Avid reader – first time poster.
As many before me have mentioned, I cannot thank the WSO community enough for the insight and information you all have provided. But as it stands, it is time to pose my own question to the community in hopes that you can help me one more time.
Age 24, state school, very avg/low gpa, marketing/management major, no internships, don’t come from money or well connected family…. that being said, somehow lucked and willed my way into a getting hired as a broker at a BB PWM firm and better yet, in my 1 year here thus far, one of the more successful teams have taken a liking to me and brought me on board.
Where is the problem you may ask? I understand. I count my lucky stars for the opportunity I have gotten. I know if I stay with this and this team and don’t muck it up too bad I can have a very very nice life. But there is something inside of me that is drawn more toward the analytical side of the business. I am that cliché kid that reads every “buy side” related post on these message boards and would love nothing more than to one day work at a large HF shop. That being said, I realize the unrealistic nature and uphill battle that would be given my current resume metrics.
Given that any decent level MBA is probably out of my reach (unless I score exceptionally well on GMAT), is my best bet to study for the CFA (I assume work would sponsor me), and perhaps start running my own custom portfolios for my clients and ideally my team’s book? (manage ~$700million). Would establishing any sort of portfolio track record + CFA make up for not going the target -> IB -> HBS route?
--apologize for the length--