What Is a Career in Investment Management Like? In Conversation with a Chief Investment Officer (CIO)

On the show today we meet David! David works as a chief investment officer (CIO) in the investment management industry in the UK. If you’re curious about a career in investment management, check it out!

David kindly shares with us:

  • Common misconceptions of the CIO role 
  • An overview of the investment management industry
  • The myriad of roles within the industry and why whatever your skill set, there’s a role for you
  • The purpose of the CIO role 
  • The structure of a typical investment team 
  • What is meant by multi-asset investing   
  • What a CIO does on an average day 
  • Most enjoyable parts of the role  
  • Challenging parts of the role  
  • Proudest moments in the role  
  • How David became a CIO having set his sights on ‘the city’ in finance or law 
  • Highs of the career journey   
  • Challenges of the career journey  
  • Importance of role models and mentors   
  • Helpful education, training and skills for aspiring investment management professionals 
  • The future of the investment management profession 
  • Advice and resources for people who are keen to find out more about a career in investment management: 
  • Advice for his younger self and you!

We also talk about:  

  • Finding your ideal workplace – where your values align with the team and culture
  • The importance of regular self-reflection – to check if you are on the right track
  • Harnessing the power of continuous learning even in the uncomfortable and challenging times
  • Mental fitness in the workplace – the value of embracing openness at work
  • The power of EQ, especially in an AI-dominated world

Other references: 

So if you’re curious and wondering what a CIO does or how to become a CIO or if you just want to be inspired ~ listen or watch and enjoy! 

PS – If you have any questions, comments or suggestions, please get in touch, we would love to hear from you! 

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