In the rapidly evolving realm of finance, where remote work has become the norm for many, Levi Pettit, a seasoned investment professional, is advocating for a return to in-person engagements, especially for those just starting their careers. His insights are drawn from his own journey through the financial sector, which began after graduating with a double major in finance and economics from the University of Texas at Dallas.
“COVID changed a lot of things,” says Pettit, reflecting on the shift to remote work that swept across industries during the pandemic. He acknowledges the appeal of flexible work arrangements for new graduates eager to enter finance. However, Pettit emphasizes the unique value of being physically present in an office environment. “It’s important for young professionals to seek opportunities that allow them to engage face-to-face with colleagues and mentors,” he notes.
Pettit’s career path includes roles at Independent Financial and Veritex Bank, where he gained invaluable experience in enterprise risk management and credit analysis. These positions, he contends, reinforced the importance of learning from seasoned professionals and being part of a collaborative team.
A pivotal moment in Pettit’s career came when a former internship supervisor approached him with an opportunity to help build a family office, diversifying investment portfolios beyond oil and gas. This experience, Pettit shares, was instrumental in his growth. “I was exposed to how high-net-worth individuals evaluate investments, not just in the public domain of stocks and bonds, but in the private spheres of private equity and venture capital,” he recalls.
Central to Pettit’s advice is the significance of personal interactions in a professional setting. “Unfortunately, remote environments often lack the spontaneous mentorship and networking that come from being physically present,” he argues. For Pettit, the camaraderie and open dialogue in a family office setting underscored the benefits of a collaborative workplace culture.
Currently pursuing an MBA at Pepperdine Graziadio Business School, Pettit continues to advocate for young finance professionals to prioritize roles that offer in-person engagement. “If I were graduating today, I’d look for positions that require being in the office five days a week,” he advises, underscoring the long-term career benefits of direct mentorship and immersive learning experiences.
Levi Pettit’s journey through the finance industry serves as a compelling reminder: while remote work offers undeniable convenience, the traditional office still holds irreplaceable value for those eager to learn, connect, and grow in their careers.