What positions in AM have these qualities?

Is there a role that combines my background well with my strengths?

  • I want to build upon and apply my technical skills in SQL, VBA, databases, FactSet, Bloomberg, other programming, etc.
  • I recently took the CFA level 3 and also have an MBA in Finance
  • I have an engineering undergraduate degree, but I don't think my quantitative skills are too advanced... probably average

I am looking for a research or a portfolio management type position (front-office considered position with a strong bonus potential) that still uses technical skills I mentioned above. I know with many quantitative and systematic funds becoming more popular, positions utilizing tech skills would still allow good bonus potential.

I'm looking to build a long-term career in AM so I'll be looking to continually gain experience but I do believe that I want positions with a technical bent to them as that's where I have some strengths. Any particular job titles/descriptions that fit me? How about companies? Should I look towards companies like Acadian, AQR, and BlackRock? If so, what type of positions within them?

4 Comments
 
Best Response

I am on the same boat in terms of moving from engineering (CS) to AM, but only with one year of working experience in IT at a BB. I plan to take CFA II next year and brush up on Excel/VBA skills. I am also doing my own equity research and writing investment thesis for certain companies as practice. I do not have experience with FactSet, Bloomberg, Capital IQ, R, and only have an undergraduate degree from a semi-target with average GPA (no PhD, MBA yet). Is it still possible for me at this stage to transfer to AM as an entry-level investment associate, assistant, or even intern? If so, how feasible will that be given that I will be competing with both finance major from top universities and quant wizards with advanced degrees? I am highly passionate about investing and markets, much more so than programming, and prefer to look for a shop that is somewhat quantitative but mostly fundamental (30/70 or 40/60 mix). My end goal is to become a PM after many years and I am planning to stick around for the long term.

Thanks!

 

Earum rerum soluta repellat et quibusdam enim ut. Ea autem magni inventore.

Consequuntur et distinctio aperiam. Autem iusto tempora beatae. Omnis odit veniam et ea dignissimos beatae.

Ex minima odit labore est ex vel. Aut libero harum dolorem eius ab. Eligendi dolor suscipit aspernatur ut non quia quasi est.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”