gtag('config', 'G-6TW216G7W9', { 'user_id': wix.currentUser.id });
top of page

What Type Of Person Thrives In The Investment Management Industry According To A Principal Business Strategist At Investment Management Company

James, a Principal Business Strategist, identifies key traits for success in investment management: "high learners," possessing strong analytical skills ("good with a spreadsheet"), and excellent communication abilities. These attributes, combined with intelligence and high motivation, are crucial for thriving in this demanding field.

High Learning Agility, Strong Analytical Skills, Excellent Communication, Intrinsic Motivation, Mathematical Aptitude

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

James Wallace

Principial Business Strategist

Investment Management Co.

Hiram College

Not Applicable

Mathematics, Data Science, Statistics

Finance (Banking, Fintech, Investing)

Business Strategy

Video Highlights

1. High learners thrive in the investment management industry.

2. Strong analytical and communication skills are essential.

3. Mathematical aptitude and proficiency with spreadsheets are beneficial assets.

Transcript

How would you describe people who typically thrive in this industry?

They are high learners, intelligent, and highly motivated. They also possess good communication and analytical skills.

Being proficient with spreadsheets and having a slight math orientation is also beneficial.

Advizer Personal Links

bottom of page