FP&A at PE-backed firm to Private Credit: Realistic?
Background: CPA with about 8 years of experience. Currently Senior Financial Analyst in FP&A (and M&A) at a PE-backed financial services firm - specifically a roll-up in the RIA/wealth management space. In addition to standard FP&A, I do leverage forecast, lender package creation, covenant tracking for a private credit line.
Prior to this I spent five-plus years at a multi-asset family office covering CRE - hotels, office, multifamily, retail where I was essentially running finance end to end. A lot of work was around building lender packages for new asset purchases or refinancing and tracking covenant compliance
Before that, early career investment banking analyst role (India-based boutique) where I worked on a structured debt transactions, and promoter stake divestitures basically built models, presentations, and participated in roadshows.
Education: MS Quantitative Finance (RPI - non target), MS Quantitative Economics (non target), Bachelors degree in Accounting, CPA active.
Currently 32, based in LA, open to NYC.
How realistic is a direct move from this background into private credit - specifically direct lending or real estate credit - at Senior Associate level? I know the typical path is IB to PE/credit but my background has meaningful credit-adjacent work on the borrower/operator side. The pitch I'm thinking is: I've spent my career on the borrower side of credit transactions and want to move to the lender side.
Any honest takes appreciated.
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