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?

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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!

 

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