Do you know what a Portfolio Manager or an Equity Analyst or Investment Advisor really does? What are the key skills and competencies needed for success? What are the differences in lifestyle and rewards?
The investment sector, and roles within it, are complicated to navigate. Explore job roles in investment management by understanding the differences between investment decision-makers, analytical and advisor roles. Gain a greater understanding of the different types of organisation that operate in the investment sector. Look at examples of the core job roles for which the CFA Program is developed, and the competencies needed to be successful in your career.
To secure a graduate job in the finance industry you need to convince recruiters that you have the skills to do the job well. Discover your skill set by defining your strengths and what you enjoy. Understand which of your skills employers will be looking for in applications and interviews.
Don’t sell yourself short with your career goals. Even if you don’t currently have the skills necessary this should not stop you from aiming for your end goal.
Exploring Roles and Understanding Careers Within The Investment Management Profession ARTICLES
The investment sector and roles within it are complicated to navigate. This article is designed to give you guidance on the different types of organizations that operate in the investment sector, examples of the types of job roles for which the CFA Program is developed, and the competencies needed to be successful in your career and how the CFA Program supports you in developing your skills.
- Organizations and job roles
- Three front office roles compared
- How does the CFA Program connect to investment professionals?
You can also access the exploring roles leaflet here.
Read about career successes from interviews we conducted with successful leaders in the investment field to uncover their “secrets of success.”
CFA Society Winnipeg created a Women in Investment Management brochure directed to students at the high school level — especially female students. The brochure will explain what a career in finance can be, and will also include interviews with, and profiles of local women CFA® charterholders.
A common theme in crafting New Year’s resolutions involves reinventing oneself. Perhaps that’s why most resolutions are doomed to fail if they haven’t “stuck” in the first month. Why not resolve instead to learn who you are and what makes you tick — warts and all?
Implications vary for early-, mid-, and late-career stages, but there are more exceptions than rules.
Looking Back - Thoughts from Investment Luminary Roger Ibbotson VIDEO | 20 MINUTES
Roger G. Ibbotson, professor at Yale School of Management and founder and chairman of Ibbotson Associates, has authored numerous articles and books, including Stocks, Bonds, Bills, and Inflation, which serves as a standard reference for information and capital market returns. In this informative interview, Ibbotson discusses his long and successful career and his significant contributions to investment theory and practice.
Looking Back - Thoughts from Investment Luminary Martin L. Leibowitz VIDEO | 40 MINUTES
Martin L. Leibowitz, managing director on Morgan Stanley’s Global Research Strategy team, has authored several books and more than 150 articles on various financial and investment analysis topics. Inside the Yield Book, the first of several books he wrote, is considered an investment standard. In this informative interview, Leibowitz discusses his long and successful career and his significant contributions to investment theory and practice.
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