Hire L&D Experts With Investment Management Experience

This includes asset management, hedge funds, and private equity firms.

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Explore Sub-Industries in Investment Management

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    Experienced HR and Diversity Pro, MBA Candidate.

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    Experienced Instructional Designer & E-Learning Specialist

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Hiring Freelancers with Experience in Investment Management

If you're looking to soar in the world of investment management, you need top-notch training to help you navigate the intricate maze of the financial services industry. In this FAQ, we'll explore the most common types of training needs that exist for the investment management industry, the different deliverables, popular topics, and roles you might require. We'll also delve into some shining examples of training done well and the benefits of hiring freelance versus full-time training contractors. So, let's dive right in!

What are the common training needs in the investment management industry?

Investment management is like a puzzle with many pieces, and training needs to cover various aspects. Some common training needs include:

  • Investment strategy and portfolio management
  • Financial analysis and valuation
  • Risk management
  • Compliance and regulatory knowledge
  • Technology and software skills
  • Client relationship management and communication

What types of training deliverables can I expect?

Training deliverables in the investment management industry come in various shapes and sizes:

  • Interactive workshops that help employees understand complex topics like derivatives and asset allocation
  • Online courses that cover a wide array of subjects, such as BlackRock's Aladdin software or Bloomberg Terminal skills
  • Case studies to analyze real-world investment management scenarios
  • Role-play exercises to practice client communication and negotiation

What are some common training topics in investment management?

As diverse as the colors of a rainbow, investment management training topics can include:

  • Investment analysis and decision-making
  • Portfolio construction and management
  • Financial markets and instruments
  • Behavioral finance
  • Ethical investing and environmental, social, and governance (ESG) factors
  • Global economic trends and their impact on investment strategies

What types of training roles might investment management companies require?

Like a well-oiled machine, an investment management company relies on various training roles:

  • Instructional designers to craft engaging training programs
  • Subject matter experts with deep industry knowledge
  • Trainers and facilitators to deliver impactful learning experiences
  • Learning and development consultants to provide strategic guidance

Can you provide examples of training done well in the investment management industry?

Of course! Here are some shining examples:

  • Vanguard's Investment Management Group (IMG) Development Program is a two-year rotational program designed to expose participants to diverse investment teams, equipping them with a solid foundation in investment management.
  • Goldman Sachs' Analyst and Associate Training Program provides comprehensive training in core financial concepts and industry practices, preparing new hires to excel in their roles.

What are the benefits of hiring freelance vs. full-time training contractors?

When it comes to investment management training talent, there's a cornucopia of reasons to consider freelancers over full-time contractors:

  • Cost savings: Freelancers can be more cost-effective as you only pay for their services when needed, without the overheads associated with full-time employees.
  • Flexibility: Freelancers can be hired on a project basis, allowing you to scale up or down depending on your training needs.
  • Access to a wider pool of talent: Freelancers offer a diverse range of expertise and experiences, which can be especially beneficial for niche or specialized training topics.

In conclusion, navigating the world of investment management training doesn't have to be perplexing. With a clear understanding of common training needs, deliverables, roles, and the benefits of hiring freelancers, you'll be well-prepared to find the perfect training talent for your organization.


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Don’t just take our word for it...

  • “I used Learnexus because I knew they could deliver what I needed…someone who had a robust portfolio and someone who specialized in producing massive, open online education courses.” Georgianna, PhD

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  • “We had conversations with probably four or five [Learnexus freelancers], then narrowed our choice down to our top candidate. All of them had experience. That's a good problem to have when you’re presented with an abundance of the skillset.” Tate, Transformation and Enablement Manager

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