Dentro do mercado, a prática de avaliação 360º é comum para manter um alto nível de excelência na execução das atividades. Mesmo sendo algo existente na maioria dos bancos, cada um possui suas políticas e formas para executar suas ações, e devido a esse fato fica palpável especular que eles seguem as mesmas diretrizes.
Veja abaixo como um banco de Wall Street avalia seus piers em 3 dimensões: Inteligência Emocional, Atitude e Habilidades.
Inteligência Emocional:
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Raw intelligence - grasp complex concepts quickly
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Quantitative Skill - has an aptitude for numbers & financial concepts
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Analytic Skill - comprehends & defines problems; logical reasoning
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Intellectual Curiosity - has passion for learning
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Innovation / Creativity - thinks "outside the box"
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Self Confidence - has strong belief in own abilities
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Maturity - takes thoughtful approach, based upon self knowledge
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Risk-Oriented - sees opportunity in ambiguous environment
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Work Ethic - Values hard work; accepts responsibility
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Tenacity - is persistent in attaining goals
Atitude:
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Presence - makes a strong, positive impression quickly
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Enthusiasm - has positive attitude; willingness to accept tasks and projects
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Leadership - takes control in unstructured situations; effectively communicates opinions on a regular basis
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Communication - conveys information clearly and concisely with a thoughtful approach
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Integrity - demonstrates absolute honesty
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Adaptable / flexible - able to work in different working conditions
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Resilience - bounces back from adversity
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Initiative / Self-Starter - entrepreneurial in nature
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Ambition - has the determination and drive to succeed
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Team player - works effectively with others toward a common goal
Habilidades:
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Accounting - understands and properly interprets financial statements
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Business Judgment - thoroughly evaluates risks and opportunities
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Computer - uses requisite software, constructs appropriate models
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Planning - manages time well; prioritizes appropriately
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Written Communication - prepares concise, organized documents
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Informed - maintains accurate records of business matters; well informed with project activity
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Desire to work in the industry
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Knowledge of markets
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Knowledge of and commitment to Bank
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Goals - has clear, realistic career goals
Fonte: Um Banco de Wall Street
Client Check List
O sucesso para qualquer negócio é a satisfação de seu cliente com sua execução e acompanhamento junto a ele. No universo do Investment Banking não é diferente, e visando esse pensamento um banco de Wall Street criou uma "Client Check List" para seus funcionários manterem um elevado padrão de atendimento. E agora vocês terão o privilegio de conhecer esse manual.
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Interact at least once a week
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Understand what shareholders thinks of your client
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Know the bank's market share of your client's fee pool by product
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Tell your clients things they don't already know; be helpful
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Be relevant, focus on strategy and financing needs
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Involve everyone in the bank who can add value to your client
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Listen to your client
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Know what's on the mind of Chairmen, CEOs and CFOs
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Know your clients personally
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Keep telling the Bank.xyz story!
Fonte: Um Banco de Wall Street