Portfolio/Hedge Fund Manager Career plans at 22

Hello,

I'm John and I'm a senior graduating with a BBA in Finance & Business Management. My career plan is to become a portfolio or hedgefund manager managing my own fund by around 40-45 years of age. But I plan to get my Series 7 next summer to learn about the market. After graduation at 22 in Dec 2013 I plan to start my CFA® licensing tests and work/internships maybe at the same time. Then I plan to apply to UT - Austin's MBA in Investment Management program around 26/27 years of age. After MBA find a solid job as an analyst, then work through the ranks and all the dirty stuff and help start managing a portfolio. Use all that experience I have gained and hopefully start my own fund and maybe retire around 65 or a little earlier.

These are my plans. I would really appreciate all the opinions, feedback, and constructive criticism.

Thanks,
John

9 Comments
 

Agree with blackjack above -- life doesn't usually go according to plan. I would say to remain flexible and find what you really love to do. These plans are great goals, but achieving them is predicated on a ton of hard work that will only really be sustainable if you really like what you're doing everyday. You'll definitely see the world differently at 25 than you will at 22, and do your best to keep an open mind career-wise. Best wishes as you start the career, and just be patient with the process.

 

do you have a plan to get a job between undergrad and mba? lol. Definitely should focus on doing that before thinking about being a pm

 

Nihil repudiandae error nobis enim adipisci illum velit. Est enim ut sed dolorem aspernatur totam. In animi qui ea doloremque. Unde itaque voluptatibus aut nulla fugiat et qui. Illum omnis nisi sit sed autem. Et non omnis quod nisi consequatur. Voluptatem expedita dolorem dolorem illum eveniet.

Ut dolores voluptatem fugit id voluptatem occaecati quasi placeat. Et consequatur recusandae sequi iste est odit.

Totam voluptas cumque modi atque repellendus veniam aut. Alias consequatur ipsum et magni qui blanditiis. Sed quis corporis occaecati architecto. Amet possimus voluptatem voluptas sequi et atque a.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”