Better to get MBA or CFA to break into asset management?

like
Posting as :
works at
You are currently posting as works at

All things considered? I would get the CFA. I’m hoping to get into a top 15 MBA program however so hopefully I can break into AM and also develop a deep alumni network at the same time. Then, maybe, I’ll get the CFA.

like

What about CAIA

like

CFA or top MBA. CFP helps too if you want to go sales/RM route. Either are a good education.

I'm a CFA charterholder and regional MBA for what its worth. Working on CFP currently too.

like

If you’re talking about institutional asset management, that’s more about getting your foot in the door. Target MBA does that more directly than CFA.

like

CFA

CFA

Cfa worked for me

I’m on the sales / trading side of things so not positive on what they look for but from my understanding your background seems like it’d fit well into an multi asset / asset allocation type of role

both are secondary to knowing someone in asset management, but CFA has the edge over MBA

Related Posts

Hello Sharks!!!

*Need your guidance*

I am working in a Azure support project from last 2 yrs and would like to make transition to the next level for better opportunities, growth and package.

I am not interested in hard-core development and have little coding experience.

Which track would you recommend in this case and why?

It would be great if you can also share some recommendations of the resources that helped you

like

Hi all,
Does Consultant specialist designation GCB 5 come@under the role of AVP?

like

Want to know about TCS MLT program.
Can anyone guide where will get details and how to subscribe for this?
Also is there any advantage after completing this?

like

As a person in the ABA field, I have my RBT however I want to counsel hence, why I’m attending Liberty University to obtain my masters in clinical counseling and LPC. I want to get out of the ABA Field but don’t know where to start, any advice?

like

I’m a fifth year associate who is ready to get out of litigation (and private practice altogether). I’ve only ever done professional malpractice (legal, med mal, etc) and feel like those skills will not transfer as well if I had done transactional work. Ideally I would like to transition to something in-house. Any suggestions as to what jobs/industries I could transfer into with only litigation experience?

like

Looking to move to the Dallas Fort Worth area close to June I’m here to network and see it all would welcome me and help me out during my transition

like

I work heavily in AWS and am looking to learn another cloud platform. I have zero knowledge of azure and gcp and would like input on which to learn. Azure would make sense since its the second largest in terms of market share, but GCP seems far more interesting and technically challenging with things like Kubernetes and BigQuery.

like

Hello Are they any other HR licenses that are as valuable as the SHRM and HRCI ?

like
like

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

Going from 165 as an ACD to 210 as a CD? Is that about right?

like

Pros and cons of the military? Thinking about joining.

like

Im in tax. Want to jump into advisory. About to make senior (2-rated). What are my chances?

like

Which one should I go for?

1. Oracle - 18.3 LPA fixed + probable bonus (I may or may not get)
2. Amadeus - 18 fixed + 1.5 variable.

Amadeus is also giving joining bonus of 75k. Amadeus is paying more, may give better hikes too, but I am finding it hard to let go off Oracle's brand name on my resume even if it's means around 2L less over an year. I am planning to work for atleast 3 years in my next company.

What would you have done in my place? Should I go for Oracle or Amadeus?

like

Hi Fishes,
I have an experience of 6 years in Production and Application Support. I have worked as middleware administrator as well for Jboss and Weblogic.
But due to the diminishing demands of the role in IT industry , I am planning to switch my career in Devops or AWS which would help me grow.
But I am not sure without any practical knowledge, will I get a job at this many years of experience in a different profile.
Do companies hire for AWS profiles with good packages at beginners level?

like

Hi guys!
I have 3 yoe as a UI&UX designer in a service company and now in a product company(startup) . I wanted to know is it possible for designers to become Product Managers without an engineering or mba degree?

like

I don't know if this is a recent change but I’m seeing postings for junior copywriter/community manager roles. Have these roles always been attached or posted at a junior level? Is this merged role worth considering as someone young in the industry with more traditional intern and freelance copy experience.

like

Hey everyone! Could you recommend any good materials/books/courses on IT services, B2B marketing?
Thanks! 🙌

like

Working in Risk Management, looking into the FRM exams. Does anyone have any insight or advice?

like

More Posts

My boss fired me because i ask for clarification on my employment right.

I got hired not long ago. I realise some of the employee benefits i was told (missing in the contract) contradict with what’s stated on the law. So i email the boss about it and ask for clarification. Immediately after the email i was fired.

Just want to make sure people know this and don’t apply jobs in this shady company- it is called UniQ Biotech, in Delta, BC, Canada

Post Photo
like

I'm looking to apply for a Principal , Prod Svs. App Support position in Chennai.

Does anyone what the typical salary range is for this designation?

YoE: 13
CCTC: 21.3L

Looking to get into implementation at paycore. Anyone have any salary or info on it? Would anyone recommend them as a good company to get started in implementation?

like

Anyone working in global pricing & market access (P&MA) consulting? New to the field and conscious which firms are top in their game

like

Outside counsel has been prepping company witnesses for a trial in August. It is my subject area so I am supervising outside counsel. I did not, however, choose the counsel. He is doing a really awful job. Co counsel is better, but not great either. Higher ups love the firm… I do not want to micromanage, but I have genuine concerns about outside counsel’s ability to try this case. Trials are rare, and I just don’t think these guys have actually tried many cases. Cont. below…

like

Seattle native in DC tomorrow during Hawks game. Best place to watch game near Georgetown?

No offense 🥲

Post Photo
likefunny

Curious what other opportunities are out there for licensed insurance agent in P&C, Health/Life/Medicare. No sales.

like

Hello all, my first post. Anyone else feel like their general manager won't promote them because they're afraid you'll make them look bad. Like they don't do their job well enough so you'll outshine them? Do you stay? Leave? Try to build the relationship? It's been a year. @Aimbridgehospitalityllc

likehelpful

Looking to get some new knives to rebuild my set. Interested in brands and types of knives y’all are cooking with

like

What is the greenest olive oil you can get? In restaurants they would give you sometimes this beautiful bright green olive oil that’s delicious, but can’t seem to find where to buy it. 🥲
It’s for a present so something bougie would work

like

Friend: Bought the dip today?
Me: Yes, and I’ll buy more tomorrow 🚀🤝

Falling knife? Doesn’t matter, I’ll buy even more the next day 💪😈

like

How professional is it if a candidate ( with many interactions and follow ups ) who is supposed to join the next day calls in this day evening and says she/ he got another offer and wants to step in that ?

I am currently working in advertising with experience on fintech & CPG. I would like to work in tech marketing, specifically Google’s APMM program.
I’ve been studying some PM/PMM books/podcasts/videos, attending Google events, and want to keep learning more to try to prepare myself as much as I can.
What resources helped you get into product marketing/Google?
Has anyone here moved from advertising to tech?
Would love to hear from a marketer about their experience getting into Google.
Thank you

like

Hey everyone, I'm hiring for marketing roles in my team -
- Marketing Associate (generalist)
- Copywriter (freelancer)
- Intern

Prior B2B marketing experience is mandatory. For the rest, check out our company page on LinkedIn - Thence for more details. Or DM.

Remote jobs - Indian time zone

I have 7 YOE and applied for a position that is L4. I feel as if I’m overqualified for the position, but the Recruiter told me that when they say L4, they are actually looking for someone with 6+ years of experience. Is this true? I feel like I should be looking at L5 with my experience

like

Hi everyone! The bowl name has changed to reflect the fact that it is no longer restricted to just Consulting professionals on Fishbowl. Feel free to invite others from different industries!

like

Weighing 2 options: going abroad to work for a growing startup in an emerging market or working for fast growing VC firm in my industry of interest. Any suggestions?

like

Been at Paychex(payroll) as a channel rep for 3 years. 70k salary and 110k max with commission. Love WFH but need more pay. Want to leave for more money, what's out there and what should I look into? I work I. Bay Area CA

like

What are the best security consulting firms with a focus on the federal sector?

Additional Posts in Asset / Investment Management

How many annual leave days do you get? (I’m in the UK and a company i’m considering offers 25 days off a year)

likefunny

I’m in asset management sales and keen to accelerate my learning in alternatives (private equity, private debt, real assets, liquid and semi-liquid alternatives) so I can have more productive discussions with clients. 1) What are some good news platforms to stay updated on alternatives space in Asia? 2) Besides CAIA, any educational platforms to learn more about alternatives?

like

Does anyone have insight into Alpha Real Capital? I’ve been approached for a Quantitative Analyst position in their London office, and was wondering if anyone has an insights into culture/ work-life balance. Thanks!

like

Hi does anyone here work for BlackRock? I had a quick question about one of the groups over there and was looking for some insight.


TIA

like

🤝 Pay it Forward:

Drop a hard-earned piece of advice or wisdom that has seriously helped you in life or your finance career

Help another user and pay it forward. 👇

like

Just curious to how my firms (wealth management/bank/trust) comp compares with others out there. I received a promotion earlier this year from an Investment Advisor, AVP to Senior Investment Advisor, VP and moved from $110K to $140K ($130 salary + $10K discretionary bonus) all in. By meeting expectations in 2 pay cycles, the base bumps up to $175K + bonus. Grown in this role over about 10 years with the same firm, MBA + CFA; top 10 city and living comfortably as dual income household.

like

Im working in AUM reporting side and looking to automate some daily and monthly processes that are done in excel. I know it is possible with python but I know little to no python any suggestions? Or any other software that may be able to help!

like

What is the average % bonus of base in big AM firms? Have an offer and debating between that and another finance route that I know pays a large bonus if performing well

like

Can anyone help with a rough comp guideline for BlackRock UK iSW relationship manager in London? Thank you

like

What is the typical pay range for fund of funds? Looking for salary / TC information.

like

Due to obvious conditions my comp for the calendar year (salary+bonus) is back to 2017 levels although my overall sales are more than double and 1/3 less total comp than last year. It seems like comp opportunity is always decreasing during good times (I get it) but when it comes to adjusting during bad times, nothing was done. Is this normal for industry sales?

likehelpful

Dreaming of less stress and more freedom these days. What would you all be doing if you weren't in this field?

like

Working as a summer analyst in private wealth management this summer and just got a return offer at GS. Anyone have any experience with salaries, exit ops, etc. pressured between taking the return and looking for something with more optionality.

like

Any needs a great cfa tutor dm me.

like

Hi,

I’m approaching YE compensation discussions and was curious to see what folks/the industry are paying for institutional middle-market sales/distribution/business-development roles. I have 3yrs of experience with the same firm and am currently working as a sales analyst for the institutional sales team in NA. I have experience with traditional long only solutions, real estate (primarily value add funds), and a sector specific hedge fund. Any and all feedback is welcome!

like

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

like

Hi all!

Long time lurker, first time poster.

Have a pending application with Citi for a Real Estate Senior Risk Analyst AVP position, anyone have an idea as to what something like this would pay? Location is Buffalo NY area.

Thanks for your insite!

like

I’m currently a Risk Analyst and a full time MBA student. I don’t have any experience working on the investment side of the bank but I would really like to pivot into an investment analyst role. I’m from America, but currently working in London and would really like to stay here. Does anyone have any tips or advise that might help me land an investment analyst role in London?

like

Just promoted midyear to PM at Bofa. salary seemed soft at 150k in top 10 market. Anyone else have any input?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal