Career Assessment Form

Please respond to the questions below in the space provided. Answers may be of any length.

1. What do you see as the most rewarding parts of your current role in investment management?

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2. Where do you think your current firm and the broader industry are headed in the next few years, and how does that align with your goals?

3. If you were to stay in investment management, what changes or opportunities would you hope to see to make that path appealing?

4. What other industries or roles (be exhaustive) have you ever imagined yourself exploring, even casually?

5. When you think about moving into another industry, what excites you the most; and what gives you pause?

6. On a scale of 1 to 10 (with 1 - little and 10 – strong), how strong is your desire to stay in the industry?

7. On a scale of 1 to 10 (with 1 - little and 10 – strong), how strong is your desire to leave the industry?

8. What skills (be exhaustive) from your current (and prior) role(s) do you believe could be highly valuable outside investment management?

9. On a scale from 1 to 10 (1-low; 10-high), how much stress/uncertainty do you have about your career future?

10. What's the biggest concern or unknown keeping you up at night as you think about your next step?

11. Who in your personal or professional life do you feel you can lean on for honest guidance during this transition (no need to name them for me, but list for you)?

12. On a scale from 1 to 10, do you have a strong support system in place for emotional/practical support during any career transition?

13. What would a truly fulfilling workday look like for you; regardless of industry?

14. If you could design your ideal role from scratch, what elements would absolutely have to be included?

15. Have you successfully navigated a major career or life change before? What did you learn from that experience?

16. What's the smallest first step you could take right now toward exploring a different path?

17. Ten years from now, how would you like to describe your career journey when telling it to someone you respect?

18. Do you believe in positive affirmations and visualization to change thought patterns or actions?