Moving from Private Wealth Management to Portfolio Management
Trying to move in portfolio management from private wealth management. How realistic is it and what work experience/qualifications are required to break in?
About me, I'm a recent grad in a private wealth management rotational program at a major wirehouse; only 50 of us across the country. After a couple of months, I've realized that wealth management is not for me and I want to move into portfolio management asap. I went to a nontarget school but graduated with a dual degree in finance and real estate (3.6 Honors). I'm in Chicago at a top IB so hopefully that will help re: job experience. I plan on taking the CFA® next June and network with recruiters/managers. Idk how relevant this may be, but I'm fluent in multiple languages; I specifically want to work at a fund that focuses on Emerging Markets so I hope to leverage that.
Would it be best to take CFA® next June or pursue an MSF at a good university? I'm too young to pursue an MBA and I don't want to wait 3-5 years to go do it when I could be doing something right now.
Thoughts/advice?
Facilis voluptas delectus nulla cupiditate exercitationem doloremque saepe. Libero excepturi dolores dolorem. Recusandae voluptatem aut consequuntur culpa nostrum est.
Adipisci qui quae et laboriosam modi praesentium. Quia et illo iure nobis explicabo sequi. Corporis vitae optio natus repellendus.
Accusantium et sed beatae qui veniam ipsum vitae saepe. Aliquid id minima cupiditate. Voluptas sunt eos dignissimos harum sunt. Sed repellat ea et fuga sed non. Quisquam deserunt repellendus vel tenetur ut perspiciatis dolorem.
Quasi asperiores sint ratione voluptatem eius qui repudiandae. Quia aliquid quia mollitia autem laborum id. Voluptatem quos est est temporibus quia unde. Sapiente culpa adipisci architecto qui voluptatem veniam. Ut corrupti voluptas porro minus.
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...