Currently I work for a small boutique capital management firm also offering financial planning and insurance. I handle all investment operations/maintanence for our client. I would like to transition into equity research but realize I will probably have to start in a back office and work my way up.
Little background. 2 years out of non target undergrad: cum GPA ~ 3.0 with major GPA (finance and international business) ~ 3.1.
in my curernt position I do help the senior advisor with investment allocation/ choosing the best investment platform for our clients/ mutual fund analysis and due diligence. What are the chances I could start at a middle market firm (Baird, Lazard) in the back office working in operations while transitioning into an analyst role over time. Would a CFA or an MBA help seeing that my GPA is not all that attractive.
I do have my Series 7 and 63.
Any help is much appreciated.
I think using punctuation and spell check would provide you the most immediate help.
My question is why have you not already started CFA?
You're going to at least show some progress towards the CFA. Sign up for the June exam.
Can you expand on you're mutual fund analysis and DD role?
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