Hello everyone, currently in aBBswealth management team on the investment side of things as an analyst. I really want to do more long onlyAM/traditional mutual fund work atplaces like Fidelity/T.Rowe etc. I was wondering what I should do from here on out to try and make that jump or if that is something that is only possible from IB?
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Comments (5)
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Fido and T Rowe are very hard places to get into. My suggestion is:
1) Complete the entireCFAprogram.
2) Get into anM7MBAprogram that feeds into topMFs(i.e. W, CBS).
At that point you'll be in okay shape to be considered for a top mutual fund.
Outside of thisCFA/topMBAcombo, it's going to next to impossible to move to a topMFfrom aPWMjob.
Fidelity / TRowe is insanely hard to get in.IBdoesn't make it easier.MBAgives you a shot, but it's an expensive shot (from both tuition and foregone two-year full-time salary), and still insanely competitive. Not to mention your competitors could have worked at aMM/SMHF(or even smaller long onlys) pre-MBA.
I don't thinkMBAis a must unless you have exhausted your options. You should also be open to smaller regional mutual funds that have similar permanent capital and longer time horizon, if that's what you are looking for. Network aggressively with analysts at those places who are willing to talk to you, pitch your stock write-ups and keep in touch with them, openings might come up from time to time.
Instagram: @dickthesellsider | Substack: dicktoad.substack.com
Try to switch internally to theBBAMside. Might be possible through networking and will be easier to move to other long-onlyAMif you're in a seat at like aGSAMor MSIM
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