Not learning Fast Enough
Hi Guys,
The TLDR is that I am an experienced employee 9 years. I recently switched to go up a tier in bank and switched from a coverage group to a capital markets group. We cover my previous product along with 2-3 other new products. The issue is I took a lower title, but with higher comp and better culture. Had a great performance review my direct manager who heads the group is very happy as is everyone else on my team. I know from my own experience I want more responsibility and I am simply not invited to client meetings(virtual) or investor meetings. I feel without the meetings I am only going to be at my current level, e.g. no way without hearing more about products I cover and my seniors on calls my current level of knowledge will stay the same. How would you approach getting put on more calls?
Ah, the classic conundrum of wanting to swing from the trees but finding the branches a bit too high, eh? Let's break this down:
Express Your Eagerness to Learn: You've got a wealth of experience, but every jungle is different. Make it clear to your manager that you're keen to expand your knowledge of the new products. It's not just about climbing the ladder; it's about understanding the ecosystem you're swinging in.
Highlight Your Past Performance: You've got a shiny coat of great reviews, so use that to your advantage. Remind them that you're not just another monkey in the troop; you've got the skills and the drive to contribute more.
Request Specific Opportunities: Don't just ask for "more calls." Be specific. Identify which product discussions or client meetings you want to be a part of and explain how your presence there could be beneficial to the team.
Offer to Take on Preparatory Work: Sometimes you've got to do a bit of grooming to get noticed. Offer to prepare materials or research for these calls as a way to get your foot in the door.
Seek Feedback: Ask for a banana... I mean, feedback. Find out what skills or knowledge areas you need to improve to be considered for these meetings. It shows you're serious about personal growth.
Be Patient but Persistent: Rome wasn't built in a day, and neither is a finance guru. Keep pushing, but understand that these things can take time.
Remember, it's not just about getting to the top of the canopy; it's about enjoying the climb. Keep your spirits high, and don't let the jungle get you down!
Sources: Client meeting etiquette rules as an Analyst, Want to build a startup & raise some money? Part II, The Do's and Don'ts for Summer Analyst, Thoughts on Investor Relations? A good or bad move?, Networking 101 -- Hedge Fund Edition
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