What Type Of Person Thrives In The Investment Advising Industry, According To A Portfolio Manager At A Registered Investment Advisor
Alexis, a COO/Portfolio Manager, highlights the importance of decisive individuals with strong analytical skills—"people who can make decisions effectively and clearly"—combined with excellent communication, crucial for navigating volatile markets and conveying complex information to clients effectively, going beyond simply stating observations to explaining rationale.
Decision-Making, Analytical Skills, Communication Skills, Financial Analysis, Problem-Solving
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Alexis Browne
COO / Portfolio Manager
Registered Investment Advisor
Lehigh University 2020
N/A
Economics
Finance (Banking, Fintech, Investing)
Strategic Management and Executive
Video Highlights
1. Strong decision-making skills are crucial in navigating volatile market conditions.
2. A blend of analytical skills (proficiency in programs like Excel) and excellent communication skills is essential for success.
3. The ability to not just inform clients about market happenings, but also to explain the reasoning and implications, is a highly valued skill.
Transcript
How would you describe people who typically thrive in this industry?
I would say people who can make decisions effectively and clearly, no matter what's going on around them. It's been a really interesting and volatile market period recently.
This has been fun and very challenging for me to really come into my role more within that environment. I would also say people who can both have those analytical skills and some type of computer proficiency.
You're working with Excel a lot and different programs. You need to be able to digest a lot of this information and analyze it all.
But then also, someone that has good communication skills. Someone who can speak to that client when things are happening in the markets. They can speak to a wider audience and really get that message across.
Not only say, "Hey, here's what I'm seeing, don't worry about it," but say, "Hey, here's what I'm seeing, and here's why you should."
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