From big 4 consulting to PE - what are my chances?

Background:

  • Currently a senior consultant at a big 4 with a handful of projects under my belt.

  • Hoping to write CFA level 3 in May, I was planning to write it this summer but it got delayed because of covid. I am acing the mocks consistently now so I am pretty sure I can pass it.

  • Completed the FMVA

  • Undergraduate in finance from a non-target

  • I have a stack of trade thesis I write to trade my personal savings (mostly swing trading in FX and indices) I can show off in interviews and I made decent returns over the years. The analysis is all in macroeconomics. I know this is more hedge fund related than PE, but I'm hoping this can show that I'm not just an academic-finance guy.

Questions:

  • given my above experience and qualifications, what are my chances of breaking it into PE in Canada?

  • How should I go about "applying" for PE firms? I am noticing most PE firms don't have careers sections where I can just apply like most companies. What's the typical route here?

  • Will creating investment pitches in public companies increase my odds?

Region

Comments (5)

 
  • Prospect in AM - Other
Nov 11, 2020 - 5:01pm

Don't want to lead you astray but a few questions that could help you get better answers: 

1. What sort of consultant are you? Strategy& and PwC Tech consulting provide different skillsets so providing some color could be helpful for other people who can answer.

2. Are you interested in Operations roles or only investment?

 
  • Analyst 1 in IB - Gen
Nov 15, 2020 - 6:39pm

Not a big 4 but Marlin took a guy from LEK (which I think is in the same tier as the strategy groups of the big four)

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