Career Adaptability Score

In the fast-paced and ever-evolving investment management industry, adaptability and a growth mindset are essential for career success. Take this 15 question self-assessment to see how your past experience and future ambitions compare with those of more than 3,800 investment professionals globally and how you can increase your career adaptability.

QUESTION 01

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None
3
1
4
2
5 or more

QUESTION 02

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Currently Pursuing
Plan to Pursue
Already Proficient
NA / No Interest
Data Analysis Coding Languages (Python, R, MATLAB, etc.)
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Data Interpretation
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Data Visualization (Tableau, Qlikview, etc)
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Alternative Investments
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Private Credit
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Portfolio risk optimization
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Factor Investing / Smart Beta
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Sustainability / ESG
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest
Soft Skills (e.g., presentation / communication / relationship-building skills)
Currently Pursuing
Plan to Pursue
Already Proficient
Not Applicable / No Interest

QUESTION 03

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Please ensure your responses add up to 100%

Doing work I am familiar with
Doing new work

QUESTION 04

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Linear (roles that were similar in terms of progression of skills and knowledge, at the same or different firms)

Lateral (different roles and functions, requiring different knowledge and skills, possibly in different functional areas or industries)

QUESTION 05

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Yes
No

QUESTION 06

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Agile spaces – work spaces are more open, interactive, multi-functional
 Wellness – firm provides wellness facilities like games areas, fitness centres, coffee spots, juice bars
Performance reviews – performance management works from a framework of check-ins and reviews, both formal and informal
Personal growth – training and development opportunities are encouraged and supported
Increase in HR metrics – skills, competencies, productivity, and behaviours are assessed and are factors in compensation
Remote working – working from home is encouraged and IT supported
Flexibility and part-time work arrangements – these are possible, with commensurate pay and benefits
Diversity focus - the organisation increasingly values diversity in hiring, promotion, and compensation processes
Inclusive culture - employees feel included, and differences of views and values are appreciated

QUESTION 07

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Financial compensation and benefits
Flexibility (work/life balance)
Ability to help clients
Alignment to your organization’s vision and values
Having interesting work/passion for financial markets
Learning new things
Working with a good team/supervisor

QUESTION 08

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Financial compensation and benefits
Flexibility (work/life balance)
Ability to help clients
Alignment to your organization’s vision and values
Having interesting work/passion for financial markets
Learning new things
Working with a good team/supervisor

QUESTION 09

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1
4
2
5 or more
3

QUESTION 10

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1
4
2
5 or more
3

QUESTION 11

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Yes
No

Demographic Information

For data aggregation purposes only

 

Are you currently a:

CFA Institute Member or Charterholder

CFA Candidate

Neither

Where do you currently live?

Africa
Asia Pacific
Europe
Latin America
Middle East
North America

What is your age?

< 25
25 - 34
35 - 44
45 - 54
55 - 64
65+

What is your gender?

Male
Female
Other