Advice needed please...

Good afternoon everyone, I was wondering if someone might be willing to offer some regarding my career situation. I currently work in investment/wealth management for BofA as a Portfolio Analyst. My education consists of a finance undergrad (4.0 finance GPA, 3.66 cumulative) from a non-target school and I'm scheduled to sit for level II of the CFA exam this June. I would like to work here for another 2 years while I finish the CFA program and then pursue an analyst position at an investment bank in either Chicago, CA, NY, or TX, put in 2 years, then pursue my MBA from a target (or top 20 most likely). My questions are basically: 1. Should I try for a BB or boutique? 2. What are my chances given my education/experience? 3. Which end of the Ibanking spectrum should I aim for (MS versus not so prestigious)? 4. If you were in my position, how would you reach my goal of becoming an analyst?

I appreciate and respect your opinions. Thanks in advance.

2 Comments
 

My best advice would be to apply to a whole spectrum of places. It doesn't take too much time to shoot out an application and it shouldn't really cost you anything. I'd say apply as high as GS and as low as some no name boutiques. The truth is it can't really hurt you so why reduce your chance. All you need is for one top firms to say yes and you're set.

CompBanker’s Career Guidance Services: https://www.rossettiadvisors.com/
 

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