Hi, guys, I am working on a internal transition to a M&A position within my employer. It pretty much does those typical acquisition stuff, and the title is like" Sr Investment Analyst". Sound odd in an corporation. Any idea if that would count toward CFA chart experience?
Yes, it should. The investment experience would be decisions regarding investing in and valuing companies.
Yes I have a similar role and it counts
It is a tech company btw, but they sometimes acquire small fishes outside. I don’t think it will get to decision making , probably just due diligence and target research, maybe some modelling.
But you’ll be “assisting in the decision-making process” by doing the activities you listed. I do the same thing, just on the I-bank side & my experience was approved.
definitely should count