1. What exactly do you do?
- What field is your job in?
Finance - What is your job title?
Financial Analyst - Please provide a brief description of the firm or organization that you currently work for (size and general description of what type of organization it is)
I work for a financial investment firm with 200 employees locally, 1000 nationally.
- How long have you been employed in this position?
2 years - How many hours do you work a week on average?
40 - Please provide a BRIEF description of your duties and responsibilities. (job description)
40 - Please provide a BRIEF description of your duties and responsibilities. (job description)
I work in financial investment working with consumer accounts.
- What was your gross income last year? Please include any bonuses or incentives received.
40000 - What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
42000 - Please list any benefits you have (Please include number of weeks vacation, sick leave and type of health insurance, retirement plan 401k)
matching 401k up to 6%, health care, 3 wks vacation - Do you feel you are under/well/over compensated at your current position?
well compensated
2. Work environment!
- Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Explain
I like that many of the people I work with are my age. I like that the customers I work with come to me for help, so they work with me.
- Do you work collaboratively with supervisors/managers?
Yes - Do you work collaboratively with your co-workers?
Yes - Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it
na
- Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
- 5 Income
- 2 Work Environment - co-workers
- 1 Work Environment - supervisors
- 6 Benefits
- 3 Hours
- 7 Level of responsibility
- 4 The actual "work" you do at your job
- 8 Job Title
3. How should someone new to the workforce get a J-O-B like yours?
- If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
to shadow someone with the job that they would like.
- What skills do you think a person should have if they want to pursue a position like yours? Please be specific and explain why (e.g., social skills, organization skills, technical skills)
Interest in the money world, able to advise others with high risk dollar amounts,
- Do you feel that you need a certain level of education or training to be successful in your job?
bachelor degree in finance - What advice would you give to someone who was about to start work in your position/ line of work?
If you love numbers and aren't afraid of managing hugh amounts of money, it's a lucrative and fun job. It can be monotomous at times, but there are rewards.
4. How did you get your J-O-B
- How did you find your current job? (e.g. newspaper, internet, referral, etc.)
newspaper - What was the application process for your job? (e.g. submitted resume, paper application, electronic application, all, etc.)
submitted resume - Did you have to interview for your current job? If yes, what did the interview process entail? (e.g., number of interviews, who you interviewed with, group interview, individual interview, etc.)
yes, I had two interviews with different groups of people. - If you can remember, what questions were you asked at your interview?
my experience, what can I offer, why I wanted the job - Is this the job / field you planned to work in?
Yes - If your job is in a different field from your original plan how did you get here? Explain (Plan can be from high school/college/post college/personal plan)
5. Background: Are you qualified?
- Was there training for your current position? If yes, what did it entail?
I shadowed fellow employees for 2 weeks to learn my new job position. I got welcome to the company training. When new things came up I received help from co-workers. - Do you feel your employer properly prepared you for your job? Explain
Yes, I learn very fast and if new things came up I knew who to go to. - Do you feel your educational background prepared you for your job? Explain
Yes, the fundementals I learned in college helped me with many aspects on the job. - If applicable, do you feel your internship experience helped you prepare you for your job?
6. The Future and Beyond (FINAL SECTION)
- If someone were to observe you at work, what would he or she say is "fun" about your job?
Seeing appreciation from customers, my co-workers - What is (are) the most fulfilling aspect(s) and least fulfilling aspect(s) of your current employment? (e.g. fiscal, spiritual, type of work, hours, commute, compensation, etc.)
My hours and compensation are most fulfilling, the monotomy is least fulfilling - Is your current employment part of your career plan? Why or why not?
Yes, I want to continue but become a supervisor in the near future - What are your current career goals? (Can be broad or specific)
To work my way up the ladder into supervision. - Is there anything else you would like to share about your career?
No
7. A Day in the Life Of...
- 7 am - 8 am
Prepare for my meetings for the day. Look through their files. Look at the financial news. - 8 am - 9 am
Meetings - 9 am - 10 am
Meetings - 10 am - 11 am
Paperwork and submit account changes - 11 am - 12 am
Lunch, paperwork - 12 am - 1 pm
- 1 pm - 2 pm
meetings - 2 pm - 3 pm
Misc - 3 pm - 4 pm
Paperwork and submit account changes - 4 pm - 5 pm
Meetings - 5 pm - 6 pm
- 6 pm - 7 pm
- 7 pm - 8 pm
- 8 pm - 9 pm
- 9 pm - 10 pm
- 10 pm - 11 pm
- 11 pm - 12 pm