Hi folks!!
Want one advise for my early years in corporate. I am working in BofA for couple of years now and this is my first job. I have deep interest and skills to excel in core finance role (investment management) but the role at BofA is completely unrelated to it.

To prove my metal, I have cleared CFA level 1&2 in my first attempt with top percentile (+MBA) but kind of stuck for right opportunity. Can anyone advise how should I approach to making a shift to my desired work (asset mgt)?

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I am also facing a similar issue. All these so called core financial jobs somehow require prior experience and mandate you to work as a trainee for some time, thus making this shift extremely difficult.

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I am ready to work as a trainee too. And you're spot on as companies want experienced folks but at least to get started in this field I have to 'get in' to have some exp. I am not even getting that opportunity.

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Try applying to any Indian equity research firms, the pay is not great but they give you good understanding.
Entry level role interview would require financial ratios, financial statements analysis and at least 3 sector coverage (pick one each from services, manufacturing and finance). With your CFA theory questions should be easy. Sector coverage would require in-depth preparation. Don't be superficial, try to actually have own view of sector trends, major players, competitive advantage, next big thing etc.

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Thanks! This helps.

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