Sales - Investment Management

Required Skills

  • Interpersonal skills
  • Proactive / self starter
  • Verbal communication skills
  • Collaborative / team player
  • Critical thinking skills
  • Time management

Typical Day

  • 9am: Internal product meeting
  • 10am: Review client portfolio
  • 11am: Client calls re: updates & products
  • 1pm: Monitor competitive landscape
  • 3pm: Working through prospect list
  • 4pm: Internal team meeting
Meet Christina Li, Territory Sales
Christina Li, Territory Sales -
Why did you pick your program and university?
I once had an amazing accounting teacher, and ever since, I was drawn to this field. I chose my university for its co-op program which truly allowed me to explore different career opportunities and gain valuable industry experience.
What made you decide to pursue finance once you started university?
I decided to pursue a degree in accounting and finance in university since I always liked numbers and wanted to become a businesswoman.
What kind of internships or job experience did you complete while in school?
While I was in school, I completed three internships through my co-op program. I first worked as a Financial Analyst in Accounts Receivables at Bombardier Aerospace. Then I moved to Toronto for four months in order to intern at Fidelity Investments as their Financial Services Intern in Processing. Lastly, I worked as an Assurance Associate in Audit at Pricewaterhousecoopers. It was my experience at Fidelity Investments that really made me decide to pursue a career in wealth sales management. I became very interested in the capital markets industry as it is a very fast-paced, dynamic and competitive environment that is constantly evolving.
Describe your current role and your typical day
When I arrive at my desk on the trading floor at 7am, the first thing I do is read the news to find out what happened overnight in the markets and to get set up for the day. After I catch up on news, I send out traders “axes” (a list of trades we would especially like to get done) and morning commentary to our clients and from there, the day can go in any direction depending on client flows and market movements. Usually my mornings are packed with money market trades (selling products 1 year and under in tenor) and if my afternoons are quiet, I will work on projects such as building models or sector analysis for the institutional sales and trading teams. I cap off my day usually around 5:30 or 6pm after compiling and sending out EOD trader commentary.
What's one piece of advice that you would give someone in high school looking to a career in your field?
I would tell them: believe that you are capable! Be curious and talk to different people in order to gain as much knowledge as possible and to find out what really interests you!
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