Stockbroker wanting to transition to Hedge Funds

Hello, I wanted to get some advice on the best way to transition into hedge funds from my current broker position. Right now I specialize in connecting buyers and sellers for Pre IPO transactions but I've been trading my own account and my true passion would be working for a L/S or value oriented fund. I do not have an undergraduate degree and I know that's a big set back but I'm curious to know if my experience and track record can me in the door. Thanks everyone!

195 WSO Academy Hedge Fund Session Reviews: 4.78/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

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+168	Q&A: I'm a Pod PM	87	1d
+10	Should I get an MBA for VC after Tech PM?	2	2d
+9	Stay or leave?	1	1d
+6	Lateraling to MM L/S	1	3d
+6	Tips for breaking into Macro RV?	1	1d
+3	Jain	1	14h
+2	Top Books for Hedge Funds Today	4	1d

1	redever	99.2
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Stockbroker wanting to transition to Hedge Funds

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Stockbroker wanting to transition to Hedge Funds

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