360° Feedback
Investment Managers

Illuminating and Actionable Insights for Successful Analyst Struggling to Maximize Team Performance

Client Challenge

An exceptional investor—highly respected for his individual performance—had the lowest-performing team in his business unit.

The head of the business unit and the talent partner needed to diagnose the root cause of the performance breakdown and develop a strategy to turn things around.

Mukala Approach

As part of a long-term program with the talent partner at a large hedge fund, we conducted 360° Feedback and facilitated a Team Development Program for the new Portfolio Manager and his team.

Through this process, we uncovered blind spots, identified actionable areas for growth, and provided tools to improve management style, communication, and collaboration.

Outcomes

Insights to Tailor Support: The talent partner developed stronger relationships with the team and gained deeper insights into team dynamics, allowing her to provide more tailored support moving forward.

Increased Manager Effectiveness: The Portfolio Manager implemented tactical suggestions to improve his management style, quickly earning positive feedback from his team.

Optimized Processes: The team created more efficient workflows and established processes to collaborate more effectively, improving performance and cohesion.

"Wow! The 360 report was amazing. It was thoughtfully written and incredibly valuable. There were many a-ha moments and clear recommendations that I put into practice immediately. I even received a compliment the same day from one of my direct reports because of the change. It illuminated critical issues I hadn’t seen before and framed them in a constructive way. This process has been a game changer for my growth as a leader. The takeaways were gold. I’m so glad I did this." - Portfolio Manager
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