Related Posts
Leaving after one year to another biglaw firm?
More Posts
How is maven wave partner ( acquired by atos)
Need 11♥️ for DM.
Please help
What's the future with Adobe Coldfusion.
Additional Posts in Asset / Investment Management
I tutor for cfa if anyone needs help.
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.



Coming from an early career perspective and what’s required / recommended based on what my friends have stated -
Wellington - Level 1 required
Capital Group - Level 1 recommended for CAP + Level 1 required for FRG with it being recommended to do all 3 levels
Vanguard - Level 1 required and it seems like all 3 are recommended
Causeway Capital Management - all 3 levels required and in contract
TCW - likes to see CFA when hiring and I believe they do sponsor it for employees
Alliance Bernstein - not positive but I do believe it’s required to register upon starting the equities or fixed income rotational program
They are programs specific to Capital Group!
CAP - Capital Associates Program (rotational early career program for equities and fixed income research)
FRG - Fundamental Research Group (support investment analysts and portfolio managers with modeling and more…early to mid career role)
Schroders
Payden it’s highly encouraged/almost required
I know Credit Suisse used to encourage employees taking it and they get pay increments for passing.
Blackrock for sure
City National Rochdale for any portfolio positions