Q&A: How to become a high-performing Analyst or Associate
Potential Questions:
-Expectations around work/life balance
-Managing capacity
-Utilizing colleagues
-1:1 meetings with bankers and managers
-client interactions
-Meeting prep
Bio:
- AC Accredited and Gallup-Certified Strengths Coach focused on leadership, career and business development for finance professionals
- Former Executive Director at JPMorgan Chase with 17+ years of experience in upper, middle-market Commercial Banking
- Built and led client portfolios in new markets, managed analyst teams, and oversaw associate development across the southeast
- Designed and launched an internal coaching program at JPMorgan focused on top talent retention
- Currently coaches high-achieving investment, private and corporate bankers, CFOs, and finance professionals on executive readiness, business development, and sustainable high performance
- Expertise in front-office banking, leadership strategy, team dynamics, and navigating complex organizational change
- BBA in Finance and Masters of Public Admin
Can you speak more about the internal coaching program your developed at JPM? What initiatives did you work and how did you guys measure impact of that?
Similarly, how do senior team members evaluate those who are ready for the associate to VP level transition? What makes a great analyst makes sense, but how does one develop their sales side effectively when trying to enter the upper ranks?
Thanks in advance.
Hello, We focused on high achieving bankers to ensure they were happy in their roles and growing, and utilized the Strengths Assessment to help them name, claim and aim their strengths at their objectives. This was an informal program ran at the LOB. Associates had several paths to promotion to VP and would apply for open roles. Technical skills, EQ competencies, and team work & leadership skills were all considered for promotion. It's a best practice to begin building your network and prospecting for bankers as an analyst. If you begin developing your business development skills as a VP, you have lost valuable time.
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