Financial Services, CFA, Investment Associate

Real Work, Real Life

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On this week's episode of Real Work, Real Life, I’m talking with Urmi Hossain, an investment associate based in Canada with the goal of becoming a portfolio manager. Urmi is a CFA, or a Chartered Financial Analyst. CFA is a globally recognized professional designation that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.

Working in financial services can offer a lot in terms of compensation and benefits and upward potential. We also talk about the challenge of finding that first job out of school and how disheartening it can be struggling to get your foot in the door somewhere, even when you have all of the qualifications on every posting. So if you’re there now, just know you’re not alone. My best advice for that stage of your career is to keep a number of strong applications open at once, don’t stop looking and applying until you’ve actually started a job. Hiring for salaried, professional jobs can take months of stops and starts, so if you have a lot of irons in the fire at once, it’s not so disappointing if one falls through.

If you enjoyed this episode, you might enjoy my interview with Steph, a Certified Public Accountant: https://podcasts.apple.com/us/podcast/certified-public-accountant-tax/id1673653251?i=1000602280682

You can find out more about Urmi here:

1. LinkedIn: https://ca.linkedin.com/in/urmi-hossain
2. Book: https://www.amazon.ca/dp/B0B75X14G7/ref=sr_1_2?crid=38ODHSOSYZ3W8&keywords=urmi+hossain&qid=1658373403&sprefix=urmi+hossain%2Caps%2C98&sr=8-2
3. Blog: https://www.myways.ca/
4. YouTube Channel: https://www.youtube.com/channel/UCZoiI0SGU0Xo9_lNjtLWtgg
5. Instagram: https://www.instagram.com/urmamio/

If you like the show, please rate and review on iTunes and Spotify (linked below) and please share with a friend! You can also follow the podcast on Instagram, LinkedIn, Facebook, or Tiktok. And if you’d like to be interviewed here, or there is a particular job you’d like to learn about, please reach out at [e-mail].
iTunes: https://podcasts.apple.com/us/podcast/real-work-real-life/id1673653251
Spotify: https://open.spotify.com/show/1Cp0w2BjOtS8NWfj0NhmIg?si=ece5b6ad45274b73
Transcripts are now available here: www.realworkreallife.com