Management consultants that have/are looking to move to investment team PE, if you had the time to do CFA , would you? Why/why not?

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Time better spent prepping LBO modeling, reviewing your casework, or networking. Literally know 0 PE associates with a CFA

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No

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No, it’s worthless

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Nope

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CFA is totally irrelevant

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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

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I would not
Instead I would spend all my time on Wall Street prep and modeling

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I literally do this now. And hard no. I offer a specialty need though for data science advisory for valuations.

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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.

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No. I’m post MBA, so deal team was not really an option. I’m an exec at a MF portco.

No. -100% chance

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