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Vault Message Board: Investment Management

Topic Name: CPA to CFA
Message Name: again...
Date Posted: 05/07/2002
In Reply To: What options are available to a person who wants to transition out of a big 5 after two years and transition into another industry having passed level 2 of the cpa? This is likely to be the plan two years out of Haas undergrad. Any one have relevant experiences?
Message: I assume you are a CPA (or will be) and have passed level II of the CFA... I you want to get into IM, you could try to get a position at a buyside firm as a research associate. Look for a bottom-up shop - they will value your accounting knowledge. Alternatively, go back to a top MBA program. That will give you access to quality IM shops.

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