Mod Note (Andy) - as the year comes to an end we're reposting the top discussions from 2015. This was originally posted 11/17/2015. I mentioned a while back my transition from various back office/support roles to the Asset Management side and that I wanted to share my story. I figured it would be easier, since I have gotten a few questions here and there, to just post a Q&A instead. Then I can address questions more that are interesting to you then make you read long paragraphs to how I got to where I am.
Quick background though, graduated from non-target state school 4 years ago in the fall in accounting/finance, had an internship in bank/asset management compliance. Small company so no opportunity when I graduated to stay, so I worked at a major custody bank doing fund accounting for mutual funds and hedge funds for about 15 months, and came back to the company I interned at in the same department for about 2.5 years when an opportunity presented itself in the investment area, and just recently moved to this side as an investment associate helping portfolio managers maintain their desk, and assisting with due diligence and research on mutual funds we use and the fund managers. This is mainly on a client wealth management side, but we collaborate with our institutional asset managers given we manage our parent insurance companies portfolio in house too. Newly minted, CFA Charterholder! Since I don't really have a traditional path, I figured anyway I could help I would offer up advice the best I can! Check out these other relevant Q&As: Q&A: I'm an Equity Analyst/PM at an Asset Manager Q&A: Back Office to BB ER I am in Ops. Ask me anything. Mod Note (Andy) - as the year comes to an end we're reposting the top discussions from 2015. This was originally posted 11/17/2015.
