Balancing Investment Management and Storytelling: The Life of a Finance Professional and Author

Written By Feyi Alufohai

In this episode of Career Journals, we talk with Urmi Hossain, an investment management associate. Outside of her work in finance, Urmi is also a speaker, mentor, author, YouTuber, and host of the podcast Stories Beyond Borders.

Urmi shares how she built a career in the finance industry while also pursuing her passion for storytelling, leadership, and mentorship. Her journey shows that careers do not have to fit into one box. You can build a professional career while also exploring creativity, community leadership, and personal passions.

Where can you find Urmi?

Steps to Get Into Investment Management

Earn a Bachelor’s Degree
Most professionals in investment management pursue degrees in finance, economics, business administration, accounting, or mathematics. These programs build a foundation in financial markets, investing, and economic principles.

Develop Financial and Analytical Skills
Investment professionals need strong analytical skills to understand market trends, portfolio performance, and investment strategies. Many start through internships, financial analyst roles, or entry-level positions in banks or wealth management firms.

Pursue Industry Certifications
Many professionals pursue certifications such as the CFA (Chartered Financial Analyst) designation or other financial licenses. These credentials demonstrate advanced knowledge of financial markets and investment management.

Gain Experience in Wealth Management or Financial Institutions
Working at financial institutions helps professionals learn client relationship management, portfolio strategy, and long-term investment planning.

Build Communication and Leadership Skills
Successful finance professionals must communicate complex financial ideas clearly to clients and teams. Many professionals also expand their influence through speaking, writing, mentoring, and leadership roles.

Typical Job Titles Along the Way

Mid-Level

  • Investment Associate

  • Investment Analyst

  • Portfolio Analyst

  • Financial Advisor

Senior-Level

  • Portfolio Manager

  • Investment Manager

  • Director of Investments

  • Managing Director or Partner

Estimated Salary Range*

  • Entry-Level: $60,000 to $85,000 per year

  • Mid-Level: $85,000 to $150,000 per year

  • Senior-Level: $150,000 to $400,000+ per year depending on assets managed and firm structure

*Salaries can vary based on location, licensing, experience, and firm size.

Why Choose This Career?

Investment management offers the opportunity to work closely with financial markets while helping individuals and organizations grow their wealth over time. It combines analytical thinking, strategy, and relationship-building.

For professionals like Urmi, careers in finance can also create a platform for broader impact. Through mentorship, writing, speaking, and content creation, she shows that professionals can build meaningful careers while also sharing knowledge and inspiring others around the world.

Feyi Alufohai
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