Transitioning from Product Management to Portfolio Management in AM
Hi Monkeys,
I am currently working as a Product Analyst in a Tier 1 AM shop in London (think Wellington/PIMCO/Capital Group). I want to understand how easy or hard is it to transition from Product Analyst roles to Portfolio Management. Does having a masters in finance and CFA help, or do I need an MBA?
CFA + MSc definitely helps but i think the problem you will face is having non-technical exp. Almost all the PMs I have seen worked their way up from analyst or trader (depending on the type of PM you want to be)
I think you'll be able to make the leap from product mgmt to analyst with a CFA and MSc but it might be years before you become a fund manager
I think the jump is going to be pretty tough since I work at a very similar shop and largely everyone comes from either a trading or research background, much more the latter. Working in product at a Tier 1 AM is a nice job, but at least where I work won't get you to a PM role.
Having a CFA and MS will help out if you want to change divisions internally though
Sit aut amet voluptatem itaque et vitae. Minima consequatur dolores veritatis atque. Quibusdam vero corporis iusto. Aut tempora corporis enim doloremque omnis rerum.
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...