Considering a shift into portfolio analyst role with goal of being a portfolio manager. I’d take a decent paycut initially (like 130 down to 95 ish) but I think long term if I do well it’ll be made up.

I’m having a really hard time thinking tbroigh if it’s worth giving up a good paying job that I don’t really love to pursue this opp with what seems like a good and growing company where I could get in at the beginning and grow with them.

Any thoughts or perspectives to share? Tia

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Posting as :
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Gotta take risk in life at times. Growing with a company can be a great thing with a big payoff. Take age, life circumstances, bills, etc into consideration.

Makes a big difference if your single, younger, no kids, low rent/mortgage, paid off car, no debt, decent savings vs, breadwinner, non working spouse, w/ multiple kids, and a low savings.

I assume you are not either, but you get it. Good luck with the decision, I’ll be rooting for you. I had a similar choice to make 10 years ago… I took

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I think you and I are very similiar as that is exactly how I feel. I expect I will feel similiar but I think this is one of the most encouraging things I’ve read and I am so appreciative that a stranger on the internet would be as encouraging as you are. You have made a difference to me and I really appreciate the words and time to say everything you said

uplifting

Will you enjoy the job duties that the portfolio analyst/manager role have? I love my role since I get to make majority of the investment decisions and explore opportunities for my firm’s clients. For example, we have an opportunity right now to invest into SpaceX and Reddit that I’m spearheading. I love the fact that I get to offer clients these types of opportunities on top of everything else I do in their portfolios.

I can’t really speak on the pay since I don’t know your financial position. I can tell you that I’ve turned down positions that pay more than what I am making solely because I have a great work/life balance and I truly enjoy what I do every day.

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So I have always done bank analysis exclusively. I think I would love the “helping ppl” aspect of it and being able to structure portfolios and explain things to FAs. I think I’d like the research aspect as well but not as sure of that.

I do think my work life balance would get a little worse just in terms of what I do (it’d be a smaller place so would have more responsibilities) , but I think I would overall enjoy it more

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