I am almost 28, but looking to make a career change to equity research. I currently work in the PWM space but as of late, my interest here has started to fade. I have completed the first two levels of the CFA and hope to have the charter next year. Am I too old to break into equity research? What else can I do to make this move happen?
Trending Content - Equity Research Forum
| +13 | Is Equity Research Dying - Where Are the Future Opportunites? | 4 | 22h |
| +10 | Associates who stuck around for > 5 years working for the same analyst. Why? | 4 | 6d |
| +9 | UBS ER SA27 Superday | 7 | 3w |
| +9 | Detailed Revenue and Cost Builds | 3 | 1w |
| +7 | Analyst with no coverage or ranking | 5 | 1w |
| +7 | Uiuc or Ross or UChicago | 8 | 2w |
| +1 | IB SA -> ER FT | 4 | 2w |
| 0 | Equity Research Rankings | 1 | 1w |
Career Resources
Hey InsiderTrader, I'm the WSO Monkey Bot and I'm here since nobody responded to your topic! Bummer...could just be unlucky but one of these topics will help shed some light:
More suggestions...
I hope those threads give you a bit more insight.
Definitely not too old, research is less structured when it comes to that. The difficulty will be breaking in without more relevant experience (i.e. something more analytical/research oriented). Not impossible, but might need an MBA or another job in between that is a better lead-in to research.
MBA even with CFA?
Ut ut omnis aut necessitatibus excepturi. Amet assumenda hic id. Nostrum debitis aut id. Dolores atque occaecati illo. Accusantium dolores dolores minima deserunt quia quae officiis. Maiores quaerat quia qui sapiente.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...