Novah presents the Workplace Role and Behavior Observation series to showcase the characteristics of different professions and their individual needs for office space.

In this issue, our focus is more specific, centered around the more refined and distinctive position of ‘Investment Manager.’ We analyze employee work behavior characteristics and through feature analysis determine their needs for office space use.

01. Role

In the financial industry, investment managers are professional practitioners who provide asset planning and guidance, coordinate investment strategies or operations for institutional investors or individual investors.

They usually have keen insight into financial markets, relying on outstanding business capabilities to integrate policies, funds, industries and other information, grasp opportunities in the ever-changing financial market, and make decisions that minimize risk and maximize return.

02.Activity

Behind every decision made by an investment manager, there are often financial transactions in the millions or even billions. Behind these huge numbers and major decisions are their daily rigor, professionalism, and attention to detail in their areas of responsibility. In terms of daily work, it mainly includes the following items:

Direct investment business - Analyze and predict data to improve business decisions

Communicate information to customers or other stakeholders

Provide advice on business or operational matters to others

Stay informed about developments in the financial professional field

Implement organizational process or policy changes

Determine whether operations comply with regulations or standards …

Taking the position of investment manager in a securities company as an example, we analyze their behavioral preferences at work:

                                                                                                                                                                            Datasource：NOVAH RAM

Investment managers are more focused on using their personal skills to deal with and solve internal and external problems, which requires employees to have strong personal skills.

At the same time, factors such as the generation and development foundation and operation mode of the industry determine that practitioners must abide by integrity, so investment managers focus on shaping an image of integrity, stability, reliability, and responsibility, establishing a good trust relationship with customers; the demand for learning about financial knowledge and market dynamics requires employees to have sufficient personal focused time and space…

Accordingly, we have summarized and sorted out the distinctive office behavioral needs of investment features, and put forward targeted solutions to help investment managers work more efficiently.

03.Mapping

Receiving visitors

Receiving external investors, frequent information exchange, both guests feel at home and take into account privacy?

In the office space, exclusive independent offices are set up for investment managers, equipped with sofas, coffee tables, executive desks, etc., which not only meet the private communication needs between investment managers and external visitors, but also serve as an important window to showcase corporate culture and shape professional images to customers.

Atom is a height-adjustable executive desk, with its imposing appearance exuding leadership, provides the perfect solution for healthy office work and equal communication with its lifting configuration, facilitating smooth communication between investment managers and subordinates.

The Renown single sofa is made of genuine leather fabric, durable and wear-resistant, with a simple and elegant design that enhances the texture of space and adds beauty to it, showcasing the elegance and taste of the owner of the space.

Focus and decision 

How do you create a comfortable meeting space for investment managers who need to hold regular investment research meetings to hear and report on the progress of their projects?

Plan formal meeting rooms within office space, equipped with writing walls, audio equipment, conference tables and chairs, etc., to provide comprehensive preparation for team discussions: writing walls facilitate instant recording of data and key points, audio equipment facilitates display of data reports, leather executive chairs combine comfort and aesthetics, making it convenient for internal and external meetings to be held.

Cluster conference table, with sturdy structure, wide desktop, sleek table legs to release space under the table, simple and neat overall shape, showing professionalism. Frasso chair has backrest lines that conform to human curves, hidden headrest design combines comfort and aesthetics, supports 5 kinds of reclining options, bringing comfortable meeting experience.

Deep Focus

Investment managers need to keep a close eye on market changes and think about investment strategies, so how do you keep them from getting tired while being sedentary?

In the independent office of the investment manager, ergonomic chairs can be configured with designs that fit the body to support the waist and come with headrests to support the neck. Whether it’s long periods of focused thinking, preparing financial reports, or taking breaks at work, you can always find the most comfortable state.

The Melo chair features a unique lifting mechanism for the seat, providing a floating sitting experience, and synchronous reclining 4D armrests that achieve back-hand linkage; the adjustable three-dimensional waist support ensures support for the waist in different usage states.

Conclusion

Investment managers focus on the sense of responsibility and decision-making power authorized by clients in their work, as well as the sense of achievement brought about by good performance. At the same time, they pay attention to their leadership skills. Their office behavior characteristics determine their personalized needs for independent office space, conference space, and furniture configuration within the space.

When enterprises plan office space, they can combine the above features to layout in a targeted manner. On the one hand, it can give employees a suitable and comfortable office experience. On the other hand, it is also an important means for external customers to display corporate image and establish customer trust, achieving multiple benefits at once.