Is MBA a Good Choice for me

I would like some advice from this forum. I know their have been posts similar to mine on this site. I am a rising manager at a Big Four accounting firm with 5 years of experience and a CPA. My ultimate goal is to work within Private Equity. I have networked with several professionals within Investment Banking and Private Equity with no luck landing a job. Most of the individuals I talked to were impressed with my background and my knowledge of financial modeling (given the fact I have no investment banking experience). However, no positions have been available to me. I feel I am at the point in my career where an opportunity to become an analyst at an I-bank is minimal due to my age and landing an associate position is difficult without the MBA boxed checked. Furthermore, I don't know if I want to start at the analyst level for an I-bank given the number of years I have already been in the workforce.

I have the following 3 questions:

1.) If I get my foot in the door at an I-bank as a second or third-year analyst am I going to need my MBA to move up within the firm (I know some analyst get promoted directly to associates)?

2.) If I get my foot in the door at an I-bank as an analyst and my ultimate goal is to do Private Equity, for me to make the move into PE or grow my career within a PE firm am I going to need my MBA?

3.) I know that I definately do not want to be an auditor for the rest of my life, do financial reporting, or internal audit. It has taken me 5 years to realize that Private Equity is what I have a passion for. What is the suggested path given my situation to get there?

4 Comments
 
Best Response

I am in a similar situation. I started out in Big 4 Audit, did my CPA, I am now in Big 4 Advisory, and trying to get into Transaction Services (Restructuring is what interests me). I have just started pursuing my CFA, and at some point I want to get my MBA (also not sure when makes sense).

I only have 3 years of total working experience, and maybe shouldn't be giving you advice, but my suggestion to you is transfer into your Big 4 Transaction Services group. Depending on what you are most interested in/good at, consider Valuation/Business Modeling, or M&A Advisory, etc. You could even consider your CFA at this point, but you will have a better idea of whether going for your MBA makes sense or leaving Big 4 transactions services for a job somewhere in between PE and the Big 4.

I think if you just went for your MBA after 5 years of Audit, it would still be tough to land a job in PE.

Good Luck.

 

Can't really answer your questions since I'm not in banking but wanted to address the above post.

  1. Don't do CFA and MBA. One or the other, don't waste time on both.
  2. Don't do CFA if you want to get into IB/PE.

Here is my opinion - at your stage, if networking isn't working out and you have no luck breaking in directly, a top MBA program would be your only choice.

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