I currently work in the research side of a leading investment consultant (have been there for a little over 3 years) for endowments, foundations, private clients, and pensions, essentially helping formulate investment strategies for clients. Very top down, macro level stuff. I just passed L3 of the CFA (did the 3/3 December, June, June hat trick) and am eligible to receive my charter when my work experience hits 4 years.
Looking for some advice on how to transition to the buy side, as I realize this is pretty tough to do. My undergrad and master's degree were in Political Science/International Affairs, but I have a pretty interesting story on how this got me interested in investing and asset management (if i can get to the interview...). I've interviewed at a number of buy side jobs and have gotten decently far in the process for a few. I've taken WallStreetPrep modeling courses and am working on making up a few models of my own on a number of days now that the CFA studying is over. Other than that, I know I need to start networking my ass off, which admittedly I haven't done much of. I'm pretty involved in my local CFA society chaper, and would have no problem demonstrating I'm passionate about investing - I constantly read, listen to podcasts, etc. Would love to find a good value-oriented shop looking to give someone like me a shot on the research side.
Also have an elite MBA in the back of my mind (would apply next year and being two years from now). Is this a waste of money given I'll have my CFA charter? Given my affinity for value investing, if I can crush the GMAT I think CBS would be a great place to go. I have Philadelphia roots and would preferably like to end up in Philadelphia, so I think I might be able to sell Wharton on my story as well given application execution.
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