Early 30's buy side PM at a small wealth management company in a state with no financial hubs. CFA charterholder with a masters in finance. I have almost no industry connections and I'm having a difficult time getting interviews. Very efficiency and problem solving oriented. I find public equity analysis uninspiring, but it's seemingly difficult to transition out. Any advice?

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

Would you want to to work at a multistrat

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Yes. I'm open to any role that will let me use my current knowledge base while also expanding it.

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Where do you live? what are you trying to do? Are you open to relocating?

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I live in a low population eastern state even though I'm from CA. (Think TN, KY, OH) I am willing to relocate but it needs to be worth it since I was blessed enough to buy a house 15 minutes from my current job in 2019 and it's hard to beat an $800 mortgage. I'm looking for a role that's more project based than public equity analysis. That could be PE analysis, project finance, investment ops consulting, or even restructuring. I prefer to be very hands on and like seeing things through to completion.

I would suggest large banks with Private Wealth Management arms, the CFA is one of the hardest tests to take and firms value that. If you like a team based approach and like interacting with ultra high net worth clients then that’s what I would suggest looking at. Both BOA and U.S. Bank have great offerings for their clients.

 I’m looking for a job

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After the final interview, HR reached out and said they would like to extend an offer. HR gave a ball park of 135k - 145k base with about 15k in sign-on equity and 20k annual bonus.

After a couple of days, HR person came back with with 125k base and 20k annual bonus. No sign-on equity anymore. What should I do given that these numbers seem way lower than the initial range provided? HR claimed it’s because of “market conditions”.

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Salmon Wellington: Salmon Filet on a bed of cheesy spinach wrapped in a flaky puff pastry.

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