Seeking Advice on Career Move: Execution Trader to Risk-Taking Role

I’m currently working as an execution trader at a large MF (think Vanguard, BlackRock, State Street) and have received offers for an execution trader role from two HFs:

1) Large global macro HF (think Capula, Caxton, Moore Capital) 2) MMHF (think P72, ExodusPoint, Millennium)

My ultimate goal is to transition into a risk-taking role at a hedge fund. However, without direct experience, it’s been challenging to even secure interviews for such positions. In my current role though, I do get involved in researching and designing risk-taking trading strategies, but have no PnL responsibilities.

Given my situation, do you think moving to another execution trader role at one of these HFs would bring me closer to my goal, or would it be better to stay in my current position, where I’m involved in risk-taking process? Breaking into the hedge fund industry has been an extremely challenging journey, and it took me few years to get this far. So part of me feels I should just take one of the opportunities but i also want to make a strategic decision.

Appreciate any feedback or advice!

6 Comments
 

Based on the most helpful WSO content, here are some insights and advice for your situation:

  1. Transition to Risk-Taking Role:

    • Self-Starting and Learning: It's crucial to be self-starting and go above and beyond to learn. Being active in paper trading and having a record of your paper PnL can be beneficial. This shows your ability to generate ideas and manage risk, even without direct PnL responsibilities.
    • Structured Research Process: Having a structured research process that demonstrates your ability to generate consistent ideas independently can build confidence in your capabilities. This is important for transitioning to a risk-taking role.
  2. Choosing Between Execution Trader Roles:

    • Large Global Macro HF: These firms often have a broader scope and may provide more opportunities to get involved in macro strategies. This could be beneficial if you are interested in a wide range of asset classes and macroeconomic factors.
    • MMHF: Multi-manager hedge funds like P72, ExodusPoint, and Millennium often have a more structured approach to risk-taking roles. They might offer quicker access to risk-taking responsibilities, especially if you can prove your ability to generate ideas and manage risk effectively.
  3. Current Role vs. New Opportunities:

    • Current Role: Staying in your current role where you are involved in researching and designing risk-taking trading strategies could be advantageous. It allows you to build a track record and demonstrate your ability to contribute to the risk-taking process.
    • New Opportunities: Moving to a hedge fund, even in an execution trader role, could provide more direct exposure to the hedge fund environment and potentially open doors to risk-taking roles in the future. However, it's important to assess the culture and opportunities for growth at these firms.
  4. Career Risk-Reward:

    • Risk-Reward Analysis: Consider the risk-reward of each option. Moving to a hedge fund might involve higher career risk but could also offer higher rewards if it leads to a risk-taking role. Staying in your current role might be safer but could limit your exposure to the hedge fund industry.
  5. Networking and Mentorship:

    • Networking: Continue networking within the hedge fund industry. Building relationships with professionals in risk-taking roles can provide insights and potential opportunities.
    • Mentorship: Seek mentorship from experienced professionals who have made similar transitions. Their guidance can be invaluable in navigating your career path.

In summary, both options have their pros and cons. If you believe the hedge fund roles offer a clear path to risk-taking responsibilities and align with your long-term goals, they could be worth considering. However, if your current role provides significant involvement in the risk-taking process and opportunities for growth, staying might also be a strategic decision. Evaluate the specific opportunities and cultures at the hedge funds to make an informed choice.

Sources: Q&A: HF Analyst @ $5bn+ Fund - Breaking In and Transition to Risk-Taking Role, Q&A: ex-bank trader now running crypto hedge fund. questions?, What career path will be the best to take if I want to land a hedge fund job?, Would you make this move?, Transitioning from IB/ER to HF Series - Part 2: Where to Interview and Behaviorals

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

I’d say it depends on the firm culture & strategy. From executor trader to PnL seat is a much easier sell later on if PMs in the firm also come from a trading background. As for strategy, I’d say a macro fund that relies on a mixture of macro, high level fundamental, and technical indicators to generate alpha has a much higher chance of offering a pathway from execution trader to PnL role vs a L/S Equity fund that relies on deep fundamental research for alpha (ofc not all macro funds are like this in terms of strategy. Some might be pure research).

But overall, unless you are married to a specific style of investing, I wouldn’t switch yet given the lack of guarantees vs what you currently have. Still, if you feel stagnant in your current role, it might be worth the gamble.

 

Thanks for the insight. Honestly did not think it would be viewed that much of a gamble.

Putting aside the risk-taking role for a moment, how do execution trader roles at these HFs compare to my current position in the industry? Are they generally considered a step up, or are they viewed similarly?

 

Have less insight into the execution trader aspect for HFs but I would view them about the same, maybe a slight edge to the HF execution trader. In the end, it’s all about ability to execute allocation strategy in a timely manner. Maybe dealing with more complex strategies require higher execution requirements, which one could argue HFs have more sophistication in strategy. However, execution traders at large institutions also are more well equipped in dealing with size, liquidity, and transaction costs given the large block trades (although maybe at higher tolerance levels in terms of market impact). It’s really fund dependent.

 
Most Helpful

No industry experience but I'd imagine the big MM execution trading teams as a sort of very standardised position if that makes sense, one where you're part of a huge machine handling the trades for a bunch of different teams so not as clear a shot at building a relationship with a PM and eventually moving into risk taking. I feel like the macro fund would have smaller teams so maybe more of a shot at input + relationship building with a PM. Also pure feeling (have never set a foot on the floor of any of these) but I'd see the MMs as having too big of a back, mid or even non direct PnL FO for them to be heavy on internal mobility, as in, lots of others to compete with internally, not as much of a chance to stand out as an individual and not a feeling that you're one of just a few that have already passed their interview process and made it to that first role.

Just two cents from someone with zero industry experience

 

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