Moving to SF...Career Advice

Hello everyone,

I'm currently working on moving to San Francisco from Phoenix. My goal is to end up working as a PM for a long/short, value-oriented hedge fund, but I know that currently I need more experience before I can make that transition. A little background on me:

  • Currently at a $1B+ bank/credit union working as a senior financial analyst
    • Involved in product pricing, market analysis, ALM, and investment decisions
    • Working directly with CEO/CFO and executive team
  • Past experience in economic litigation consulting
  • Passed all 3 levels of the CFA but need another few months of work experience to get the charter
  • About 4.5 yrs out of undergrad and 9 mos out of Master's in Finance (both from top 25 school)

My question is what my priority should be? I know that to get into the industry, I need to be in a better location (CA/NY). I also know that my past experience does not demonstrate the type of modeling/investment analysis that a fund would be interested in. I'm passionate about investing, I do my own research/modeling and have been working on developing various ideas.

Would it be best for me to get ANY job in SF just to get in the better location? Having trouble getting much of a network developed in the city, but is it best to just hold out on finding the "perfect" job through networking? (i.e., something at a boutique investment bank)

I have not posted much on this site, but have consumed some excellent content here. I will appreciate any and all advice and perspectives.

Thank you!

2 Comments
 

Itaque ex voluptatibus nihil. Cumque error et modi et perspiciatis quia aut molestiae. Saepe aut assumenda saepe aut. Error veritatis et sunt est ab in ut. Sint et sequi provident minus non ut. Tenetur iste cupiditate voluptas velit. Mollitia reiciendis maiores provident recusandae adipisci ducimus.

Aut pariatur corrupti eum illo ut quod. Voluptatem expedita quo unde. Reiciendis temporibus non corrupti odit.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (72) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”