INVESTMENT MANAGEMENT: FUNCTIONS
JANE YU
Title: Credit Analyst
is partly measured on our fund performance. Since late 2007 it has
Current employer: Fortis Investments
become quite diffi cult to aim for market-neutral performance,
Previous employers:
especially with market turbulence and when the market turns
The University of Nottingham
against you.
University: The University of
Birmingham
Are there certain skills you would consider useful for your job?
Degrees: Masters in International
Analytic skills and numerical skills are important for being a good
Money and Banking; PhD candidate in
Economics
analyst. Good communication skills are also essential, as you need
Professional qualifi cations: Passed
to convey your views to the team promptly and be assertive. Having
CFA Level III – charter pending
a good memory (memorising the fi gures) is defi nitely helpful.
What attracted you to this career path?
How do you think the role you’re in now will change over time?
I have always been interested in investments and I’m
My current role is credit analyst in the emerging fi xed income team.
intrigued by its challenging and rewarding nature. After
Over time, I would see myself taking on more responsibilities and
working in the industry for two years, I have found it even
being more confi dent and profi cient in my role.
more interesting. You are dealing with new situations and
learning new things everyday!
Do you have advice for someone intending to pursue the same
career path?
What are the major challenges you face in your position?
Get as much experience as you can while you are still in school:
I started in Fortis as an investment associate. All associates
internships, talking to people in the industry etc. Also, CFA
co-manage an absolute return fund and our overall progress
materials can be very helpful for you to tackle certain interview
questions.
Workinginthe
InvestmentProfession
CFAUK’sannualeventforcareerdevelopment
th
Joinusonthe26 February
•Meetemployers,recruitersandtrainingproviders
•Learnmoreabouttheoutlookfortheprofession
•Networkwithpeers
•Pickupcareeradvicefromthoseatthetopoftheprofession
Speakersatthiseventinclude:
Freeto
• Mark McCombe, CEO, HSBC Global Asset Management
members
• Rob Fairbairn, Chairman – Europe, Middle East, Africa and Australia, Blackrock
• Divyesh Hindocha, Global Head Investment Consulting Policy, Mercer
• Philip Middleton, Research Analyst, Asset Management, Merrill Lynch
Mark McCombe
Bookyourplacenow.ContactAnnaJesseatajesse@cfauk.orgoron
02077767519.Seeourwebsiteformoredetails:www.cfauk.org
330-55 investman_functions.indd 510-55 investman_functions.indd 51 222/11/08 11:59:382/11/08 11:59:38
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