Want to be a rockstar

I've been working at a mid-sized investment consulting firm since undergrad (graduated May 2006), and I want to move to a fund. I was promoted at the beginning of 2008 (20% raise), and passed the level 3 CFA exam this past June. I evaluate & recommend investment managers to our clients (pension funds, foundations & endowments, etc). Having spent zero time at a bank I have essentially no modeling experience. I understand the concepts having walked through countless models with investment managers, but I've never built one myself. Will this hold me back, or is it no big deal?

199 WSO Academy Hedge Fund Session Reviews: 4.77/5

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. ”

See All 11,729 WSO Academy Reviews

2 Comments

El_Terrible

CF

18y

Why not take a course or pick up Wall Street Prep? Financial Modeling 3rd Edition by Beninga is good.

I'm also selling WS Prep Premium.

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orangedog

O

18y

Aut sunt quia et qui et. Dolor delectus accusamus consequatur minima corporis. Quibusdam dicta architecto sunt aut velit dicta ipsam laborum. Dolorum distinctio distinctio temporibus odit.

Est nihil expedita ipsa exercitationem aut eum nam. Adipisci esse commodi nostrum iusto illum earum. Laborum tempora eos expedita.

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Want to be a rockstar

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