Slinging drinks in crowded night clubs. Serving up street food to hungry patrons 7 days a week. Vying for the opportunity to land a job catering to the demands of weary passengers on transatlantic flights. What do these widely unique experiences all have in common? They were the first steps that would ultimately guide one man’s journey into the world of finance.

On this episode of My Charter Story, we meet Eric Sim – a banker, lecturer, author, and CFA Charterholder. Eric shares how his unconventional career path would set him up for success at some of the world’s biggest financial institutions. Eric Sim is the founder of Institute of Life and author of Small Actions: Leading Your Career to Big Success. Previously he served as a managing director at UBS Investment Bank and an adjunct associate professor of finance at HKUST.

Have a compelling story about your journey to earning the charter? We want to hear from you! Contact us at podcast@cfainstitute.org so we can explore telling your story on a future podcast episode.

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