20 Years Career Plan
By Decha Robinson
December 9, 2004
The two careers that I would like to have in twenty years are either an Investment Analyst
or to become an entrepreneur. The first career goal that I would like to obtain is an Investment
Analyst at a large corporation. Both of my parents have more than thirty years working
experience in the financial services arena with public firms. My father was a Partner with
Deloitte & Touche for eleven years. He is currently an entrepreneur, working as financial
consultant for small transportation companies. His specialty expertise is in small railroad
companies. He advises railroad companies on the structuring of their financial plans, budgeting
process, and acquisition of small businesses. My mother is currently working in the financial
services arena at American Express Financial Advisors for more than thirty seven years. The
position that she currently holds is Office Administrator for American Express Brokerage. She
manages the space strategy and move coordination for over four hundred people. Her reporting
relationship is to the helm of this entity.
After I gain valuable experience working as an Investment Analyst with a large
corporation, I would like to become an entrepreneur. This could lead me to set-up my own
consulting firm. This is the direction where I would like my career path to take me
My accomplishments thus far included receiving a Bachelor of Science degree in
Business Administration from Michigan Technological University and also speaking fluent
English and Thai languages. My current goal and objective is to receive the Master of Science
degree in Business, which will help me to start my entry-level position with a large corporation.
My next goal is an advance entry-level position leading to a leadership position in the company.
I would like to begin my professional career with American Express Financial Advisors
Corporation because of my mother’s background and involvement.
I decided to interview my mother because of her many years of valuable experience and
expertise working in the financial services industry. A typical entry-level position for
Investment Analysis includes having some type of internship with a financial company, or
starting one’s career as a Service Associate before moving up to become an Investment Analyst.
The Service Associate is the lowest position in the financial service industry, which has the
minimum requirement of high school graduate or some college experience. The responsibilities
for this position include data entry of client account information, reconciliation of some account
detail as needed, and trade corrections data entry of account detail. Beyond the requirement of
high school graduation, a person must have knowledge in alpha and numerical set; keyboarding;
Excel and Microsoft Access; and communication skills. The company will give an individual
two-week of on the job training. A person would hold this position for eighteen months before
he/she advance to Investment Analyst position.
Without going through the lowest job position, I must obtain some source of internship or
co-op with financial industry. One of the internships that are available in the financial service
industry is to become an Account Temporary through Robert Half International. A typical
requirement for the Account Temporary position would require college experience, have
knowledge in bookkeeping data, proficiency in Excel, detail oriented in financial data, and strong
communication skills. The Accountemps usually provides support throughout an accounting
department in the company that includes accounting mangers, accounting data entry,
CPAs/CMAs, bookkeepers, budget analyst, financial analyst, and many other accounting duties.
Other internships that are available include gaining working experience with the banking
industry, where one would work as a bank teller or assistant to the loan officer, doing legal paper
work for the customers. By having the internship, an individual will gain working experience in
financial fields outside of the classroom. This will help me to obtain a position as an Investment
When I acquire an Investment Analysis position, I must continue to learn from
experience in the field. The training for this position is to learn as a person moves along the
career path. Beyond the job experience and training, to become an Investment Analyst I require
a minimum of a four year college degree in Business, with the specialization field in either
Finance or Accounting. A further typical responsibility of Investment Analyst includes working
on special projects as assigned, business analytical problem solving, and work on daily
administrative tasks. The skill requirements for this position include financial data security and
management, corporate finance experience, being strong in communication skill, and general
understanding of each function business such as accounting, marketing, management, and
After I move up the corporate ladder, I would like to hold a management position with
the company to help manage the growth of the firm. This will help me gain valuable experience
in the business environment in the corporate area and build a network among corporate people so
that I can branch out from the corporate environment to start-up my own business.