Bulgarian CFA Society
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Member Profile

Considering members education as a first indicator - 96% have bachelor or higher degree. Chart below depicts the BCFAS members distribution by industry/branch/area of employment/. Prevailing are bank industry ( 39% ) and consulting industry ( 19% ). Other industries/branches rank as follows: investment banking, investment management counseling, mutual funds.

Although CEO, CFO and other top corporate governance positions are relatively frequent, diversity of member positions appears to be wide. The most common positions are Analyst ( 19% ) and Portfolio Manager ( 13 % ). Occupations like Chief Investment Officer , Investment Firm Manager , Investment Banker , Investment Counselor , Securities Trader , Chairman, Partner and Principal have approximately the same relative shares with each of them amounting up to 10%.

Another interesting trait is the intra-industry specialties distribution. The first place is taken by banking with all kinds of fixed-income security analysts coming next. Other specialties are non-bank financial institutions, consulting, technology, IT, real estate, food processing, beverages, other.

BCFAS currently has 59 members. The following is a breakdown by industry and title and represents the current data for July 2005.

CFA Charterholder Information

Percent

CFA charterholder

84%

Non-charterholder

16%

 

 

Industry Classifications

Percent

Broker Dealer, Investment Banking

10%

Commercial/Retail Banking, Bank Trust Departments

39%

Consulting Firm

19%

Corporate/Public Sponsor & Foundation/Endowment

2%

Insurance Company

2%

Investment Company/Mutual Fund

12%

Investment Management Counseling

7%

Other businesses including government, academic, and miscellaneous

10%

 

 

Titles and Occupations

Percent

Analyst, Equity & Fixed Income

7%

Analyst, Other

19%

CEO, Chairman, Partner, Principal

6%

Chief Investment Officer

5%

Investment Banker

8%

Investment Counselor

5%

Investment Firm Manager

5%

Portfolio Manager

13%

Sales/Marketing

2%

Securities Trader

8%

Other

23%

 

Developed by Alex Toshinov