Level UP
For women who aspire to portfolio management and leadership roles and want the clarity, confidence, and support to get there
Are you ready to Level UP?
You aspire to a leadership role as a senior portfolio manager, director or beyond. You want greater autonomy, responsibility, and impact, doing work you find intellectually stimulating and earning great money along the way.
The tricky thing is, opportunities to move into senior portfolio management roles are limited, take time to come to fruition, and depend on senior people who might not see your potential—yet.
That’s why we developed LevelUP, a 4-month program that will raise your profile, unlock your potential and help you realise your life and career ambitions.
Your career is in your hands. It is not the responsibility of anyone else to develop. Seek out both mentors and sponsors, and use their time wisely by being prepared with questions alongside potential solutions or your perspective.
Sound like you?
You’re an ambitious female investor with 6+ years of investing experience (likely to be a senior analyst or co-PM level, or senior associate in private equity), who wants:
- Career clarity and confidence: Become crystal clear on the leader you aspire to be and how you’ll get there over the next 5 – 10 years.
- Self-belief and professional conviction: Know your strengths, tame your inner critic, back yourself, and enjoy your work and life more.
- Improve your effectiveness, influence and impact at work: Determine what’s getting in the way of you being the best investment leader you can be and how to realise your full potential.
- Supportive network: Strengthen your close contacts of peers, role models and mentors across the industry, and be part of a group that will tell it to you straight and cheer you on.
- Leadership buy-in: Use your career clarity and growth plan to secure commitment from your leaders and other industry influencers for the long game of your career.
In an ideal world, your work would speak for itself. The truth is, no one cares as much about your career as you do. Level UP is here to put you in the driver’s seat.
What you get with LevelUP
LevelUP is a four-month program that provides tools, insights, and connections that compound your growth for life. It comprises in-person workshops, one-on-one coaching, peer learning, and access to role models and mentors, with your leader’s buy-in and input.
Participants receive:
- Enneagram profiling report to help you better understand strengths, habitual thought patterns, and motivations.
- 3 x in-person workshops with industry peers to share, learn and connect.
- 3 x networking dinners with senior investors acting as role models and possible mentors (through organic connection).
- 3 x 1 on 1 coaching sessions to debrief your reports and target growth opportunities.
- Comprehensive workbooks and insight tools.
- Leadership buy-in for your participation, reinforced by monthly check-ins on progress.
Meet your facilitator: Yolanda Beattie
I’ve worked in and around the funds management industry for over 20 years and have spent the past five years helping women launch and build fulfilling investment careers and flourishing lives.
That’s how I know you need to invest in yourself. You need someone to help you reflect deeply on where you want to take the next decade of your career and life and structure your thoughts into a coherent plan informed by clear and actionable feedback and supported by the people who matter.
I will share tools that cultivate the deep self-awareness essential for your growth and the self-belief you need to finally tame your inner critic. This is all wrapped up in a learning experience shared with like-minded peers and supported by inspiring role models and mentors who can provide fresh perspectives and make the journey way more fun.
Investment and key program dates 2025
This program has been designed for organisations committed to investing in their high-potential women. Participant fees are $5,900 plus GST. We offer a 10% discount for Future IM/Pact partners and 100 Women in Finance members.
Places for our 2025 program are limited. Register your interest now.
Kick off and
prep work
28 March
10 - 11am, or;
11 April 12-1pm
- Virtual kick-off call sharing key concepts and prep work (45m)
- Nominated sponsor briefed on process and role
Follow up actions:
- Enneagram profiling (40m)
- 1:1 debrief (90min)
Workshop 1 and mentor dinner
30 April
9-5pm
Plus dinner
- Full day in-person workshop on mastering the inner game to achieve career and growth goals, followed by dinner with investment leaders
Follow up actions:
- Check-in with sponsoring leader (45m)
- Feedback requests (30m)
- Career strategy self-reflections (2h)
- 1:1 coaching (50m)
Workshop 2 and mentor dinner
11 June
9-5pm
Plus dinner
- Full day in-person workshop on leadership purpose and career strategy followed by dinner with investment leaders
Follow up actions:
- 1:1 coaching (60m)
- Check-in with sponsoring leader (45m)
- Interview role model on their career strategy (45m)
Workshop 3 and mentor dinner
23 July
9-5pm
Plus dinner
- Full day in-person workshop on influencing stakeholders and impactful communication followed by dinner with investment leaders
Follow up actions:
- Check-in with sponsoring leader (45m)
- Ongoing peer and mentor connection
Meet the 2025 mentors
(Additional mentors will be confirmed soon)
Ready to go or got a few questions? Reach out for a chat
If this program sounds perfect for you, or perhaps you have a few questions, I’d love to connect and discuss it. Book in for a chat so we can discuss how this program can support your growth and accelerate your path to senior leadership. Your future starts now.
