Manager Check-In

Manager Check-In

A Manager Check-in is a recurring, private discussion between an employee and their manager. The aim of this meeting is to discuss any concerns or challenges and chart a path for career progression. Having mutual respect and a strong working relationship with your manager is always desirable.


What is your role?

The investment banker needs to clearly communicate with their manager during this meeting. A tip is to share a document of all your achievements and successful projects with your manager that will be useful during bonus and promotion discussions. Your document should have the following:

  • Detailed Accomplishments

  • Contributions to Company Growth

  • Professional Development

  • Career Aspirations