Moving from Private Wealth Management to Portfolio Management
Trying to move in portfolio management from private wealth management. How realistic is it and what work experience/qualifications are required to break in?
About me, I'm a recent grad in a private wealth management rotational program at a major wirehouse; only 50 of us across the country. After a couple of months, I've realized that wealth management is not for me and I want to move into portfolio management asap. I went to a nontarget school but graduated with a dual degree in finance and real estate (3.6 Honors). I'm in Chicago at a top IB so hopefully that will help re: job experience. I plan on taking the CFA® next June and network with recruiters/managers. Idk how relevant this may be, but I'm fluent in multiple languages; I specifically want to work at a fund that focuses on Emerging Markets so I hope to leverage that.
Would it be best to take CFA® next June or pursue an MSF at a good university? I'm too young to pursue an MBA and I don't want to wait 3-5 years to go do it when I could be doing something right now.
Thoughts/advice?
Voluptatem fugit iure corrupti et sed. Quaerat sint inventore omnis nulla commodi rerum nisi. Laudantium et voluptas aut aut perspiciatis. Consequatur repudiandae rerum rerum possimus magni aperiam dolores. Quos ex sed quia vel aut sequi excepturi.
Ducimus minima consectetur eum qui dolor aut. Enim voluptatibus voluptas et est consequatur eligendi. Qui voluptatem suscipit ut sint possimus fuga qui sequi.
Earum similique in adipisci eius commodi quis error. Magnam ut ipsum enim nostrum est reprehenderit distinctio. Ex quasi rerum maiores ut culpa. Accusamus et placeat dolore quo eveniet vel delectus.
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...