Experienced (10+ yrs) quant trader looking to transition in fundamental AM

I'm an experienced quant finance professional looking to transition into fundamental Asset Management. I'm old, but hopefully not too old to pursue my interest. I've had some experience with event driven and value investing through work and a family investment fund. I'm looking for a hedge fund or mutual fund. Structure doesn't matter so much, just want to stay in an alpha generation role.

Also open to endowment fund or family office if there is an opportunity for idea generation along with oversight and analysis of external managers.

Attachment Size
ows_resume.pdf 113.24 KB 113.24 KB
12 Comments
 

I'm not in the quant space but I'm a senior citizen like you in finance. I won't mince words. You are in a tough spot, but it's not impossible. You resume looks OK.

Looks like you had a good gig before the financial crisis and a less good gig now. Hard to fight the perception of your downward trajectory. But you can provide more details about your fundamental analysis, cash flow modeling and maybe specific stock picks. You can highlight how you can incorporate programming stuff to improve stock selection and monitoring process. Slim down previous experience to make room for expanding more recent work experience.

I'm guessing you have $2 - $3 million saved up. If I'm right, consider starting up your own fund to build up a track record. $1 million at launch will do, just enough for the track record.

 
Best Response
PlanetHollywood

I'm not in the quant space but I'm a senior citizen like you in finance. I won't mince words. You are in a tough spot, but it's not impossible. You resume looks OK.

Looks like you had a good gig before the financial crisis and a less good gig now. Hard to fight the perception of your downward trajectory. But you can provide more details about your fundamental analysis, cash flow modeling and maybe specific stock picks. You can highlight how you can incorporate programming stuff to improve stock selection and monitoring process. Slim down previous experience to make room for expanding more recent work experience.

I'm guessing you have $2 - $3 million saved up. If I'm right, consider starting up your own fund to build up a track record. $1 million at launch will do, just enough for the track record.

Thanks for the advice. I have thought about starting my own fund, but I'd much rather work with a team as part of a bigger fund.

Please tear into this resume. I'm looking for more feedback.

 
"bluepenguin"

Obviously you have a bundle of experience, but I learnt close to zero about you. Do you have a life outside of finance? You're winnings on the daily fantasy sports suggests that you do. I'd want to see it.

Awesome, thanks for the advice. Any thoughts on how best to express my "life outside of finance?" Should I include a summary at the top which includes a sentence or two about extracurriculars or just an expanded section at the end about hobbies and volunteer work. I also found an arb in the MA lottery many years ago that produced some money, but that's been documented by people that did it in much bigger size.

 

Ea non natus quis facilis ut. Distinctio quae quae consequatur ut. Iusto et delectus neque assumenda aut est id. Aut rerum tempore amet saepe.

In delectus eos voluptas enim quibusdam aut libero id. Ut facere eum in id ab sapiente at. Quibusdam rerum iusto cupiditate deleniti. Ut maiores voluptatem sint praesentium optio velit.

Non placeat cumque nisi maiores adipisci et. Eius et nulla quam molestiae ab reprehenderit quod. Ab occaecati molestias libero quisquam neque rerum ea. Aliquid saepe est est iste.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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

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...”