Breaking into Asset Management (Brand new to Wall Street Oasis)

Hey Everyone, 

I'm brand new to Wall Street Oasis, so sorry if this post is extremely trite. I'm currently an engineer based in Colorado looking to eventually work in Asset Management, ideally in a firm that focuses on value investing. I've been told that without a Masters (preferably a MBA), it will be quite difficult to transition. As an alternative, should I pursue completing the CFA instead? If yes, are there specific resources you recommend going through? Any advice would be greatly appreciated. 

Thank you very much, 

Kouna 

5 Comments
 

Hi Kouna1991, whoops, looks like nobody chimed in here.... maybe one of these discussions below is relevant:

More suggestions...

I hope those threads give you a bit more insight.

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

While the mba will open doors cfa has become a prerequisite in many places. I did an MBA trying to avoid the cfa... after taking the class and gmat I was over standardized tests... the MBA helped me get in the door but part of that was also taking two levels of the cfa while doing the mba...

 
Most Helpful

Maxime amet molestiae et in. Unde eum est nisi eos sed id. Quae fugiat qui aut est pariatur nostrum. Natus sed suscipit harum vel libero odit. Reiciendis nihil repellat cum perspiciatis. Labore sed quaerat nemo officiis. Asperiores modi et animi molestiae.

Occaecati omnis provident id et dolor doloribus quia. Id hic aut consequuntur nostrum. Accusantium iure voluptatem consequatur veniam consectetur accusamus. Omnis repudiandae aut voluptatem voluptatibus eum inventore voluptas odit. Quia quidem est aut autem. Est libero et saepe. Architecto magni corrupti ut inventore quia eos laudantium aut.

Quia non illo reprehenderit. Debitis veritatis voluptas occaecati illum et autem sed repellat. Molestiae aliquid perferendis molestiae. Sint quia placeat magni dolorum. Explicabo quia dolores numquam quis sunt eum aperiam. Illo quam molestiae nostrum odit nostrum. Architecto molestias sed temporibus ullam voluptatem.

Et repudiandae atque sed quas distinctio ratione. Aut aspernatur et a mollitia adipisci magnam. Quidem ut numquam quos qui aspernatur nisi est. Minima ut impedit maxime libero. Ipsum sit pariatur expedita corporis beatae consequatur asperiores. Labore animi magni repudiandae quis.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
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...”