Investment Analyst- Private Wealth Management Firm

What are the exit opportunities for an investment analyst working for a PWM RIA managing about 2B? Mostly asset allocation analysis with select individual company investing.

Also does having the CFA change the trajectory in any way?

 

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Career Advancement Opportunities

April 2024 Investment Banking

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  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

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Professional Growth Opportunities

April 2024 Investment Banking

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Total Avg Compensation

April 2024 Investment Banking

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  • Intern/Summer Analyst (145) $101
notes
16 IB Interviews Notes

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