Recommendations in San Diego

Just sat for CFA L1… Did pretty well. Looking for a job doing some sort of trading/analytical work/asst-portfolio managing/etc here, but am absolutely not connected in the investment community and have no formal experience in the business (plenty of personal trading experience of everything under the sun). Am 30, had some entreprenuerial success, and just an Econ undergrad. Any ideas how to squeeze juice out of this dehydrated orange?

I did my level II in San Diego with a bunch of people from LPL Financial. San Diego is about as close to weather paradise as it gets on the lower 48. However, there doesn’t seem to be much high level finance in the area. SD’s economy is based on the military, tourism, biotech, and real estate. L.A. would probably be a better bet for the kind of work you’re seeking if you’re willing to move. Take my advice with a grain of salt - i was only there for 6 months (but would love to go back).

Get a corporate development job with a tech company.

Nicholas Applegate and Brandes are the two bigger money management firms there. There are also a bunch of smaller shops, mostly with quant-type strategies. Off the top of my head, they include: Globeflex, ClariVest, Ten Asset Mgmt, Denali Advisors, and Duncan Hurst (I only keep track because I’m originally from San Diego).

Thanks a lot. Any ideas how to get myself in the door? Can’t seem to hear back any response when sending resumes into HR/etc of these (have already tried Nicholas and Brandes). Too lousy a job market with too many CFA/MBAs floating around taking priority in the good finance/analyst positions. I imagine I appear a marginal job candidate if not simply for lack of direct experience.

Unfortunatey, I don’t have any good ideas other than referring you to the thread on cold calling for jobs. Keep in mind that the smaller firms may have less than dozen people in the entire firm and won’t have a specific HR recruiting contact. The CIO will be the “recruiting manager”. Another thing to keep in mind is that large non-investment companies will have pension-related investments, along with personnel dedicated to their oversight. You can try to hunt out those jobs. If I recall correct, the San Diego City Employees Retirement System has a pretty sophisticated setup.

Good ideas. Thanks.

There are a number of VC firms in San Diego, if your interested in that. There are also a number of local and regional banks based in San Diego. Get a copy of the San Diego Book of Lists if you need an idea of who has a presence.

VC absolutely interests me… Thanks.

sc23 Wrote: ------------------------------------------------------- > Just sat for CFA L1… Did pretty well. Yeah? I thought results didn’t come out till January?

Since I have the Book of Lists right here, the largest (of those that replied to the survey) are - JMI Equity, Enterprise Partners, Sanderling Ventures, Mission Ventures, Forward Ventures, Miramar Venture Partners, TVC Capital and Mesa Verde Venture Partners

newsuper Wrote: ------------------------------------------------------- > sc23 Wrote: > -------------------------------------------------- > ----- > > Just sat for CFA L1… Did pretty well. > > Yeah? I thought results didn’t come out till > January? By my own ‘metric’ … I should have disclaimed – the final result could go either way, of course. btw to the above poster, thanks for the names.

sc23 - I may have a possible oppty for you out there in San Diego. But what kind of experience do you have? What did you do for the 5-8 years of working?

e-mail me at mkcfa23@gmail.com and I’ll get you more details.

I spent the better half of a year looking for something in San Diego. Email me at wanderingcfa@gmail.com and I’ll send you some of my info.

I don’t want to steal this thread or anything, but I am also an active job seeker in the SD market. I’ve been attending college her but I need to find something soon or else I’m gonna be forced to move back home… if you guys have any advice that would be great. I’m also looking for similar jobs at OP (entry-level) and have my Econ major.

Corporate Treasury is always an option too if you are just looking for a decent paying job

I am telling you corporate development with a tech company is #1 in that area. I also know of a tech company hiring an analyst in financial planning and analysis.

Detroiter Wrote: ------------------------------------------------------- > I am telling you corporate development with a tech > company is #1 in that area. I also know of a tech > company hiring an analyst in financial planning > and analysis. Does this position involve fashioning a shank out of a mouse?

nope it involves 20,000 stock options a year of a company that is going public fo sho in 1st quarter http://www.maxlinear.com/ ZING!!! thanks me later