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CFA Content Specialist

Department: CFA
Location: Dallas, TX


UWorld is seeking a full-time CFA Content Specialist to write and edit content for our web-based products.  CFA Content Specialist will work on-site and collaborate with the CFA Team, editors, and illustrators to produce high-quality content for our CFA Questions Bank, in addition to other product development. This ground-floor opportunity is long-term, so candidates will have the potential to engage in the product life cycle—from product planning and development to completion and maintenance.

Ideal candidates have an unending passion for education and will use their practical experience to develop an exceptional product that will educate tomorrow's CFA via our innovative and interactive online platform. Candidates will partner with some of the brightest minds in education and become a part of UWorld's success story.

If you are looking for a company that is passionate about finance education and provides growth opportunity with a healthy work/life balance, then UWorld is right for you.


Minimum Education Required: 

  • Master of Finance or MBA preferred
  • Undergraduate/Graduate GPA of 3.6 or higher preferred

Minimum Experience Required:  

  •  Minimum 3-5 years of experience in an investment or academic setting
  •  Proven ability to write high-quality CFA questions and rationales preferred
  •  CFA charter required

Required Skills:  

  • Strong understanding of the CFA charter curriculum blueprint in relation to the following topic areas: ethical and professional standards, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income investments, derivatives, alternative investments, and portfolio management and wealth planning.
  • Ability to think strategically, analytically, and collaboratively
  • Ability to be adaptable and flexible
  • Proficiency in MS Office/Working knowledge of IT and marketing software (e.g. CRM)
  • Solid organizational, prioritization, and motivation skills to successfully meet deadlines required
  • Excellent interpersonal skills
  • Willingness to relocate to the Dallas/Fort Worth Area

 Job Responsibilities: 

  •  Reports to the Manager of CFA product development.

New content production (60%)

  • Creates content for testing materials for CFA question bank and participates in product development.
  •  Applies knowledge that reflects the CFA blueprint and practices for generation of question bank items
  •  Assists other content team members during peak periods of new content production to ensure that all deadlines are met

 Content revision and quality control (30%)

  • Works closely with editing and illustration teams to create exceptional content that adheres to UWorld standards
  • Responds quickly to user feedback and makes necessary edits to question bank content
  • Works collaboratively with team members to provide and receive feedback with tact and diplomacy 

Other duties as assigned (10%)

Compensation and Benefits 

  • Compensation negotiable (contingent on experience)
  • Insurance: medical, vision, dental, life, and disability
  • 15 days paid time off, 10 holidays
  • 401K retirement plan with 4% employer matching
  • Discretionary bonuses

“UWorld is an equal opportunity employer of all qualified persons.  The Company does not discriminate on the basis of race, color, national origin, gender, handicap or disability, or age in any of its policies, procedures, or practices in compliance with Title VI of the Civil Rights Act of 1964 (pertaining to race, color, and national origin), Section 504 of the Rehabilitation Act of 1973 (pertaining to handicap), and the Age Discrimination Act of 1975 (pertaining to age). This non-discriminatory policy covers hiring and employment at the Company.”

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