Senior Investor coaching to help better navigate the organisation

The individual was an experienced and highly valued individual contributor who was having a negative impact on members of adjacent teams due to their interpersonal style and way of working. The client’s intentions were good and motivated by a desire for the firm to succeed but hindered by a critical attitude and direct interpersonal style.

A Goldcrest coach with experience working as a portfolio manager engaged with the client for a 12-month term. The assignment began with an alignment meeting with the organisational sponsor to understand the wider context, individual development areas and desired outcomes. A psychometric was used to generate self-awareness, particularly at times of stress, alongside an extensive round of 360 interviews with colleagues to identify ‘real-life’ examples of the consequences of demonstrated behaviours.

After regular senior investor coaching, the client had a deeper understanding of self, recognition of the power their voice carried, and development of more collaborative techniques to achieve success a significant shift in behaviour that enabled continued investment success alongside better internal relationships and reputation.