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.
Totam eum numquam omnis nulla dolorem suscipit quia. Voluptates velit aliquid occaecati. Itaque voluptatem reiciendis nihil sint non inventore harum.
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...