Package Description:

Course Outline: Session 1: Your Odyssey – Understanding Your Background (30 minutes) - Dive into your career history and key experiences. - Reflect on how past roles, education, and personal values shape your desire to pursue an investing career. - Clarify your motivation for switching to the buy-side and where you envision yourself within the investment landscape. Session 2: Exploring the Investment Role Ecosystem (30 minutes) - Breakdown the various investment roles (private equity, hedge funds, venture capital) and the types of firms that exist within each space. - Learn the key differences between buy-side vs. sell-side roles and the specific skills needed for each. - Gain insights into the industry landscape, firm sizes, and sectors that align with your aspirations. Session 3: Skill & Interest Alignment + Realistic Day in the Life (30 minutes) - Identify your core strengths and interests in relation to investment roles, ensuring your skills align with the demands of the job. - Get an honest look at what the day-to-day really looks like for an investor—expectations, work-life balance, and challenges. - Discuss how to leverage your current skills while developing the critical competencies needed to succeed. Session 4: Action Planning – Target Firms & Networking Strategy (30 minutes) - Develop a strategic plan for identifying and targeting the firms that align with your values and goals. - Craft a personalized networking strategy to connect with key people in the industry and land interviews. - Establish concrete next steps to take after the coaching session to accelerate your path to securing an investment role.