{ "media_type": "text", "post_content": "I have been working at Preqin (similar to pitchbook) for almost a year and due to sit CFA lvl 1 in August. I plan to job hunt afterwards and wanted to know if there was any advice for transitioning into any ldn finance roles based on the below?\n\nI do alts investor research over PE, RE, HF's, infrastructure & natural resources. My role is essentially relationship building with CIO/CFO/PM's to discuss investment preferences, plans, figures and allocations to keep their firm's profiles up to date.", "post_id": "60eed6eafe70660021a6901b", "reply_count": 14, "vote_count": 2, "bowl_id": "553769a790f5eebe1d2a0f92", "bowl_name": "Finance" }

I have been working at Preqin (similar to pitchbook) for almost a year and due to sit CFA lvl 1 in August. I plan to job hunt afterwards and wanted to know if there was any advice for transitioning into any ldn finance roles based on the below? I do alts investor research over PE, RE, HF's, infrastructure & natural resources. My role is essentially relationship building with CIO/CFO/PM's to discuss investment preferences, plans, figures and allocations to keep their firm's profiles up to date.

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@OP, you’re not under-qualified for a PE analyst role. I’m a computer engineering grad who’s at an MM PE working in the investment team, and I have not cleared a single CFA exam either. Just target a smaller shop and then recruit upwards once you get your foot in the door.

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I have friends that had to do DCF's and things in their banking interviews and if I am lucky enough to land an interview at least I have some extra sources of help.

FoF

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FoF and PE secondaries in particular is actually something im very interested in. Will be on the lookout thanks.

Try ares alternatives

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Im really interested in alts but open to anything across finance and will just have to see how it goes. I also understand I'm unqualified for traditional analyst roles at PE houses so was thinking about perhaps an investor relations route because of the more qualitative relationship building skills from this role?

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