Background Private Equity Infrastructure Funds, Secondaries and Co-investments Experience in Institutional Asset Management & Investment Research (Mutual funds) CFA Completed | European Financial Advisor Charterholder Excel financial modelling (VBA) Telecom & Financial Services Managerial experience & Strong project management | Trained off-shore teams Happy to answer technical questions re: PE Infra and Buyouts (will do my best) CFA (stategies and market value) Managing people offshore & Project Management Financial Modelling WSO Podcast: Member @truelondoner" Listen on iTunes | Spotify **
15 May 2019
Basically I'm studying for the CFA Level 1 right now and everyone puts up a number of hours that they took to study. However, everyone comes from different background and has a different IQ so it would be nice to see some numbers from people who include their alma mater (or general type/"quality" of university), major/s, GPA, and even SAT/ACT scores (essentially as vectors of IQ, and amount of time previous spend on relevant material). Some people will try and say this is being discriminatory against smaller non-ivy schools, but when it comes down to it I think we can all agree that on average
02 Apr 2018
Time to get it done, Saturday is the day. A little last minute for this post but: Who's taking it/What level/What number will this attempt be/How are you feeling about it? I'll be siting for level 2, will be my second go at it. Passed level 1 first try the previous December and didn't have enough time to get through all of level 2 last year. I have to say I feel much more prepared this year having had a full 6 months to go through the material. Still, I'll never feel fully confident about a test that fails more than half of its takers. How's it looking?
02 Jun 2017
Hello all. I was wondering if I could get some career advice according to my current situation. I am going to be a senior this fall at a top business school in the Midwest. I am involved in school, decent grades but not great (3.3 but 3.6 finance GPA), consider myself a social person (Greek life and multiple campus orgs) and I have a real passion for finance (multiple investment clubs, read numerous books on the subject, manage my own portfolio, studying for CFA level 1 in December). I would have killed to have a ER or AM internship this summer but unfortunately I was only able to secure
12 Jul 2016
I am reevaluating my career path, any input and advice would be appreciated. How are the exit opportunities for a CFA level 3 candidate working in corporate credit ratings at a CRA for the TMT industry (masters/MBA position with client and c-suite interaction)? Prior to this, I worked a few years at a BB in a portfolio monitoring role (financial analysis and internal credit ratings for a leveraged product group). Interested in asset management in tech/media or corporate finance roles at tech/media firms.
19 Sep 2018
So I was interviewing for a HF research role and the interviewer asked if I passed the all levels of the CFA on the first try. For whatever reason, I quickly answered yes, even though I failed L2 once. I immediately felt awful for the lie, but I held my composure like Nixon in the first half of the David Frost interviews. I have a flooding sense of guilt ever since, and I'm considering reaching out and telling the truth. This job would be a big time move from my current role at a smaller boutique. Of course, I don't want to ruin my chances by telling her, but I also don't want this haunting me
10 Aug 2018
I was hoping to compare the value and exit opportunities provided by the following: -CFP -CFA -CCTS (Certified Corporate Trust Specialist) As well as other certifications my employer might pay for.
23 Apr 2018