Transcript Strategic Planning for Job Search

WIN Webinar
February 25, 2014
Sue Kaiden
CareerEdge, LLC
www.careeredge.us
[email protected]
484-433-7284
Overview
 Taking Stock
 Know Thyself
 Target – Aspire To Job
 Gap Analysis
 Closing the Gap
 Q&A
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Taking Stock
Skills/Experience
Knowledge/Credentials
Personality Traits
Something you know how
to do - improves over
time with practice. Can
get rusty if not used.
More general
Something you know or
don’t know. Body of
knowledge can be
learned. More specific.
Something that is basic to
your make up that you are
or are not.
Ex: Teaching, Writing,
Programming
Ex: History (subject)
Industry Knowledge
Specific Program
Ex: Detail oriented,
Extroverted, Empathetic,
Transferable to different
industries.
Can get out of date or
need to be refreshed.
Generally don’t “go away”
and seem easy to you.
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Personal Inventory - Example
Skills/Experience
Knowledge/Credentials
9 yrs trading experience
3 yrs portfolio mgr
BS Engineering (Penn)
Certified Financial Analyst
Investment analysis
Multi-factor modeling
Portfolio management
Equity trading
Risk Management
Research
Market commentary
Written communication
Credit Derivatives
Fixed Income
Options
Hedge funds
Convertible bonds
Distressed investments
Arbitrage
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Personality Traits
Detail-oriented
Thorough
Highly analytical
Introverted
Good with numbers
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Know Thyself
 What skills do you most like to use?
 What type of environment lets you do your best work?
 What do you like and not like about your current
position and firm?
 Do you want to stay at your current firm? Move to a
different firm? Change sectors or specialty?
 What salary and level would you like to get to next? In
five years?
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Target Job Chart
Don’t Want
Skills &
Functions
Industry
Sector or
Firm
Factors
Might Want
Do Want
Skills I have but don’t
want to use
Skills I have and wouldn’t
mind using
Skills I most like to use
Sector of type of firm
I’d like to avoid
Sectors/Firms I’d consider
Sectors/Firms Most
Interested In
Work environment
factors to avoid
Work environment factors
that are acceptable
Work environment factors
that are ideal
-Size, culture, boss
-Commute, travel
-Salary, benefits etc
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Target Job Chart - Example
Don’t Want
Skills &
Functions
Might Want
Do Want
Selling
Frequent large group
presentations
Customer facing up to 50%
Portfolio management
Investment analysis
Fundamental & Quantitative
Research
Written commentary
Investment idea generation
Distressed investments
Large corporations
Mutual Funds
Banks
Hedge funds
Small to mid-size
Boutique advisory firm
Private investment company
Commute > 1 hour
Travelling > 40%
Cut throat environment
Commute 45 min by car
1 hr by public transit
Travel 20-40%
Commute 30 minutes or less
Travel 20% or less
Innovative environment
Collegial - Team Oriented
Industry
Sector or
Firm
Factors
-Size, culture, boss
-Commute, travel
-Salary, benefits etc
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Target Job – “Aspire To” Job
 Compare your current job with the “Do Want” column
 Search Indeed.com or niche sites to identify target jobs
(search for specific skills and knowledge not titles)
 Break down the job description
 Experience Required
 Education/Certifications
 Specific Knowledge/Technical Skills
 Personality Traits/Soft Skills
 Compare your background with requirements
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Gap Analysis
Requirements
My Qualifications
Experience: Years in Sector, Specific
Role, or Using Pertinent Skills
Do I have required years of experience?
Is experience recent & relevant?
Knowledge: Industry knowledge,
body of knowledge required for role
Do I know the sector/specific industry?
Is my body of knowledge up to date?
Skills: Transferable skills (eg:
Teaching/Training), Technical Skills
(Software Packages)
What proof do I have that I possess the
required skills? (Certifications,
Recommendations, Stories)
Personality Traits: Soft skills (eg:
team player), Reliable, Persevering
What proof do I have that I possess
these personality traits? (Stories,
Recommendations)
Education/Training/Certifications:
Degrees, Special Training, Industry
Recognized Certifications
Do I possess the certifications or
education they require?
Do I have the certifications/education
they “prefer”?
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Gap Analysis
 Based on your comparison chart, what are your
strengths and weaknesses?
 Did you uncover significant gaps in experience or
credentials?
 Do you need to work on developing proof that you
possess the required skills?
 Are some of your soft skills lacking?
 If not, what’s holding you back from advancing?
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Target Companies
 Moving up sometimes means moving out
 What firms interest you most?
 If you like your firm, are there other departments
you’re interested in learning more about?
 Identifying target companies:
 Networking
 Professional Associations
 Job postings
 Industry journals/Philadelphia Business Journal
 LinkedIn, Glass Door, Wet Feet, Vault
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Closing The Gap
 How do you compare with your ideal or “aspire to” job?
 Network with people in jobs like your “ideal”
 Ask for advice – how did they get there?
 Find a mentor or “advisory board”
 Certifications? Workshops? On-line Courses?
 Offer to help
 Make your aspirations known – in a positive way
 Visibility – improve profile, expand network, groups
 Volunteer – projects, professional assoc, non- profits
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Re-Cap
 Personal Inventory
 Target Job Chart
 Gap Analysis
 Action Plan
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Any Questions?
 Please type your questions into the chat function!
 We will address as many questions as time permits
 If you have question very specific to your situation,
take advantage of free one-on-one consultation with
Sue that you can arrange at your convenience
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Follow Up
Thanks for attending! Please complete the brief
feedback form.
SPECIAL WIN MEMBER OFFER:
 Remember that all participants qualify for a free 30
minute one-on-one phone consultation with Sue
 Email her at [email protected] to set up a time
 Make sure to identify yourself as a WIN member
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