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2019 is to David Boies as 2017 is to Louis CK
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Has anyone taken the CAIA ? Any tips ?
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Just quit and give someone else that boring opportunity.
Big HF energy 🙃
depends, are you buy side or sell side? I prefer reading opposed to writing
Ahaha, I'm at PGIM, none of that here. We are, however, monitoring a large group of bond names, writing out news updates, credit research, ratings analysis, and numerous other market/admin crap in our "investment thesis." Ends up being a 20+ page deck. 😭
Coach
You could also consider going into product strategy? At some firms it’s called client portfolio management. It’s basically a person who specializes in an investment fund/strategy and communicates updates to clients and prospects on that strategy and on the markets that strategy invests in. It can be really fun and leverages those same skills but for a directly revenue-generating purpose.
Thanks for the suggestion. I’m at a similar crossroads…spent 3 years in PWM then moved over to buy side equity research where I’ve been for about 6 years. It’s trending on the boring side since I got through the CFA program about a year ago. Not sure from career path/exit ops prospective if sales, portfolio strategy, back to PWM or even pivot to IB (don’t know if that’s even possible) is best.
Join a hedge fund
Far less boring, I was sell side ER before. I cover about 50 names and have 6 different third party data providers, 2 internal, sell side to speak to, corporate access to attend, news to follow. I only skim reports for the high level and chat with industry experts to fill in the gaps. I have never had a boring day here.
Pay also makes anything they’d throw at me worth it
I’m bored of reading it. Can’t imagine how boring it is to put together
Where do you work? I'm in buy side AM and still do tons of writing.
I want to get into research right now I'm retail and just sucks getting trashed by clients all day lol
If u want sell side ER, get LinkedIn premium, apply to all sell side roles, then right after reach out to whoever posted the role (you can see some of the time with premium) or the DOR (you’d need to dig a little) or the analyst to “learn more about the role”
Grass is always greener. I’m on the sales team for a AM/IM. It’s just as boring…. Sling product all day.