Pursuing a portfolio career can be immensely rewarding. To succeed you must have, or be able to develop a range of critical attributes. These include the ability to balance a passionate and entrepreneurial approach with objectiveness and independence. You will be acting as a close trusted advisor to your client, at the same time being both supportive and challenging; a truly critical friend. This requires your professional experience, intelligence and maturity to providing the client with insight, guidance and leadership for your clients in helping to craft solutions.
Whilst a financial background is helpful in enabling you to provide numerical analysis, your real ability to add value comes from the insight that such analysis provides and using it to manage the Key Performance Indicators of the business
If you are interested in a portfolio career, we recommend that you complete our online questionnaire to provide an assessment of your readiness to develop your own successful portfolio career.
What is the Portfolio Consulting Questionnaire?
The questionnaire is a tool that enables you to assess the core elements required for a successful portfolio career and benchmark your own readiness against them.
It addresses over 40 strategic features across key areas including
Why complete the Online Questionnaires?
There are three core benefits from completing the questionnaire