Transitioning from Fund Accounting to ER
Hi. I am new to the boards here and am looking for some advice in a career change.
I currently work as Fund Accountant. After several months, I am looking to transition into Equity Research. I cannot imagine being a fund accountant for the rest of my life since the job is pretty much day-in and day-out routine job. I want to look for a more challenging career that involves heavy analytical skills, so I would like to break into Equity Research.
A little about myself.
Graduated from top 20 University
Level II CFA Candidate
Little equity research experience
My questions is how likely a Fund Accountant can get into Equity Research. Judging from my previous co-workers, most either got promoted to another related role or became an auditor. I am also afraid that being a Fund Accountant for a long time will pigeon hole me in that field. Any advice is appreciated. Also, if you were a FA that turned ER, do you mind sharing how you got in?
Thanks!
Easiest way would be to transition within your own firm. If you are doing a good job in your current role start talking to people that can make such decisions.
Rather old, but also interested
bump
Still interested... anyone make this transition, or move to front office out of a fund accounting role?
You'll need two things: (1) to show the drive that you really want to break in through knowing your shit, and (2) have a pleasant personality so that people you meet will want to help you.
Good luck.
Fund accounting to ER? (Originally Posted: 01/16/2014)
Hello everyone,
I would like to know if it is possible, and how difficult, to transition from hedge fund accounting to equity research?
A bit about myself: did audit with big 4, got CPA, passed CFA L2, now got an offer from a bulge bracket but in the hedge fund accounting department. My long term career objective is to get into equity research.. Take it or not?
Thanks.
Don't do it. If you're in an accounting role, stay Big4. Whether it be transitioning into ER directly or re-branding yourself with an MBA to make the switch... the Big4 looks so much better regardless. It's tough to break into ER from the Big4; it's REALLY REALLY tough to break into ER from fund accounting.
NOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
but really, no.
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