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.
When you plant a seed, it germinates. You know, you see the first leaves, it grows. The feeling of “I've created something”, from nothing to something. Growing up in a remote town, on the Copperbelt Outreach province of Zambia, I was surrounded by a lot of miners. We limited ourselves because of our socioeconomic backgrounds. I would go to the bank with my mother, and I would admire those bank tellers. I thought they were the richest people because they could pay anyone that walked into the bank.
I went to university, graduated, became a banker myself. It was a specific moment during the 2008 global financial crisis that sparked my interest in investment management. A particular miner who was a customer at a bank where I worked, had come in with a family member who had just been retrenched. We actually had to inform them that there was no money because all the money that they had worked for, the bank had deducted, due to the monies that they owed the bank. I could see the anguish, the distress, and just the confusion that that family went through.
What is it that I can do? What career can I pursue to ensure that I do not find myself in a similar situation? My role is to ensure that the investments are managed according to the mandate, in a way that grows and safeguards the retirement funds.
To my younger self, Mambwe—opportunities will happen to you, you have the same chance at success like everyone else. You need to prepare and for you to prepare, you need to ensure that you are always learning, that you're always upskilling for you to remain relevant. You also need to ensure that you remain committed, you remain disciplined, and you remain determined. You have to put in the hard work because the work will not do itself.
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
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
Investment Consultant
Advises their clients, which can include Asset Owners, Fund Managers, and Trustees on which funds, asset classes, and markets to invest in as a part of the investment and asset allocation strategy and portfolio construction process.
Investment Strategist
A broad term encompassing a range of roles. These can include executive-level responsibilities for shaping overall investment strategies or providing tactical market analysis.
Portfolio Manager
Investment decision-makers. Portfolio Managers devise and implement investment strategies and processes to meet client goals and constraints, construct and manage portfolios, and make decisions on what and when to buy and sell investments.
Chief Investment Officer (CIO)
Develops and communicates investment strategy and policies, supervises and oversees the investment process, establishes processes to ensure investment policies are followed, and makes decisions on asset allocation and risk management across portfolios. CIOs may also be responsible for research, trading, sustainability policies, and business strategy.
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.
Help shape ICAN
We’d love to find out how we can make our content more useful to you. Tell us in this quick survey (takes less than a minute).