CareerSpring teamed up with Manulife Investment Management to host an event in #Boston which invited our local Advisees to explore different career paths in investment management. Thank you to our panelists Nicolas J. Peña, LaRoy Brantley, and Onay Payne for sharing your insights! Thank you to Los Angeles Regional Advisory Board Member Maisie Short, CAIA, CFP® for moderating the panel, to Boston Regional Advisory Board Member Brian Torrisi, CAIA and Madylin P. for making this event possible, and to all of the Manulife employees that volunteered their time to network with CareerSpring Advisees. We’re grateful to collaborate with companies dedicated to opening doors for career exploration to the #FGLI students and graduates we support.
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🌟We are proud to have recently concluded our Professional Experience Weeks in partnership with the Diversity Project - Investment Industry for our first year Investment Springboard Associates! ✨Allocated across 9 esteemed investment firms, over 50 of our Associates immersed themselves into a week of networking🤝, shadowing🧑💻, projects and presentations📊, gaining invaluable insights into the industry💡. We’re proud to see our Associates so enthusiastic in the experience and receiving such great feedback from our host firms on their calibre and conduct. 🚀Many thanks to The Diversity Project and to all of the participating firms for making these amazing experiences possible: abrdn, BNY Mellon, DWS Group, HSBC, Janus Henderson Investors, LCP, Redington, Sarasin & Partners LLP, and XPS Pensions Group. 🥳The impact that exclusive opportunities such as this has on enabling those from lower socioeconomic backgrounds to break into the #Investment sector cannot be understated. Good luck to all Associates in the next steps in their careers, and we can’t wait to see what they accomplish next! #WorkExperience #InvestmentIndustry #SocialMobility #AssetManagement #Investment #CareerAdvice #CareerDevelopment #CareerJourney
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Rudo M. Manyemba, Finance Director – Trading and Banking Solutions at LSEG (London Stock Exchange Group), shares how the Encircle community fosters career advancement and development. This supportive network allows like-minded individuals to exchange ideas, develop thought leadership, and connect as both mentees and mentors. She emphasises the inspiration she draws from leading figures in top financial institutions and also highlights key takeaways from the recent panel on negotiation strategies, which underscored the importance of approaching every conversation as an opportunity to showcase value and find mutually beneficial solutions. __ Our circles are aimed at professionals looking to take the next step in their career. Hosted monthly, the group mentoring sessions are led by senior figures from financial and professional services who share their personal experiences, and discuss the tools required to navigate the barriers faced throughout their careers. EnCircle Team: Justin Onuekwusi, CFA, Rebecca O., Marina Ebrubah, Yvonne Y., Daniel May, MBA, MA, Alix (Landais) Timothy, CFA Nneka Opara, Batsi Kashora, CFA, MBA. EnCircle sponsors: Man Group, State Street, Barrington Hibbert Associates, BlackRock, Goldman Sachs, Legal & General Investment Management (LGIM) EnCircle supporters: Diversity Project - Investment Industry, #Talkaboutblack#Talkaboutblack#Talkaboutblack #BuildingFutureLeaders #encirclementoring #mentorship #businessmentorship #assetmanagement #mentoringcircles #careerprogression #careergrowth #representation #networkingevent #assetmanagement #networking
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Associate Implementation PM at Russell Investments| Ex Apollo Global Mgmt| Ex SSSSPL| Cleared CFA L3
Hi All, Excited to share that I've joined Russell Investments as an Associate Implementation Manager under Investment Division. I'm thrilled to be a part of Customized Portfolio Solutions team, working alongside talented team. Grateful for this new chapter and eager to grow, learn, and make a meaningful impact! #RussellInvestments #NewChapter ##PortfolioManagement #CareerGrowth #Finance #AssetManagement"
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It was the hardest, but best decision I ever made. After advising on a complex M&A deal as a lawyer, the client asked, “Have you ever thought about coming over to the business side?” My response? “Only every single day since I graduated from law school.” I didn’t make this decision lightly. Joining Merrill Lynch’s M&A group after practicing law for 4 years meant I was essentially starting over as a junior associate and would be years older than my peers in the bullpen. I knew I was taking a hit, but it was also an investment in my future. And the rest is history. Transitioning from Merrill, I went on to roles at BlackRock and Apollo, ultimately leading to my current position as Managing Partner & Chief Investment Officer at Andalusian Credit Partners. Joining Andalusian has led me to reflect on my career, particularly the pivotal moment when I transitioned from law to banking. Looking back now it’s clear that sometimes in your career, you have to know when to take a step backward to move forward. What risks have you taken to advance your career? #privateequity #mergersacquisitionsdiverstitures #creditmanagement
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Big news in the advisor recruitment world! 🌟 Josef Najar, leader of the $3.6 billion Morgan Stanley NYC team, is set to join Rockefeller after a 90-day garden leave. Najar is moving to Rockefeller to offer his ultra-high net worth clients better service. Brian Malloy and client associates Katherine P. Hudson and Stephen P. Schwab have already made the transition. What factors do you find most critical when advisors decide to switch firms? How do you balance personal career growth with meeting the needs of your clients? Share your thoughts below! 💬 #FinancialAdvisorRecruitment #WealthManagement #AdvisorMoves #MorganStanley #Rockefeller #WealthPlanning 💼
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Founder and CEO of 7 Sabers Wealth Management | Northwestern Mutual. Forbes 2024 Best-in-State Wealth Advisors and Top Financial Security Professionals.
I collaborate with many young advisors at Northwestern Mutual. Lately, I have been reflecting on the benefits I gain from this partnership. It's not only them who benefit from it. Although I have many years of experience in finance, I enjoy learning new perspectives on things that are already familiar to me. People who are new to this field see things differently, and for me, it's an excellent way to expand my knowledge. #sevensaberswealth #northwesternmutual #financialadvisor
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Thomas Ang, Co-Head of Family Advisory in UBS Global Wealth Management, recently joined a panel at the STEP Asia Conference in Hong Kong, where he spoke about "Ensuring effective Family Office governance". The importance of family governance and smooth succession planning is also highlighted in our two newly launched publications: Billionaire Ambitions Report 2023 and Boundaryless Success – Careers within Asia's next generation. More than ever, families need to discover common values and purpose, enshrining them in succession plans and governance, as younger generations have different aspirations towards their investments, business, and career paths. Learn more about how UBS can assist you in planning your legacy. https://lnkd.in/d9znTRZX #familyadvisory #familyoffice #legacy #successionplanning
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Key advice to those entering the financial services industry right now: be open to other roles. We sat down with Donna Wilson of Invesco Ltd. recently and she shared her insights for the next generation as they build their professional resume and expand their skillset. Listen to the full discussion below. #ProfessionalJourney #DiscoveringYourPath #FinancialServices #OpportunitiesinFinance
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If you're a recent business school graduate or new to the field, you might be wondering what the right role would be for you to pursue. We spoke with Donna Wilson of Invesco Ltd. recently and she gave us some tips and advice on how to figure out where you might fit in the financial services industry, and if you find something isn't the right fit, how to successfully pivot. Watch the full conversation in the video below. #ProfessionalJourney #DiscoveringYourPath #FinancialServicesCareers
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Collaborative teams are one of the many ways our employees find success and enjoy working at Fisher. Michael, one of our Investment Counselors, shares that he loves working alongside his team to bring exceptional service to our clients. Check out our service roles and start your career with us! Link in our profile. #LifeatFI #fishercareers #fisherinvestments
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