Professional Documents
Culture Documents
Career Planning Process
Career Planning Process
&
WHAT THE EMPLOYERS LOOK
FOR?
To be happy for life, love your
work
- Chinese proverb
My Career Path
What Inspires You ?
• Being pro-active
• Making it happen!
• Career planning must be flexible
Synthesize
Competency
Decisions
Set Goals
Actions
Stages in Career Planning Process
Explore self
Plan education
• Explore self
A Starting Point – Who are you?
Qualifications Talents
& Experience &
Skills
And more……
Key Motivating Factors
Your Values
Your Vision
Your Strengths (and how to keep your
weaknesses in check)
Get Noticed
Be Remembered
Make a Name for Yourself
What makes you stand out?
• What do you love doing?
• What comes easy?
• What do you excel at?
• What is important to you?
• What are your best qualities/attributes?
• What do others appreciate about you?
• What are your greatest strengths?
• What are your passions?
What Skills will you need?
– What’s a must?
– What’s useful?
– What’s good, but not vital
Individual Goal Setting
Your Ultimate BIG Career Goal
Write it Down.
List > 10 SMART goals to reach that ultimate
goal based on your vision (work & personal)
• Merrill Lynch
• Morgan Stanley
• Goldman Sachs
• Citigroup
• Lehman Brothers
• Credit Suisse First Boston
• J.P. Morgan Chase
Investment Banking- Boutiques
Niche firms that focus on a particular industry, such
as technology, or a specific geography.
• Harris Williams
• Miller Buckfire
• Houlihan Lokey Howard & Zukin
• Dresdner Kleinwort Wasserstein
• Greenhill
• Broadview/Jefferies
• Sagent Advisors
Private Equity
"Hedge
"Angel" "Venture Capital" "Growth" "Buyouts" "Distressed Investing"
Funds"
Age of
0 years 0-1 year 1-3 years 3-10 years 10-50 years 10-50 years 10-50 years 10-50 years 5+ years
Company
2nd or 3rd
Stage of 1st generation Established, Established,
Idea Prototype generation Stressed Stressed Public
Company product slow growth slow growth
product
Equity
$0.2-0.5m $1-2m $2-5m $5-20m $10 - 250m $10 - 250m $10 - 250m $10 - 250m N/A
Requirement
Return
70%+ 50-70% 50-60% 40-50% 25-40% 20-30% 30-50% 30-40% 20%
Expectations
Investment Management
Variety of Asset Managers
• Individuals
– Small Mutual Funds
– Family/Individual Managers
– Private Client Services/Private Wealth Management
• Group of Individuals/institutions
– Mutual Funds (independent companies/investment banks)
– Hedge Funds (independent companies/investment banks)
• Investors (individuals/institutions)
– Insurance Companies
– Public Companies
– Pension Funds
• Advisors
– Investment Banks (Equity Research)
– Fund-of-funds
– Consulting Companies
– Rating Agencies
Career Paths within Investment
Management
– Director of Research
• Valuation
• Projects
What are the Key Skills Recruiters
Look For?
– Professional qualifications/experience
– Technical product knowledge at an increasingly
sophisticated level
– Market knowledge – legal/regulatory framework, local
influences
– Personal Contacts
- What clients do not want…
• Product push
• Over-promise, under-deliver
• Delivery of something other than
what they bought
• Off target sales
• Over-spending on the sales process
• Desperation!
Self Assessment
Anatomy of a Self Assessment
– Value Inventories
include autonomy, prestige, security, interpersonal
relations, helping others, flexible work schedule, outdoor
work, leisure time, and high salary.
– Interest Inventories
The questions in an interest inventory ask about your likes
and dislikes regarding various activities. Examples of
interests are reading, running, playing golf, and knitting.
– Personality Inventories
A personality inventory looks at one's individual traits,
motivational drives, needs, and attitudes.
– Skills Assessment
Job Preference Inventory
Job Preference Results
If you scored If you scored If you scored If you scored
highest in A, highest in B, highest in C, highest in D,
Focuser (Self- Relater Integrator
Your work style is: Operator (Detailer)
Starter) (Enthusiastic) (Finisher)
Integrate (Understand Operate (Understand
You like to: Focus (What) Relate (Whom)
Why) How)
Taking charge;
Your preferred roles Coordinating; Problem-solving; Monitoring;
Working
are: Facilitating Diagnosing Analyzing
independently
You are concerned
Practicality Teamwork Innovation Documentation
with:
You work well with: Clear goals Broad goals Ideas/Input Systems
Michelangelo Buonarroti
Top Books About Career Choice
• Do What You Are Paul D. Tieger
• Cool Careers for Dummies Marty Nemko, Paul
& Sarah
• Finding your perfect work Paul and Sarah
Edwards
• 48 Days to the work you love by Dan Miller
• Discover what you are best at by Linda Gale
• What type Am I ? Discover what you really
are ? by Renee Baron
Thank You And good luck!