Page 46 - CCFA Journal - 8th Issue

协会论坛 CCFA Forum 加中金融

求职者应具备的品质

Ashley Warburton 分享了自己的经历，以此说明建立工作关系网至关重要。她曾与投资组合经理一同担任产品专员，所
以对基金产品了如指掌，并对管理它有着浓厚的兴趣。通过与经理良好的关系，她自信且清晰地表达出想要成为组合投资
经理的意愿，并最终获得了这份工作。此外，她表示：CFA 证书和学历背景的确是面试官所看重的。但与此同时，也应不
断扩大自己的社交圈，提升软实力。综合实力的表现才是最终能否得到这份工作的关键因素。

Anthony Lam 首先表达了对 Ashley Warburton 观点的认同，即 CFA 证书和 MBA 学位的确是现在许多人所具备的硬实力。
但如何从中脱颖而出呢？ Anthony 分享了自己的经历并提供了建议。在曾经一次晋升的演讲会议上，他会用笔记的背面
细心记录下同事所说的生涩词汇，并从不羞于向人提及。在早期的工作中，他就意识到了中国与西方国家文化的差异，并
不断通过自己的努力，学习如何与其他领导者沟通，如何更加自然流畅地表达内容以及摆脱固定的思维模式。所以他认为，
语言和文化并非是不可跨越的鸿沟，多去尝试和练习一定会有所收获。

Pengfei Sun 认为对事物充满好奇心是他所看重的品质之一。在一个公司中，如果每个人像机器的螺丝一样，被动地接受
任务，虽然看似能够完美的完成要求，但事实上并不能让你的知识技术水平更上一层。他建议：新人应多善于思考，保持
对事物的好奇，不拘泥于眼前的任务，力学不倦。

MY: What are some desirable traits you like to see in job candidates these days?

AW: It is important to start networking early, especially within your own company. In my previous role I cooperated very closely
with the portfolio management teams, and since I worked directly on the portfolio solutions I became an expert at it. This gave
me an edge during my own interview process. The CFA charterholder is also very important, as it is a key credential that
investment managers like to see. More importantly, it is worthwhile to keep increasing your own social circle, improve your soft
skills.

AL: I agree with Ashley. I see many job candidates with impressive credentials like an MBA or are CFA charterholders, but these
are now considered table stakes. It’s worth asking yourself - how do I stand out? When I worked my way through the bank, I
noticed that some of my colleagues were moving up the ranks faster despite owning a higher level of technical skills myself. What
I discovered was that they were more adept at communicating their ideas through stories. This is very different from what I was
taught growing up in a traditional Asian household. I improved my ability to communicate by writing down and studying the
common phrases and words used by some of my colleagues, and I was never afraid to ask questions. Language and culture are
two important pillars in determining your success at a big company, so taking your time to learn the culture and not being afraid
to try new things are things I like to see in job candidates.

PS: A trait I find helpful is determining job success is one’s curiosity. In today’s work environment, people are given only pieces of
responsibilities. When the machine is working well, it’s great. However, the individual may not necessarily improve their craft
because they are oblivious to other pieces of the same puzzle. This is especially important when working in a team. The ideal job
candidate should be a thoughtful person, someone who is curious and not confined by the responsibilities they are given.

CCFA JOURNAL OF FINANCE August 2022
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