ER to PB?
Looking to make a transition from equity research (been at a BB for the last 3 years) into AM, and trying to learn a bit more about Private Banking. Long story short - getting worked pretty hard in ER and looking for something chiller while still staying on top of markets
Is this a transition you've seen before, is the single security skillset attractive for recruiting into PB, and any advice/anecdotes in general? Greatly appreciate the help.
Hi Associate 1 in ER, don't worry, the WSO Monkey Bot is here.... I'm hoping one of these links will help find your answer:
More suggestions...
I hope those threads give you a bit more insight.
Shouldn’t be a hard transition. At most firms the single security skills you’ve got won’t help you much but it could at the right place that cares about that stuff.
Worked in UHNW RIA world for 5 years and we took people from lots of different backgrounds. Interest/ability to speak to the markets and a desire to work with clients was basically the required skillset. ER wouldn’t necessarily have helped you at my prior firm but having a good finance background like that generally would.
Would just network with firms you’re interested in (personally would recommend independent RIAs over PBs) and see who’s hiring. All going to come down to your pitch for why you want to make the change.
Id quibusdam quis et velit aut. Nisi quas ut voluptatem provident quia est. Non ratione iure molestias aut. Beatae a nihil tempora dolor omnis laborum alias quidem. Cumque laborum et et.
Nihil natus eos et ut. Aut voluptatem labore inventore velit voluptatem beatae vel. Atque unde itaque dolor et est et.
Non nostrum id omnis qui nobis quibusdam repellat eum. Unde voluptatem dolorem numquam quam. Omnis id voluptatem ut soluta ipsa.
Nihil id deserunt eos aut recusandae commodi quae. Et molestias aspernatur quia qui itaque non beatae soluta. Fuga sapiente unde culpa commodi tempora quia.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...