LUN UNCHTI TIME P E PRESEN ENTATI TION - career advice from - PowerPoint PPT Presentation

LUN UNCHTI TIME P E PRESEN ENTATI TION - career advice from recruitment experts – Presented by: Matt McGilton – Director, Kaizen Recruitment Robyn Robertson – HR Generalist, HESTA

Welcome to Country Thanks to CFA Society of Melbourne Thanks to KPMG Disclaimer Assumption

OUR UR B BACK CKGROUN UNDS Matt McGilton – Director, Kaizen Recruitment Robyn Robertson – HR Generalist, HESTA

Why CFA?

The CFA qualification - Most recognised post graduate qualification our clients typically look for..…But not always. - It is a point of difference, but not a guarantee of career success or of winning an employment outcome. - Get it done early in your career.

How is the market?

How is the market?

How is the market?

How is the market? - 7 of 10 largest superannuation funds – investment teams continually evolving and growing. - There are more investment analyst type roles than ever before but the standard of candidate has also never been stronger. - Increase focus on hiring female investment analysts. - International fund manager are coming here to gain access to the superannuation pool of funds. Vanguard 450 staff and growing. Legg Mason, Janus Henderson, Dimensional, Invesco, Western Asset, Franklin Templeton, Black Rock Domestic Fund Managers AUI, Wingate, Bell Asset Management, Cooper Investors, Bennelong, Yarra Capital. IFM Investors, VFMC, Future Fund. - Institutional asset / investment consulting firms – Frontier, Mercer, Willis Towers Watson, JANA. Provide great structured career development and training. The CIO factory - Global custodians have come to town. Northern Trust, BNP and State Street have set up offices in Melbourne to be closer to their clients. - NAB Asset Services still provide great opportunities and produces huge talent for the market (ISV and Performance).

How is the market? (cont) - Investment research firms like LONSEC and Zenith, and Wealth Management firms hire hybrid type investment research and advisory positions. - Family Offices. - Sydney market is even larger, slightly different in terms of the mix of opportunities. - Do consider an interstate move. - Be geographical mobile.

Your career will not be continuously upwardly linear

Your career You may need to take a backward or sideways step to • go forward. Some organisations will support your career • development. Others will not. It is highly likely at some stage you will be made • redundant … though no fault of your own. Today, the average person changes jobs ten to fifteen • times during their career. At the early stage of your career it is usually every 1.5 • to 3 years. You may outgrow your position and need to move on. • Change is continuous. New jobs created. Be adaptable. • Going through a job search process is the only real way • to test your true worth in the market

What does an investment analyst look like?

The recruitment process – Investment Analyst Recruitment agency vs internal HR / talent acquisition

How we partner and compete - ag agency cy vs vs intern rnal talent t teams - Competing for talent Working together

General career advice All the academic results in world mean nothing unless you can perform at interview and build authentic relationships. Work on all your skills not just academic. Interpersonal and teamwork. Cultural fit is often the main criteria clients hire on. People spend thousands of dollars on education. Studying for hundreds of hours. Working for years to develop skills, gaining experience and knowledge. But so many unfortunately spend no time preparing for interviews. Your education and experience may get you an interview for your dream job. But I see it all too often that great candidates miss out on great opportunities because they fail to prepare. You won’t get a second chance to make a great first impression.

Thank you. Questions?