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CVC -> PE
Hey guys, Short question here: How can I switch my career from CVC to PE? I've just graduated with engineering major from one of the top schools in Hong Kong a year ago and joined a small size CVC in HK. The fund is small in size and there are limited stakes in it's portfolio and we focus more on...
Real Estate Agent Transition Into AM
Location: London Degree: Chemistry (1st class) Situation: I am debating whether to join my friend's real estate company that he works for due to the high level of commission he receives, and currently, I am unemployed looking to break into the AM sector. Background: My background is a Chemistry...
Real estate agent transition into asset management/PE
Location: London Degree: Chemistry (1st class) Situation: I am debating whether to join my friend's real estate company that he works for due to the high level of commission he receives, and currently, I am unemployed looking to break into the AM sector. Background: My background is a Chemistry...
What Is Everyone's Exams situations like?
Guys I will admit this could be under the category of complaining, but I was wondering how common this is to everyone else. I currently am a first year associate I started in Jan 24. Currently doing about 55 - 75 hours a week depending on timing ect. I am currently in the process of getting my...
What to do before my IB internship
Landed a Summer 2025 IB offer, trying to figure out what to do this summer. Any internship that I could do to help me out before? Should I pursue any type of certifications? Would it be worth it to try and get my level one CFA just to do something that I can have for the rest of my career and show...
CFA in university/ college
Hi! Im gonna keep it short: im a first year uni student in romania, studying computer science with minor in economics. I want a career in finance in london, doesnt really matter what area( ib, pe, am everythings good for me). I have read that the best thing i can do is getting intern and i am...
Upcoming college grad- when should I start studying for CFA? Is it still worth it??
I will be graduating from school this May, and am incredibly fortunate to have landed a buyside research seat at a top LO (Wellington/TRowe/Fido/Cap group) in Fixed Income. My ultimate goal is to become a PM. I plan on starting my CFA studies upon the start of my job, but recently found out that...
Realistic Opportunity Cost of a CFA
Lots of posts on here discussing whether the CFA is worth it versus the alternatives. Wanted to touch on one of the most common fallacies of deciding wether to do the CFA or not. A primary argument against the CFA are the alternatives outside of the 300 hours per test. For example, what if you...
CFA in College
Hello I am currently a sophomore at a non-target college with a below average GPA (3.4). I am trying to boost my resume with something that shows my dedication to finance. Would passing the CFA level one do this?
Leaving Wealth Management
Hey guys. I have a pretty decent but boring job in wealth management. It is strictly back-office portfolio strategy and trading. I feel like I am not learning any real hard skills everyday and am feeling stuck if I do not want to be a financial advisor. I am sitting for Level III of CFA in February....
CFA Level 1
Hi everyone, I've just registered for CFA Level 1 and will be sitting the exam in May 2024. I plan to get the Kaplan Schweser textbooks from a reseller (5 textbooks only) and study by: 1) Reading through the Kaplan books + do the practice questions in them (will only use the CFAI e-textbook for...
CFA a smart move to move to Buy-Side
I'm currently a sales trader on a FI desk. I've been looking at moving to the buy side (and maybe try to eventually work my way up to being a PM). Outside of the educational aspect of the exams, which is valuable, would sitting for the CFA help me make the transition over to the buy side, preferably...
Can a CFA Alone Unlock High Finance Opportunities?
Hey everyone, I've been pondering a career change into the world of high finance, particularly in Private Equity (PE), Investment Banking (IB), or Hedge Funds (HF). The catch is, I don't have a traditional finance background. I come from a sales background and wanting to get into high finance but I...
Prop Management to REPE
Hey, my first discussion so let's see how this goes :) Basics: I'm a property manager for a commercial/mixed-use portfolio at a small london firm of property consultants/managers. completed a BA and a PG diploma in unrelated topics. looking to set myself up for a move into REPE, e.g. with overseas...
Year-1 Analyst at Bank in CRE Lending - Considering CFA
Hi all, looking for some career advice here. I'm currently working at a mid-tier bank in the CRE lending department as an analyst. Landed this job last summer out of an internship post undergrad, and I still feel very grateful that it worked out. I had no prior experience in finance, so it's been...
Breaking into FO
I am currently in an asset management BO operations role. Couldn't break into FO role out of school (lower GPA and non-target school). Looking to break into FO and don't feel like the work that I'm currently doing is relevant experience that will help me get into FO role. I know that networking is...
Do I need an 86/87 for ER?
Title kinda says it. There isn't much transparency about what exactly I need to do to get a job in equity research. I'm not opposed to getting something like a CFA, but I'd rather spend my time on other things if those other things will be a better use of my time and effort. I'm coming from a...
Has someone done the CFA Data Science for Investment Professionals Certificate?
Hi, I am currently a junior in AM and I am almost done with my CFA I came across this certificate. I am in a quantamental Long Short fund and data science skills are highly appreciated even if we have dedicated quant and data science teams as support. Has someone done the certificate and thinks it...
How has CE and Certifications helped with landing interviews and jobs?
Greetings fellow primates! I wanted to know how those of you that have attained charters, started charters, and hold finance certifications have faired in the world of actually landing jobs and being considered for an interview? Here's been my plan: Graduate with BS in Financial Analysis from LSUS...
CFA Value as College Senior
I just spent my senior year of college studying for level one of the CFA, which I passed in May (whoop whoop). I interned at a BB in private banking during my junior year, took the FTO at the end of the summer, and believed I had time on my hands senior year, so I thought why not? And boy did it...
CFA Curriculum Mistakes...
Currently studying for the CFA L1 exam and I've found the curriculum is littered with mistakes. Has anyone else noticed the same issues? Are there ramifications beyond simply being annoyed (I.e., making mistakes on the exam)? At times a it's merely borderline incorrect, but other times it's blatant,...
CFA Candidate Accepts a Job Offer Contingencies
I'm a candidate sitting for my Level I exam in August. I'm on the fence on taking Level II my senior year. I'm just curious, if I were to accept an offer in ER with just Level I complete, how likely is my offer acceptance to be contingent on the fact that I become a charterholder in X amount of...
Languages or Designations?
All else equal, is pursuing designations like CFA/Masters/MBA/Etc more powerful than learning other pertinent languages (Spanish, French, Chinese, Arabic, etc)? If you had to choose, what would you do?
Wait to take CFA Level 2 given changes?
Given the recently announced changes to the CFA curriculum, do you think it makes sense to postpone sitting for Level 2 until next year? Was planning on sitting for it this summer (haven’t formally registered yet) but given the changes might my passing chances be higher if I wait for the updated...
Which books published by Springer, Cambridge or Tayler&Francis can help me pass the Level 1 CFA exam?
My university granted me access to all books published (before 2023) by Springer, Cambridge or Taylor&Francis. So I’d like to know some books published by those publishers that can help me pass the Level 1 CFA exam. Thank you for your attention!
CFA
Hi, Hopefully, you help me understand the way. I recently obtained an investment management master degree. From my understanding, this degree is derived from the CFA program. Soon after graduating, I landed an internship in real estate. I'm hearing from some sources that the research I have done in...
Non standard career path into asset management
Hey all, just looking to cage some expectations as I progress through the CFA program. Business managment degree from a top 20 undergrad. Now serving in the military as an officer. I am pursuing knocking out the CFA during my last 4 years of mandatory service. What is the most realistic job I could...
Q&A - Breaking into the Asset Management Industry
Hi! Welcome to a free-for-all asset management Q&A sessions. Here is a little bit about myself and my background: -Current Vice President in quantitative risk at BlackRock, covering equity iShares -Previously spent 3 years at large asset manager in quantitative risk covering fundamental and...
How to Break into the Asset Management Industry at Top Buy-Side Firms
I wanted to start a discussion here about how to get your foot in the door when applying for AM roles. I see too many misconceptions out there in these forums. If anyone is interested in breaking into the asset management industry, feel free to reach out. what’s most important these days is the...
Should I take CFA level 1 alongisde my Master's?
I have been accepted to ESSEC's Master in Finance for the 2023 intake. I am not an EU citizen and I don't speak French, and I was wondering if taking the CFA level 1 would help me land internships and maybe secure a full-time offer in London. If so, I will take it in May, but I'm not entirely sure...
Will the CFA allow me to get a position in ER?
To further elaborate, I am a recent university graduate (may) with a degree in economics from a non-target (if that matters). I finally landed my first job out of school at a BB, albeit in compliance. Although the position so far seems pretty neat - it's completely remote and it pays decent - this...
CFA while in military to help transition
Hey all. About me: Service academy graduate with a business degree. Current pilot in the military with 4 years of service still required. I am planning to transition to a career in finance once my service commitment is complete. Being that I do not want to do any online MBAs, and am not stationed...
Should I do CAIA or CFA?
I’m an incoming A1 in a BB IB, and I’m considering which certification, CAIA or CFA, might be more helpful for future career development?
What are the best CFA Exam study materials?
Pretty straightforward, there are plenty of companies that have study materials and I'm wondering which are the best. I've been told Kaplan or the actual CFA curriculum is probably the best but wanted to get input from anyone out there that's taken the test. Also, any CFA advice/tips would be...
Advice Needed - Finance Knowledge for a Cash Equities trader
Hello! I recently joined a sell-side desk working cash equities at a small shop. Previously was at a buyside firm working on the etf block desk and then eventually the electronic execution desk in equities and options. I am a total non-traditional person who lucked out landing on a desk cause of my...
CFA- Guidance
First off, congrats to those that passed level 3 of the CFA (the email came out this morning). I'm not in that boat. I guess this post will be part rant part I need help. I passed levels 1 and 2 and went on to fail level 3 in August. I studied over 300 hours and felt like I had a strong grasp of the...
CFA vs CAIA
Which is better between CFA or CAIA to pivot later in an investing role at a Private Bank / Family Office (possibly focused on alternatives) in Europe? Brief background about me: Fresh graduate (target) working for a quite well known LP in Germany doing primaries and co-investments (mainly VC,...
What happened to CFA Investment Foundations®?
They closed registrations for the CFA Investment Foundations Program in late 2020 and said they will open it again in the second half of 2021... but didn't. We have experienced enormous growth in registrations, particularly during the pandemic, that continuing to offer it for free has become...
From FP&a to equity research
Hi equity research folks im currently a fp&a analyst at a f100 company and also a MSF graduate (at a semi-target). I’m trying to see how likely is it for me to break into equity research with years of experience because this is really something I been wanting to do all along. I also have passed...
Financial Credentials - Worth it?
Help a moron out for a second. Background: Mid 20's at a T-2 city Graduated a year ago from a non-target with a 3.4 GPA, now almost 9 months into financial services role at a FinTech. To not remain hopelessly locked into operations my whole life, I gotta look for the next best move for myself....
Leveraging certificates into a relevant position?
Howdy. Find myself in a predicament and figured I'd seek some third-party opinions. About me: Work in a boutique growth equity type fund, specializing in small-/microcaps. Some of my co-workers refer to us as corporate finance, so take the previous sentence with a grain of salt. ~9 months of...
24 days to prepare CFA level 1
Background: PhD student in Chemistry. Zero knowledge in finance. Was working prior to starting my PhD programme, enrolled in the CFA programme right before I quit my job as I was very bored in a small town. Then a Professor I know got some funding and asked me to go back to the uni to do a PhD with...
CFA Level 1 In-Person Prep Courses in NYC or CT Area?
I am in search of an in-person prep provider in the NYC or CT area for the CFA level one exam. I plan to take in early 2023 (so the dates are no released yet) however I feel that an in-person review class would be beneficial in addition to traditional self study. Has anyone used a provider that has...
Career Advice
What is the scope of being a structurer in an Investment Bank? It would be great to know the deal with it: Application, Interviews, Compensation, Exit ops The other option that I have is to go for CFA. Doing both, along with my engineering degree, is probably not feasible. I'm currently about to...
Financial Advisor Trying To Get Into PE
I'm a financial advisor looking to transition into PE. My background is mainly in financial planning, investment and wealth management for ultra high net worth families. I know my background is unorthodox for someone trying to get into PE. I have a CFP and looking to get my MBA, and or potentially...
Using "CFA" after name working in an EB
Hey Monkeys, I work an EB and just received my charter. I am not sure if I should use the three letters after my name because the CFA is not given that much importance in IB and I am the only one in my team with the certification. So my questions are: people working in IB in EBs or BBs usually use...
Potential New Analyst Role - help me feel competent!
Hey everyone! I’ve read tons of the “is the CFA worth it” type posts but figured I’d ask since this is a bit more specific. I work for a wealth management practice with $1bn under management. We are semi independent and clear through one of the larger broker dealers in a franchise type...
Should I do the CFA?
Current MSc student in Finance. I feel like doing the CFA could be doable since I'm bathing in finance stuff right now. However, I feel like once I'll land a job I won't feel the necessity to keep going for the Level 2 & 3. What would you do?
PWM -> IBD in Canada
I am a recent graduate from Dalhousie University in Canada. I achieved a BComm degree with a 3.32 GPA. I am currently two years out of school, and am working at a PWM firm in Calgary. I've always dreamed of a career in banking, but was never ready to make the commitment until now. I believe that I...
I am doing my urgerdradution first year and want to prepare for CFA
should i pursue FRM or CAIA in my first year : please help currently i am doing bachelors of commerce
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