Overview
What does it take to build a career as an investment strategist?
In this session of the CFA Program Career Paths series, Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, joins Sharon Bell of Goldman Sachs Global Investment Research in London for an inside look at the investment strategist role. Together, they explore the day-to-day work, how strategists collaborate with other investment professionals, the skills and attributes that support success, common entry points into the role, and how CFA Program learning connects to the knowledge and skills the role requires. Whether you are weighing your next career move or mapping where the investment profession could take you, this conversation offers a practical view of the role.
Timings:
7:30 AM ET | 11:30 AM GMT
Key discussion points
- Day-to-day responsibilities: A candid look at what investment strategists do, from routine analysis to complex decisions.
- Cross-team collaboration: How strategists' partner with professionals throughout an investment firm.
- What it takes to succeed: The technical expertise, judgment, and personal qualities needed to thrive in this field.
- Career pathways into the role: Common routes into investment strategist roles.
- How the CFA Program connects to the role: How the knowledge and skills developed through the CFA Program relate to the work of an investment strategist.
Speakers
