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Learn more about different roles in investment management, access links to technical courses and books recommended by leading investors, and build the essential non-technical skills to land your first role in an investment team.

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Our favourite books, research papers and case studies to help you navigate the system change needed to create diverse, human-centred teams and organisations.

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Q&A

Investor insights: Strengths, self-belief and setbacks shape investment careers

Senior Fixed Income Strategist at QIC, and upcoming Keystone Panellist, Katie Hill, has built a career by backing her strengths, learning from setbacks, and leading with authenticity.

Article

Skills Profile: Underwriting and due diligence in private markets

Ogi Jovanovic, Senior Analyst at Rest, shares some insight on the process of real estate investment within a super fund.

Article

The Investment Analyst roadmap

Thinking about a career as an investment analyst? Start with Kaizen Recruitment’s comprehensive roadmap to understand the core skills and qualifications employers seek. Then, build your network through Career Connect, sharpen your skills by practising investing and financial modelling, and stay curious with insights from leading investors.

Blog

Time is not the point. Energy is.

Forget time management – it’s your energy that counts. In this blog, Yolanda discusses your Zone of Genius where work fuels you, not drains you. It starts with small, deliberate moments that light you up – and protecting them fiercely.

Q&A

Investor insights: Back yourself, stay curious, and build with intention

From rural New Zealand to the boardrooms of global investors, Chloe Brayne’s career is a masterclass in curiosity, courage and conviction. Now leading the private equity and unlisted assets portfolio at Colonial First State, she’s using her global experience to build a dynamic, resilient platform for long-term value creation and inspiring the next generation of investors to back themselves, stay curious, and lead with purpose.

Q&A

Investor insights: Self-belief, long-term thinking and purpose-driven leadership

Head of Fixed Income at Rest, Tracey Duff, is a self-described historian at heart and brings curiosity, long-term thinking and a deep sense of purpose to her investing role. As a Keystone panelist, she reflects on her career and offers advice for those coming up the ranks.

Q&A

Day in the life of an Adviser: Melanie Pearce, Evans & Partners

Melanie Pearce has carved out a career at Evans & Partners, all while championing a more inclusive finance industry.

Q&A

Day in the life of an Associate: Christy Kwong, Evans & Partners

Christy Kwong, Senior Associate at Evans & Partners, shares how a chance introduction sparked something that accounting never quite did.

Q&A

Day in the life of an Adviser: James Bailey, Evans & Partners

James Bailey, Evans & Partners, is turning his attention and over 20 years of experience to developing associates into confident advisers.

Article

Career Connect: Mentor Guide

This guide outlines everything you need to know as a Career Connect mentor - from how the platform works to the impact you can make. Whether you're looking to give back, grow your network, or support underrepresented talent in the industry, Career Connect makes it easy to get involved.

Q&A

Day in the life of an Adviser: Monique Gourlay, Evans & Partners

Monique Gourlay shares a little about the breadth of her 25 years of experience in the industry, and the career path that brought her to investment advise.

Q&A

Day in the life of an Adviser: Lucy Meagher, Evans & Partners

Lucy Meagher, Senior Investment Adviser at Evans and Partners, chats about the world of wealth management 10 years after an unexpected career pivot from consulting.

Most of us spend just under 2 hours a day worried. That's a fair chunk of our day below the line, mostly about work, family, money and relationships. Worrying about things we can't control saps our energy, which could be directed into things we can control. That's why we love sharing powerful resources for you to take control of your leadership, career and life, and profoundly alter your lived experience and impact on the world. Enjoy.
Yolanda Beattie, Founder, Future IM/Pact

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Future IM/Pact is a collaborative initiative across the investment management and advice industry aimed at increasing representation of female investors and advisers, and creating workplace cultures where everyone can flourish.

Future IM/Pact is a collaborative initiative across the investment management industry aimed at increasing representation of female investors and creating workplace cultures where everyone can flourish.

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