Fellow monkeys.. (first post)
I've been working in the FP&A division of a well known Insurance company for the past two years. Additionally, I've passed CFA Level II and I'm scheduled to sit for the third this June. I have aspirations to work in my company's Asset Management group. Through persistent networking, I was able to land a meeting with the CIO of the asset management group. He's giving me 30 minutes of his morning schedule to answer questions I may have about how the group is structured and to just learn more about the group in general. I don't want to screw this up. It's not an official interview, but of course I want to impress and find out if there are any opportunities for me to make an internal transfer.
Is there an approach I should take to this meeting that you can suggest? How do I not come off too eager? Your wisdom and experience is much appreciated. Are there any key questions that you find are the most effective in situations like this? Should I be prepared to get grilled on CFA related topics?
Thanks.
This is what I would do at least: Spend some time digging through WSO, looking up the questions you've had about AM. Take notes on the responses and answers you got. Then, ask the CIO some of these questions and compare his answers against what you've seen on your own. You could also then chime in with some educated responses and ask for his input on said answers.
Afterwards, follow up with a personal thank you, and a thank you for explaining something on your list of questions you wanted to know more about so he knows you were taking it seriously.
I think depending on the type of company it is it would change the questions you'd ask -- Google ventures or Google treasury or Exxon treasury vs the Hartford's internal AM for insurance or GE AM are all gonna be different PM me I cab try to help
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