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?
You can be Assistant to the Portfolio Manager. Huge bonus potential.
You mean assistant PM.
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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