Finance industry career advice/help
by Irish2003 (click here to email the poster) (2013-12-03 22:40:26)
Edited on 2013-12-10 16:02:47

Thanks to Lazarus for the Advent Job Search Tuesday post on the BR!

Without cluttering the board too much (I'm glad to follow up with my resume, LinkedIn profile, or any other helpful information as needed), I am at a pretty big inflection point in my career, and wanted to reach out to fellow NDN'ers to please ask for career advice, help, and suggestions, especially since I've seen how powerful both the ND and NDN communities can be with helping their own.

I graduated with a degree in Finance magna cum laude & was part of the AIM class at ND, have had a broad range of experience after graduation, and plan to take the CFA Level 1 this coming summer. I am currently looking for long-term opportunities in the finance industry where I can work with good people and learn from more experienced professionals in order to build a solid foundation for the rest of my career. My primary focus is investment management (fund management, rather than financial advisory/PWM), but I also have experience in the VC/startup space, and would be open to potential opportunities both there as well as the PE space, in addition to other opportunities which I may not have considered but are a mutual fit. I know this might sound a little unfocused at first glance and I am maintaining focus and tailoring my approach when I apply to specific firms or speaking to headhunters, but I have a genuine long-term career interest and believe I can add value in each of these areas.

I have linked my email, and please feel free to reach out to me directly over email or within this thread. For those of you in the Chicago area (I am currently living here but willing to relocate for the right job), I'd be glad to buy you a coffee or beer and chat in person sometime. Thanks in advance for your help, and hope to speak with some of you soon.

-A.J./Irish2003


An idea and a question
by irishrock  (2013-12-04 22:08:13)     cannot delete  |  Edit  |  Return to Board  |  Ignore Poster   |   Highlight Poster  |   Reply to Post

I call on the advisor community and see a lack of numbers looming ahead. If you are good you will have opportunities as a large part of the advisors who joined the industry from 1998-2010 didn't have a fun or lucrative job, thus many quit and are doing something else. Thus, think long and hard about a UBS, Merrill, or Morgan Stanley type of scenario. The vast majority of offices would not hire you unless you came into an experienced team.

What part of the country are you looking at ?


Thanks, appreciate it
by Irish2003  (2013-12-04 22:16:00)     cannot delete  |  Edit  |  Return to Board  |  Ignore Poster   |   Highlight Poster  |   Reply to Post

I actually interned at a private wealth management office with one of the big firms as an undergrad, but am looking more at the actual investment management side (likely via equity research eventually leading to a PM role down the road) rather than a financial advisor role. Another thing I forgot to mention earlier is that I plan to start the CFA process by taking the Level 1 examination this summer, which I think could open some doors down the road, but I also want to try and find a job where I can learn in the meantime. Geographically, I am currently in Chicago with a slight preference to staying here, but am very open to moving for the right job.

Appreciate the advice, and please let me know if you think of anything else.


We should talk, I might have some contacts
by Lazarus (click here to email the poster)  (2013-12-10 15:27:57)     cannot delete  |  Edit  |  Return to Board  |  Ignore Poster   |   Highlight Poster  |   Reply to Post

These would probably be more informational. My brother, ND '93, is a CFA and traded CMBOs for various banks (UBS, CSFB, others,) and has recently transitioned into wealth management. I also have a lot of VC and PE contacts. I'll drop you a note.


Awesome, much appreciated! *
by Irish2003  (2013-12-10 15:37:07)     cannot delete  |  Edit  |  Return to Board  |  Ignore Poster   |   Highlight Poster  |   Reply to Post