Hi friends, I am a corporate finance consultant and I am trying to find out if, from your experience/pov, a pivot to asset management, equity research or else is feasible?
Engagement wise, my experience is mostly related to corporate finance including cash forecasting, hedging, free cash flow etc...
On the BD side, I am the main modeler putting in place different 3-statements, DCFs, cash analysis to put together the story-telling and narrative

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what group at EY does this?

Feasible, I have seen this move in the past! It would be harder the other way around in my point of view… You should consider signing up to the CFA program if you don’t already have your CPA. Both are highly regarded in the industry to contrary belief. Best of luck!

Great to hear! Taking CFA L1 this summer!

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Second, you need to develop relevant skills and experience, such as data analysis, financial modeling, portfolio management, and risk management. These skills can be acquired by attending relevant training courses, obtaining relevant certificates or through practical experience.

Finally, it is also important to establish contacts with asset management firms or equity research teams. You can attend relevant industry conferences, participate in networking events or make connections through social media. In addition, you can consider applying for relevant internships or job opportunities to gain more experience and knowledge.

In conclusion, moving into asset management or equity research requires some time and effort to learn and develop relevant skills and experience. However, if you are passionate about these fields and are willing to put in the effort, then the transition is entirely feasible. I hope these tips will help you!

Learn more about investment knowledge and skills: This includes understanding different types of investment instruments and market indicators, as well as different investment strategies and risk management methods. You can increase your knowledge and skills by attending relevant courses, reading specialised books and consulting industry experts.

Obtain relevant certificates and qualifications: Obtaining relevant certificates and qualifications can demonstrate that you have acquired the knowledge and skills required in the field of asset management or equity research. For example, you may consider obtaining certificates such as CFA (Chartered Financial Analyst) or CAIA (Chartered Alternative Investment Analyst).

Look for hands-on opportunities: You can get hands-on opportunities to learn about industry specifics and practical experience by taking an internship, volunteering or joining an investment club.

Make industry connections: Making industry connections is important to help you stay up-to-date on industry trends and news, as well as to help you find job opportunities. You can make connections by attending industry conferences, joining investment clubs or joining trade associations.

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