901 Advizers
Alison
Senior Equity Portfolio Manager
Allspring Global Investments
UC Berkeley
Harvard Business School, MBA
Q1Career path
International Experience
Investment Management
Financial Analysis
2:59
"And so that firm has become my current employer, all springing global investments. And I've been at this firm for a total of about 20 years."
Q2Main responsibilities
Portfolio Management
Team Management
Investment Management
1:04
"My role involves managing a team of seven to coordinate well, do our best work for clients, and find the best investments to outperform the benchmark."
Q3Day in the life
Global Economics
Financial Analysis
Portfolio Management
2:20
"some markets somewhere in the world is open that we cover."
Q4Most important skills - role
Communication
Teamwork
Critical Thinking
2:30
"Communicating and convincing others of your views is very important to get ideas into the portfolio"
Q5Favorite parts - role
Leadership
Investment Management
Finance
0:54
"To be able to have the benefit of that and to make decisions on a forward-looking basis is very enjoyable."
Q6Biggest challenge - role
Mental Acuity
Financial Analysis
Investment Management
0:45
"It requires extremely clear thinking. It's a very tiring job. You have to always be on top of news and events and understand companies well."
Q7Favorite parts - industry
Financial Markets
Investment Management
Stock Market Analysis
0:56
"Every day is different. And with the stock market it opens or multiple stock markets open. It just, it's just a new day every single day."
Q8Who thrives in industry
Passion for Capital Markets
Business Acumen
People Skills
1:00
"I'm just fascinated by businesses because businesses are really people, and I like to be a people person."
Q9Wish known before - industry
Overcoming Challenges
Career Development
Executive/Leadership
0:43
"I wish someone told me it would take me 40 years to get to this role. If I knew it's gonna take 40 years, I would've thought twice about it."
Q10Entry-level positions
Buy-Side/Sell-Side
Investment Management
Financial Analysis
1:26
"The one that all usually comes to mind is an entry-level analyst position, either on the buy-side or sell-side."
Q11Significant lesson - career
Emerging Markets
Investment Strategies
Economics
0:50
"to recognize the pattern and to be able to invest, where those countries and companies are in their own, relative to their own country and their own circumstances is very important."
Q12College ideas for success
International Experience
Financial Analysis
Networking
1:18
"I really tried to be proactive about joining organizations I thought were relevant."
Q14Most impactful experience at W.P. Carey
1:53
"I really tried to be proactive about joining organizations I thought were relevant."