Interview:
Host: Paul Relationship to you: Dad
Job title: Chief Investment Officer (CIO)
Job description: Lead company’s investment team, and all of company’s investment functions. This includes managing the suite of investment products for the benefit of our retail and institutional clients. These investment products include funds focused on different asset classes, including stocks, bonds, real estate, and mortgages.
Duties and/or tasks at job: Research different investment opportunities, lead team discussions on different opportunities, make investment decisions including what to buy or sell, and when to buy and sell. Other things would be managing employees, including developing their career paths, or meeting with clients to discuss investment matters.
What training is needed: Extensive work experience with different investment organizations focused on a wide variety of investment areas. Experience managing investment portfolios for clients.
What eduction is needed: Business degree for university, chartered financial analyst designation.
What extracurricular experience is needed: It is good to have experience in areas such as coaching or community involvement.
What skills and attributes are needed: A good understanding of investments. The ability to absorb and synthesize lots of information into clear investment decisions. The ability to think clearly while under pressure.
2 things you like about the job: 1. Always learning new things. 2. Get to meet with lots of different investment professionals, many of whom are extremely insightful.
2 things you dislike about the job: 1. Client pressure when performance is not good. 2. Feeling stretched too thinly (not enough hours in the day to get all the wanted aspects done.
How this job could be changed in the next 5-10 years: Artificial intelligence could potentially revolutionize the way investment information is processed. This could make the number of people needed on an investment team, such as the one that is being managed, to be a lot less. AI will have impacts on the investment world that are exceedingly difficult to foresee at this point.
Reflection:
- What was your favorite part of the day? Was there anything that you found interesting or surprising?
My favorite part of the day was walking in and meeting everyone at the job. Everyone was so friendly, and the workspace was really cool. Something I found surprising was that the office building and section that I was in was very modern.
- Give 2 reasons why you like this job (be specific):
One reason I like this job is that it seems very social. Everyone seems so close and it is like they are all one big family. Another reason I like this job is that you get to work with money. I, like most people, really like money and investing that money in strategy to make more of it seems like such a fun and cool thing to do.
- Give 2 reasons why you might not like this job (be specific):
I might not like this job because you have to sit around all day, and I would not like that because sitting down for too long makes me feel lazy and I do not like that feeling. Another reason I might not like this job is the stress of it. If you have this job, people look up to you, and for me that would be incredibly stressful.
- Is this job for you? Why or why not?
I think it could be because it fits into what I think would be fun for a job, but at the same time I don’t think I would pursue this job as of right now because obviously I’m in ninth grade, but also I don’t think it would be for me because you have to be on a laptop all day every day.
- How is technology and digital literacy used in this job?
Technology is used in this job because everything you do is on technology, calling people, reading emails, trading stocks, everything you can do with this job, it is online. Digital literacy is used in this job because when you read things online about what to trade, you must check if this is a real and trustworthy site. You cannot just blindly put money into anything without research.
- Explain the value of your TOKW experience in relation to your ideas about your plans after high school
The value of TOKW in relation to my ideas about my plans after highschool is very important. In my opinion, you should not do something people tell you to do for your job, I think that you should get a job that you know that you will like. Therefore, it’s important that you go around exploring different types of jobs for your future, because you never know what you’ll like until you try it. This is a good start or even steppingstone to explore what I’d like for my future.
