Ivey HBA + CS/Financial Modelling vs Waterloo + Laurier Math (Mathematical Finance)/BBA
Interests: Stock analysis, creating strategies for investing, investment analysis.
Want to end up in the buy side (most prolly HFs with AM for a close second). Interested in pursuing CFA/ CAIA and MBA sometime in the future.
Also, definitely want to explore IB (possibly PE too; both for 2-4 years) + the fact that these provide excellent exit opps to HFs/AM is a bonus.
Route 1: IB -> PE -> HF/AM
Route 2: ER/S&T (Is this relevant for my goals?) -> MBA/ CFA -> IB/HF/AM
Pls suggest other suitable trajectories.
Ivey :
IB/PE - Best
AM/PM - Good
S&T, ER - Decent
Waterloo:
IB/PE - Decent
AM/PM - Good?
S&T, ER - Best
My thoughts: Being extremely interested in different strategies and in understanding the intricacies of investing, I am extremely keen to gain technical knowledge, like that of Mathematical Finance, and I feel all roles appreciate such a background.
However, IB/PE is something I really want to explore as well, and I feel only these roles provide a realistic transfer to HFs/AM. So, maybe a strong target school like Ivey can help me target IB/AM in undergrad, and then I can pursue a CFA or MBA to further fortify my entry into more prestigious firms? But if things dont work out, I wouldn't be able to pursue quant or the technical expertise I always wanted to learn.
Q1. What undergad education would be the best for the aforementioned goals?
Q2. Where do Quants fit in this equation, and is the transition to/from them applicable in this dynamic? If yes, pls suggest a route including them.
Thank you for reading! :)
I would appreciate a prompt reply as my offer acceptance date is soon!!
Look into public markets quantamental investing. Using alternative data. That might interest you.
Both paths lead there but Ivey + 2y of CS also leads there.
Thanks for your reply!
Do you think one of the above programs would be the better (if I want to gain technical knowledge but also experience IB, and slowly transition into HF)?
I would go to Ivey. Do IB and then recruit for HF
Qui nihil facere ipsam et est rerum. Incidunt impedit impedit aperiam et soluta quo vel.
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