Which would you choose and why?
1) FP&A at a bank
2) Portfolio Analytics at PE

I personally want to move towards FP&A bc I think it’s more interesting & transferable. But the benefits + pay is so much better at the PE firm. I think I will be happier working at the PE firm, but I think FP&A is more transferable if I were to leave (feel free to correct me if I’m wrong).

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Choose the PE option. I can tell you firsthand banks are shifting FP&A functions to LCOL states and offshore.

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Go with PE over bank FP&A. I worked in banking industry for years in accounting & finance and switched to a PE firm on management side, I am very happy there! Love my perks & benefits in PE. I left banking because most banks are impacted now with fed hikes and was concerned about layoffs, I feel far more secure working at a PE firm now.

Also depending where you’re at it’s very hard to move up in finance within banking and the reporting and scope of work is very narrow, it can feel slow at times.

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Transferable to what? Portfolio analytics can transfer well to business / data analyst roles and you can take courses to be a data scientist too

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You are correct about FP&A. I cannot speak to how it compares to PA

PE!!!!!

Are you coming from an audit background in financial services/AWM?

No - I’m on the commercial side. Mainly EGCs.

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