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Who Works Where?

Data from the CFA Institute and CAIA show where holders of their credentials work or seek to work across the investment universe and around the world.
By CIO Staff

CIO reached out to the CFA Institute and CAIA for information on the kinds of candidates seeking their professional qualifications and what kinds of jobs their credential holders take and aspire to.

This information can help CIOs meet the challenges of staff recruitment and retention in changing and volatile markets. 

Current Roles of First-Time Level 1 CFA Program Candidates

Accountant / Auditor
7%
Equity Analyst
6%
Risk Analyst / Manager
5%
Financial Planning & Analyst
5%
Investment Consultant
4%
Trader
4%
Credit Analyst
4%
Financial Advisor / Financial Planner
4%
Relationship Manager
3%
Performance Analyst
2%
Product Specialist / Manager
2%
Data Scientist
2%
Quantitative Analyst
2%
Corporate Development & Strategy
2%
Strategy Consultant
2%
Investment Strategist
2%
Sales (Institutional)
2%
Central Banker
1%
Information Technology
1%
Source: CFA Program Candidate Survey - May 2024

Desired Next Job of CFA Charter Holders by Title

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Source: CFA Institute survey

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Titles of CAIA Holders Worldwide

Global AMRS APAC EMEA
Portfolio Manager Portfolio Manager Director Portfolio Manager
Director Managing Director Portfolio Manager Director
Managing Director Director Vice President Managing Director
Vice President Vice President Managing Director Analyst
Analyst CIO Associate Investment Manager
Associate Partner Analyst Associate
Partner Principal Manager CEO
CIO Associate Executive Director Sr. Portfolio Manager
Executive Director Analyst Sr. Manager Executive Director
CEO Sr. Vice President Investment Analyst Vice President

Source: CAIA Association data through June 23, 2025.

Asset Classes Managed by CAIA Holders Worldwide

Global

Public Equities
22.99%
Private Equity
19.80%
Other
13.40%
Hedge Funds
11.63%
Private Debt
8.72%
Public Fixed Income
8.51%
Real Assets - Real Estate
8.26%
Real Assets - Infrastructure
2.99%
Digital Assets
1.31%
Real Assets - Natural Resources
1.21%
Source: CAIA Association data through June 23, 2025.

AMRS

Public Equities
23.52%
Private Equity
19.45%
Other
14.58%
Hedge Funds
11.46%
Private Debt
9.29%
Public Fixed Income
7.95%
Real Assets - Real Estate
7.95%
Real Assets - Infrastructure
2.20%
Real Assets - Natural Resources
1.34%
Academic
1.19%
Source: CAIA Association data through June 23, 2025.

APAC

Public Equities
23.52%
Private Equity
17.53%
Other
13.35%
Hedge Funds
11.15%
Public Fixed Income
9.56%
Real Asset - Real Estate
9.41%
Private Debt
7.51%
Real Assets - Infrastructure
3.79%
Digital Assets
1.75%
Academic
1.37%
Source: CAIA Association data through June 23, 2025.

EMEA

Public Equities
21.80%
Private Equity
21.36%
HEdge Funds
12.14%
Other
11.25%
Public Fixed Income
9.13%
Real Assets - Real Estate
8.36%
Private Debt
8.15%
Real Assets - Infrastructure
4.12%
Digital Assets
1.72%
Real Assets - Natural Resources
1.08%
Source: CAIA Association data through June 23, 2025.

More on this topic:

How CIOs, OCIOs Are Structured to Face New Investing and Operational Challenges
How Asset Owners Are Attracting Talent and Their Issues Doing So
How Institutional Investors Can Win the Battle for Top Talent
How Family Offices Should Tackle Hiring, Retention Challenges
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