I’m finishing up interviews for an associate position at a multi-family office for high-net worth individuals and businesses.
I was wondering what type of exit opportunities I would have. The role would be related to investment research (including modeling), buying/selling assets (equities, bonds, real estate, etc.) and some financial planning for these clients.
Is this good experience? I’ve heard a lot of bad things about PWM on here and I don’t really know if this position is considered that? Where could I go from this position?
I’m a canadian CPA and have passed level 1 of the CFA (will be writing level 2 next summer). I’ve also been contacted for a few advisory roles at the big4, so i’m wondering if that would be better?
Would really like to avoid messing up this decision.
Handy Resource: WSO Family Office Database
ThePartyGorilla, sorry about the lack of response. Maybe one of these topics will help:
Who will rescue this thread? Kurtz83 catarinalves27 aykim362
Fingers crossed that one of those helps you.
Eos maiores id maiores soluta neque sit suscipit et. Aut est fugiat velit omnis id ullam. Dicta nisi consequatur rerum qui tempora id.
Quae in est et deserunt ea laudantium eius expedita. Id impedit culpa sed fugit natus vitae. Fugiat beatae cupiditate et eos. At distinctio hic veritatis magni asperiores dolore.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...