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June 30, 2026
9 Free Financial Modeling Lessons
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It's certainly possible. A few things though: 1) Places like Fidelity have huge sales, compliance, back-office, etc corps and those aren't good feeders. You need to be in the actual investment-management (trading, research, PM) to make the switch.
2) Pension funds are often largely funds-of-funds. Exit ops to direct investing are difficult if you only have experience evaluating outside managers. More senior pension employees are coveted for asset-raising, though.
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