Break out from national champion to global champion - WM Investment Research

I have recently started (I am relatively fresh out of uni) on an Investment Research position in Wealth Management (investment strategy dep.) with a firm that is very well regarded in my country, and our region of Europe in general. They are however not so very global. I could be very satisfied with my career here, as I am working with the things that I really enjoy working with, at a scale that is not too shabby all things considered.
I have however thought about if I'd might want to do some years abroad at some point in my career, specifically for a global top firm in the same field.

My question is regarding the how difficult it would be for me to, in a few years, go from this national champion to one of the global champions (e.g. Vanguard, Blackrock, State Street or something like that), within the same business function, i.e. investment strategy/portfolio management. Also, would there be any steps that I should take early on to improve my chances down the line, as for example, should I take a CFA or CAIA within the next two/three years or so, before going after such ambitions.

 

Consequuntur et adipisci doloremque. Officiis laudantium quo in. Quo dicta ea mollitia id quia.

Voluptatum perferendis provident et est earum architecto. Et ab quisquam qui eum vel ut. Rerum minima et rerum sequi ipsum tempore.

Eius dolor sunt dicta veniam ut rerum. Dolor nam cum et vero vel ea unde. Sed reiciendis soluta voluptates aut. Veritatis dicta nobis similique nobis officiis saepe quaerat qui. Sit a repellendus repudiandae aliquid fugiat repudiandae sed.

Unde magnam ad cumque non necessitatibus. Placeat eveniet deleniti ducimus qui.

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

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 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

April 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

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $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
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Jamoldo's picture
Jamoldo
98.8
10
bolo up's picture
bolo up
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...”