Practical analysis for investment professionals

career management


Is a Leadership Role Right for You?

You are the only one responsible for deciding the course of your career, so it is important that you think carefully about whether moving into a leadership or people-management role is right for you.

There Is No Single Formula for Success

What is the recipe for success? Whatever the precise combination of ingredients, most would say that hard work is a critical component. But is it the only one? The most important one? For insight on these questions, we asked readers of CFA Institute Financial NewsBrief how much hard work and diligence contributed to their success.

Three Job Market Insights from Executive Recruiters

"The most technically qualified person does not always get the job" was among the insights provided by a panel of executive recruiters during a recent Twitter chat.

How to Convert Your Work into Your Passion

Kal Ghayur, CFA, discusses the importance of self-awareness as a career navigation tool, how to align one’s values with career management choices, the dangers of mis-fit risk, the process by which work can potentially be made more fun, and the motivation that drove him to write Career Success: Navigating the New Work Environment, with Dwight D. Churchill, CFA.

The Investment Risk You’ve Never Calculated

We asked CFA Institute Financial NewsBrief readers how long investment teams could underperform at their firms before they should start to worry about their jobs, and their responses confirmed that the pressure is real.

Career Management: Adapting for the Future

Advances in medicine and technology, combined with other forces in society, are coalescing to propel average lifespans easily toward 100. Tracey Wilen asked delegates at the 69th CFA Institute Annual Conference to consider what that means for their career planning. For most people, it will mean having to build a revenue stream that funds their later years for at least 10–15 years longer than was the norm over the past several decades.

The Intangibles of Having Your Own Firm

Acquiring and serving clients requires specific skills. When launching your own business, you will need to foster trust with prospective clients and strategic referral partners. In order to help clients implement investment or financial planning advice, you will need to build even more trust.

Mentoring to Build a Better Profession

Mentoring isn't just personally beneficial, it's also a way improve your industry and instill your knowledge and values in other practitioners. But what percentage of finance professionals actually mentors others? We polled readers of CFA Institute Financial NewsBrief to find out.

How to Be a Star Mentee

What does it take to be the kind of protégé that a mentor is excited to help? Julia VanDeren provides five must-dos for investment professionals interested in becoming star mentees.

Where Do You Fit on Your Organization’s Nine-Box Grid?

It is important to understand how you fit into the talent management scheme at your organization. Not because it is important to chase the “HiPo” label, but rather because it’s vital that you take responsibility for aligning the perception your organization has of you with your own career goals.



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