What Type Of Person Thrives In The Investment Management Industry According To A Digital Media Manager At An Investment Firm
Lisa, a Digital Media Manager in investment management, highlights the importance of strong interpersonal skills, stating that "you have to know who you're working with and you have to be liked," as crucial for success. The ability to learn on the job and a genuine enjoyment of collaboration, even "going back into office," further contributes to thriving in this field.
Communication, Teamwork, Adaptability, People Skills, Professional Development
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Lisa Li
Digital Media Manager
Investment Management Company
Northeastern University, 2019
UCLA Anderson School of Management
Marketing
Finance (Banking, Fintech, Investing)
Communication and Marketing
LGBTQ
Video Highlights
1. Being a 'people person' and strong interpersonal skills are crucial for success.
2. Adaptability and the ability to learn new skills on the job are highly valued.
3. A genuine enjoyment of socializing and collaboration is a common trait among those thriving in the industry, even in traditionally more formal sectors like finance.
Transcript
How would you describe people who typically thrive in this industry?
Within marketing at a larger corporation, especially in traditionally serious sectors like financial services or healthcare, it's super important to be a people person. You have to know who you're working with and, essentially, be liked.
It would have been very difficult for me to get my job done if I didn't know everyone who's at stake, or if I wasn't kind to people or just a good person in general. Everyone I've met, they've loved socializing.
Contrary to the conversation around returning to the office, perhaps because I was in a more old-school industry, people actually liked going back to the office. I got to meet the people I had been talking to over Zoom or phone calls for a year.
The fact that people enjoy that without the company mandating they come in three times a week says a lot about the culture. I think there are many skills you can learn on the job.
Going into my current job, I didn't know the programs I needed. However, I had the background and could show that I can learn, which is the biggest part. Depending on the team or function, some programs are very niche.
Ultimately, being able to learn on the job and get along with people is super important.