How much would completing CFA help for someone with 1-3 years consulting experience targeting PE / VC / iBanking exit?

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

VC, PE, and ibanking do not care about CFA

like

It doesn’t besides demonstrating some interest in finance. I’m speaking as someone who has passed all 3 levels and is waiting on his charter.

like

Network with folks in those fields and get some advice and or mentorship.

CFA def doesn’t hurt, but experience in finance / analysis in a demanding environment is going to be prefered. Graduating from a top MBA program is probably the most common path.

I’ve seen folks more from ancillary industries to iBanking. For example Freddie Mac trade desk to a bulge bracket.

You could definitely leverage a CFA charter to make moves into industry as a first step.

Source - I am a CFA charterholder

like

Well, I didn’t do it and took an Ops Role within PE. No MBA either. Just about networking

like

Related Posts

Hi All,

I have 2 years of Indian experience as a Data Analyst .I have knowledge of tools like Sql,Tableau,Excel and Python. I have recently moved to Toronto Canada. My dream job is to become a Data Scientist. I am looking for jobs right now as a Data analyst. Do you feel I should take time off from job hunt and work on gaining more skills to apply for Data scientist positions??
Should I enrol myself into a school(if so please suggest) ? OR should I just get a job as a Data Analyst??

likesmart

I am mainframe developer and having 8+ years of experience. I am planning to learn latest technology and few of them suggested to learn Oracle CPQ or Commerce cloud.

Is oracle CPQ or commerce cloud are good for the future of the career? Please advice.

like

Is anyone willing to provide a referral to McKinsey please?

like

People in UK/EU - Is it your experience that PRINCE2 is valued more than PMP?

I'm confused which one I should do. I have no intention of moving to the US, but Canada maybe.

like

Anybody in Frankfurt Germany hiring non German speakers?

like

I’m a recruiter who would like to eventually pivot to HR but I don’t have an HR degree. I’m considering pursing a Masters degree however am torn between HR or Org Psych/Org Development. Would love to hear folks’ perspective of either degree!

likehelpful

Hi guys,

I switched 20 days back to Optum. I have 7 years of experience working as a full stack Engineer, who is passionate working on both front end and back end on latest technologies. But my project is working only on back end with 10 years old tech stack. There is no front end work at all. What should I do?
I don't like working here at all, but I am not sure whether moving out again in a month will give bad Impression on my resume. Hence please give me advice on this situation

like

Currently working with a LS consulting firm who is looking for talent at the AP level. Position is client services oriented so having a BD foundation in pharma, biotech and/or med device is ideal. Position is remote but prefer east coast since they are a global firm. DM if you are interested to chat live.

like

Can anyone give me advice on my Amazon phone interview coming up for a security engineer I - penetration tester position? How should I best prepare? What should I expect? Any thing specific I can do to increase my chances? Etc. Thanks in advance!

likehelpful
like

🍁November Job Thread

Do you know of any opening or opportunity? Share it in the comments below!

Help another Fish. 🤝

likehelpful

Hi all,
I’m a practice manager with about 7 years of healthcare industry experience, 4 of those at a managerial level. My background ranges from research, process improvement, business development, some data analytics. I’m really looking to find a remote (or hybrid) position in San Diego, CA. If anyone has suggestions on organizations hiring, etc. would love to chat!

like

For those of you who made the switch to in house/corporate law, what was your experience like? Did you have to take a lower position to gain the experience or were you able to argue that your soft skills were transferable to in house? I’ve been in litigation for 15 years and I’m looking to make the switch. Ultimately, I’d like to get into Legal Ops, but feel getting some in house experience first would be beneficial.

like

Looking to get back into SaaS sales after a few year hiatus. Any tips or recommendations to ramp myself back into SaaS sales? Any podcast or books, etc?

like

🗣 I’M SUBMITTIING REFERRALS!

Comerica Bank is hiring for ALL positions! PLEASE apply to the position(s) first!! All the referral requires from me is:

- your name
- email (one you used to apply)
- position and state of the job(s)

Message me with all your information.

like

Hi all, currently holding 2 years of work experience as QA in Cybage with 5.8 lpa. Can anyone suggest if i should stay here or switch companies? Also if possible can someone refer me if there are openings in your company?

like

What is the salary range for a Product Manager in the Atlanta area? I have 3 years of experience as a Product Specialist and have been offered a Product Manager role but don’t know how much to ask for. It’s in fintech. Any insight is appreciated!

like

Hi Fellow Testers(Automation, Manual, SDET)

Please post your current package, yoe, and tech/tool that you use, company if its okay. Want to see where does this career path lead to and different techs.

More Posts

Which is the most impressive startup in your opinion

like

Need advice on a specific question!
Interviewed with Chicago court 2 weeks ago; they decide mid-August. Interviewed with DC judge last week; hear from him by this Friday. Chicago said if I need an answer before August, they'd try to make a decision about me sooner.
Should I ask Chicago for an answer? Or should I wait until there's an offer from DC judge? Maybe seems better to withdraw before an offer is made rather than ask for time to think about it/turn down DC? What's proper etiquette?

like

Is it a norm to send a thank you note through your recruiter? I had an iffy interview, and wondering if I bother sending a thank you note. It was very clear that they were trying to do a stress interview so I feel weird saying the usual nice things.

like

BPO T&S Operations Associate - Can someone tell me what does T&S stands for?

like

I realized I've been a dummy for getting a job at a creative agency and not working on my portfolio. Most of the projects I've taken on, I've done so as a way to support others without taking much credit for it. Now, a better opportunity came along and I don't have anything to show for my talent as a designer. ALWAYS take credit for what you do, even if it's not your project to begin with.

like

What will be in hand for the below after-tax deduction?

Post Photo
like

Has there been any layoffs in paypal India. Does anyone have an idea about this?
Sae a few news articles online and it's worrying me.

like

Iceland to Ireland 🤔

Post Photo
like

Me these days

Post Photo
likefunny

Hi Fishes,

Moving to Bangalore for the first time.
My office is at Manyata tech park. Could you suggest some areas where I could search for accommodation (rented apartment) that are not expensive.

like

Is there anyone in this bowl who has switched to GSK from ZS. I have few questions. Won't waste much of your time. Please let me know if we can connect over DM.

Thanks :)

like

All members are welcome to share their early childhood ideas and strategies.

I am mainframe developer and having 8+ years of experience. I am planning to learn latest technology and few of them suggested to learn Oracle CPQ or Commerce cloud.

Is oracle CPQ or commerce cloud are good for the future of the career? Please advice.

like

Any freshers hired by harman in 2022?
If so what is the ctc they have offered you?

like

Starting a side project, if there are any other consultants who are interested with skill sets in art, animation, design, audio, coding, etc let's try to get something going

like

Currently having a package of 2.8 Laks/p.a so how many compensation should I expect from the new company with a total of 1 Yr experience in manual testing with a basic knowledge of cypress (Automation tool for testing)?

like

Please help with inhand salary calculation
YOE 3.3
Automation Tester

Post Photo
like

Folks who made MBB from T2 lateral - was the grass truly greener, and everyone all that smarter? Edit: by T2 = OW, S&, LEK, ATK, EYP.

like

Last minute: canceled due to a private party being held. Sorry!!!

Cross post—- 🐠 need your help. Has anyone deployed Oracle iProcure or P2P can you share your experiences and what functionality the platform is missing compared to Ariba and Coupa. Thx so much

Additional Posts in Compensation in Consulting

I’m at 7.5 years of experience and got an offer letter saying 3 weeks of vacation. I’m currently at 5 weeks vacation - are companies typically flexible with this?

like

Tax question: married filing jointly for 1st time next year. Company recommends/requires me to fill out its tax calculator. Is this required? Can I just leave it at 0? What are implications if I skip this exercise? Overpay? Underpay? Enough to maybe have a penalty? Me and wife are ~$250k/$150K=$400k total.

like

Asking for a friend:
What is the salary range for a Financial Advisory experienced associate at PwC based out of NYC? No MBA but a MS. Considering a move from product to consulting.

like

Can partners at EY consulting buy as much equity as they desire?

like

If anyone is looking for a referral at Deloitte consulting - dm me. We are hiring in many different practices.

like

3.5 years out of school, 2400 billable hours last year in TRS and just got promoted. what kind of year end compensation should I be expecting? Bonus and new salary

like

A&M fishes ! Waiting for an offer from PEPI MAS today. What’s a realistic TC for a manager on average ? I know it’s very much dependent on utilization but I’m looking for average numbers that someone you have seen during your time at the firm. Lowest and highest in addition to average are appreciated as well 😊

like

Deloitte Human Capital managers in commercial....what are you all making over there?

likehelpful

Corporate Vice President salary at New York life? Anyone here worked at the company/role?
They confirmed the desire to hire me and having a HR call tomorrow morning to go over compensation and benefits..

like

Company wants me to take a base cut because they want me to move into more of a BD role where target bonus is 50% vs current 20%. Going to push back pretty hard

like

Hi all! In Cyber risk consulting and up for promotion as a manager. Any idea on average comp and bonus (in non-covid times)?

like

Would your salary be adjusted if you jumped from consulting to strategy?

like

Capital One PMS- I’m expecting an offer for a product manager role soon. I have 5 YOE total , and I currently earn 133k. What sort of offer could I expect for the NYC area, and is there room to negotiate should it be lower than my current salary? Capital One

like

What’s a good Corp Dev headhunter? Looking to leave M&A strategy / PE DD type of work at manager level

like

Looking for a salary range for an Investment Professional at JP Morgan?

likesmart

What should I aim to ask for a Senior Consultant position at EY FSO performance improvement group? 2.5 YOE, CPA, HCOL

like

What’s your opinion on Alvarez & Marsal’s dispute and investigation practice? How does it compare to EY’s FIDS or PwC’s forensic advisory

like

Anyone have a range on associate salary at McGuire Woods?

like

What is accentures pay range for consultant level in Salesforce practice in South and mid west regions? I’m a SA with 3yoe at big 4

like

Salaries in Chicago with about 7 years of experience? Just curious

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