I recently relocated to NYC to transition from corporate finance into financial services. I work corporate and strategy finance for a F100 transportation & logistics company and I am currently looking to transition into Equity Research covering the transporatation or A&D industries. I have a MS and BS in finance from a non-target state school, and recently became a CFA charterholder.
I am new to the city and looking to network a little. If you happen to work in ER as an associate or an analyst, and wouldnt mind a free lunch or coffee and offering up some advice feel free to PM me.
One technique I used to find contacts was utlizing NYSSA’s membership directory. You can search for members by their university so it can help you pin point some alumni from your school. It may also list the firm they work for.
I believe most if not all of the CFA societies have a directory.
Not sure if you tried this yet, but from my experience, alumni are usually willing to help you out, more so than random strangers. This way, you know you both have a couple of things in common already: You attended the same university and you both endured the pain of the CFA program!
lol looks like the reputation has already preceeded me.
As mk17 said, apprently it never occured to you that whatever advice that the harshest critic gives you that can help you change course may be the best advice you ever get. A supportive past critic may have said to you “yea do the CFA, it’s the gold standard”. then now you have that, and got nowhere. how is that helpful to you?
For ER, I know 5 lead internal recruiters within the bulge brackets, and 4 at mid-tier ones and could get anyone an interview on a snap. But since you want the path of least resistance, you wouldn’t be someone i’d ever meet with anyway.
Goldy7, thanks for the feedback, unfortunately I tried that and there was no match from my university. I’m still going to PM you a few questions. Thanks again for the help.