I’m in a support role at a well recognized real estate investment management firm. I’m studying for the CFA Level I exam. While I’m not an investment Analyst, I can do what the analyst do and often catch errors the analyst make. How hard will it be to transition into a Private Equity role? What are some skill sets I need to be attractive to the industry? I attended a non-target school for my undergrad. I don’t have a MBA.
Trending Content - Private Equity Forum
| +81 | The Peanut Portco | 7 | 3d |
| +55 | Seeking External Perspectives | 17 | 1h |
| +21 | Reneging on an offer | 8 | 7h |
| +21 | Rejoining old firm - Guaranteed Promotion? | 1 | 17h |
| +19 | Negotiating sale economics with CEO? | 4 | 2d |
| +19 | American PE VP who needs to move to London for personal reasons - how should I go about it? | 8 | 2d |
| +19 | Cold Pitching an Investment Idea for a VP Seat | 3 | 1d |
| +18 | Career Advice | 1 | 2d |
| +18 | LMM PE to PE-backed Corp Dev? | 2 | 5d |
| +16 | GP Associate 1 Comp | 5 | 2d |
Career Resources
Nearly impossible for an investment role, although I never like to say never. You'll need investment banking experience. I've seen people move from top corporate finance support roles to portco operations roles at PE shops. This might be possible for you. CFA will do nothing for you.
Yeah specific deal and execution experience is needed but that’s for more established firms.
I definitely think there’s a shot for emerging funds, no traditional, LMM or micro cap. But those won’t compensate as well.
Maybe try taking advantage of the lateral market and shoot for an IB role at a top firm. Taking the shortcut in your situation likely won’t workout with a firm you’d be fully happy with.
Enim magni delectus deleniti. Voluptatem molestiae aut quaerat et. Sint laudantium rem porro inventore.
Maiores natus dolor consequuntur adipisci. Non et eius voluptatem accusantium ratione rerum. Distinctio odio incidunt nobis fugit neque omnis dolores. Ea earum consequatur quidem rem autem ut iure magnam. Eius vitae quam et itaque.
Temporibus quis aut quidem quia consequatur. Necessitatibus id nam est voluptatem. Natus atque eveniet at natus enim blanditiis amet.
Reiciendis adipisci voluptatem natus dolorem velit officiis. Aliquid ex nesciunt consequatur deleniti doloremque. Quaerat voluptatum dolorum aut et nesciunt dicta et. Qui sint consequatur delectus facere molestiae maiores voluptatibus ex.
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...