Difficulty in job search

SEI Investments lcKg34
Sep 19 8 Comments

Hi everyone, I’m looking for some advice, as my job search efforts haven’t been getting much attention. I’m currently working at a manager of managers in a relationship management/operations role that I usually have difficulty describing. The closest thing that I can relate it to is a consultant where we each have our book of 15 or so clients, with the clients being RIAs or broker dealer affiliated advisors, and basically work with cross functional teams to solve any operational issues that arise. In addition to this, there is also some minor portfolio management, sales support, and have gotten a little experience in product development.

I currently have ~1.5 years in retail/commercial banking and ~2.5 years in my current role. I’ve been targeting various roles in asset management, consulting, investment banking, and have recently started looking in to product management, but have gotten very few call backs. I’ve tried reaching out to recruiters and alumni directly, but don’t have much luck in getting responses. I’m looking to sit for CFA level 1 in June and also looking to do an MBA, but would like to hold off of the MBA until I get a little better work experience.

Any advice or referrals would be greatly appreciated!

tc: 60k

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TOP 8 Comments
  • Chase
    init 1

    Chase

    PRE
    Neuberger Berman
    init 1more
    Don’t do CFA and MBA concurrently. Pick one and go with it. Also, don’t list “CFA Level 1 Candidate” on your resume, it will get you a lot of eye-rolls and probably ignored.
    Sep 19 2
    • SEI Investments lcKg34
      OP
      That makes sense. I think I will pursue an MBA as it is more flexible.
      Sep 19
    • Chase
      init 1

      Chase

      PRE
      Neuberger Berman
      init 1more
      CFA is really only applicable if you want to be a Portfolio Manager.
      Sep 19
  • Axioma HYKI11
    Totally agree with above comment, cfa level 1 candidate means nothing and makes your resume looks bad. What's your background?
    Sep 19 1
    • SEI Investments lcKg34
      OP
      My educational background is BS in Econ from a large state school and my professional background is mostly relationship management focused.
      Sep 19
  • WePay yXfc40
    🥰🎏🎄
    Sep 19 0
  • New / Data sese3832
    CFA means nothing, learn hands on skills to move from the "business of talking" to "business of building".
    Sep 19 0
  • First figure out what you would like to do. Look for jobs in that sector. Then get educated on what's needed and pursue it.

    Also you can do an Executive MBA when you have 3+ years of experience.
    Sep 19 0

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