CFA会帮助我突破吗?

我想改变职业股票研究行业。在过去的三年中,我一直在财富管理行业工作,但我不喜欢它。我发现大部分时间都在阅读新闻,跟随市场以及交易,这与我目前的职位无关。我设法解决了前两个级别CFAduring my time here. Will this help me transition given I have no relevant experience outside my personal interest in the markets and investing? Looking for any advice on breaking in.

注释 (15

Jan 4, 2022 - 11:17am
InsiderTrader, what's your opinion? Comment below:

I thought about doing this but was then directed not to. I was told it wouldn't benefit me much and it would more than likely hurt my chances. I am very conflicted.

Jan 4, 2022 - 12:26pm
IPA和IPO, what's your opinion? Comment below:

谁告诉你不要这样做是个白痴。您必须考虑自己被雇用的合伙人做什么,并向招聘团队展示您有能力做的技能。您作为同事花费的大部分时间都是在建立/维护模型和写笔记。现在,如果您在模型/音调上做得很糟糕,它会伤害您。但是,如果您证明您可以制作出一种有效和流动并变得有意义的模型,并且听起来有些聪明并且可以争论的意见,那么您将找到一个座位(因为候选人比候选人多,要花费时间座位,因此取决于拥有基本技能,然后找到合适的合适性)。

2022年1月4日 - 12:29 pm
IPA和IPO, what's your opinion? Comment below:

并回答您的原始问题。这CFAwill get you more looks (HR personal screen resumes before the hiring team and they are "impressed" by CFA), the hiring team will care more that you can actually do the job. I have interviewed lots of "career switch" CFA's who got it because they test well but had no idea what any of the concepts mean and couldn't answer the simplest question about the financial statements.

2022年1月4日-12:45 pm
InsiderTrader, what's your opinion? Comment below:

感谢您的答复。我想我会在这里接受您的建议和其他人,并将报告汇总给分析师。我有个人经验来组建模型,因此绝对可以舒适地整理报告。如果面试即将到来,我已经准备好了一个音调,但是我还没有真正整理一个结构化的报告。由于您在这方面似乎知识渊博,您是否对我在球场中应包含的长度和内容有任何见解?

最有帮助
Jan 4, 2022 - 1:05pm
IPA和IPO, what's your opinion? Comment below:

将其视为写下您的音调。虽然有些人试图制作更长的“启动覆盖范围”类型的报告,但认为这是浪费时间,没有人会阅读第1页,所以只写一个非常好的页面。人们是否缺少或“为什么现在”作品,什么是催化剂,有什么风险/您在哪里出错,一些估值数学(取决于公司的类型,但对于周期性的工业类型,例如什么是历史贸易乐队,现在是交易吗?我们在周期的哪一部分)。

on the model, would stress that most important pieces are your revenue build (how do they segment it out, product vs geography, growth, margins etc...), and making sure the model is "flexible" and by that I mean if I add $100m in debt or Capex somewhere will it throw theBS/CFS不断流动。不太重要,但差异化是明确的格式。我的个人宠物peeve是诸如G&A实际上被驱动的事情,而不仅仅是收入的百分比

2022年1月4日 - 上午11:32
mrdistatty, what's your opinion? Comment below:

Will it get you the job? Idk. But it will certainly help. Considering you're 2/3 of the way done, power through it. (not inbut getting theCFAdef helped me stand out and progress forward)

Re post about having a write up and model, I guess I understand both sides. I think the fear some have is that with time, you develop and harden your own way of thinking + modeling, and firm XYZ will want to teach you their way. So showing your cards may hurt more than help.

至少,要牢记一些音调,并能够解释什么将推动股票。能够指出在所有噪音中重要的重要性是重要的IMO

  • 1
Jan 4, 2022 - 12:47pm
InsiderTrader, what's your opinion? Comment below:

thanks! I have put together a couple pitches with the intent of being asked to pitch a stock in an interview, which sounds like an inevitable. I guess putting it in writing and distributing it may be a good idea.

Jan 4, 2022 - 2:16pm
mrdistatty, what's your opinion? Comment below:

SINT VOLUPTATUM DOLOR EA REICIENDIS et SIMILICE REPELLAT。在perferendis vel aspernatur dolores qui adipisci。Nihil Est Labore Cumque Quisquam teruna。Perspiciatis et Quae voluptatem dolores位。Natus非EOS EUM IMPEDIT repellendus。

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