WM exit opps

Hey guys,

I’m mid to late 20s, currently doing private wealth management as a portfolio associate and am trying to move into something more research-oriented, let’s say equity research or credit. Passed L1 of the CFA and will be taking L2 in a few months. Has anyone had any success landing research/buy side roles without going the MBA route?

562 WSO Academy Asset Management Session Reviews: 4.80/5

Class of '29 Sep 2026 Cohort

5.00/5

Asset Management Mock Interview

“Today’s session was amazing and incredibly useful. My mentor was a massive help with both networking and interview preparation, particularly for my ongoing HSBC programme application. He helped me understand how to approach networking more effectively and gave me valuable advice on preparing for the next stage of the recruitment process. I really appreciate the time and effort he puts into helping me, and I left the session feeling more confident and clear about my next steps. As always, he was very kind, approachable and easy to speak with, which made the whole experience even better.”

Class of '27 Sep 2026 Cohort

5.00/5

Asset Management Mock Interview

“This mentor provided valuable and constructive feedback that helped me better understand how to approach interviews and identify areas for improvement. I learned how to structure my responses more effectively, communicate my strengths with greater confidence, and stop downplaying my experiences and accomplishments. The session also helped me recognize which technical topics and industry-specific questions I need to research further, allowing me to prepare more strategically for future interviews.”

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1	redever	99.2
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4	BankonBanking	99.0
5	dosk17	98.9
6	GameTheory	98.9
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WM exit opps

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WM exit opps

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