Connect with experienced finance professionals and build lasting relationships through CFA Society New York’s Mentorship Program
Join CFA Society New York’s Investment Mentorship Program
Advance your career and contribute to finance industry excellence through meaningful professional relationships
For Mentors
Develop leadership skills essential for advancement to managing director and partner roles
Expand your network across New York’s investment management community
Stay current with industry trends through engagement with emerging professionals
Contribute to industry excellence by sharing your expertise
Ideal for: CFA charterholders / professionals willing to commit 6–12 months
For Mentees
Navigate complex finance career strategies with guidance from seasoned professionals
Understand New York market dynamics from experts at leading firms
Accelerate career progression in competitive finance roles
Build relationships that lead to opportunities and advancement
Perfect for: CFA candidates and early to mid-career professionals open to growth
CFA Society New York Mentors bring a wealth of experience from leading companies
How It Works
1. Profile Creation
Share your investment background, CFA status, goals, and expertise.
2. Strategic Matching
We pair mentors and mentees by specialization, firm type, and career objectives.
3. Structured Engagement
Meet regularly to discuss markets, strategies, and skill development.
4. Career Advancement
Track growth through expanded networks and new opportunities.
“I just took my CFA Level II exam today and it has been roughly 3 months that I have been in touch with my mentor and we had weekly catch ups where he kept tabs on my progress. It was great getting to know him through this program and I personally feel I gained a lot from this mentorship program.”
— 2025 CFA Level 2 Mentorship Program Participant
Snapshots From Our Mentorship Community
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Frequently Asked Questions
Matching is based on investment specialization, career objectives, experience level, firm type, and professional compatibility to ensure productive mentoring relationships.
No. The program welcomes all investment professionals.
No. This program is a valuable benefit included with your CFA Society New York membership.
Yes. The program serves investment professionals throughout the New York metro area, including Brooklyn, Queens, Westchester, and the tri-state region. Virtual mentoring sessions are fully supported.
Investment mentors provide guidance on portfolio management techniques, help you navigate New York’s competitive finance landscape, share insights on client relationship management, and offer career advancement strategies specific to investment roles.
Seek mentors with CFA designations, 10+ years in investment management, experience in your target area (equity research, fixed income, alternatives), and a track record at respected New York investment firms.
Our mentors offer expertise in equity research, fixed income analysis, alternative investments, risk management, portfolio construction, client relationship management, quantitative analysis, and investment strategy development.
We recommend meeting 1-2 times per month for 6-12 months to build meaningful professional relationships and achieve career development goals.
