Consultant interviewing for a 2 year analyst program at a private investment/private equity firm. Role at first will be split 40-40-20 between Operations, Investor Relations, and Investment Team. Being marketed to be as a "rotation"

Good exit? Don't want to take PE for the sake of PE, want it to have legitimately transferable skills in modeling, valuation, investment with MBA almost certain after 2 years. Concerned l'd get "stuck" on portfolio monitoring or cold calling

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Rotation? And ITeam is only 20%? Steer clear

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20% "at first" they said. Analyst level role so not sure what else to expect, I don't have hard-core hands on modeling or IB background so I'm probably never going to jump directly to an investment team position. Maybe intention is to get me up to speed while helping out operations since they are small and don't have a dedicated ops team.

I have a call with a former analyst this week so hopefully will learn more.

The very interesting thing is that some previous individuals in this analyst role have gone on to M7 MBA programs immediately after conclusion of their 2 years. Think it might be a better spring board to a great program.

PE on the resume is still very good. You can always volunteer to do financial modeling work or practice on the side.

likesmart

Follow up question in regards to those that find themselves in portfolio monitoring; any advice on breaking into more of a middle office role/valuation work? Currently at a FoF, and this is my first role 11 months out of undergrad. Same vision as OP, but unsure on how to get there given lack of experience.

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