ACTIVE CAREER MANAGEMENT
for ASSET MANAGERS
& INVESTMENT MANAGERS

Protagion can guide you towards your career goals as an asset or investment manager,
including taking the next steps in your professional career​

UNDERSTAND YOURSELF

IMPROVE YOURSELF

TRACK YOUR PROGRESS

through:

• ​one-on-one sessions with our asset & investment mentors and coaches, including CFAs
• in-a-group as a monthly subscriber joining our private LinkedIn group and our group sessions with selected mentors/coaches
• on-your own using our protege platform

​​Manage your professional career development with Protagion by your side, guiding and coaching you.

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Examples of career paths for asset & investment managers:

• Investment Analyst e.g. stock research or credit research​
• Performance or Risk Analyst e.g. attribution or risk analysis
• Investment Operations Manager
• Portfolio Manager
• ​Boutique Head running the equity, fixed income, multi-asset, private equity etc team
• Investment Consultant to institutional clients such as endowments, charities, pension funds, insurers and more...
• Private Wealth Manager
• Chief Investment Officer (CIO) or ​Chief Executive Officer (CEO) of an asset/investment management firm

Some of the asset management professional bodies or qualifications worldwide

Chartered Financial Analyst (CFA) Institute including the CFA credential, and the Certificate in Investment Performance Measurement (CIPM) designation

 Chartered Alternative Investment Analyst (CAIA) Association including the CAIA charter, and the Financial Data Professional (FDP) credential

Corporate Finance Institute (CFI) which offers the Financial Modelling & Valuation Analyst (FMVA) certification

CFAs have Continuing Professional Development (CPD) / Continuing Education / Professional Learning guidelines, which over 70% of members attest to annually. The CFA Institute's code of ethics and standards of professional conduct applies to their members and candidates - CFA students will become especially familiar with them while studying towards the qualification. The CFA Institute also develops guidelines and standards for the investment industry.

Selected Protagion Mentors who are CFAs:

TANJA
Previously ran an LDI Boutique

GERISHA
Fintech Operations

JOEY
Chartered Institute of Management Accountants (CIMA)

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BRADLEY
Actuary & CFA

​To book time with them, login to your protege account, and select "Connect with Mentors" from the menu on the top-right. Browse the headlines of the mentors/coaches available and select each one you want to engage with from the list to see their detailed information, and "Book a Session" with them, selecting a time from the calendar and providing your payment card details.

Selected Free Protagion Resources relevant to professionals on the asset management career path:

• Routes to the Top - Investments
• What's your Growth Rate?​
• Managing Assets & an LDI Business: Tanja Tippett's Personal Journey
• A Path to Financial Independence: Trevor John's Personal Journey​
• Ray Dalio's Principles (founder of investment management firm Bridgewater Associates)