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Who here owns annuities and why?
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-10m ARR
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How do I learn how to interact with clients? Like advice for someone in sell side sales? Anyone know any good books or other resources? I found this video and I want to learn more tips like this: http://www.cnbc.com/2015/01/14/master-class-entertaining-wall-street-clients-commentary.html
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Get a CFA, get good at excel and modeling
Pretty much this, and also network network network. Despite what people say on here, it's really not that bad and you'll be able to find a good role eventually
What’s your YOE? Might be too late if it’s >3
Find an analyst role at a consulting company, T4 offers one and isn’t asking for much experience. With your EXP in ops you’d be a good fit. Transition your experience and show on your resume how you analyzed data to provide results to your clients. That way you can move up to more client facing roles you are looking for.
I networked my ass off to get my shot in high finance. To get started just join your local CFA society. Take the level 1 at least once and goto as many luncheons as possible. Any even they have you make it and network.
CFA is def a shortcut in.
Of course, it is. Could be challenging and difficult. But if you are just asking if it is possible, then yes.