Building a career in investment management requires curiosity, adaptability, and the confidence to connect diverse experiences. In a recent video from Capital Group, fixed income portfolio analyst Joan Ramos shares her journey from biochemistry and research finance to the dynamic world of investment management. Along the way, she highlights practical lessons for anyone looking to navigate a career transition or grow in the financial industry.
Leverage Your Unique Background
Joan’s career began in science and research, where she focused on biochemistry and grant budgeting. These experiences provided her with analytical skills and a detail-oriented mindset, which she later applied to investment management. Her story is a reminder that seemingly unrelated experiences can become valuable assets when you look for connections and translate your skills into new contexts.
Set Goals and Stay Flexible
Joan emphasizes the importance of defining short-, mid-, and long-term goals. Short-term goals are actionable and task-focused, mid-term goals help maintain focus while allowing flexibility, and long-term goals provide a big-picture perspective aligned with personal values. This structured approach allows professionals to stay adaptable and resilient as their careers evolve.
Build Your Network and Seek Mentorship
Networking and mentorship were critical to Joan’s career transition. She began by having informal conversations with friends and acquaintances to understand different career paths. She also leveraged programs like Forté’s pre-MBA initiatives to connect with mentors and a supportive community of women in business. Joan encourages aspiring professionals to reach out and take chances. Many people are willing to share their insights if you ask.
Give Back to Your Community
Staying connected to the UCLA alumni network and the Filipino community has been an essential part of Joan’s journey. By giving back, she honors the support she received and helps create opportunities for others following a similar path.
Take the Leap
Joan’s experience shows that career transitions are possible with curiosity, persistence, and the willingness to trust your own skills. Whether you’re considering a move into investment management or exploring a new industry, her advice is clear: don’t be afraid to reach out, learn from others, and make that leap.
