Which Tl Are You Most Like?

1. How do you like to organize the tasks you complete every day/week?

Outlook calendar

Color-coded calendar in Excel

Hand-written sticky notes all over your desk.

You have everything memorized by now

Written To-Do List

2. What is your level of department engagement?

You LOVE it – GLT, recruiting, hedge fund write-ups, mentoring, training – you name it, you’re in it

You focus on one or two groups you’re really interested in

Hedge fund write-ups, because well, you have to

You focus on your core work for the most part.

You want to be involved with department groups, but aren’t sure how to find the best one!

3. What is your favorite type of reporting?

Marketable

MALT

Private Investments

Optica

4. What type of custom client reporting interests you

Derivatives

Hedging

Foreign currency

Multi-entity / partnership ratios

OCIOs

5. What is your favorite part of the reporting process?

Data Entry

Reconciliation

Benchmarks

Quality Checking

6. How do you stay calm and enjoy the day when you're really busy?

Listening to music, both earphones in

Chatting with your teammates

Snacking

Taking a walk for a break and some coffee

7. Where can you be found at 5:30PM on a Thursday?

Running exhibits for a client with a west coast investment team

Doing all of the admin items you never get to during the business day

You’ve already been at Clarendon Grill for an hour

Rushing back to DC for happy hour

8. What is your typical lunch routine?

Eating the leftover dinner you made last night at your desk while your MARS exhibits run out

Extra sandwich from Tropical Smoothie you ordered from Seamless while working late the night before

Whole Foods, every day, without fail

Meeting up with your buddies in the kitchen to eat lunch altogether

Waiting until after the rush dies down so you can read/watch TV in the kitchen

9. It's 7:30AM. You're most likely:

Just finishing a killer workout

Leaving yoga, getting ready to meditate and drink some lemon ginger tea

Commuting—D.C. traffic is the worst

I live 10 minutes from the office, I’m still sleeping in.

Studying for the CFA or GMAT/GRE

10. When you get into work, you most look forward to:

Lunch – Earls or Whole Foods is the question

Working on a new CADA spreadsheet – there’s always opportunity to improve efficiency

Meeting with your investment teams at the Arlington office

Scrubbing reports –you love looking into the details and suggesting value adds

Attending a team meeting

Creating reports. After all, it is what we are here to do and you mean business.

11. It's 5:30 on a Friday. You are most likely:

Are you kidding? You’ve saved up all your flex to leave the office two hours ago!

Getting ahead to hit the ground running on Monday, and you might come in on Sunday to tie up some loose ends

Making your to do list for Monday, but looking forward to not thinking about work over the weekend.

Why do 10th business days so often fall on Fridays?! Seamless here I come…

Racing to your OpenTable reservation. You’re trying out the new hot spot.

12. Your dream team lead is:

Hands off and allows me to be autonomous. I learn best from doing, and I learn from making mistakes.

Nurturing and supportive. I appreciate feeling like my team lead will stay with me through any problem I have, no matter how long it takes, and is available to answer all of my questions with patience and kindness.

To the point. I want a team lead who will tell me like it is—whether I’m doing poorly or well; answer my questions directly without any fluff when I need them answered, but also encourage me to work through issues myself.

Very knowledgeable. I don’t care how my team lead acts with me as long as I know they are good at their job and know a lot about the systems.

Involved in everything! I like having a team lead that can connect me to the resources and people I need at a moment’s notice.