LevelUP – Empowering women to take control of their investment careers

LevelUP is a transformative four-month development program designed for female investors aspiring to senior decision-making roles. Through personalised coaching, immersive workshops and peer learning, and access to influential role models and mentors, LevelUP empowers participants with the skills, confidence, and strategic insights needed to accelerate their career. 

One-on-one coaching with Yolanda was always mind-blowing. It gave me clarity I hadn’t thought of before.

Sabina: Elevating confidence and career growth

sabinaSabina Ahmed, Director, Portfolio Construction, Breakthrough Victoria

Sabina joined the LevelUP program with the goal of advancing her career and strengthening her presence within Australia’s professional landscape. Drawing on her extensive experience in emerging markets, she was eager to refine her communication skills, gain the confidence to navigate a new environment successfully, and understand how her unique skill set could be further developed and adapted to thrive in a more developed market. Through this program, she aimed to enhance her ability to foster stronger connections and build a more impactful professional presence. 

The transformation:
“The program gave me the tools to make a real impact,” Sabina shared. “LevelUP not only helped me improve my communication but also gave me the clarity and confidence to advocate for myself. I was aiming for a promotion, and thanks to the coaching and insights I received, I achieved it during the program.” 

Structured mentorship dinners provided Sabina with the opportunity to engage with industry leaders, offering invaluable insights into leadership and professional growth. “I never imagined I’d have the chance to connect with such accomplished professionals in such a meaningful way,” she reflected. 

Yolanda’s perspective:
“Sabina’s journey was a great example of how focused development and self-awareness can lead to remarkable career growth. By honing her strengths and gaining confidence, she truly transformed how she shows up in her role, positioning herself for success and the promotion she deserved.” 

Monika: Overcoming self-limiting beliefs

monikaMonika Suryani, Investment Dealer – Portfolio Implementations, Rest Super

After 16 years in the finance industry across Indonesia and Australia, Monika sought to transition into a portfolio manager role. However, self-limiting beliefs tied to her background as a dealer rather than an analyst held her back. 

The transformation:
“Conversations with mentors busted my self-limiting beliefs,” Monika explained. “Hearing firsthand from women who transitioned into senior investment roles from non-traditional paths made me realise that the barriers I saw were more about perception than reality.” 

Through coaching and tools like the Enneagram and above-and-below-the-line thinking, Monika developed profound self-awareness. “I can now pause, separate stories from facts, and see things more clearly,” she said. This clarity empowered her to reframe her career journey and set ambitious yet achievable goals. 

Yolanda’s perspective:
“Monika’s journey is a testament to the power of challenging narratives we tell ourselves,” said Yolanda. “She came in hesitant but left with a clear sense of purpose and confidence.” 

What you'll get with LevelUP
  • Career clarity and confidence
  • Self-belief and professional conviction
  • Improved effectiveness, influence and impact
  • Supportive network of peers and mentors
  • Visibility and buy-in from your own leadership

Zoe: Building leadership and confidence

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Zoe Middleton, Investment Analyst, Platinum Asset Management

For Zoe, an investment analyst with ambitions for a broader leadership role, LevelUP was an opportunity to get clear on her path to a more senior decision-making role. 

The transformation:
LevelUP taught me to recognise my ‘zone of genius’ where my skills and passions align,” Zoe said. “The coaching sessions helped me uncover blind spots and gave me tools to approach challenges more strategically.” 

She particularly valued Yolanda’s coaching style: “Yolanda didn’t just give advice; she guided me to uncover the answers myself. It’s an approach that made the learning stick.” 

Yolanda’s perspective:
“Zoe is a deep thinker with incredible self-awareness. She quickly recognised her own limitations and had the adaptability to work through them, which I believe positions her as a future leader or CIO one day. Watching her grow and step into her potential has been so rewarding.” 

Are you ready to LevelUP?

LevelUP is more than a career accelerator – it’s a mindset shift, a confidence builder, and a community of support. For women navigating the complexities of the investment industry, it offers the tools, connections, and self-awareness needed to thrive. 

If you’re ready to LevelUP in 2025, reach out for a chat to explore whether this opportunity is right for you. 

You can find more information here.

The mentor dinners gave me access to role models I never would have met otherwise. The chance to learn directly from such accomplished leaders was invaluable and I left each session with insights that I could immediately apply to my career.

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More case studies

Macquarie Securities joined Future IM/Pact in 2019 as a result of the commitment of Executive Director and then Head of Research, Kristen Edmond.
Mentoring Circles offer students an opportunity to learn more about the industry and be mentored by leading investors from our partner firms. We kicked off in March with TDM Growth Partners.
Our partner firm, Rest, is an outstanding ally in our work, actively championing gender equality and setting a powerful example in the industry. Read about their proactive initiatives and practices.

Join us as we foster a generation of diverse fund managers

Find out more about our programs and stay in the loop with upcoming events and opportunities.

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