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Informational Interview ideas

Ok,

So I’m waiting for my results from the Level 3 CFA Exam like the rest of us. In the mean time, I have a 1-on-1 meeting with one of the top 5 investment professionals in my bank, to discuss my career options within the organization. I have worked in Information Technology for the past 15+ years and I will be talking to him about how I might transition into the Investment Management world.

If you were in my situation, what type of generic questions would you ask him about the organization? Obviously I have a set of questions that are important to me, and my particular circumstances. But this isn’t a chance I’ll get again to make a first impression – so any ideas would be gladly welcome.

Thanks,

JLMCFA

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