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Biggest Challenges Faced by Investor Relations at Right Side Capital Management

Sabrina's most significant career challenge stemmed from "poor management" in a previous role, highlighting the crucial impact of communication and its potential to cause overwhelm; currently, navigating "client gap communication" at Right Side Capital Management requires a delicate balance, finding the right approach to ensure timely responses without alienating clients.

Communication, Client Management, Problem-Solving, Overcoming Challenges, Workplace Dynamics

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Sabrina Waite

Investor Relations

Right Side Capital Management

Cal Lutheran University

NA

Business & Related, Finance

Finance (Banking, Fintech, Investing)

Operations and Project Management

Scholarship Recipient, Took Out Loans, Worked 20+ Hours in School, Greek Life Member, Transfer Student

Video Highlights

1. The importance of good communication and management in the workplace. Poor management can lead to missed deadlines, incomplete tasks, and unhappy clients, negatively affecting the entire team. Sabrina highlights that while wearing many hats can be a learning experience, it can also be overwhelming.

2. The challenges of client communication in investor relations, specifically the balance between persistence and maintaining positive client relationships. Sabrina emphasizes the importance of clear and specific requests to ensure everyone is on the same page.

3. The unexpected learning opportunities that can arise from working for a bad manager. Sabrina notes that despite the difficulties, working under poor management can be a significant learning experience, teaching valuable lessons about communication, teamwork, and problem-solving.

Transcript

What is your biggest challenge in your current role?

My biggest challenge wasn't in my current role, but at my previous job. If I can twist the question a bit, I'd say it was poor management.

However, to put a positive spin on it, you learn the most working for a bad manager. This brings me back to how important communication is. When there's bad management, there's usually bad communication.

This can lead to missed deadlines, incomplete tasks, piling fees, and unhappy clients. So many issues can stem from poor management. You can also feel really overwhelmed.

Wearing a lot of hats can be positive at times, as it allows you to learn a lot. But it can also be overwhelming for an individual or an entire team. Poor management affects more than just one person.

It's always something to be aware of in the job market. You don't really know until you're in a role, but you will learn a lot, which is a positive side.

In my current role as an investor relations professional, the hardest thing can be client communication gaps. I might ask a client about a wire transfer that was due yesterday. They'll say they're sending it right away, but the next day it still hasn't arrived.

Then you start wondering if they sent a check, a wire, or maybe to the wrong account. You don't want to feel like you're bothering the client by reaching out multiple times.

There's a need for handholding in this role, and it's a delicate balance. You don't want to annoy someone, but you also need to get your job done. It's about finding that middle ground in how to communicate and be specific with your requests, ensuring the client is on the same page.

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