Being a Manager in Investment Banking or Asset Management

The Role of Manager
  • Creating meaning, indicating direction, giving feedback
  • Communicate, motivate, delegate
  • Reward and penalise
  • Developing strategies for constructive relationships
  • Drivers and obstacles of front office teams
  • Practical Workshop
  • Learn the six personality types and how they communicate and satisfy their needs
  • Concrete case of a front office team: Identify the psychological needs, stressful situations and preferred styles of interaction
Management Styles
  • Four styles of management: Participative, Informative, Delegative, Directive
  • Practical Workshop
  • Questionnaire to help you find out your management style
  • Determine your style of body language
  • Roundtable discussion: past experiences
  • Group maturity: behaviours centred on the activity and process
  • Drivers and interaction: Please me / Be perfect / Make effort / Be strong
  • Management styles and company culture: Work groups / Experts / Network/ Pyramid
  • Strengths and weaknesses of each management style within the context of a team of front office operators
  • Mock Situations for Desk Managers
  • Each participant is confronted with a specific situation taken from a desk manager's daily routine (markets overheating, back office problems,
  • trader/seller friction, etc.).
  • Delegates show what they would have done (or did do) in the described situation.
  • Debriefing by the group on the drivers and obstacles associated with the decision
  • Brainstorming on other possible decisions, their reception and their consequences
Keys to Leading Front Office Teams
  • The 3 types of brain: Reptilian / Limbic / Cortex
  • Benchmarks for using the entire brain
  • Preference chart
  • 3 types of leadership: brainstorming; delegated leadership; exploration and construction in sub-groups
  • Practical Workshop
  • Leading A Meeting on the Organisation of an Investment Bank's Sales Activities
  • Work in sub-groups requiring all three types of leadership
  • Debriefing on the meeting's efficiency and the participants' impressions
Creation of A Personalised Action Plan
  • Creation of a concrete and precise personalised action plan based on the experiences and discoveries made during the 2-day seminar

  • Acquire the tools to lead a team of front office operators in function of your own management style
  • Develop your ability to objectively assess
  • the performances of your collaborators
  • Fix concrete objectives in order to reach your medium-term goals
  • Inspire your collaborators to work to the best of their abilities
  • Handle resistance and sources of negative stress coming from your collaborators
  • Concrete and lively training programme designed specifically for investment bank and asset managers
  • Pragmatic and tested, built around role-playing exercises and mock situations
  • Each delegate learns the areas in which s/he needs to progress and establishes a personalised action plan
  • Delivered by a seasoned professional in market finance and human resources with training expertise in interpersonal and managerial skills
  • Any professional (management, trading, sales, CRMs, M&A, ECM, analysts, structurers) wishing to join, or who has just joined, a management team
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