Hello Monkeys,
I need yall help! I want to leave finance for investment management. What are the necessary steps needed to make this transition happen???? For my next role, I would love to be an investment or portfolio analyst. To speak briefly my long-term goal is to be a PM at a top 20 endowment or alternative investment strategist.
Attached is my resume to shed light on my past.
Thanks a lot,
| Attachment | Size |
|---|---|
| candidate_pivoting_into_investment_management.pdf 71.3 KB | 71.3 KB |
| +38 | Strategy to asset allocation | 10 | 1w |
| +28 | Q&A | Research Associate, Long-Only | (0 years in DCM/IB/consulting) | 6 | 1d |
| +13 | Transitioning from an FTC to a Permanent Buy-Side Seat | 1 | 4w |
| +9 | Working for Endowment? | 5 | 19h |
| +9 | WAMCO - Ken Leech | 2 | 3w |
| +9 | Rising sophomore trying to pivot to finance | 2 | 2w |
| +9 | Best/Worst Experience in the Industry | 1 | 4w |
| +8 | Bridgepoint Acq Kayne Anderson RE | 2 | 6d |
| +6 | Goldman Sachs Operations? | 1 | 5d |
| +6 | MBB to Banking Career | 1 | 6d |
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I really dislike the layout/formatting
I would not put (elementary) next to your R skills. Either pick another word that won't compare you to a child or take it off if you aren't familiar enough to speak about R.
I think the functional skills section is pointless
Please read up on how to properly state status in the CFA program, if you misuse it and a charterholder sees it, shows you are not really studying.
When I was still taking my exams I did it like this:
CFA Institute - Chartered Financial Analyst Level Whatever exam scheduled June 20XX Bullet point -> passed Level whatever June 20xx
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