What A Portfolio Manager At A Private Bank Wishes They Had Known Before Entering The Financial Industry
James, a Portfolio Manager with over 12 years of experience, emphasizes the continuous learning required in the industry, stating, "I'm still learning things every day," despite possessing a degree and rigorous certifications. This highlights the long-term commitment to learning and the persistent need for a "learner's mentality" for success in this field.
Career Development, Continuous Learning, Financial Industry, Long-Term Learning, Portfolio Management
Advizer Information
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Job Title
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Undergrad
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James A Vogl
Portfolio Manager
Private Bank
Iowa State University 2006
MBA, Ucla Anderson school management, full-time program 2013; masters of education at Millikin University, 2008
History, Art History
Finance (Banking, Fintech, Investing)
Finance
Video Highlights
1. It takes a long time to master this field; even after 12 years, James is still learning new things daily.
2. Continuous learning is crucial for success in this industry; James emphasizes the importance of a learner's mentality.
3. James highlights that even with a degree and certifications, expertise in portfolio management is an ongoing process of learning and development.
Transcript
What have you learned about this role that you wish someone had told you before you entered the industry?
Before discussing interest rates, I wanted to know how long it takes. I'm still learning things, even after doing this for over 12 years. I have both a degree and the most rigorous certification, yet I still learn new things every day.
I would have assumed most people would say, "I have my college degree and a few years of experience. I'm an expert." I see myself as someone who is constantly learning. I think having a learner's mentality is really important.
I was kind of born with that, but I'm shocked it still takes this long. I'm constantly learning new things. As I said, that's because I'm truly interested in learning and I push myself to do that constantly. So, that's how I see it.
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