Need some opinions on whether I am qualified enough to get my foot in the door in PE.
1.5 YOE as a FA, 1 YOE as AVP FA of a branch, and 1 YOE as an AVP internal product specialist on the performance team. Large brokerage firm all 3.5 yeara. BBA in finance, CRPC. If so, what should i be looking for?

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Holy acronyms

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What in the hell do all these acronyms mean. Honestly even confused at the NON-acronyms. No idea what an internal product specialist does lol

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the only acronym you need is EBITDA!

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FA as in financial advisor? I think it’s dependent on what kind of book you had. Did you manage a lot of retail balanced portfolios and retirement accounts or did you manage alternative portfolios for UHNW/institutional clients?

In three and a half years you likely haven’t even had time to see a full cycle PE investment play out for a client from commitment to final exits. So I would ask what your exposure is.

Also consider work life balance and what it’s worth to you. The grass is always greener, but it’s greenest in private banking. Haha.

FA meaning financial advisor?

Either way, no, not for an investment role at a GP. Without an MBA 99% of analysts are coming in from IB, McKinsey, Bain or BCG.

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