How I went from historian to financial writer
What follows is my first dump of the information I plan to use in my Toastmasters speech.
1984 – the year I received my Ph.D. in Japanese history – is a year I remember better than the year that I got married to my wonderful husband. In fact, if someone asks me, “What year did you get married?” I think, “I got my Ph.D. in 1984. 1984 plus two years equals 1986.”
Yes, the year 1984 sticks in my mind more than 1986 because I finally earned my Ph.D. in Japanese Japan had been the focus of my study for years.
Japan was a big part of my life.
So, how is it, when I fast forward to 2006, that my work and personal life have nothing to do with Japan? I have evolved from Japanese historian to a freelance financial writer concentrating on investment management and financial planning topics. Is the answer obvious? Can I see a show of hands from those who think they know the answer?
No hands?
Tonight I’m going to tell you how I made the move from historian to financial writer.
Let’s start in the first class I teach as a teaching assistant. I feel overwhelmed by the eyes of 20 undergrads on me. And I struggle to lead a discussion of how the Japanese book of the week illuminates the history of its period. I’m no good as a teaching assistant.
You might think that’s me being modest. Unfortunately, it’s true. The evaluations that I get at the end of four semesters confirm it.
This is bad news. I’d been counting on enjoying teaching. Teaching had to be better than research, I thought. Because I didn’t enjoy researching my Ph.D. thesis. I always felt a bit overwhelmed by my project’s scope. And I hated the requirement to say something new, something different from the scholars before me.
If teaching wasn’t going to redeem the life of a scholar, then I had to find something else to do. I had to escape the Ivory Tower.
But how to escape? The only life I knew was academic. I’d never had a job, other than clerical work or tutoring Japanese students in English.
So I turned to the university’s placement office, going to every lecture on “nonacademic jobs for Ph.D.s.” Eventually, once I’d completed my Ph.D. thesis, I started job hunting.
The only way to get anyone to look at me was to leverage my Japan background. So I ended up working for a small consulting firm as “Manager of the Japan Desk.” That sounds like a very responsible job, doesn’t it? But I was actually a glorified translator, reading and writing about Japanese R&D – research & development – in newspapers and patents. It was a useful place to work for awhile. I managed to work the smell of academia off my resume.
But before long, I was preparing for my escape.
Back at the university, I’d learned about the CFA credential. CFA stands for Chartered Financial Analyst. It’s a credential that many portfolio managers and research analysts have. It’s a credential for professionals in the investment management business. At Harvard I heard former historians speak about how their Ph.D. skills transferred well to their new occupations in the investment management business. That sounded good to me.
So I started taking classes toward earning my CFA. It was going to take a long time. I’d have to pass three years of exams. I couldn’t even start the exams right away. I had to start with prep work. Classes like basic accounting. It was a long haul.
But the fact that I was working toward my CFA – along with my Japanese language skills – was enough to win me a job at a money management firm that had Japanese clients. They reckoned that I was going to help them cash in on the Japanese gold mine. At one of my very first client meetings, a Japanese man said “Suuzan-san is very good secret weapon.”
Even so, the Japanese business alone wasn’t enough to occupy me full-time. So the firm’s owner gave me communications responsibilities, too. I became manager of business communications, in addition to manager of Japanese business.
That was my pivotal job. The place where I shifted my focus from Japan to writing. Because I enjoyed and thrived as a writer to a degree that I never achieved as a Japan expert.
Each of my jobs since then has moved me along.
After I got laid off from the investment management firm, I continued to leverage my Japanese language skills as a Japanese business consultant. But I also began freelance writing. So during that period, the percentage of my time devoted to writing increased.
Next I got a job as a staff reporter for a weekly mutual fund publication. That was my first job completely divorced from Japan. The pressure of weekly deadlines turned me into a speedy and clean writer.
From the newsletter I went back inside an investment management company. But again my job had nothing to do with Japan. I was completely focused on marketing communications related to investments.
And now I’m a freelance financial writer.
I’ve come a long way since earning my Ph.D. in 1984. But I’m still using my intellectual curiosity. Plus, I’m enjoying a profession that’s much better suited to my personality. And, it’s my business as a freelancer that brings me to Toastmasters because I’m finding that I need to do public speaking to promote myself. I look forward to learning from you – tonight and in the future.
I think this is so interesting, how this moment was so pivotal and yet you’ve moved farther and farther away from it. After all that time and hardwork, I’m glad you had the courage to leave the ivory tower.
Comment by Emily — October 20, 2006 @ 3:04 pm
You know, I don’t think I ever knew the full, FULL story. This was a great read–I couldn’t stop. Consider sending this (or something along these lines) to The Writer or Writer’s Digest.
Comment by Fat Charlatan — October 20, 2006 @ 4:34 pm
Very nice and it moves right along.
Comment by ptcakes — October 20, 2006 @ 5:00 pm
Thanks for your encouragement!
Comment by Administrator — October 20, 2006 @ 5:50 pm