Looking for some advice for my next move in my career…. any help would be greatly appreciated!
- 26 years old
- BS Finance
- MBA Creighton University (paid by former employer)
- Level III CFA candidate
- 2 years work experience as a Commercial Insurance Underwriter
- 2 years work experience as a Commercial Credit Underwriter for a $5b local bank (current position)
I’m currently located in Tampa, FL. I would like to transition into an equity research role and eventually become a portfolio manager…. I have made some connections but am having difficulty breaking into the industry.
Assuming I pass Level III next June what should I do to further advance my career? I’ve tossed around the idea of going the CPA route to expand my financial statement knowledge and develop a deep understand on how each financial statement ties to one another.
I’ve also considered committing 6 months - 12 months to getting into a top 10 MBA program; does it matter that I already have a MBA?