Skip to main content
3 answers
3
Asked 1270 views

Can you tell what it's like to be an investment manager on a day to day basis?

What does an average day in the life look like for you? Are you in meetings all day long or working on your own most of the time? #finance #financial-services #investment-management #investing

+25 Karma if successful
From: You
To: Friend
Subject: Career question for you

3

3 answers


0
Updated
Share a link to this answer
Share a link to this answer

Timothy’s Answer

Hi Shannon,


My name is Tim and I recently joined PIMCO as a Portfolio Associate. The answer to your question depends greatly on your particular role in investment management. For example, an Account Associate might spend more time preparing client presentations and responding to client inquiries, whereas a Portfolio Associate might spend more time sizing trades and checking account compliance rules.


Regarding meetings versus individual work, this also varies with particular role. For example, a client-facing role like Account Associate may involve more meetings than a role like Portfolio Associate that has a greater focus on investing. However, all roles within PIMCO require a strong degree of teamwork. For example, I attend few meetings as a Portfolio Associate, but I work with team members across the Portfolio, Account, Product, and Compliance divisions to fulfill my day-to-day responsibilities. In short, the "average day" in investment management greatly depends on the particular role, but teamwork is critical regardless of the frequency of meetings.


Hope this answers your question!


Best,
Tim

0
0
Updated
Share a link to this answer
Share a link to this answer

Derek’s Answer

Investment Management is very complex work and can't be summarized in a short answer space. However, it can be one of the most rewarding careers, should you learn how to master it. Remember that people will always need to put there money somewhere in life, and most want their money to work for them. That is your specific calling as an Investment Manager - to ensure the assets you manage are protected and grow throughout the years.

One of the best ways to learn more is to do some summer internships. Many financial companies will allow internships for college students to work as analysts and learn alongside professionals. Take advantage of those and see what little details of the day you enjoy about it. There is much to learn, as the financial markets are constantly changing. It is a very rewarding career.
0
0
Updated
Share a link to this answer
Share a link to this answer

Alexander’s Answer

A typical investment manager will split their day between meeting with their current customers, spending time reaching out to potential new customers, researching investment ideas, and meeting internally with their colleagues and other subject matter experts. Investment management is a good balance of working with other people as well as spending time working on your own. The particular balance of the day can vary slightly depending on the person.
0