Self Assessment
SMART Goals
Short-term SMART Goal:
Upon approval of my senior level internship proposal, I will begin teaching financial readiness classes in August 2019, allowing me to gain four months of valuable work experience in personal financial management while giving back to the community.
I will graduate in December 2020 from Penn State University with a degree in Business Administration with a concentration in financial services. My degree will give me the educational background needed to pursue a career as a personal financial manager or investment banker.
Long-term SMART Goal:
I will apply for the Goldman Sachs Investment Banking internship for the summer of 2020 by November 24th, 2019. This will allow me to gain experience in a different sector of the financial services industry, making me a more well-rounded employee while also helping me narrow in on a career path. Following the internship, I will choose a specific career in the finance industry that aligns with my values and personality type.
Transferrable Skills
I am interested in pursuing a career in investment banking or financial management. My O*Net Interest Profile suggests that I am Investigative, Social, and Enterprising. As an investigative person, I like to search for facts and solve problems. I also have social interests; I enjoy working with others, teaching, giving advice, and being of service. As someone with enterprising interests, I like to take action, start-up, and carry out business projects. I enjoy negotiating, persuading, leading people, making decisions, and taking risks. Since I am very interested in helping others, careers that match my interests include loan counseling and personal financial advising.
Top 5 Transferrable skills:
- Ability to Work in a Team
- Motivating
- Teaching
- Setting Goals
- Advocating
- Written Communication Skills
- Writing Concisely
- Organizing
- Problem-Solving Skills
- Solving Problems
- Verbal Communication Skills
- Negotiating
- Analytical/Quantitative Skills
- Calculating & Computing
- Analyzing Data
I work very well in a team, as I like to motivate, teach, and learn in a group setting. I am a social person; I enjoy working with people and advocating for them. I have worked very hard at developing my verbal communication skills and enjoy negotiating to solve problems in a mutually beneficial way.
I have always set goals for myself, both personally and professionally. I feel that it is crucial to have a specific goal to work towards so that I utilize my skills to the fullest extent.
As an analytical person, I am very organized and write clearly and concisely. I enjoy investigating, analyzing data, calculating, and computing to solve complex problems. I also have a strong work ethic and am very reliable.
Myers-Briggs Type Indicator & Work Values Inventory
ISTJ
Introvert (19%) Sensing (3%) Thinking (6%) Judging (31%)
This personality type indicates that I am a thorough and dependable employee. I am also practical, realistic, and very responsible. I like things organized, plan things well in advance, and am self-motivated. I take deadlines seriously and can work both on a team or independently. I prefer a stable, organized, quiet work environment.
Introvert- I am more reserved and less outgoing and am comfortable doing things on my own. However, I still work well on a team with defined rules and roles.
Sensing- I am very realistic and prefer to base my decisions on facts. I am very detail oriented.
Thinking- I enjoy more technical or analytical fields of study where I can seek a logical explanation or solution to almost everything. I often make pro/con lists when making a decision to come to a logical conclusion.
Judging- I plan and prioritize tasks by making lists. I do not procrastinate and always finish my work before enjoying downtime. I plan well in advance to avoid rushing to meet a deadline; this also prevents unnecessary stress.
Work Values Inventory
The values that I consider most important in my work are:
- Way of Life
- Altruism
- Economic Return
- Achievement
- Supervisory Relationships
Way of Life-Being able to live the kind of life I chose or be the type of person I want to be is essential to me. While I do love to travel, I prefer a job that does not require heavy traveling as I want to be present for my family.
Altruism-It is also important to me to have a job where I contribute something beneficial to society. Working for a company with an excellent CSR reputation is vital to me. I want to enjoy what I do while also making a difference in the world.
Economic Return- Finding a job that pays well is crucial so that I can become more financially independent. While I am realistic in my expectations, it is imperative that I find a job that provides fair pay.
Achievement- It is essential for me to have a career where I can feel a sense of accomplishment. I would like to have a job that allows for upward movement in the company to feel a sense of accomplishment.
Supervisory Relationships- I have always had excellent relationships with past supervisors. It is essential for me to have a fair, respectful supervisor so that I can build a mutually beneficial relationship with that person. This allows for open communication and a more productive work environment.