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Running an RIA · Video

Inside Asset Management | Episode 3: From Intern to Business Manager

It is a recruiting and early-career development item rather than an investment or practice-management discussion, so its relevance to advisory firms is mainly indirect: it illustrates how a large asset manager structures rotational analyst programs and what its hiring teams say they weigh beyond technical skills.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.12 min
On the publisher’s site

Summary

By the running an ria desk

This is the third episode of J.P. Morgan Asset Management's "Inside Asset Management" video series, in which Aziza Bangura interviews Shalen Lin, a Business Manager supporting the Chief Administrative Office in Taiwan who started as an intern. Lin describes the Asset Management Analyst Training Program, her rotations across the business, working with peers globally and how she came to asset management in Taiwan. She also discusses what hiring teams look for beyond technical skills and advises early-career candidates to ask questions and build networks early.

  1. Lin began as an intern and is now a Business Manager supporting the Chief Administrative Office in Taiwan.
  2. The Analyst Training Program uses rotations so participants can explore different parts of the business.
  3. The episode distinguishes between the internship and the analyst program and covers day-to-day work and the role of the CAO office.
  4. Lin advises early-career professionals to ask questions and network early, and discusses what hiring teams look for beyond technical skills.

Chapters

From the publisher’s description
TimeChapterLength
Insights from global careers1 min
Shalen’s story1 min
The reality of day-to-day work1 min
What is the CAO office?1 min
Discovering asset management in Taiwan2 min
Internship vs analyst program1 min
Rotations across the business4 min
Advice: Ask and network1 min

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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