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

The Career Discovery Podcast

#33 - 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:
Area of expertise (04:36)

• 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

Career journey (35:11)

• 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

Advice (01:13:31)

• 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:
  • Money Maze Podcast
  • Rogue Trader – Nick Leeson
  • Reminiscences of a Stock Operator – Edwin Lefevre
  • Freakonomics – Steven D. Levitt & Stephen J. Dubner
  • Freakonomics Podcast
• 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:

• The Psychology of Money – Morgan Housel

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!

→ Show notes

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