Investment Professionals

Since most of these jobs are considered mid-level rather than entry level, candidates are expected to have some previous experience in the investment industry. Most positions require at least one to three years in a related field such as loan officer, securities sales agent, etc. For more responsible and senior positions, candidates will need one to three years of previous investment management experience.

Supervisory and management positions will require three to five years past experience, as well as a proven track record in successful portfolio management.

Beside investment savvy, the most successful investment professionals have excellent leadership and organizational skills, as well as a keen eye for detail. They are also able to be firm, yet tactful, when dealing with clients. Investment professionals should be able to clearly communicate ideas, both verbally when making presentations and on paper when writing reports.