Spent first 8 years of career on an institutional consulting team as a portfolio analyst. AA work, picking managers, etc. Very bored and looking for a change. Want to break into credit analyst role.
Anyone aware of certifications or courses that would help with the move?
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Based on the context provided, here are some steps you might consider:
Networking: This is a crucial step in making a lateral move. Try to connect with people in the credit analyst role, learn from their experiences, and let them know about your interest in transitioning.
WSO Academy Courses: The Wall Street Oasis (WSO) Academy offers a variety of courses that could be beneficial. For instance, the Financial Modeling Courses could provide you with a solid foundation for a credit analyst role. These include Excel Modeling, Financial Statement Modeling, LBO Modeling, M&A Modeling, and Valuation Modeling.
CFA Exam: The context mentions someone preparing for the CFA Level 1 exam. This certification could be beneficial for a credit analyst role as it covers a broad range of topics in finance, including corporate finance, financial reporting, equity investments, and fixed income.
Internal Moves: If possible, consider making an internal move within your current organization. The context mentions someone considering a move to corporate credit risk after a year in their current role, as this department often hires internally.
Remember, these are just suggestions based on the context provided. It's always a good idea to do your own research and speak with professionals in the field to understand what might be the best path for you.
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