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Future IM/Pact Insights on Investment Management

This document is a response from Emma Tibballs explaining why she is interested in a career in investment management. She finds the industry appealing because it allows her to incorporate her commerce degree with her values of sustainability and helping others. She has gained experience through participating in a case competition and completing internships. To continue learning, she plans to develop teamwork and communication skills, connect with professionals, and regularly read financial news.

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Rajput Rishav
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21 views1 page

Future IM/Pact Insights on Investment Management

This document is a response from Emma Tibballs explaining why she is interested in a career in investment management. She finds the industry appealing because it allows her to incorporate her commerce degree with her values of sustainability and helping others. She has gained experience through participating in a case competition and completing internships. To continue learning, she plans to develop teamwork and communication skills, connect with professionals, and regularly read financial news.

Uploaded by

Rajput Rishav
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

This model answer has been provided by Emma Tibballs, a Bachelor of Commerce Student from

Monash University. Emma was a member of the team that won the inaugural Future IM/Pact Case
Competition in 2019 and has since gone on to complete an internship and work experience with two
Future IM/Pact partners: Cbus in their Data Team and their Responsible Investments Team and
Macquarie in their ESG Team. Emma has a strong interest in the Impact Investing field of investment
management and as such her response is skewed towards this area. Your response should focus on
your interests and the areas in which you see yourself working.

Tell us why a career in investment management appeals to you and what


you plan to do next to learn more.
Due to my non-finance background, I first found out what Investment Management is at a Future
IM/Pact event at the start of last year. Since then, I have learned so much about the industry and the
career opportunities it provides.
I want to have a career that incorporates both my Commerce Degree and my values of sustainability
and helping others. The Investment Management industry appeals to me because of its financial
perspective and the influence it has on improving people’s standards of living and the wider world.
Further, I want to work in a high-performing environment with intelligent and supportive people where
I can be challenged and constantly learn. Based on my experiences so far, I believe the Investment
Management industry provides this type of environment.
To gain realistic insights into what it might be like working in Investment Management, I participated in
Future IM/Pact’s inaugural National Case Competition in 2019. Having analysed the Social Impact
project, I really enjoyed the whole experience and can see myself helping others and the environment
through having a career in this industry.
Despite having learned so much about Investment Management over the last year, I know there is still
a lot I can do to learn more about the industry.
A vital aspect of work, regardless of role or industry, is effective communication and effectively
working in teams. To be more prepared for Investment Management and when in the workforce more
generally, I will undertake many opportunities where I can work with various types of people. I will also
reflect on my experiences and feelings when working in a team. This will increase my self-awareness,
allowing me to identify what I can bring to a team, the types of environments I work well in and don’t
work well in, and the particular traits of team members which energise me or make me less effective.
I will continue to find out more about Investment Management through discussions with people in the
industry. Whether it be through LinkedIn or after having first met someone at an event, I will continue
to reach out to individuals to organise coffee/tea catch ups and phone calls. By preparing what I want
to ask in advance and showing my genuine interest, I will aim to learn about people’s career journeys,
values, perspectives, key learnings and advice, their particular role, and about the organisation they
work at.
A common theme I have noticed through discussions with people in the industry is the importance of
keeping up to date with the market. I don’t often read the news so I will actively try to get into the habit
of reading newspapers such as The Australian Financial Review and The Economist at least once a
week. Over time, I will increase my frequency to reach once a day. This will increase my awareness
of what is happening in the market as well as help me identify the sector(s) I am most interested in
and, therefore, the area(s) I might want to specialise in if I become an analyst.

Common questions

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Key competencies essential for success in investment management, as illustrated by Emma Tibballs's experiences, include effective communication, teamwork, continuous learning, and market awareness. Personal commitments to sustainability and helping others, as well as the ability to thrive in high-performing environments, are also crucial. These competencies are developed through practical experiences, such as case competitions, and sustained professional networking .

Developing a habit of staying updated with financial news can start by setting a routine to read newspapers such as The Australian Financial Review and The Economist at least once a week and gradually increasing the frequency to daily. This consistent practice enhances market awareness, helps identify sector interests, and is instrumental for those pursuing specialized roles like investment analysts .

Engaging with investment management early, even without a finance background, allows non-finance graduates to familiarize themselves with the industry, its career opportunities, and its integration with personal values, such as sustainability. Such engagement, through initiatives like the Future IM/Pact event, offers a practical understanding of the field and can lead to opportunities such as internships or competitions that further bolster career development in this area .

Diverse experiences, like internships in various teams such as the Data Team and Responsible Investments Team, offer a comprehensive view of the multifaceted nature of investment management. Engaging with distinct aspects of the field enriches one's understanding of its operational dynamics, allows for skill development in multiple areas, and informs the selection of a career path that aligns with personal interests and values .

To prepare for effective communication and teamwork in investment management, one can undertake opportunities to work with diverse groups of people to enhance self-awareness. Reflecting on team experiences helps identify personal contributions to teamwork and environmental preferences. Additionally, engaging with industry professionals can provide insights into effective communication skills, further preparing individuals for the collaborative nature of investment management roles .

Investment management offers the opportunity to combine a financial perspective with values of sustainability and helping others. This field appeals to individuals who wish to improve people’s standards of living and have a positive impact on the wider world, allowing one to work in a high-performing, supportive environment where continual learning and intellectual challenges are prevalent .

Self-reflection on teamwork experiences enhances professional development by increasing self-awareness regarding one's collaboration dynamics within a team. It helps identify personal strengths and weaknesses, the types of environments conducive to effective functioning, and the traits of colleagues that maximize productivity. This reflection aids in optimizing team contributions and creating synergistic workplace relationships, ultimately facilitating better professional integration in investment management .

Communication with industry professionals through platforms like LinkedIn or events allows individuals to learn about others' career journeys, values, and key learnings. This aids in gaining diverse perspectives on roles, organizational culture, and gaining advice. Such interactions can deepen understanding of the industry and identify areas of personal interest that correspond with one's career aspirations .

Participating in events like the Future IM/Pact's National Case Competition allows individuals to directly engage with real-world scenarios and problems in the investment management industry, particularly in areas such as social impact projects. Such experiences help participants understand the practical application of investment management principles and offer a glimpse into how careers in this field can enable professionals to help others and the environment .

Market awareness is crucial in shaping a career in investment management as it helps individuals stay informed about current happenings and trends in the market, which in turn can guide decision-making and identify sectors of interest for specialization. Regularly reading resources like The Australian Financial Review or The Economist can enhance market knowledge, facilitating a well-informed entry and progression in the field, particularly for roles like analysts .

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