Core Insights - The role of investment managers is evolving from mere project executors to strategic decision-makers within companies, necessitating systematic planning and continuous learning [1] Group 1: Professional Development Path - Investment managers should establish a solid knowledge base, mastering financial analysis, company valuation, and capital markets [2] - Proficiency in analytical tools is essential, including advanced Excel functions and at least one professional data analysis tool [3][4] - Active participation in all project phases, from initial screening to post-investment management, is crucial for understanding equity investment management and risk control [5] Group 2: Intermediate Stage Skills - Developing industry expertise in one or two key sectors, such as energy, finance, or healthcare, is important for accurately assessing trends and risks [7][8] - Strengthening transaction execution capabilities, including structuring deals and negotiating valuations, is necessary for mid-level managers [9] - Understanding the investment logic and behavior of different market participants, such as public and private funds, enhances market prediction abilities [10] Group 3: Advanced Stage Competencies - Senior investment managers should integrate investment activities with overall corporate strategy, contributing to capital structure and long-term financing plans [11][12] - Leading complex investment projects, including mergers and acquisitions, requires exceptional leadership and communication skills [13] - Establishing a comprehensive risk management framework is vital for balancing returns with risk control [14] - Innovation in financing models, such as asset securitization and PPP, is a key capability at this stage [15] Group 4: Importance of Professional Certification - Professional certifications, such as the CDA Data Analyst certification, are essential for systematic skill enhancement and industry recognition [18][20] - The CDA certification provides a structured knowledge framework, enhances personal brand value, and facilitates networking within the industry [22][23] - The certification is highly relevant to the needs of investment professionals, covering practical skills like Python data analysis and SQL queries [23] Group 5: Certification Path Recommendations - A structured certification path is recommended for investment professionals at different career stages, starting with CDA Level I for foundational data analysis skills [25] - Mid-level professionals should pursue CDA Level II and PMP for enhanced data analysis and project management capabilities [25] - Senior professionals are encouraged to obtain CFA for a comprehensive financial investment knowledge system [25]