How's it going guys, long time reader; first time poster..
Recently graduated from a non target school with a GPA around 3.3 and around 2 years of experience working with FAs as a client associate. Just landed a similar job at Neuberger Berman this past month. Finally able to study for my 7 and 66 (was at RIA and my other boss didnt want me to get 7..) but was thinking what is next after a year or two here. Not too sure if I needed to definitely get my MBA if i wanted to go into Fixed Income or potentially try to join a WM team as an analyst.
Still trying to figure how everything works so go as hard on me as you can. Thanks
Bump
Bump
Aim lower if you want to get into fixed income (pwm, insurance companies, and pension funds as an investment analyst). NB is a great firm (would love to be working in their NY office). To my surprise, laterally is not that hard. The hardest challenge you will face is keeping the motivation and curiosity required to be a good investment analyst.
Thanks for the reply, definitely not hardset on FI but see it as an interesting waypoint. I'm not even sure how I could transition to an analyst role from what I am doing now as a CA. I'm at the NY office so there are definitely great people to learn from. Definitely want to get out of Operations/BO but also want to stay at NB or go to similar firm.
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