Need to Get Out of Fund Accounting

Water Cooler Careers
#1

…and into a role that will :

  1. Help me land an investment analyst position in the future.

  2. Be considered relevant work experience in order to achieve the requirements of the designation.

Any suggestions?

#2
  1. I think CFAI approves nearly all relevant work if you phrase it in the terms of the CFA curriculum
#3

Why should anyone give you a chance over the hundreds or thousands of other people in your situation who want the same thing? You need a good answer to this, otherwise don’t bother.

#4

you should at minimum know how to model - dcf, pro forma, comparable company. Also have working knowledge of bloomberg terminal and/or factset. All this can be done in 2 months. This is not the hard part so get this out of the way then start networking and apply for entry levels.

#5

Is it possible to learn factset or bloomberg without the terminal machine? Just watching youtube?

#6

That might be tough

#7

You are a carton of eggs or a gallon of milk. Why should someone pick you?

#8

why not?

#9

Simple. They have two choices. Pick me, or I throw eggs/milk on them.