Mentee Application (Members-Only)

Thank you for your interest in participating in CFA Society New York. Please provide the following information in detail, such that we can best assess a potential match. Please note that submission of an application is not a guarantee of assignment to a Mentor.

"*" indicates required fields

Personal Information

Full Name*

Email Address*

Phone Number

Text Message Opt-In

By checking this box and providing my mobile number, I electronically sign and expressly authorize CFA Society New York (“CFANY”) to send me recurring marketing and promotional text messages using an automatic telephone-dialing system to the mobile number I have provided. I understand (i) my consent is not required to obtain or maintain membership or to purchase any goods or services; (ii) message frequency may vary; (iii) standard message and data rates may apply; and (iv) I may revoke my consent at any time by replying STOP, QUIT, END, CANCEL, or UNSUBSCR. Reply HELP for help.

Date of CFA Exam*

MM slash DD slash YYYY

CFA Exam Level*

Level I

Level II

Level III

Professional Experience

Current Employer / School*

Current Position*

What are topics of discussion you would like to address with your mentor?*

Minimum 50 words

Professional designation(s) you have acquired (e.g. MBA, CFA, CFP, CPA, etc.):

What are your immediate career goals (i.e. career switch, internship, promotion, etc)*

Minimum 50 words

Career areas of interest (please provide your top 3 areas):*

Research

Consulting

Sales and Marketing

Fintech / Technology

Product Development / Strategy

Portfolio Management

Investment Banking

Private Equity / Venture Capital

Risk Management / Quantitative

Private Wealth Management

Alternative Investments / Real Estate

Uncertain

Other

If other, please specify*

Reasons for applying to the mentorship program? (check all that apply)*

Salary/promotion negotiation

Need support in Career transitions (portfolio manager, quantitative analyst, etc.)

Need advice/support to obtain CFA Charter

Communication/public speaking skills

Balancing a career with personal/family goals

Advancing in career/pursuit of CFA charter

Other

If other, please specify*

Submission

We appreciate your interest in participating in the Mentorship Program. To maintain a safe and positive experience for all participants, by submitting this application, you hereby consent to:

Not utilize this Mentorship Program as a job search opportunity
Commit to a minimum of 5 hours over the year
Understand that while we endeavor to provide the most suitable and one-on-one Mentor/Mentee match, there may be cases where your Mentor is not in your desired career areas of interest indicated in this application, and that your Mentor may be matched with more than one Mentee
Establish clear understanding of both Mentor’s and Mentee’s goals and expectations of the Mentorship Program at the outset
Proactively contact the Mentor to schedule one-on-one meetings
Be prepared for each meeting with the Mentor and be respectful of the Mentor’s time
Be professional and communicate constructive feedback to the Mentor in a timely manner throughout the Program
Maintain confidentiality of the information shared by your Mentor (including but not limited to: career and education experiences, goals and ideas) unless his/her consent to share with third parties is obtained. The Mentorship relationship shall be built upon a foundation of trust and open communication
Not have the authority to speak for CFA Society New York or its Young Leaders Group unless explicitly authorized to do so, or use/disclose any confidential information, data or materials relating to the business affairs or property of CFA Society New York, Young Leaders Group or their members
Contact the Young Leaders Committee should you feel the Mentor pairing is not suitable or if Mentor conducts any inappropriate behavior. The Young Leaders Committee cannot guarantee a suitable alternative Mentor but will endeavor to identify one where possible
Provide constructive feedback on the Mentorship Program to the Young Leaders Committee for future enhancements
Be reminded that all CFA Institute members adhere to the CFA Institute’s “Code of Ethics and Standards of Professional Conduct” requiring that they conduct themselves within the proper ethical and professional guidelines