Tips/advice for someone looking to transition into a financial analyst role? Currently working in investment operations and want to make a move to a financial analyst role.

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Certifications help. CFA and CAIA are two options that can get you visibility on the analyst side. Very few firms are going to take an ops person and bring them to the research side when there are so many candidates with certifications. Of course certifications take time. But well worth it. Level 1 will get you a role.

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