Hey guys, looking for some career advice here. Thank you in advance for all feedback, its much appreciated.
So here’s my background. I’m 27 years old, graduated from a non-target school with a degree in finance in 2015. Since then, I’ve completed the CFA and received my charter in February 2020. I’ve accumulated about 5 years of relevant work experience since graduation. Close to 2 years at a small business valuation firm, where I worked project to project, so I was not a W2 employee. I left there because there was not much of an opportunity to move to a full-time salaried position. From there I moved to a medium sized RIA where I started as a Portfolio Administrator then moved up to a Financial Analyst. I’ve been here for 3.5 years now.
I am now conflicted because I dont know if I want to stay in PWM forever. It appears to me that the resources and just overall focus of the firm are on the relationship management side and that it will always stay that way. I’m also not sold on the culture and leadership. They vaguely talk about growth, but don’t do much to show that’s their real priority and there’s no defined path for getting equity for anyone not an advisor.
Anyways, back to me. I am looking for something where I can really utilize my charter, something a bit more analytical that requires more strategic and critical thinking, but also does offer opportunities to interface with clients and work with others. I’m thinking consulting, investment banking/valuations or private equity would fulfill this desire.
So I am looking for some advice on how to make this move. I’ve been applying online through LinkedIn and company websites. I’ve had a few interviews, but still waiting to hear back. I’d like to get some experience at a larger firm. What would you recommend I spend my time doing? Providing supplemental work with my resume, directly contact some people at the company’s I’m interested in etc. Open to any thoughts, positive or negative in my approach. Thanks.