CMT Volunteer R&D
Boston Community
About
The Boston Community is a historic and vital hub for CMT Association, serving a sophisticated group of asset managers, analysts, and investment professionals. It connects members in a city renowned for its influential role in the mutual fund industry and financial innovation. Boston was one of the first financial centers outside of New York where our Association established a strong presence5. In the early days, prominent members from Boston’s leading mutual fund companies were active in the organization, and Fidelity’s iconic Chart Room became a model for the industry.
Mission
The mission of the Boston Community is to provide a premier, intellectual forum for advanced technical analysis and professional networking within one of the world’s most distinguished institutional investment hubs. We host high-caliber events and discussions that specifically cater to the sophisticated needs of portfolio managers, analysts, and asset allocation specialists. We value intellectual rigor, institutional quality, and collaborative expertise, fostering an environment where members can share cutting-edge technical insights and explore their practical application in systematic strategies. By serving as a bridge between academic theory and institutional practice, the community ensures that the CMT designation remains the gold standard for market expertise in the New England region.
Media
Leadership & Support
Core Responsibilities
Build a strong local culture of learning and inclusion through regular, in-person engagement for members in a specific city or area.
Champion outreach to local universities and employers to grow awareness of technical analysis and the CMT Program in the local market.
Maintain a healthy, self-governed volunteer group that delivers reliable programming and reports into the Chapter as needed.
Call to Service
Understanding Groups and Gigs
What is a Group?
A Group is an ongoing, strategic body of volunteers who collaborate on a defined mission over an extended period. Groups have formal governance, defined membership, and regular meeting cadences. Joining a group means becoming part of a team committed to driving long-term impact within CMT.
What is a Gig?
A Gig is a short-term, tactical assignment with a clear deliverable and timeline. Gigs are ideal for volunteers who want to contribute their expertise to a specific task without a long-term commitment. They are time-boxed and goal-oriented.
(How to Join This Group)
| Group | |
|---|---|
| Ideal Candidate |
Key Competencies
Local convening; event execution; CRM basics
Suggested Career Age & TA Depth
3+ years experience; 1–3 years TA |
| What You'll Do |
Core Activities
Host quarterly Community meetings and networking events, including thematic inclusion-focused sessions tailored to the local audience. Organize and deliver outreach visits, talks, or collaborations with local universities and employers to encourage rigorous technical analysis education and practice. Welcome new members at events and maintain active local communication channels (mailing lists, chats, or social media) to keep members engaged. Hire and onboard Community volunteers, assign roles for events and outreach, and conduct regular volunteer group meetings to track plans and progress. |
| Time Commitment |
Recommended Time Commitment & Cadence
Community leaders should expect a commitment of 4–8 hours per month. This includes a 1-hour monthly planning meeting, plus time for venue coordination, local member outreach, and social media engagement. During months with major local events, this commitment may increase to 10–12 hours.
Communities are expected to convene their leadership groups at least six to eight times per year. While the formal requirement is bi-monthly, most successful communities meet monthly to plan local networking mixers, technical talks, and candidate study sessions.
Member Appointment & Term
BYLAWS §8.02(E): The members of the committee shall be appointed by the committee chair with the approval of the Board to serve for a term of one (1) year or such longer period as the Board may determine, provided that no individual shall serve as a member of a committee (including anytime as committee chair) for more than four (4) consecutive years.
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Available short-term assignments will be listed here.