{ "media_type": "text", "post_content": "Currently working in product management for a SaaS firm, and want to break into finance- preferably within wealth management (investment related role, preferable not as a quant or middle office). What pathway could I take, give me both options, including and excluding B-School. \n\nWhat I’ve considered:\n1) transition to consulting and from there to IB\n2) B-school to desired industry\n3) go all guns out trying to get into IM directly \n\nCFA L2 candidate. How else could I position myself?", "post_id": "60487406a7d73400201350d6", "reply_count": 3, "vote_count": 1, "bowl_id": "59a016e9fd5a6c00106e6dd8", "bowl_name": "Asset / Investment Management", "feed_type": "bowl" }

Currently working in product management for a SaaS firm, and want to break into finance- preferably within wealth management (investment related role, preferable not as a quant or middle office). What pathway could I take, give me both options, including and excluding B-School. What I’ve considered: 1) transition to consulting and from there to IB 2) B-school to desired industry 3) go all guns out trying to get into IM directly CFA L2 candidate. How else could I position myself?

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Refine what areas or specific products really peak your interest, then talk to folks in those areas

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Use your industry knowledge to come up with actionable investment ideas for a relevant fund.

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