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Currently in ibanking as an associate and want to see if I can make the move to PE. Is the CAIA viewed favorably at all?

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Not needed for PE. What group are you in? If you’re at IB at BAML you should have no problem landing interviews for PE roles. Just reach out to HHs and they should be more than happy to assist lol

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Currently have the FRM title.
I failed CFA level 3 once.

I'm hoping to eventually do CAIA, but only after I'm done with CFA. I'm also hoping to do non-financial certifications, like Certified analytics professional (CAP), and learn about web development.

While I may have the title of manager, I am still an individual contributor. The type of work I do involves quantitative analysis/data analysis/science.

Any suggestions as to what I should start with?

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I don’t have an undergrad degree, but completed roughly 2.5 years out of the 4. I’m in my mid 20’s with 3 years of experience in wealth management working with UHNW clients. If I get my CFA and my CAIA, will my firm/other firms consider me regardless of my lack of a degree? I also have my series 7 and 66.

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I currently work in sales for an asset manager and have an MBA. Would like a designation, one that’s applicable to asset management and has some status/recognition. Appreciate any thoughts or insights. (Also dont want to take CFA)

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Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

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Anyone use the Pearson virtual test Proctor? Just registers for CAIA and couldn’t get a spot in my area so asked for the allowance , I have heard horrible story’s.

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CAIA or CMT?

I do institutional sales for an asset manager. Am graduating in the fall with an MBA from a top 40 school. Would like a designation but dont want to do the CFA.  Between the CAIA and CMT: which one is more applicable to asset management, and better status/recognition? appreciate any insight

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Any CAIA holders out there? How have you generally been viewed?

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Has anyone taken the CAIA exam recently? Currently studying for lvl 1 but not too much commentary out there.

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Anyone familiar with council capital? It sounds very interesting and would love to chat with someone and learn more about it.

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Hi everyone,

I've miraculously made my way into a buyside position at a REPE firm $6b+ aum, coming from a non traditional finance background- no IB / consulting exp. How common is this, in REPE? I feel very lucky to be in my position and work long hours trying to keep up. At first, i struggled immensely, but now I feel my heads up out of the water, and want to be proactive in learning mannerism typically taught in IB. How do you reflect on your months performance and keep learning?

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Why do PE firms purchase companies on a EBITDA multiple? At the very least, why not FCF since EBITDA is just a proxy for that anyway?

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What about Private equity interests you ?

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If not prepared whatsoever for on cycle this year, is it okay to just wait until next year? Or should I give a shot this year? Don’t want to mess up and have a bad reputation with interviewers. Still only ~9 months into career for context

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What’s an investing role that has the best WLB? Not necessarily PE but looking for something that involves investing

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For those that didn’t end up making it into PE/VC investing. How did you move on with life? I think the door for PE/VC has closed for me and I feel unmotivated to do a job I’m not passionate about for the rest of my life. I’m literally just working to live.

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Are MF focusing on Life Sciences like Blackstone Life Sciences, Bain Cap LS or KKR Healthcare actually operating more like VC instead of PE? Given that many targets can be early stage biotechs or med device co for example.

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Had like 8 interviews for a deal associate role and have not heard back yet, from last Wed. Should just move on right?

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Looking for comps in this space (outside of the H&S survey) is challenging.

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