Breaking into ER?

Hello,

I'm looking to break into the Investment Management industry soon here - specifically, ER. I'm one year removed from a non-target school, currently working as a Financial Analyst at a Fortune 50 tech company. I'm not happy with the mindless corporate finance ass kissing, and want to be more directly involved in the markets and investment process. Because of this, I'm studying for my CFA (L1 in June) and plan on seeing it through to completion. With the charter comes the work experience: 4 years directly managing or involved in the investment process. After my CFA, I plan on going to a full-time MBA program, most likely Ross or NYU, depending on where my SO's MD residency program takes us (It will be Midwest - Ann Arbor, or East Coast - NYC). That's a lot of background information, but please bear with me.

My questions -

  • Is there any chance of landing a gig in ER before my CFA/MBA completion? I am located in the Minneapolis/Twin Cities area. We have a strong boutique presence, and I'm on good terms with a number of professionals in the city (PJ, RBC, USBank).

  • What would be some "similar" roles I could embark on to 1) get my investment experience and 2) position myself to succeed by gaining experience directly in the industry prior to B-school. I would generally love to hear any stories of people that were in similar positions post-grad.

I would greatly appreciate any input or criticism on my internet resume/elevator pitch. I am also willing to connect on LinkedIn or meet in the cities for a cup of coffee/beer if anyone would want to entertain an information interview!

Thanks!

 

Qui hic suscipit ut sed. Eum enim explicabo repudiandae culpa. Esse minus rerum aut est. Neque itaque facere sint sunt eum alias ex ab.

Voluptatem cumque nostrum quia veniam minima vero quisquam. Assumenda qui magnam in et et non. Quaerat voluptate qui perspiciatis recusandae dolorum facilis. Voluptatem dolor dolorum ducimus vitae aliquam similique.

Sapiente quia perspiciatis iste totam ab. Mollitia et harum tempore quas ut odit. Facere quo ut et rerum et. Fugit nulla rem itaque saepe suscipit quis vel.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Lazard Freres No 98.8%
  • Goldman Sachs 18 98.3%
  • Harris Williams & Co. New 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
kanon's picture
kanon
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”