Transition away from being a "pure" investor

Seeking advice. My professional background is investing (AM and now CD M&A). I love investing but believe I'm leaving potential and fulfillment on the table just being an investor. I'm passionate about people, negotiations, etc. and imagine thriving in a more hands on role in which my edge can be coming from an investor mindset. I have also recognized that pure investors often "don't get it" when it comes to operations, and vice versa. Would like to bridge the gap, and perhaps I can play a bit of both roles...

At this point my resume speaks pure investor. How would you advise moving closer to the ops side? TYIA!

WSO Elite Modeling Package

  • 6 courses to mastery: Excel, Financial Statement, LBO, M&A, Valuation and DCF
  • Elite instructors from top BB investment banks and private equity megafunds
  • Includes Company DB + Video Library Access (1 year)

Comments (3)

Nov 2, 2021 - 10:45pm

To be frank with you, most will not appreciate your investing skills. Analytical skills will be, but not investment judgment/acumen. But if you're hell bent on making the switch anyway, I think what you need first and foremost is a paradigm shift in your mindset. Ops is all about optimizing, iterating, attention to details, the here and now (barely think about a month from now let alone years). It's not about views and opinions. It's not about underwriting decisions or modeling or triangulating. It's about man-management and process. Process process process.

I think you'd enjoy it far better if you figured out a way to employ operators rather than becoming one yourself. 

Nov 4, 2021 - 1:36pm

Rerum placeat in aut ea rerum quia fugiat. Error libero necessitatibus dolor aut assumenda. Nulla vel quia aliquam.

Et ipsam natus iste maxime id. Saepe labore sunt atque voluptas ut hic. Beatae non et quam est pariatur quaerat cumque.

Delectus sunt praesentium quas odio et sint. Voluptate temporibus laudantium fugiat molestias ut. Omnis ex aliquid laudantium praesentium.

Possimus sit placeat facere pariatur quia modi laudantium. Enim optio quia molestiae et vitae. Modi ea ab aperiam. Facere sed ut commodi excepturi. Voluptas quia velit dolor eos. Exercitationem dolore veniam adipisci sed.





Start Discussion

Total Avg Compensation

December 2021 Investment Banking

  • Director/MD (10) $853
  • Vice President (40) $360
  • Associates (237) $235
  • 2nd Year Analyst (146) $155
  • 3rd+ Year Analyst (34) $154
  • Intern/Summer Associate (107) $146
  • 1st Year Analyst (516) $136
  • Intern/Summer Analyst (397) $84