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Career Story: Investment Manager For An Insurance Company

Investment Manager For An Insurance Company

Job Title: Investment Manager

Type of Company: I work in the Investment Management group of a large insurance company.

Education: BA, Economics, Brandeis University •• MA, International Finance, Brandeis University

Previous Experience: I started by entering a credit training program after college.

Job Tasks: People invest money into the mutual fund I help manage and it is my job to find the best possible investment opportunities for my investors so their money can grow.

Throughout the day I do a lot of reading and math. At the end of every month and quarter and year, I put together presentations and reports to show my investors how they are doing and what I think will happen in the financial markets going forward.

I also spend time on the phone or traveling to meet clients in person and raise new investor money.

Best and Worst Parts of the Job: The best part of the job is finding an investment you think is a good one and having it actually meet or beat your expectations. Meeting investors and seeing the impact your investment decisions have on their savings is also very rewarding. It is also fun to learn about many different business - what they do or make, how they operate, see them grow (or fail) and what their view is about the future.

Performance which is below that of your peers is not fun. The industry is quite competitive.

Job Tips: Classes in Finance and Economics will certainly help with any career in banking or investments. Also take advantage of any training a company will provide, even if at first you do not see the direct link to what you want to do within the field of finance.

My job is very reading-, writing- and math-intensive. This job is for someone who likes to learn about many different businesses and likes to watch savings grow over time. It is also rewarding to help someone else reach their savings or investment goals.

Additional Thoughts: There is no direct path that leads to investment management (unlike say a doctor or a lawyer) so do not be frustrated if you feel you are not moving toward that at first.

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