I am a college student doing a project which requires a networking interview for our business speech course. I am looking for a money manager that is willing to answer a list of 10 questions that would help me learn more about this career and offer advice on how to succeed in this field of work. The questions will be professional and only related to money managers. I would really appreciate anyone who would like to participate. Thank you.
Name:
Title:
Email:
Please answer the questions in detail.
1. Do you have any credentials that qualify you as a money manager? If not, are credentials important for money managers? What would be the best measure of a money manager’s qualifications?
2. Do you specialize in a certain investments, such as bonds, stocks or commodities? If so, why do you specialize in a certain investment?
3. What would you recommend to a young person wanting to become a successful money manager?
4. What size portfolio did you start out with? If you do not mind me asking, what size portfolio do you currently manage?
5. What average rate of return on an investment would you call a successful return? Would this be quarterly, semi-annually or annually?
6. How would you describe your investment philosophy?
7. What sort of work environment does a money manager work in? If you work in a team, what skills do you need to be an active successful member of that team?
8. What sorts of skills or strengths are important to becoming a successful money manager? Do you think it takes more experience to acquire these skills or anyone can do it?
9. What job roles do you currently hold as a money manager?
10. Why did you decide to become a money manager? Are you happy with your profession? Would you recommend anyone join this profession?
