Prep For Call with Tami Flashcards
6 Full Questions to Ask Tami
- Tell me about the available roles in the PMO?
- Goals and objectives for PMO at DFA?
- Typical PMO project types and challenges?
- How is success measured for PMs in PMO?
- Team structure and how does PMO collaborate with other departments?
- Opportunities for growth and development in PMO at DFA?
5 Questions to ask Tami
- Available roles
- PMO goals and objectives
- Project types and challenges
- How is success measured
- Team structure and collaboration w/ others
- Growth and dev. opportunities
What am I looking for in a role?
→ 5 categories to answer
- Type of company - ethical, mission-driven, impact
- Type of work - Meaningful projects, complex initiatives, competing priorities, diverse stakeholders
- Desired experience - ETF knowledge, financial background, project management, communication skills, stakeholder management
- Type of people - fun, motivated, intelligent
- Growth opportunities - values improvement and growth
What am I looking for in a role?
→ Type of company
Company with:
* Past success
* Promising future
* True purpose
* Good ethics
* Positive impact
DFA values:
* Transparency
* Evidence-based investing strategies
* Only launches products they believe in
What am I looking for in a role?
→ Type of work
I want:
* Meaningful projects
* Lead cross-functional teams
* Deliver high-impact results
I thrive when:
* Coordinating complex initiatives
* Managing competing priorities
* Collaborating with diverse stakeholders
What am I looking for in a role?
→ Desired experience
I want to leverage:
* Experience in ETF sector
* Knowledge of financial markets
* Decade of PM experience
* Communication skills
* Stakeholder management experience
What am I looking for in a role?
→ Type of people
Attributes:
* Fun
* Motivated
* Intelligent
I’ve heard good things about the people at DFA and inside PMO
What am I looking for in a role?
→ Values regarding growth
- Company values continues improvement
- I want to excel and grow in my career
- DFA offered to pay for Kim’s Masters
Tell me about yourself.
→ 4 categories to answer
- About me - Love finance and business, passion for projects and problem solving, love working with others on complex challenges
- About my career - research at IC, Branch and fund manager/head trader at ETF provider, PM at SPEC, business consulting for online coaches
- Now - Running biz has been a great experience, best at managing projects, collaborating with teams, driving results with motivated people. Want to bring PM skill to finance sector to make biggest possible impact.
- My true life goal - Best husband and dad, provide for family, enjoy life, make impact. DFA and PMO seem like great fit - good company, culture, work, impact, and opportunities.
Tell me about yourself.
→ About me
- Love finance and business since high school (read and do in my free time)
- Passion for solving problems and completing projects
- Love working with people (managing, working under/with, getting help, motivating, etc.)
Tell me about yourself.
→ About my career
- 2 months - intern at IC doing research on distressed companies for their trading ops
- 2.5 years - Teucrium, commodity ETF provider, Brand Manager, primary trader (futures and equities), fund manager, 2 direct reports
- 9.5 years - SPEC, project controls and project management, mostly projects in the oil and gas industry
*2.5 years - business consulting for online coaches
Tell me about yourself.
→ Now
- Running biz has been a great experience
- Realized I excel at managing projects, collaborating with teams, and driving results in a structured environment with motivated and intelligent people
- Want to bring PM skills into finance industry where I can make a big impact
Tell me about yourself.
→ My true life goal
I want to be the best husband and dad possible, provide for my family, enjoy life, and make an impact
DFA and PMO seem like a great way to do this. Good company, team, culture, impact, and opportunity.
Why is the PMO a good fit for you?
→ 6 categories
- Good company - strategy, ethics, aligned with my goal
- Good team - heard good things about DFA PMO
- PMOs purpose- improve operational efficiency, drive organizational goals → PMO aids or spearheads these efforts
- Experience - PM, finance, and ETFs
- My goals - Use my skills to make an impact and grow professionally in an industry I love
- Contribution - Benefit DFA and the PMO
Why is the PMO a good fit for you?
→ Good company
It’s part of a company I believe in.
- Evidence-based decision-making
- Transparency
- Creating better solutions for their clients
I want my work to make a real, positive impact.
Why is the PMO a good fit for you?
→ Good team
Multiple people have said positive things about the PMO team at DFA.
Why is the PMO a good fit for you?
→ Company needs
It’s a valuable team.
- Improve operational efficiency
- Drive organizational goals.
Why is the PMO a good fit for you?
→ Experience
- Managed complex, cross-functional projects
- Balanced competing priorities
- Communicate effectively with stakeholders
- Manage tight deadlines
- Deep understanding of finance and ETFs
Why is the PMO a good fit for you?
→ My goals
I want to use my skills to:
- Make an impact
- Grow professionally
- Do work I’m passionate about
Why is the PMO a good fit for you?
→ Contribution
I believe I can bring real value to DFA and the PMO group.
