Career change in mid 30s

Based on the most helpful WSO content, here are some insights and suggestions for your situation:

1. Internal Networking and Role Transition:

   • Network Internally: Even if your current firm doesn't allow stepping down, try to find roles that align more closely with EQ research. Look for opportunities where you can support P&L projects or other finance-related tasks to get your foot in the door.
   • Leverage Existing Experience: Highlight your 10+ years of experience in strategy and analytics to show how your skills can be transferable to EQ research.

2. Certifications and Further Education:

   • CFA and Masters in Finance: You've already completed these, which are highly respected and relevant. Adding another master's might not be the best ROI, especially considering the cost and age factor.
   • Alternative Certifications: Consider other certifications like CAIA or specialized certificate programs (e.g., Argus Cert, LEED Cert) that might be more cost-effective and time-efficient.

3. Exploring Other Roles:

   • Corporate Finance: Corporate finance roles can be a good alternative. They typically offer a better work-life balance (40-50 hours a week) and can leverage your existing skills in strategy and analytics.
   • Quantitative Roles: Given your background, exploring roles in quantitative analysis or financial engineering might be a good fit. These roles often value analytical skills and can be a pathway into more research-focused positions.

4. Recruitment Programs and Age Concerns:

   • Masters Programs: While a master's program can provide another shot at entry-level recruiting, it doesn't guarantee a job and might not be the best investment given your concerns about age and costs.
   • Networking and Recruiters: Continue to engage with recruiters and expand your network. Sometimes, persistence and the right connection can make a difference.

5. Alternative Career Paths:

   • Programming and Tech Roles: If you have an interest in computer programming, consider roles that combine finance and technology. These can be lucrative and might offer a different pathway into the finance industry.

Remember, career transitions can be challenging, but leveraging your existing skills, networking effectively, and considering alternative roles can open up new opportunities. Good luck!

Sources: What can I do with a master in finance?, On the off chance Investment Banking doesn't work out for me, Are there any relevant certifications/designations worth getting other than MBA/Masters? CFA, CAIA, certificate programs, etc., Grad School and Age, What Distinction is Better - CFA®, MBA, or CAIA?