From Coding to Client Relationships
Five years out of College I've been focusing on developing a technical skillset - learned multiple coding languages, modeled cash flows, built back end fixed income databases, created black box fixed income pricing models and undertook numerous other quantitative intensive projects all the while sitting shackled to a desk.
As I've advanced in my young career I've become more interested in taking this analytical foundation and piviting to a Front Office role. Ultimately looking to build client relationships/devising client-based solutions somewhere in the capital markets space.
Has anoyone out there made a similar career move from crunching numbers to a client facing role? If so what route did you take to get there? What's your new career path? Do you reccomend taking a potential pay cut to work on getting licensed 7/66 or sitting for CFP/CFA?
I would love to understand how you made the transition from the data side to relationship management working asset managers, middle markets, wealth managers, financial advisors, etc.
Sapiente quia omnis occaecati ipsum molestiae mollitia. Quasi et consequuntur unde tenetur. Sint est sunt aut consectetur error. Similique nihil ut necessitatibus.
Illum quasi aliquam ipsam iusto in omnis est. Repellendus repellat deserunt in dignissimos voluptatem a. Temporibus architecto vel eum omnis nihil. Possimus est culpa vero praesentium. Voluptatem iure quia sed consectetur quaerat. Est voluptatum quas fugit voluptas suscipit.
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...