Hi all,
Brief background, IB > PE > B school.
I’m currently pretty deep in the process with some EB Rx teams, but I got a notification for a strategic finance role at a MF. This role sounds pretty interesting to me, as I’m not deadset on going back to the IB life. Does anyone have any insight on roles like this? Is it glorified FP&A?
| +67 | Any tips for sleeping well? | 36 | 6h |
| +50 | Wealthy Parents / Jaded | 13 | 14h |
| +40 | Background check issue IB Full Time | 21 | 13h |
| +36 | Venezuela Debt Restructuring - LAZ vs CVP | 12 | 5h |
| +34 | How are hours rn for SA (interns) | 21 | 3h |
| +28 | Q dealflow slowdown | 22 | 2d |
| +25 | HL vs WB | 19 | 17h |
| +24 | Investment Banking in Mexico | 6 | 4h |
| +23 | UBS GIG, LevFin, FSG Interns working Sundays and 85 hour weeks their first week? | 11 | 18h |
| +22 | MM bottom bucket bonus | 9 | 15h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Hey there,
Based on the most helpful WSO content, strategic finance roles at mega funds (MFs) can be quite diverse and interesting. They often involve a mix of financial planning and analysis (FP&A), corporate strategy, and sometimes even elements of corporate development or M&A.
While some might see it as "glorified FP&A", it's important to note that these roles often involve high-level, strategic decision-making. You'd be working on things like long-term financial planning, evaluating new business opportunities, and helping to steer the strategic direction of the company.
However, the specifics can vary widely depending on the fund and the team you'd be working with. It's always a good idea to ask detailed questions during your interviews to get a better sense of what the role would entail.
Remember, it's all about finding the right fit for your career goals and personal interests. Good luck with your decision!
Sources: MS Finance vs. MBA Finance, MSF or MBA for my experience level?, MUFG (Mitsubishi Financial) SA 2019, MF Liquid Credit SA / Analyst Programs, Brandeis MA in international economics and finance (full tuition) or Vandy MSF
Dolore praesentium occaecati recusandae voluptas quae aut harum. Quo doloremque reiciendis corporis. Sunt laboriosam reprehenderit qui dolorem dolor ut voluptatum quasi.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...