I am a freshman in college and have a strong interest towards pursuing a career as an analyst where I would like to transition towards a portfolio manager. I don't want to waste my time as a freshman or sophomore and would like to gain as much knowledge and experience as possible. Currently I work at a financial services firm as a limited principle/registered rep. Here are the few questions that I have:
- Should I get my ? In addition, is a series 7/66 a requirement to be an analyst or portfolio manager? As well, would it help my resume when I am looking for internships my junior/senior year such , , or MS?
- Fundamental or technical analysis? Which one should I master and which one do investment firms value the most?
- Apart from being highly skilled in VBA is there any other programs that I must know about to become competent in.
- What are the different roles and skillsets that an individual must possess to be an equity analyst, fixed-income analyst, and a commodities analyst? For example, do fixed-income analysts need to know more math?
- Is there any other advice and recommendations that you guys can provide to help me prepare myself towards becoming a successful analyst?
Thank you guys for your help and support!
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