mercredi 13 mai 2015

Leading An Investment Management Team

By Tammie Caldwell


If you desire to last in your position for a very long time, then you must prepare for what you will be getting yourself into. Be reminded that without prior knowledge, you might find yourself in the middle of your new office not knowing what to do. When that occurs, then you will be seen as incompetent.

The first thing that you are expected to do is be there in your meetings with the big people in the company. You may be in charge of the team of investment management in Tucson but you would still have to consult your decision with the bosses. If they did not approve your project plan, then start all over again.

Second, you have to conduct a thorough background check on your possible investors. Take note that the more you will know about them, the more you will be able to determine whether you can trust them or not. If they have stained records, then that will be one reason for you to cross them out from your list.

Third, you would need to talk to your potential investors yourself. Remember that you would always be the first line of defense in here. If these people would not pass your standards and if you think that they would not be able to hold their end of the bargain, then let them go. There are still other prospects out there.

If the analyst has already filed a report, then take the time to go over that document. If you see the need for a revision, then make that happen. Take note that your supervisors can be strict when it comes to mistakes. Thus, you should never be in that kind of position for the sake of your reputation.

If you crave for authority, then be objective more than ever. Be reminded that in the world that you are living in, numbers are the only things that matter. If you will not match your claim with the right figures, then that can fall back on you when you least expect it. So, avoid being reprimanded for being so careless.

You have to know everything that is going on in the economy of your country. If you can have an active feed of an economy website, then so be it. Remember that if you know a piece of news a second too late, then that can cause you to invest on the wrong stocks. So, make use of technology on this one.

If the data in front of you is proving to be more complicated than you have imagined, then take that as a challenge and not the other way around. Be reminded that you have been trained for this all this time. If you will back out now, then it will be hard for you to move a step higher in your career.

Overall, be the greatest in your team in Tucson, AZ. It may take a long time for you to be in that stage but that is fine. You tried in the least.




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