Wealth Management Background Becoming Financial Analyst

Hi Guys,

I am new here and would like to seek some advices on my job transitioning.. I am currently in Wealth Management at a BB doing financial planning for HNW individuals for 2 years. My goal is to become a financial analyst and eventually complete MBA, then shoot for IB or PE.. Currently CFA level 1 and preparing interviews with BIWS courses on Financial Modeling and interviews/networking..

I know it's not easy to move laterally from WM into an analyst role, but i still would like to give it a shot.

Thanks.

2 Comments
 

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Hope that helps.

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