Got an Offer From an Insurance/Investment Firm for an Investment Client Services Role

Subscribe

Howdy,

I got a "client services" offer from a very established company that is primarily an insurance firm, but has had success in their investment products/services as well. My (very long-term) goal is to be a portfolio manager, and I know I will have to network a lot no matter what role I get in, but for now I am happy to have an opportunity to get my foot in the door. I know that this role will bring me a lot of soft-skill experiences... communication, management, etc.. but my concern is getting on the right path to becoming a portfolio manager, which I know requires a lot of technical analysis and experience.

So my question is, in your professional experience, will a client services role set you on the right path to become a portfolio manager (or valuations analyst, or something similar, etc), or would I be wasting my time?

Obviously I know I wouldn't just move from client services to portfolio manager, and that I'll likely have to make a lateral move or two to really get on that path. I also understand anything is possible with access to the right connections, but for now I'm simply trying to gauge the value of this role and manage my expectations as well.

Comments (1)

Start Discussion

Popular Content See all

Biggest Regret in Undergrad
+45IBby Prospective Monkey in Investment Banking - Mergers and Acquisitions">Prospect in IB-M&A
Virtual Summer Interns - which banks sent you WFH gear?
+16IBby Intern in Investment Banking - Industry/Coverage">Intern in IB - Ind
Making the first move as a woman?
+11OFFby Intern in Investment Banking - Generalist">Intern in IB - Gen
Meal plan in IB
+11IBby 1st Year Analyst in Investment Banking - Industry/Coverage">Analyst 1 in IB - Ind
The lighter side of IB! (Hopefully)
+8IBby 1st Year Analyst in Investment Banking - Mergers and Acquisitions">Analyst 1 in IB-M&A
What is 1st year all-in comp for MMs?
+7IBby Intern in Investment Banking - Mergers and Acquisitions">Intern in IB-M&A

Total Avg Compensation

October 2020 Investment Banking

  • Director/MD (17) $704
  • Vice President (49) $326
  • Associates (265) $228
  • 3rd+ Year Analyst (36) $168
  • 2nd Year Analyst (147) $159
  • Intern/Summer Associate (136) $141
  • 1st Year Analyst (583) $129
  • Intern/Summer Analyst (558) $82

Leaderboard See all

1
LonLonMilk's picture
LonLonMilk
98.4
2
Jamoldo's picture
Jamoldo
98.3
3
Secyh62's picture
Secyh62
98.2
4
CompBanker's picture
CompBanker
97.8
5
redever's picture
redever
97.7
6
Addinator's picture
Addinator
97.6
7
NuckFuts's picture
NuckFuts
97.5
8
bolo up's picture
bolo up
97.5
9
frgna's picture
frgna
97.5
10
Ricky Rosay's picture
Ricky Rosay
97.3