Starting Investment Analyst Career at the age of 50


I am aged 50 and has been working in the SAP Finance domain for almost 20 years. Of late i have heard enough of Investment analyst career and very much got interested into it.

My question is, will it be too late to start an investment analyst career at the age of 50 by completing all 3 levels of CFA?

Raja, it’s never too late man. You have experience that should help you on at least a couple. As far as advanced degrees/certifications go, CFA is good bang for the buck if you compare to an MBA or something similar. Depends on what you’re aiming to do, but I find that most of the CFA topics apply across most business. If I can help with any more info, I’d be happy too. Throw age out the window, what’s the alternative?

I agree with Kevin.

I was past 60 when I enrolled in the CFA curriculum. I’m approaching 80 now, and I’m still working. I don’t need the money, but I love what I do, so why not do it?

FWIW. my model for aging is my late grandmother on my Dad’s side. She was Cal/Berkeley, Class of 1912. She worked until she was 99 and lived to be 106! Right up until a couple of days before she passed, she was lightning-fast with a quip. She’s been gone for 29 years now, but I think of that wonderful old lady every day.

Working keeps my mind active. It also keeps me looking forward. Many of my friends look backward and make themselves unhappy about what they could have done, but didn’t.

That’s not for me. I’m expecting to finish writing my third book by year-end. When it’s done, I’ll probably write another one. The working title of my current book is “How to Increase the Value of Your Business.” Its target market is owners and senior managers in non-public enterprises.

Amazing sir, after obtaining CFA, were you able to land in a job as an Investment Analyst and how far were you able go in your career?

How you got a job as an investment analyst even in your sixties? Can you please elaborate more on your career journey? Real life stories motivates me more than mere motivational talks.

Yes sir, my only worry is will anyone hire me as an investment analyst even at the age of 50?

They should, between a charter and experience you’re valuable to a wide range of companies. Doesn’t always have to be a Wall Street bank of investment manager, corporate entities can use the skills acquired. Insurers and corporate treasury managers are a few areas where you can apply the charter and make good money.