901 Advizers
James
Principial Business Strategist
Investment Management Co.
Hiram College
Not Applicable
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."

