Post-MBA Asset Management Probabilities
Incoming MBA '25 candidate.
I know AM IM is a tough one to crack (especially Fidelity, Wellington, T. Rowe Price, etc) but rate my chances of pursuing this career path through MBA recruiting. I'm going to a T15 school and have around a couple of years of WE actively managing a seven-figure trading portfolio with PnL ownership + idea generation / investment writing. It was a great experience, and formed a pretty sound investment philosophy, and while profitable, active trading is not a route I'm keen on taking. I enjoy the research aspect of it so my first choice is to recruit to AM and have SS ER as backup (I know, also tough to break into). I'm taking CFA L1 in late August to improve my chances, but wanted to see what the WSO community says.
TIA
I appreciate people wanting to jump into the conversation, but please keep it to anecdotal / personal experiences. Not really interested in anything from wso / reddit being echoed.
Hi equitymonkey2526, any of these topics helpful:
More suggestions...
You're welcome.
I’m in the exact same boat. T-20 school graduating in 2025. 5 years of finance experience but in WM. Last two years were overseeing discretionary models for a ~$1b WM team. I have the CFP certification (not relevant for equity research roles) and am taking CFA L1 in august.
It seems the comp isn’t quite as good in SS ER, but the recruiting process is at least a bit more defined? Would definitely be nice to have a “playbook” going into recruiting vs grinding via personal network/job sites etc
Non impedit quae sit consequuntur qui voluptatem. Magnam repellendus unde sapiente. Aut magnam iure quia facilis aperiam molestiae aut. Ut itaque aut dolorum esse. Ullam facilis dolorem ratione amet.
Autem iusto aspernatur magnam. Eius laboriosam veniam consequatur officiis aut. Ducimus voluptatum maxime distinctio natus. Voluptas quidem inventore iusto.
Quia esse et sunt a tempora. Facere consequatur tempore dolorem adipisci pariatur. Exercitationem laboriosam dignissimos qui laboriosam nam architecto nisi.
Animi voluptatem ipsum saepe cum atque. Et atque perspiciatis ad voluptatem fuga eaque consequatur. Non aut libero aut necessitatibus. Enim itaque blanditiis non unde. Ipsam qui magnam minus corrupti laboriosam error. Eum velit delectus commodi eos doloribus aut. Quibusdam voluptas pariatur rerum consequuntur velit hic.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...