901 Advizers

James

Principial Business Strategist

Investment Management Co.

Hiram College
Not Applicable

Decentralized Finance Strategy, Innovation, Enterprise Data Managment
Finance (Banking, Fintech, Investing)
Business Strategy
Mathematics, Data Science, Statistics

Q1Career path

Overcoming Challenges

Technology

Career Development

5:17

"if you work with really good people, um, they will make you better. Uh, and if you work in a bad environment, it will drag you down."

Q2Main responsibilities

Financial Engineering

Decentralized Finance

Artificial Intelligence

1:33

"My job is often to be a scout, to go out and find opportunities that need to be investigated."

Q3Day in the life

Presentation Skills

Communication

Financial Analysis

1:39

"Effective communication's a big part of that job. Nowadays, people want to see a PowerPoint, not a white paper."

Q4Most important skills - role

Adaptability

Critical Thinking

Communication

1:05

"The ability to learn, 'cause it's always changing. So the half-life of your knowledge isn't very long."

Q5Favorite parts - role

Business Strategy

Investment Management

Financial Services

1:14

"With the freedom comes the need to perform, right? Uh, you're not gonna be free if you're not performing."

Q6Biggest challenge - role

Communication

Overcoming Challenges

Persuasion

1:43

"You have to be able to, even in where there's negativity,...push through."

Q7Favorite parts - industry

Wealth Management

Finance

Investment Management

1:12

"If you do it well, you can help people become wealthy, help them retire, buy a house, pay for their car. You're doing a lot of good for society."

Q8Who thrives in industry

Excellent Communication

High Learning Agility

Strong Analytical Skills

0:40

"They're high learners, often intelligent, highly motivated, and have good communication and analytical skills."

Q9Wish known before - industry

Investment Management

Finance

Economics

1:52

"If you wanna make money, you either sell it, make it, but you don't count it. Go in sales, create the product, but don't be an accountant."

Q10Entry-level positions

Sales

Investment Management

Financial Analysis

2:42

"I think working in the back office is potentially a dead end. Focus on sales or being an analyst that would work for a portfolio manager."

Q11Significant lesson - career

Strategy

Leadership

Communication

0:45

"I've learned sometimes to stop talking"

Q12College ideas for success

Competitive Advantage

Real-World Application

Internships

0:54

"The internships are really important. Seeing the real world and how the information that you're learning in school applies is really valuable."

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