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HDA OVERVIEW
HDA Case Studies

Coaching – Financial Services

Business Context/Background

A team of newly promoted fund managers, within a leading specialist investment organisation, were already receiving professional and personal development via an in-house training programme. However, the organisation was keen to provide additional and a more tailored programme of support through coaching.  HDA was commissioned to provide this coaching support.

 

Summary of Coaching Content

HDA was asked to work with a fund manager who had an excellent investment record to date, and yet struggled to pull himself out of the detail in order to work across a fund.  His immediate need for support and coaching was to help him manage this balance between having a global view and a detailed eye.  His secondary coaching need was to develop personal strategies to enable him to attain his next promotion.

 

Business Value Obtained from Coaching / Coaching Outcomes

• As a result of the coaching, this individual became more aware of his preferred ways of working and recognised that, on occasion greater effort would be required to work in a style which was not so comfortable for him. 
• The individual was able to achieve more in the time available and became more focused.
• He also recognised that in his new role he would have a greater reliance on the information being provided to him by a team of analysts and he would need to build trust with this team quickly.
• An unexpected outcome of the coaching was that the individual re-discovered his passion for the role and felt more loyal to the company.

 

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