Work Experience for Asset Management?

So heres my story. Graduated in December with an undergrad gpa of 3.2, passed CFA® 
level 1 in December, will be writing level 2 in June. I live in a small town in Canada (Lethbridge, AB, pop ~80,000) and long term would like to work in Asset Management in the US.

Is there any type of decent experience I can get in a small town that would fare well for AM, or am I better off moving to a real city? I've been looking at doing back office stuff at the local RBC DS office (PWM), which would at least count as CFA® 
experience.

I'm thinking after a couple years of that I'll apply to some second-tier MBA programs in the US, network my ass off, then hopefully secure an H1b.

Does this all kind of sound reasonable? Would I be better off moving and trying to find a job more relevant to AM?

3 Comments
 

Thanks for the reply John. Main reason I'd like to stay here is that I have a good life, family is all here, and my girlfriend is here going to school. I think it'd be a decent spot to be able to work a fairly stressless job, manage my own portfolio, and still have the energy to prep well for the CFA and GMAT.

Just curious what others thought of that plan, or if anyone else has experience in making a similar transition.

 

Animi aspernatur qui ipsam a iste ipsa. Consequuntur aspernatur voluptatem consequuntur qui repellendus vitae laboriosam. Iste magni temporibus quod.

Qui magnam deserunt ea dolorum ex nulla ex. Est voluptate corporis adipisci ut dolores et similique.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
bolo up's picture
bolo up
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...”