Hi. I am new to the boards here and am looking for some advice in a career change.

I currently work as Fund Accountant. After several months, I am looking to transition into Equity Research. I cannot imagine being a fund accountant for the rest of my life since the job is pretty much day-in and day-out routine job. I want to look for a more challenging career that involves heavy analytical skills, so I would like to break into Equity Research.

A little about myself.
Graduated from top 20 University
Level II CFA Candidate
Little equity research experience

My questions is how likely a Fund Accountant can get into Equity Research. Judging from my previous co-workers, most either got promoted to another related role or became an auditor. I am also afraid that being a Fund Accountant for a long time will pigeon hole me in that field. Any advice is appreciated. Also, if you were a FA that turned ER, do you mind sharing how you got in?


Comments (5)


Easiest way would be to transition within your own firm. If you are doing a good job in your current role start talking to people that can make such decisions.

Financial Modeling


Rather old, but also interested




Still interested... anyone make this transition, or move to front office out of a fund accounting role?

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