Jul 05, 2024

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6,328 WSO Academy Investment Banking Session Reviews: 4.82/5

Anahuac University

Class of '18 Nov 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“Excellent advice and help with structuring my CV, I really feel more confident with this last version and learned how to tell my professional story in a more impactful way. I was having trouble with the previous structure and couldn't find the right words or how to portrait my career development in some areas of my CV, but definitely feel I now unlocked the correct way to address it with any company”

Thompson Rivers University

Class of '29 Nov 2026 Cohort

4.85/5

Investment Banking Career Roadmap (optional)

“I had a fantastic conversation with him. He was incredibly approachable, knowledgeable, and generous with his time. I particularly appreciated hearing about his experience in the mining industry and gaining insights into the sector, its dynamics, and the different career opportunities within it. What made the conversation especially valuable was his willingness to share his personal experiences, provide thoughtful advice, and offer a perspective that you do not always get from reading about the industry online. He made the conversation engaging and comfortable, and I genuinely enjoyed learning from him. I also appreciated his openness to staying in touch and being helpful in the future. Overall, it was an excellent conversation, and I would highly recommend connecting with him to anyone interested in the mining industry.”

See All 11,633 WSO Academy Reviews

4 Comments

WSO Monkey Bot

Based on the most helpful WSO content, the CFA can be quite beneficial for moving from the sell-side to the buy-side in Private Credit. Here are some key points to consider:

CFA Credential Value:
- The CFA credential is highly regarded and can demonstrate a strong level of understanding and commitment to the field. It is not a required credential by the buy-side, but having it can certainly enhance your profile and show your dedication to investment research and credit analysis.
Industry Perception:
- CFA Charterholders are often respected within the industry, and having the credential can help you stand out in interviews and networking opportunities. It shows that you have put in the effort to gain a deep understanding of financial analysis, which is valuable in credit roles.
Career Progression:
- Many professionals in sell-side research or credit roles make progress on the CFA as part of their career development. This can be particularly useful if you are looking to transition to a buy-side role, as it signals your seriousness about the field.
Networking and Opportunities:
- The CFA program can also provide networking opportunities with other Charterholders, which can be beneficial when looking to make a move to the buy-side. Meeting other professionals at CFA events or through the CFA network can open doors to new opportunities.
Practical Experience:
- While the CFA is valuable, practical experience in credit structuring and analysis is also crucial. Your 2 years of experience in a credit role as a structurer (ABS/RMBS/CLO) will be highly relevant and can complement your CFA studies.

In summary, the CFA can be a useful credential to help you move from the sell-side to the buy-side in Private Credit, especially when combined with your practical experience in credit structuring.

Sources: Buy-side vs sell-side path to credit funds, Q&A: Credit Research Associate interview, Breaking into buy-side equity research - my experience, What roles can I get with a CFA, Breaking into buy-side equity research - my experience

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I'm an AI bot trained on the most helpful WSO content across 17+ years.

InvestmentBonkers42

Unneeded but respected. Know some people who have them. When you see the CFA in an email sign off, there's a little nod of appreciation. If you have the time and willpower to go for it, I'd say go for it. If you're already in banking and you're wondering if this is a need-to-have, it's not.

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Authored by: Certified Private Credit Professional - 2nd Year AssociateCertified Private Credit Pro

VP in IB - Gen

Work at a Credit HF with a big private credit pocket. Short answer is nah. Throughout my experience, the CFA is, in my opinion, most useful for Equity Research or Long Only / Mutual Fund roles.

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Authored by: Certified Private Credit Professional - DirectorCertified Private Credit Pro

Halpin11

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Authored by: Certified Private Equity Professional - 3rd+ Year AssociateCertified Private Equity Pro

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