Hi there, so I’ve just moved to the Vals and business modelling team at a B4 and I was wondering whether someone could help me to design my strategy for the upcoming years (2-3) and how to get the max profit from this experience.
Brief background: 3 years of experience in B4 (other area). Knowledge gained so far: industry research, basic modelling, debt instruments, and writing skills. CFA L3 candidate. Strong language skills. 26y old.
I’m not planning to become a partner in B4 and I also believe Vals&BM becomes somehow repetitive at some point (confirmed by friends working there), so I was wondering what realistic exit opportunities I could have after 2-3 years and what I should do during this period in order to maximize my chances.
My top priorities would be the following (highest to lowest): PE or AM, ER, Investment analyst within industry (something like Corp development, or the like), Valuations team at an IB (similar to the one HL has).
I see a bit of a disadvantage that if I do 3 years in this gig I will have by then 6 yrs of experience (29y), so I am not sure what kind of position (if any) would be ok for my experience.
On the positive side, I believe I have a strong network in my location and I will be able to increase it for the next years. Also, I’ve been top performer at my previous job and I did not really like it, so I hope that I will also perform successfully in this gig given my motivation.
Main questions:
- Am I missing anything in terms of potential V&BM exit opps? Am I realistic or too optimistic?
- What kind of activities/approach should I follow as of now in order to maximize my chances in 2-3 years? More networking? Specializing in any specific industry?
Thanks!!
