PWC News
Friday, July 11, 2025
No Result
View All Result
  • Home
  • Business
  • Economy
  • ESG Business
  • Markets
  • Investing
  • Energy
  • Cryptocurrency
  • Market Analysis
  • Home
  • Business
  • Economy
  • ESG Business
  • Markets
  • Investing
  • Energy
  • Cryptocurrency
  • Market Analysis
No Result
View All Result
PWC News
No Result
View All Result

Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

Home Investing
Share on FacebookShare on Twitter


Early in my profession, I missed out on promotions regardless that I labored laborious. As an engineer by coaching, I assumed my success could be performance-based. I mistakenly thought that my worth to a corporation could be measured solely by my technical abilities — how shortly and precisely I might compute the costs of advanced monetary derivatives.

It wasn’t till years into my banking profession that I noticed my mistake: I had missed picture and publicity. Harvey Coleman’s 1996 examine on profession development revealed that profession success is determined by a mixture of efficiency, picture, and publicity (PIE). In actual fact, solely 10% of success correlates to efficiency, whereas picture accounts for 30%, and publicity for a staggering 60%.

Should you’re delivering outcomes however are nonetheless being handed over for promotions, it’s time to take inventory of the lacking items in your PIE.

Picture: Your Status at Work

What are you recognized for at work? In my first job as a international change (FX) gross sales skilled at a Singapore financial institution, I didn’t do properly as a result of I lacked social abilities. Despite the fact that I improved my promoting abilities considerably after a 12 months, the poor impression my colleagues and executives had of me was mounted. It was tough to alter their minds. If I had stayed on, I’d have been a mediocre salesperson at finest. So, I left to pursue my grasp’s in finance.

After I joined Citi in 2001 as a derivatives structurer, I confirmed a powerful curiosity in educating. I volunteered to conduct product coaching for each shoppers and colleagues. In a short time, I constructed a repute not simply as a talented structurer but in addition as a wonderful coach. This repute led to invites from gross sales heads throughout Asia to coach their groups and prospects, considerably enhancing my private model.

The way to Construct Your Private Model

Develop a signature ability, one thing that’s completely different out of your core experience however will be integrated into your work.

As an example, if you happen to’re a junior analysis analyst in an asset administration firm, you may develop video modifying abilities. By providing to shoot and edit movies for senior colleagues presenting at funding conferences, you may be seen as a precious workforce participant whom they wish to deliver alongside to occasions.

When you’ve got already labored at your present firm for greater than a 12 months, altering your inside model could be a problem. I recommend specializing in creating your exterior model and letting it affect your inside standing.

Volunteering with a CFA society, organizing occasions, or serving as a speaker liaison are nice methods to do that. I’m proud to be a speaker on the CFA Institute LIVE 2025 occasion in Chicago subsequent Could. Share these experiences on LinkedIn and different retailers, as I do, to showcase your capabilities as a grasp networker or organizer. Your employer will see you in a unique mild. Study to be a storyteller. Tales resonate extra deeply than information and figures. Use your tales to let individuals find out about your character, skills, and values. They’re essential components of your private model.

CFA Institute Live 2025 Event Banner

Publicity: How Effectively Do Individuals Know You?

Publicity is about making certain that the proper individuals — your colleagues and senior leaders — are conscious of your contributions. With out visibility, you gained’t get promoted.

I discovered this the laborious manner. After I was a vice chairman (VP, a mid-level rank) at an American financial institution, my boss went on vacation and requested me to current the weekly market replace to the gross sales and structuring groups throughout Asia on his behalf. I informed him I couldn’t host the assembly as a result of I used to be busy making ready for my skilled exams. However this was simply an excuse. In actuality, I feared public talking. He bought one other VP to do it as an alternative. By year-end, when it got here to promotion nominations, guess who my supervisor selected to advertise to director degree? That’s proper, not me, however the different VP.

Should you carry out properly in your job however don’t converse up in conferences, you’re making it tough for managers to find out about your work. Even when your individual boss desires to advertise you, nobody else within the firm will assist you as a result of they hardly know you. It comes all the way down to this straightforward equation:

How good you’re × Your presentation abilities = How good individuals assume you’re

So not solely should you do good work, however you will need to additionally seize alternatives to let individuals know concerning the work you do.

The way to Improve Publicity

  1. Converse Up Throughout Conferences: Share your insights, ask considerate questions, and ensure your voice is heard.
  2. Volunteer for Excessive-Visibility Duties: For instance, supply to emcee the corporate’s annual dinner.
  3. Pursue Worldwide Alternatives: Inside transfers to completely different workplaces or nations can considerably increase your publicity. I labored in London and Hong Kong throughout my profession, and these stints allowed me to construct relationships with international leaders.
  4. Interact with the International Neighborhood: Attend CFA occasions exterior your house nation to attach with a broader community.

Full Your PIE

Promotions require extra than simply laborious work and outcomes. By mastering the PIE framework, you’ll place your self for long-term profession success.



Source link

Tags: ClimbingfinanceframeworkInvestmentLadderPIEProfessionals
Previous Post

Meta Turns to Nuclear Energy to Decarbonize AI Buildout – ESG Today

Next Post

Is Rocket Lab USA a Millionaire-Maker Stock?

Related Posts

Mind the Inflation Gap: Hedging with Real Assets
Investing

Mind the Inflation Gap: Hedging with Real Assets

July 11, 2025
Dividend Kings In Focus: Genuine Parts – Sure Dividend
Investing

Dividend Kings In Focus: Genuine Parts – Sure Dividend

July 10, 2025
Dividend Kings In Focus: Consolidated Edison – Sure Dividend
Investing

Dividend Kings In Focus: Consolidated Edison – Sure Dividend

July 9, 2025
Book Review: Cheaper Faster Better: How We’ll Win the Climate War
Investing

Book Review: Cheaper Faster Better: How We’ll Win the Climate War

July 9, 2025
10 High Dividend Tech Stocks For Growth And Income – Sure Dividend
Investing

10 High Dividend Tech Stocks For Growth And Income – Sure Dividend

July 8, 2025
Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning
Investing

Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

July 3, 2025
Next Post
Is Rocket Lab USA a Millionaire-Maker Stock?

Is Rocket Lab USA a Millionaire-Maker Stock?

Billionaire Jeff Bezos wants to ‘help’ Trump gut regulations

Billionaire Jeff Bezos wants to 'help' Trump gut regulations

Nuclear to play “essential role” in clean power plan, Ed Miliband says

Nuclear to play “essential role” in clean power plan, Ed Miliband says

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

RECOMMENDED

Ethereum regains ,700 amid lowest long/short ratio in two years and ETF cash floods
Cryptocurrency

Ethereum regains $2,700 amid lowest long/short ratio in two years and ETF cash floods

by PWC
July 10, 2025
0

Ethereum (ETH) reclaimed the $2,700 threshold sooner or later after spot exchange-traded funds (ETFs) listed within the US monitoring the...

In Dollar We Trust

In Dollar We Trust

July 4, 2025
Improving S&P 500 Outlook Signals Revival of TINA Trade

Improving S&P 500 Outlook Signals Revival of TINA Trade

July 10, 2025
NBA Top Shot NFTs Surge +100% In Daily Trading Sales Volume

NBA Top Shot NFTs Surge +100% In Daily Trading Sales Volume

July 8, 2025
A Simple Text Prompt Could Be Your Ticket Into a 0 Billion Market

A Simple Text Prompt Could Be Your Ticket Into a $300 Billion Market

July 8, 2025
America’s Achilles’ Heel in the AI Race

America’s Achilles’ Heel in the AI Race

July 11, 2025
PWC News

Copyright © 2024 PWC.

Your Trusted Source for ESG, Corporate, and Financial Insights

  • About Us
  • Advertise with Us
  • Disclaimer
  • Privacy Policy
  • DMCA
  • Cookie Privacy Policy
  • Terms and Conditions
  • Contact Us

Follow Us

No Result
View All Result
  • Home
  • Business
  • Economy
  • ESG Business
  • Markets
  • Investing
  • Energy
  • Cryptocurrency
  • Market Analysis

Copyright © 2024 PWC.