I have the opportunity to jump to a PE firm within their portfolio management group (valuing their portfolio companies, monitoring firm metrics). Does anyone know what a career path down this route would look like? I’ve tried to do some research but haven’t been able to find anything.

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To me this seems like a mix of what big4 would do in FDD and valuation. The skills you learn will open up tons of doors. The floor being FP&A but can also do other valuation roles, any corporate finance role in a large company would be possible. Could be moved into the deal team one day or out to running one of the Port Cos I would think as well.

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Also you can ask some of the IB guys in the role now where people that have left have gone / what they are thinking about next before you accept it as well.

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I’ve seen dozens of colleagues take these at places like Blackstone, Apollo etc. No one has ever jumped to front office and you end up down an ops path.

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It’s not going to end in a front office role though

Yeah if you have an offer would probably take it - depending on the PE there is some risk . But you must have done well in the interview to get this offer if coming out of audit

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Sounds broad enough that you could go into anything finance related after a few years. You could go to a different type of buy side firm like a VC fund, BDC, or some speciality hedge funds. I think you need your CFA at some point if you want to stay on the buy side for your career. You should be able to move into credit risk at any bank or lending institution, and maybe portfolio/market risk. The most common path I think would be corporate development or an FP&A role. I would check out the website Wall Street Oasis, there's some great posts that give a lot insight into different career paths. Congrats and good luck!

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No advice, just 👏👏👏

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How did you manage to obtain a PE offer from audit? Major props to you, esp in this environment

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What’s your background? And yeah not sure what the next move maybe potentially an accounting ops role next.

What PWC2 said. Lots of money in that biz

I assume the IB guys are on the investment team and this is an ops role? It’s not a bad gig but just know you probably won’t jump to the investment side or front office and you will be valuing for compliance purposes. Probably still more interesting than audit

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