| Topic Name: |
Investment Management |
| Message Name: |
Wanted: Analysis of Career Plan |
| Date Posted: |
03/12/2002 |
| Message: |
I never thought I would find a field that I would love, but asset management is it. Unfortunately, I have very little experience in the industry, and I would like a critique of my career and educational plans.
First some background: I started out at the beginning of 2001 as a client administrator in a wealth management firm with approximately $200 million in assets. I am now on a 3-month review to become a junior financial analyst at the firm, under a wealth manager who manages about $80 million of the firm's assets.
Here is my plan...
1.) I am going to tackle the CFP designation over the next two years while I learn the analysis and planning business.
2.) Then, I will be going for my MBA part-time to build on what I have already learned. During this time, I will continue to work at my firm, and get more responsibilities, including co-managing that $80 million in assets.
3.) Once I have completed the MBA, I will be switching firms. I want to become a research associate at a mutual fund company or an investment bank, under a portfolio manager. I will obtain my CFA license after I receive my MBA, and at this time, I hope to be promoted to a portfolio management position.
Please tell me if this is feasible, and post your thoughts and comments.
Sincerely,
Morgannon
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