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Could you expand? Are we talking requirements for a registered person, or a compliance role?
Appreciate you replying and apologies for being so vague.
The role entails the production and query management of reports for the institutional and funds client base.
I will apologize for saying this, but it sounds like a shit role. You are likely to be generating meaningless reports that nobody reads, but are available if the regulator comes knocking.
It is always easier to get a job if you have a job though, and to move internally than externally. Hell, I know somebody who moved from IT to #2 on an investment team in five years through sheer sweat equity.
Yeah - it is as it sounds in this case. You'll be part of a team using whichever software suite they decided to install - run batch reporting, oversee the creation of performance reports, manage workflow - you might do some ad-hoc depending on the needs of particular clients, strategies, etc.
It's purely back office - if you were in the US you might be able to, at GS at least, end up in Salt Lake which would let you ski... which would be cool (i think they still run ops out of there, could be mistaken though).
In general - to Whatever's point - unless you are really back against the wall, looking for any in to the firm with the plans to eat crow for a few years, network like hell and start the CFA or something... probably a hard pass.
Addinator, I'm going to mildly disagree on your last point. (while echoing the one before) Better something than nothing. I'd rather consider somebody from the RFP team for an investment role than somebody from Trader Joe's. Even if they're equally qualified, my personal risks are lowered.
That's very true - I stand corrected on that front. I was in a mood yesterday and probably... over dramatized it a bit..
I will note the number of RFP specialists I see nowadays with their CFA, etc. is incredible to me. Sometimes I wonder if that's not a preferred route - know the strategy inside and out, write abou t it for awhile - probably helps once you are in the investment role being able to articulate yourself.
No worries there. I mean, I called it a 'shit job' in my post.
I just mentally reviewed everyone I know who is or was on our RFP team, and while a number were going for it, no one finished while still doing RFP work. On the reporting and data teams I know less people, but am only aware of one Charterholder. His subordinates on the data and reporting team, and the RFP team viewed him as 'the God of data.' I called him 'Jim.' He's a good guy, even if I had to go in front of our GIPS committee once and explain to them why he was wrong.
I'm oddly connected into those teams, since I was the only subject matter expert in my field for a time when we were getting them up to speed on things, and I had to review their work, as well as that of the web team. I'll tell you that their jobs, RFP especially, stink. I think I'd rather IT work day to day. My assumption is that most people take them because it's easier to lateral into decent jobs like product manager from the RFP team than the IT team.
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