledge / Experience / Skills • Strong technical skills including either financial reporting or Solvency II knowledge/experience • Good understanding of the UK regulatory environment. • Delivery focused and able to take a pragmatic solution if required. • Ability to apply actuarial techniques to business problems and to see wider implications. • Proven ability to act independently as well as working as part of a wider team. • Strong communication skills (able to articulate technical and complex issues clearly both verbally and in writing to senior audiences including non-actuaries). • Demonstrated personal drive, energy, persistence and self-motivation and awareness of the needs of the wider business. • Experience in applying technical expertise to analyse risk, capital and liquidity information and convert this into management information that is both timely and helpful Qualifications Fellow of the Institute and Faculty of Actuaries (or equivalent). Benefits of working at Canada Life We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development. How we work at Canada Life Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop. Diversity and inclusion Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus. "At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for.