Portfolio Analytics to AM
Long story short, I have an offer to work in a Portfolio Analytics/Reporting role. The role is very data-analysis heavy and will definitely provide an opportunity to learn skills like Python, SQL. The company provides full reimbursement for CFA. Could this role translate into a FO/investment exit assuming I learn python and pass some CFA levels?
The Portfolio Analytics role involves analyzing performance of portfolios, quarterly reports, automation improvements, cash flow analysis and more for a variety of investment portfolios ranging from institutional to PE.
Yeah sounds like a good opportunity you should go for it.
Thanks for the response. Something that’s hammered on this forum is the difficult nature of the transition from BO/MO to FO and that it is unlikely. Would that still apply here despite the python and CFA?
If your going to be reimbursed for it then yes but let it be known you’d want a FO position after.
I wouldn't count on this leading to a fundamental investment role. Not to say it can't be done, but the skillset you would be building doesn't have a lot of overlap with the path you want it to lead to.
I'd agree with the fundamental role, but I could easily see the ability to chug massive amounts of data leading into a macro/quant role, particularly combined with getting your charter and knowing the other data systems. My simple rule of thumb is that FactSet is for in-depth research and backtesting strategies, M* is for competitor analysis, and Bloomberg is for the rest. Going from there to a FO (Sales) role is unlikely, but do you really want that over being an analyst or possibly even an eventual PM?
The goal would be to eventually be in an investing role. If my skill set makes me a better candidate for a quant, then so be it even though I learned how to be a fundamental investor.
Thanks for the insights on the individual systems and how they may add value. I’m not entirely sure I would have access to all of them, but I’m sure I could learn on my own as well.
Repeat comment
Edit: Repeat comment
I'd love to get a few more thoughts. This is actually very urgent.
what are your other options? sitting on your parents couch?
I don't have any other offers. I am in a couple of interview processes. The alternative would be to recruit for other positions.
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