What is your current role?

D

dspapo

New member
Joined
Jun 18, 2026
Messages
0
Reaction score
0
cfaatsb Wrote:
-------------------------------------------------------
> dspapo and kcin,
>
> Curious as to what your career plans/goals are?
>
> Is the CFA charter (or the quest) aligned with
> your current roles or is it for something you wish
> to move to in the future?
>
> Thanks.


the fsa helps with the m&a and the quant is good for various models i build, but anything related to capital markets doesn't help really.

it's my first job out of school, and i get a tn of face time with the execs and PE owners. i went to a pretty mediocre undergrad, so it's a great value-adding role to be in right now. i definitely want to move to something more applicable to the curriculum, though.
 
I am into IT Consulting... don't know how to make a shift into Finance.. have a decent educational background in Finance, but no work experience.. I am sooo confused.. Only hoping I don't have to start as an Intern now..
 
I'm a CPA doing business valuations, working on ASA cert this year. Formerly in high-tech marketing in the semiconductor sector. Looking for a semi-analyst position next hiring cycle (Mar '09) hopefully with Level-1 by then.
 
Noob investment consultant to major pension plans, endowments, 401k, high net worth. I do research, face to face consulting, and back office. Mainly asset allocation, economy, market performance, fund manager selection, and ad hoc tasks (most recent is developing custom lifecycle fund series for a 401k line-up).
 
I work as an Internal Auditor - Investment Management side - for BlackRock Inc..

Trying to move towards, research side !!

HELP ME !!
 
CPA here... was in BO then moved on to Basel II

Hope to try either frm or prm soon but still can't decide on which yet :)
 
hawgdriver Wrote:
-------------------------------------------------------
> Noob investment consultant to major pension plans,
> endowments, 401k, high net worth. I do research,
> face to face consulting, and back office. Mainly
> asset allocation, economy, market performance,
> fund manager selection, and ad hoc tasks (most
> recent is developing custom lifecycle fund series
> for a 401k line-up).



Sounds like a pretty all encompassing role. What do you want to move into after CFA?
 
hawgdriver Wrote:
-------------------------------------------------------
> Noob investment consultant to major pension plans,
> endowments, 401k, high net worth. I do research,
> face to face consulting, and back office. Mainly
> asset allocation, economy, market performance,
> fund manager selection, and ad hoc tasks (most
> recent is developing custom lifecycle fund series
> for a 401k line-up).
how do you screen for a fund. lets say a large cap growth fund. what are you're knockout criteria? alpha? expense ratio? treynor?
 
IT Job ..Designing systems for healthcare Insurance firm...

Looking at CFA as a means to switch career ...!..Let's see if it works out!
 
ryan,
performance seems to speak loudest to clients, although I'm more of a people and process guy. My personal #1 criteria is the perceived integrity of the key principal or principals, but that is often hard to judge. I appreciate a numbers based approach, but I think value is best served by a human understanding of who is actually managing your money. Given the criteria you mention, besides 3+ year performance, fees are typically the most important factor. I would take a look at alpha/tracking error to determine if it fits the mandate for active/passive, but not put as much stock into it compared to discussions with the manager or consultant relations folks. I forget what Treynor ratio is, but if it's similar to Sharpe, then I suppose that is a typical measure of "risk-adjusted" performance, and investment savvy clients are conditioned to appreciate that concept.

woollycat,
I am doing CFA for the credential bias of many prospects. I don't expect to move into anything after I complete the program. By then I hope to have a decent book of my own business, but there are experience barriers that many institutions are reluctant to waive. I'm really just trying to do everything I can to get ahead as a consultant, and CFA means something to others. Please don't hold this against me, but I'm not terribly impressed by the CFA designation; but I do humbly respect all who have the discipline to plow through the materials. Perhaps my opinion will improve if I am able to pass the level 1 and get into more advanced theory.

I appreciate that you both took notice, and I hope that my answers were useful.
 
thanks hawg! do you use any mutual funds. if so, give me a couple that meet the criteria you mentioned
 
Currently working as a Corporate Financial Analyst. Started off working as a Financial Advisor then moved to corporate finance. Wish I would've went buy-side first.
 
Manage deposit pricing analysis/modeling for major money center bank. Fascinating work, but would someday like to work with other items on liability side of balance sheet...
 
Financial Advisor for one of the big five banks, but not a lot of exposure to anything other than mutual funds and fixed income investments for the individual investor. Took the CFA Level 1 on the advice of one of my clients - (a charterholder) - useful knowledge in my current role and hoping it will lead to a position as an Associate Fund Manager at some point.
 
hawgdriver Wrote:
-------------------------------------------------------
> RWT-look for pm


I guess you can't pm here, drat. Obviously, this is just for the sake of discussion, and is not advice (not that anyone should be inclined to take it anyway ;O)

Our clients are in mutual funds, commingled and separate accounts, and partnerships. You asked for a few mutual funds that fit my criteria for being a superior fund. Dimensional MidVal and American Beacon SmCVl spring to mind, but there is a very good chance I'm leaving out some other badasses (like D&C Stock on the basis of long term performance). It's also hard not to favor American Funds and Vanguard. Fidelity and TRowe also have some excellent offerings, especially with Fidelity moving into Vanguard country with their new K-shares.

RWT, what are your thoughts, and what prompted you to inquire?
 
hawgdriver Wrote:
-------------------------------------------------------
> hawgdriver Wrote:
> --------------------------------------------------
> -----
> > RWT-look for pm
>
>
> I guess you can't pm here, drat. Obviously, this
> is just for the sake of discussion, and is not
> advice (not that anyone should be inclined to take
> it anyway ;O)
>
> Our clients are in mutual funds, commingled and
> separate accounts, and partnerships. You asked
> for a few mutual funds that fit my criteria for
> being a superior fund. Dimensional MidVal and
> American Beacon SmCVl spring to mind, but there is
> a very good chance I'm leaving out some other
> badasses (like D&C Stock on the basis of long term
> performance). It's also hard not to favor
> American Funds and Vanguard. Fidelity and TRowe
> also have some excellent offerings, especially
> with Fidelity moving into Vanguard country with
> their new K-shares.
>
> RWT, what are your thoughts, and what prompted you
> to inquire?


i pick MFs for my job and i always want to know how people are screening for MFs. I would very much like to be able to analyze past risk/performance measures and if any of these meaures persist. meaning if a fund was in the top decile in information ratio for 3 years, does the mutual fund tend to stay in the top decile for the next 3 years? what statistics could be due to luck vs. skill? how to efficiently screen for soft data e.g. fund manager's philosophy, compensation structure, amount of money he has in the fund, firm's commitment to the strategy, how well trained are the analysts, etc.? it seems such a daunting task to be able to pick funds that will outperform.
 
I am currently an M&A analyst on my way to grad school.
The CFA is pretty much something to challenge myself and fill up my resume.
Though I have to say even if some think the CFA is not destined to M&A analysts, the curriculum have proven very handy in many of my assignments.
 
You must log in or register to reply here.
Back
Top