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You are currently posting as works at Private Equity Associate

Just got a scholarship to take the CAIA L1 in March 2021. Anyone taken it and can offer advice on how to prepare?

4 reactions

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You are currently posting as Associate Director 1

I have my CAIA and used the Schweser prep and passed each level on the first try in the top percentile. It was nice to have someone else build out my study plan, have extra practice questions, and be able to submit a problem question when needed. I would also recommend skipping the ethics section that they start with and doing it right before the test so that it is fresh in your mind. Ethics is weighted pretty high and there are a lot of nuances that are easy to forget. Also, make a one-page study guide of each section after you finish so you can have a comprehensive review guide before the test. Leave yourself a week for practice tests and review.

3 reactions

You are currently posting as Analyst II 1

I just passed level 1 in September. I would buy the UpperMark books and test bank. Skim through the books and focus on topics you find out of your scope. Then just do the test bank and you’ll be good. That’s the right way but in all honesty I bought their premium package which included their course. Being a procrastinator I essentially watched the videos for the sections I was having trouble and ran out of time. I just did 1000/1600 problems in the last 5 days before my exam and was able to pass.

2 reactions

You are currently posting as Associate 1

I also just got a scholarship for L1 March 2021. Would love to connect.

You are currently posting as works at Morgan Stanley

For those in AM: thoughts on CAIA, CIPM, etc?? I was wondering if these will actually help vs. just waste of money.

1 reactions

You are currently posting as works at Summit Securities Group

Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

3 reactions

You are currently posting as works at Associate

CAIA vs CFA?

2 reactions

You are currently posting as works at Bank of America Merrill Lynch

Any insight on CAIA? Difficulty and whether it impacts salary?

1 reactions

You are currently posting as works at Associate

Any CAIA holders out there? How have you generally been viewed?

2 reactions

You are currently posting as works at Associate

Any value to the CAIA?

1 reactions

You are currently posting as works at Deloitte

Is the CAIA a worthwhile designation to pursue? Firm is willing to sponsor, but not sure how much PE firms care about it

You are currently posting as works at Heritage Capital Management

Is CFA and CAIA certifications helpful for a career in Real Estate Private Equity/Development?

2 reactions

You are currently posting as works at Analyst

Thoughts on CAIA? Difficulty, hours studied, study tips, overall experiences, etc.? I’ll be sitting for Level 1 in September. Currently work in the fund of funds space - moving over to my firm’s hedge fund research team soon so CAIA seemed like a perfect way to get knowledge in the area beforehand. I’m almost one year out of undergrad (econ background) so a lot of the CAIA content is new to me

5 reactions

You are currently posting as works at Tax Manager

Has anyone gone CAIA route ?

2 reactions

a year

You are currently posting as works at Tax Manager

At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

1 reactions

10 months

You are currently posting as works at Institutional Sales

CAIA or CMT? I do institutional sales for an asset manager. Am graduating in the fall with an MBA from a top 40 school. Would like a designation but dont want to do the CFA. Between the CAIA and CMT: which one is more applicable to asset management, and better status/recognition? appreciate any insight

3 reactions

10 months

You are currently posting as works at Institutional Sales

CMT vs CAIA? I currently work in sales for an asset manager and have an MBA. Would like a designation, one that’s applicable to asset management and has some status/recognition. Appreciate any thoughts or insights. (Also dont want to take CFA)

1 reactions

10 months

You are currently posting as works at Analyst

What the best material to improve investment team know how on the job and why? CFA, Wallstreetprep, CAIA, Corporate Finance Institute,…?

7 reactions

4 months

You are currently posting as works at Bank of America

Currently in ibanking as an associate and want to see if I can make the move to PE. Is the CAIA viewed favorably at all?

2 reactions

4 months

You are currently posting as works at Financial Gaming Integration Specialist

Has anyone written CAIA and found it to be useful? I'm not planning to move into portfolio management but would like to learn about alternative assets more. Company will pay for me to write it

1 reactions

3 months

You are currently posting as works at Oliver Wyman

Perceptions of the CAIA designation? Who can it be helpful for?

2 reactions

3 months

You are currently posting as works at Wholesaler

Has anyone taken the CAIA ? Any tips ?

1 reactions

2 months

You are currently posting as works at Wholesaler

Has anyone taken the CAIA exam recently? Currently studying for lvl 1 but not too much commentary out there.

1 reactions

2 months

You are currently posting as works at Senior Consultant

Honest thoughts on best qualifications to go after to break into PE from consulting - should I go after ACA/CFA/CAIA? I feel I’ve only got the patience to do one of these 😂

1 reactions

17d

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You are currently posting as works at iTechArt Group

14:36 gmt 😀

You are currently posting as works at Merkle

Ahh it is posting but into middle of feed as opposed to top.

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You are currently posting as works at iTechArt Group

Post for tests 2

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You are currently posting as works at Belarus

Post without company

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You are currently posting as works at Self -Employed

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1 reactions

You are currently posting as works at Betateam

Not crashing anymore.

1 reactions

You are currently posting as works at Merkle

How does this sound?

1 reactions

You are currently posting as works at San Francisco

Nothing worse than walking into an exam room that reeks of dirty diaper.

3 reactions

You are currently posting as works at Strategy&, part of the PwC network

Pro-tip: Buy "real" food at a restaurant before getting on a plane. It’s worth the extra $5-$10.

2 reactions

You are currently posting as works at KPMG

Are internal consulting roles at a prestigious company viewed on the same playing field as traditional consulting roles? (I.e internal consulting at American Express versus consulting at the Big 4)?

1 reactions

You are currently posting as works at Accenture

After 3 days of no sleep to finish final deliverables culminates in a team dinner with a 4-figure bill. #ribeyes&macallan

19 reactions

You are currently posting as works at Accenture

Funny how some firms have analysts at entry level that then get promoted to consultants, and others vice-versa. Wonder if it affects exit-opportunities at all 😛

1 reactions

You are currently posting as works at PwC (PricewaterhouseCoopers) LLP (Consulting Practice)

When you're wanting to schedule some PTO but the timing is never right and you can't figure it out if it'll hurt you. Any tips?

4 reactions

You are currently posting as works at Accenture

So, my best friend is giving me so much shade for "being in business (so many unethical people) and "how I get to travel every week while she barely affords grad school" - what can I do?

4 reactions

You are currently posting as works at Deloitte

I feel like this app exists solely for the humblebrag.

12 reactions

You are currently posting as works at EY

When an older women beats you in the Starbucks line and then spends the next 10 minutes asking what flavor a of coffee and syrup they have... Some of us aren't retired and have to go to work!

4 reactions

You are currently posting as works at McKinsey & Company

Today's get-me-through-this-tiny-airport song https://soundcloud.com/wild_culture/wild-culture-vs-riley-pearce-brave-original-mix-1

1 reactions

You are currently posting as works at Accenture

*Please turn your phone on airplane mode as the aircraft door is now closed* 1. Send emails 2. Check ESPN 3. Text taxi driver 4. Check email again 5. Check Fantasy Lineups 6....

18 reactions

You are currently posting as works at KPMG

How much does everyone make and how many year of experience do you have

14 reactions

You are currently posting as works at Deloitte

That moment when you run to make it to the fight on time and the plane just sits on the tarmac for half an hour.

8 reactions

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Just got a scholarship to take the CAIA L1 in March 2021. Anyone taken it and can offer advice on how to prepare?

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