Currently work as a credit analyst at a mutual fund, really want to switch to equity research. I haven’t had good luck getting interviews. I am taking the 3rd level of the CFA in May, hoping to pass then. Will finishing the CFA help me get more interview opportunities? Would be great to hear from charterholders or any others !

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

You sure you want equity research? It’s kind of a dying industry but I’d say the CFA will most definitely help, after passing level 2 it’ll make you really attractive for research

like

If you passed level 2 it’s all about networking. Just keep on networking and see if you can get a referral, and have a pitch ready

Related Posts

I been trying to get into the cloud administrator side of tech for about a year. I have two Azure certifications (Azure fundamental and Azure Administrator) but I haven’t had any luck with entry level positions. Every position is requiring a year or more of experience. Does anyone have any advice on what I can do to increase my chances for a position?

like

I have 7 plus experience in c++. I am trying new job within Chennai location but I am getting 1 or 2 interview calls for a month. I know c++ is old language and openings are very less and competitor people also less.
Shall learn new courses like AWS... its totally different from my experience I am not sure it will help to my career.

Could you please suggest shall I continue with c++ or shall I go with other platforms. Since I am getting very low package.

like

Is there anyone who is @cvshealth who would not mind giving me a referral? I have applied to a Senior Manager Quality Improvement Actives position. I would love an opportunity to interview to better demonstrate the value I can add to the organization. Thanks I’m advance!

like

Is a two page resume good or the one page resume still preferred?

like

Anyone who gave data analyst interview in UBS , have you received offer yet or waiting ?

like

Hi fishies! Considering an internal big 4 move from Western Europe to Dubai. Not sure about WLB and whether there’ll be enough growth and learning opportunities after reading some of the threads here. Anyone up for sharing their experience? Especially concerned about sexism / racism as a WOC…and whether moving back to Europe in a few years will be difficult because the ME experience won’t be considered valuable.

like

I had a job interview for a role that I really want. The hiring manager scheduled me for an interview and did not show up. Emailed me an hour later stating that he got super busy and couldn’t attend, and would like to reschedule. This is a major red flag, but I can’t help but feel that I am missing out since this role pays 50% over what I currently make. Should I let the recruiter know? What’s your take on this?

like

Is Operations paid the least at your respective firms? I was hired to a Client Service Delivery role with a heavy focus on project management. I regularly interface with leadership internally and at the client. But, I am aligned to the “Operations” capability and make the least of my teammates who perform seemingly identical work but are aligned to “Strategy and Consulting.” I worry I’m on a career path to being paid the least wherever I go, because Operations is in my title and background.

like

Good morning, hope everyone is having a great week! Does anyone have any advice on breaking into an analyst role? I am currently a Senior Customer Success Manager, with a background in Operations/Process and Project Management as well. I have always enjoyed the analysis pieces of my roles and would love to expand my skills to show how qualified for a position in data analytics. Thank you in advance for the help!

like

Does Optum United health group UnitedHealth Group provides sponsorship for taking executive management courses?

I've recently went to a restaurant and saw a robot waiter, I thought that was the coolest thing. What do you all feel about this shift in the restaurant industry?

like

2yrs of post-undergrad experience at D and have offers from two FAANG companies. Worth it to stick it out for a couple more years to open up more offers down the road, or should I get out while I can?

like

Hi all,

I have a interview on Saturday for Node js... Any idea what all can be asked. My yeo is 3 yrs.

Hey ,I applied 3 weeks ago to Bank of America USA ,with a decent resume and referral. But still did not heard back.Need a human eye who is willing to check my application and help me moving to the next step? Bank of America USA. I'm based in NY.

likehelpful

Studied accounting and finance but worried about the future of this profession. Currently working in Forensic Consulting but want to leave. Should I go back to undergrad and get a computer science degree? I honestly want a career where I could at least potentially make 600 k per year. I feel in accounting it’s near impossible. Additionally, I’m sick of people looking down on me. My gf is getting a PhD in a social science and gets way more respect then me. I am 25 also. HELP

likefunny

Which companies have best WLB, least stressed DS/DA roles? I’ve been suffering from some immunology issues and stress from work would worsen it, therefore I want to move to a company/role with good benefit (esp. healthcare) and great WLB (little chance of PIP, etc). Doesn’t have to be high-paying, as long as it can support my life (single) and long-term medical cost. Thanks in advance.

like

Hello Guys

YOE - 16
CTC-19.6 LPA (was in UK for 5yrs), hence Indian CTC did not grow
Skill - IT Security Consultant (AWS Security, CISSP certified)

Currently in negotiation with Wipro, Deloitte and Crompton
All 3 have given a strict budget of 30-31LPA

I need help on 2 things
-Which co. has better growth in term of WLB, Skills, salary hike?
-As per my exp., what should be the best negotiation?

Thanks

like

Final round of interviews for EY Parthenon Deal Tech end of week, any tips or suggestions? Appreciate any insight

like

More Posts

How do associates and non-named partners obtain (plaintiff) personal injury cases? Do you advertise yourself, create a brand, all word of mouth through your network and family and friends, or something else? I get a great 40% of fees I bring in, but so far have only been able to bring in one minor MVA case (guy I went to high school with). I have been practicing for 1.5 years for reference. Trying to learn how to bring in cases

like

Not as good as Moskowitz, but my low FODMAP meal prep since my stomach hates me!

Post Photo
likesmart

Which one is better IBM or Commonwaelth bank of Australia? In terms of work life balance, culture , opportunities and Pay.IBM Commonwealth Bank

like

For those who work in Manhattan, do any of you live in Hoboken or Jersey City? Want to move to the area but want to be able to save money on rent for a little then move to the city.

like

PENN down 20% on earnings miss and Portnoy allegations…what to do?

like

Only recently started being out/comfortable being bi, but overcoming a lot of self stigma. Others seem so secure in the LGBT world already, it leaves me terrified how/where to begin. Help?

like

Hello Fishes,

Can anyone suggest should I join
KPMG via third party payroll or not? It is a full-time opportunity and they are asking after 1 year you might get into direct payroll with KPMG.

KPMG

like

Hello fishes..How are pega developer openings for 2 year experienced lately @tcs @infosys @aaseya @coforge @capgemini @techmahindra @cts @verizon @virtusa @pegasystems any information will be of a great help

like
like

What are some things you guys wish you knew before you started your NetSuite implementation?

I’m at a small company that’s sort of becoming medium sized, and a new exec pushing to quickly implement NetSuite and I just want to make sure we’re not getting in over our heads, he’s trying to get this done within two months

We currently use Salesforce, quick books, and excel, we’ll be consolidating a lot of accounting and finance stuff into netsuite and integrating it with Salesforce

like

My coworker brought a puppy to work, who bit my hand. I ended up losing my temper and yelling at them. Now everyone is mad at me for blowing up at work, even though this is something I shouldn't have had to deal with in the first place!

like

Looking for new opportunities in CRE in NYC. Valuation, underwriting or something similar. Significant experience with ARGUS Enterprise, just finished a Python/data science course. Interested in talking to REITs but open to talk to anyone needing my skill set outside of traditional appraisal.

Any suggestions? Appreciative of any leads...

like

Those who missed the TS&A FY21 session held today, Quinney told us there were only 12 promotes (2 of which are new MDs). TS&A has approx 200 people in it. Time to order a case of wine!

What’s Accenture’s S&C bonuses like usually?

like

You know you're finance friendly WHEN you wanna research the state crossing issues with fossil fuel emissions to argue against keeping associated torts in state so you start all the legal anal trials!

like

Any non-fiction book recommendations? I normally don’t like NF but recently read Bad Blood by John Carreyrou and loved the style/pace. Any similar recs?

like

Anyone care to guess what’s going to happen to the luxury sector? Don’t think us middle class people will be blowing money at Gucci if we can lose our jobs at any minute even if we do have some spare cash and that must be a good chunk of sales

like

Is it just me or does Frank Lampard have a really bad attitude. I get that he’s a legend as a player but he really shouldn’t be taking shots at Mourinho and Klopp.

likesmart

Not sure if other firms are the same, at EY we can add “🏳️‍🌈 I support inclusion” in our email sig. Most people from Unity ERG don’t. If you don’t, why not? Particularly during Pride month.

like

Additional Posts in Finance

Does networking mode need to be turned on to DM? How does that work

like

Blackrock. Got a informal offer but no follow-up with a contract. Noted they are working on it, but does it really take this long or red flags? How much longer would you wait?

like

Received an offer from JPM for a branch manager position, but afraid of getting the offer rescinded due to going through bankruptcy almost 3 years ago . I’m freaking out hoping this won’t be an automatic disqualification, has anyone been through this same experience and gotten hired in?

like

How bad is this trade war going to be?

like

When you build an excel model that is so fire you want to show it off...but it's private af

like

Is retail quant trading on a massive rise?

likehelpful

I currently work in commercial banking and have been contemplating the switch to private credit / direct lending. Right now I’m struggling with where we are in the economic cycle as I feel private credit is less secure in downturns but would give me more career upside. Wondering if anyone else has dealt with a similar situation/has any advice?

like

Can someone connect me to a business analyst role that doesn’t require a ton of prior business analyst experience? I have ~1.5 YOE in valuation (modeling, financial statement analysis) and am looking to make a switch. Mainly looking for a role with less hours than I’m currently working (60-70). Thank you I’m advance

like

What is everyone’s percent salary increase this year? (No new jobs included, please).

like

I'm thinking about starting something, but I want to be well versed in entrepreneurship before I do. Any recommended resources (websites, podcasts, books, etc.)? Thanks!

like

Those actively interviewing, where are you trying go?

like

Why do they have to destroy anyone that work in M&A? Really missing the coverage lifestyle right about now..

like

Anyone deal with this before: I inherited a severely under developed team including a sr analyst who clearly was doing the bare minimum, if that. Over the last 6 months I have had to coach him and correct simple mistakes in his work and recently it got so bad that I told him he would receive a low rating in his evaluation. He lashed out, involved HR saying he doesn’t understand why, and now my review points out stuff that I would have let slide.

Poll: your salary sell-side research analyst and which year are you?

like

My boss’ boss wants to catch up on how things are going; I changed groups 6M ago for a more fast-paced environment but have only partially gotten the transaction/networking exp I wanted - any advice?

like

Anyone ever quit a job 5 months in without having another one lined up?

like

Are you guys as busy as you were pre-COVID? I'm at a no name and have had two transportation clients not want to sell anymore after the massive hit in March and April

like

Does the stub bonus after A2A promote have any variability? I know BAML hasn’t announced yet so looking at past examples

like

When people ask how I handle this job... HAHAHA, I don't.

like

Ezoo this weekend any youngins??

like

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