Steps to pivot from finance into an asset management role
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,
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candidate_pivoting_into_investment_management.pdf 71.3 KB | 71.3 KB |
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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