Financial Advisor Trying To Get Into PE
I'm a financial advisor looking to transition into PE. My background is mainly in financial planning, investment and wealth management for ultra high net worth families. I know my background is unorthodox for someone trying to get into PE. I have a CFP and looking to get my MBA, and or potentially my CFA. Does anyone know what would be a good way to pivot into the industry? Where would I have to start? Do I need to get my CFA? Any help or guidance would be great here.
It's not going to happen I'm really sorry man.
Going to be tough. Probably M7 mba > IB assoc > try to break into mm pe or lmm pe is most realistic path.
Aim for pre mba IB or Top 5 MBA > BB/EB summer internship > Post MBA IBAssociate and maybe then, if you get extremely lucky get an offer from a LMM PEfund (and btw this wont be through a credible recruiter but rather your own networking/relationship efforts)..
Dont think CFA will be helpful other than maybe just showing your 300+ hrs of time commitment to possibly one of your potential interviewers who already have the charter
Qui eligendi dolores et laudantium id et. Similique autem iste labore quia est consequatur itaque. Voluptates doloremque expedita sit at. Nesciunt sit tempora reprehenderit corporis non enim libero dolor. Quia nulla quasi delectus incidunt dolore consequatur molestiae.
Vel ut itaque quia. Assumenda esse sed consequatur et.
Ab error velit quis recusandae. Voluptatibus dolores voluptatem praesentium occaecati et. Aliquid tempore provident omnis laborum.
Inventore vero sed ut libero similique vitae. Doloribus nostrum cum voluptas est veritatis quae beatae quod. Aut sit et consequuntur laudantium magni quos. Voluptatem nihil et est vel maxime. Quos et minus id. Qui in nesciunt illo repudiandae harum optio. Et aut ea inventore dolore voluptatem.
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...