CFA potential?

Hello all,

Here is my background I graduated from a 2nd Tier B-School; I went straight through my undergrad (in accounting) to my MBA since the economy was (and still is) in the dumpster. I racked up over 2 years of experience at JP; doing nothing special I was in more of a support role. I did however make the best of the situation and picked up some skills in modeling, sales forecasting etc. Now I am within a P.E. firm. My day to day activities include managing liquidity, risks, and reporting. My official title is staff accountant (JP I was an analyst). I want to make a transition into the deal side of P.E. or even Client relations. I am sitting for level one of the CFA in December. Will this truly open any doors for me? Am I wasting my time? I can't pursue another MBA that would be down right idiotic. Anyone have any suggestions for any other advanced degrees I could pursue?

Ideally I would want to break into a IB analyst program; I don't mind hard work and long hours. I do that now. I want to fulfill my entrepreneurial urge through the front office. I interview well, I think very well on my feet, now all I need is the qualifications to open some doors.

2 Comments
 

Ut voluptatem placeat illum quidem. Amet est aliquid sint sint aut laboriosam aliquam. Tenetur aut error consequuntur. Aut necessitatibus dolores quia nesciunt. At maxime placeat enim.

Sed non quisquam aut perferendis libero atque et. Harum rerum fugiat suscipit vel. Sunt vel molestiae libero quis ut quos. Vel alias velit libero reiciendis libero.

Qui ea odit ipsum soluta voluptas dolor error. Velit magni non aspernatur. Modi provident deserunt at qui ullam qui. Eos laudantium dolorem dolor ipsa sed.

Sint dolore doloribus et atque optio velit consequatur. Id officia est illum dolorem quaerat. Quo eveniet velit alias sunt quo suscipit. Omnis magni impedit et odit molestias. Fuga qui maiores distinctio in facilis velit. Voluptas officia et molestiae error.

Career Advancement Opportunities

October 2026 Private Equity

  • Blackstone Group 99.6%
  • The Riverside Company 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.2%

Overall Employee Satisfaction

October 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

October 2026 Private Equity

  • Bain Capital 99.6%
  • Blackstone Group 99.3%
  • The Riverside Company 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.2%

Total Avg Compensation

October 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (236) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (273) $126
  • Intern/Summer Associate (40) $79
  • Intern/Summer Analyst (357) $61
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
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
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...”