Pathway Form

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Note: The answers in this application form will be used to give the Pathway programme leaders an understanding of the candidate’s profile and commitment, plus her current technical capabilities, investment knowledge and career goals, so that we can assess individual and collective goals and objectives for the 2024 programme. It will not be used for any other purposes.

We encourage you to gather all information in a word document before filling out the form.

"*" indicates required fields

Candidate 1

Name of candidate:*

Email address:*

Title / current role:*

Area of the business*

Please specify what you mean by other area of the business*

Current level within the business (e.g. Analyst, Associate, Director, VP, MD):*

Is the candidate currently in an investment role?*

Yes

What area(s) of investment is the candidate currently working on?*

Equities

Fixed income

Alternatives

Multi-assets

Currencies

Commodities

ESG

Other

Other*

Time (years/months) at current role*

Years Months

Previous role title:*

Years of experience in the industry (excluding career breaks):*

Years Months

Industry qualifications (please note that having CFA® accreditation is not a requisite for taking part on DP’s Pathway programme but is highly recommended).

Does the candidate have any industry relevant qualifications?*

IMC

CISI

CFA® Level I

CFA® Level II

CFA® Level III

CAIA® Level I

CAIA® Level II

Other

Other*

If not already enrolled, does the candidate plan to enrol in the CFA® or similar Programme in the near future?*

Yes

If no, please explain why*

Career track and goals

If this candidate pursues an investment career, how long do you think it may take for her to become a Portfolio Manager?*

1-2 years

3-5 years

5+ years

Hard to say

We would like as many of the candidates to speak to the press when opportunities arise. Would you be happy with this? Please note that this doesn’t affect someone’s application process.*

Yes

If yes, will you be ensuring they are press trained internally?*

Yes

Sponsor Information

Click here to view the role of a sponsor – this is a very important role in making this programme work. Ideally, the sponsor shouldn’t be the candidate’s line manager. However, we recognise that in some firms there is a small pool of champions to choose from.

Name of Sponsor*

Email address*

Title / current role*

What is the relationship between the candidate and the sponsor? (e.g. line manager/ head of team/ etc.)*

Has the sponsor been briefed on the responsibilities and understands what it entails to be a sponsor?*

Yes

Is the sponsor the same person as the candidate’s line manager?*

Yes

Line Manager Information

Please provide us with the line manager's details.

Full Name:*

Title/Current Role:*

Email Address:*

Candidate 2

Name of candidate:*

Email address:*

Title / current role:*

Area of the business*

Please specify what you mean by other area of the business*

Current level within the business (e.g. Analyst, Associate, Director, VP, MD):*

Is the candidate currently in an investment role?*

Yes

What area(s) of investment is the candidate currently working on?*

Equities

Fixed income

Alternatives

Multi-assets

Currencies

Commodities

ESG

Other

Other*

Time (years/months) at current role*

Years Months

Previous role title:*

Years of experience in the industry (excluding career breaks):*

Years Months

Industry qualifications (please note that having CFA® accreditation is not a requisite for taking part in the DP’s Pathway programme but is highly recommended).

Does the candidate have any industry relevant qualifications?*

IMC

CISI

CFA® Level I

CFA® Level II

CFA® Level III

CAIA® Level I

CAIA® Level II

Other

Other*

If not already enrolled, does the candidate plan to enrol in the CFA® or similar Programme in the near future?*

Yes

If no, please explain why*

Career track and goals

If this candidate pursues an investment career, how long do you think it may take for her to become a Portfolio Manager?*

1-2 years

3-5 years

5+ years

Hard to say

We would like as many of the candidates to speak to the press when opportunities arise. Would you be happy with this? Please note that this doesn’t affect someone’s application process.*

Yes

If yes, will you be ensuring they are press trained internally?*

Yes

Sponsor Information

Name of Sponsor*

Email address*

Title / current role*

What is the relationship between the candidate and the sponsor? (e.g. line manager/ head of team/ etc.)*

Has the sponsor been briefed on the responsibilities and understands what it entails to be a sponsor?*

Yes

Is the sponsor the same person as the candidate’s line manager?*

Yes

Line Manager Information

Please provide us with the line manager's details.

Full Name:*

Title/Current Role:*

Email Address:*

Candidate 3

Name of candidate:*

Email address:*

Title / current role:*

Area of the business

Please specify what you mean by other area of the business*

Current level within the business (e.g. Analyst, Associate, Director, VP, MD):*

Is the candidate currently in an investment role?*

Yes

What area(s) of investment is the candidate currently working on?*

Equities

Fixed income

Alternatives

Multi-assets

Currencies

Commodities

ESG

Other

Other*

Time (years/months) at current role*

Years Months

Previous role title:*

Years of experience in the industry (excluding career breaks):*

Years Months

Industry qualifications (please note that having CFA® accreditation is not a requisite for taking part in the DP’s Pathway programme but is highly recommended).

Does the candidate have any industry relevant qualifications?*

IMC

CISI

CFA® Level I

CFA® Level II

CFA® Level III

CAIA® Level I

CAIA® Level II

Other

Other*

If not already enrolled, does the candidate plan to enrol in the CFA® or similar Programme in the near future?*

Yes

If no, please explain why*

Career track and goals

If this candidate pursues an investment career, how long do you think it may take for her to become a Portfolio Manager?*

1-2 years

3-5 years

5+ years

Hard to say

We would like as many of the candidates to speak to the press when opportunities arise. Would you be happy with this? Please note that this doesn’t affect someone’s application process.*

Yes

If yes, will you be ensuring they are press trained internally?*

Yes

Sponsor Information

Name of Sponsor*

Email address*

Title / current role*

What is the relationship between the candidate and the sponsor? (e.g. line manager/ head of team/ etc.)*

Has the sponsor been briefed on the responsibilities and understands what it entails to be a sponsor?*

Yes

Is the sponsor the same person as the candidate’s line manager?*

Yes

Line Manager Information

Please provide us with the line manager's details.

Full Name:*

Title/Current Role:*

Email Address:*

Pathway Form

Company Information

Candidate 1

Candidate 2

Candidate 3

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