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Notices

Career path: Investment Management

Shape the financial futures of individuals and institutions.
Young woman looking into the distance while holding her laptop and mobile phone.

Imagine being able to influence the growth of companies, build long-lasting relationships, and help individuals and institutions achieve their financial goals. As a career path, Investment Management gives you the chance to engage deeply with the dynamic world of markets, economies, and businesses, making impactful decisions that shape financial futures.

Mambwe’s career story

As a young banker in Zambia, Mambwe Chibale, CFA, FRM, was inspired to pursue a career in investment management after seeing one family lose their entire life savings during the 2008 global financial crisis.

This is her career journey – the pivotal moments, the insight she gained along the way, and the advice she’d give her younger self. 

What is Investment Management?

At its core, Investment Management is about managing assets to maximize returns while balancing risk. Whether focusing on stocks, bonds, or alternative investments, professionals in this field combine an analytical mindset, strategic thinking, and market insight to craft portfolios that meet clients’ needs.

Useful skillsets

  • Analytical
  • Attention to detail
  • Empathy
  • Communication
Two students studying together

Start here: Investment Analyst

Think Investment Management might be the right fit for you? Explore what your first step as an early career Investment Analyst could look like.
Female business professional

Ready to learn more about finance? Start with the foundations

The CFA Institute Investment Foundations® Certificate gives you essential building blocks of knowledge, helping you confidently begin a career in finance. Available to full-time students for just USD 79.

Career trajectory

Find out where you fit in finance

Take the ICAN Finance Career Quiz and in a few minutes, you’ll discover personalized career paths to explore further, based on your skills, strengths, passions, and values.

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