Related Posts
More Posts
Additional Posts in Private Equity and the Buy Side
How do I get on a deal team?
Do folks in PE Ops work during weekends?
Is the CVA exam worth pursuing?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.





Mentor
Time better spent prepping LBO modeling, reviewing your casework, or networking. Literally know 0 PE associates with a CFA
Subject Expert
No
No, it’s worthless
Nope
CFA is totally irrelevant
In case you are non MBB or Tier 2
Would be worth also spending time/effort moving to IBD for two years too versus CFA
I would not
Instead I would spend all my time on Wall Street prep and modeling
I literally do this now. And hard no. I offer a specialty need though for data science advisory for valuations.
No to CFA. Not needed at all. If you are still pre-MBA, transition to PE DD work at your firm. Do a year or two of DD and you’ll have plenty of reps to move to PE. I PE DD work for years and saw many do as I stated above and transition. Also, I was at a tier 2 shop not MBB.
No. I’m post MBA, so deal team was not really an option. I’m an exec at a MF portco.
Mentor
No. -100% chance