Hey everyone!
I'm new to the website. I've been in the investment industry for 3 years and I am looking for advice on how to break into investment banking. I'm interested in getting career path information on becoming a research analyst. I'm still learning a good deal about various roles in the investment industry. So, please set me straight if I seem to have any misunderstandings.
My current role is as a back-office principal for a small investment adviser that falls under a large credit union's umbrella. We provide support for over 400 investment reps in our network, along with operations and trading services for end clients.
Thanks in advance!
-DR
Someone in the back office looking to transition to banking is hardly a unique situation. That is practically the backbone of WSO. Either that or non-target to banking. There are literally thousands of posts on this site of people trying and/or succeeding in doing this, so try the search bar.
Sorry. The reason I say unique situation is because I work for an adviser that is a subsidiary of a credit union with little-to-zero sales pressure. It's a unique environment because we are probably one of the few investment advisers/brokers that is kind of not-for-profit. FINRA looks at us during audits and doesn't understand. They ask questions that don't really apply to our business model. It's kind of comical.
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