Career Path , 25yr OLD Financial Experience & IT Experience ?
Question:
I work on systems such as Croesus / Axys / IBM AS400 and ADP Dataphile.
I do system maintenance, account/position reconciliation, and ROR reporting support for
The company’s investment advisors.
My question pertains to my career path.
My skills and experience are very vast.
I have worked on the Trading Floor, Derivatives Desk, in the IT department for Financial companies.
I have some experience in Market research.
I have a flair for Project management and Management in general.
I have the CSC & CPH, and a Finance degree. I’ve reviewed the CFA I material and
Aptitude wise I find the first level a cake walk, I mean I can take the exam tomorrow
With just my present knowledge & experience.
For Level II & III I will have to put in about 3-6 months each studying.
I am wondering on the path I should take here on.
My options are (I think, please suggest more)
Becoming an Investment Advisor (I understand, can interpret and love the Markets, but I hate sales)
I can do a CFA but what next??
I can get into project management, but in what kind of a role and working on what?
Developing systems, developing products? Confused here.
Im 25 so I have time on my side, I want to get into the 85-100K range in the next 2-3 years
What’s hot??
Please guide.
Answer:
Hey there...I'm a CPA and a controller for a medium sized company. I think if you go the investment advisor route, you are wasting most of your unbelievably valuable experience...investment advisors are at least 50% sales people. I can tell you that peopel with both financial and IT backgrounds are extremely in demand right now. I would look into a path that uses both your IT and financial experience. My best advice on how to do so is to approach the largest and most respected recruiter in your area (headhunter, recruiter, whatever they are called in your region). A good recruiter will recognize that you can fetch a premium because of your combined financial and IT skills and should be able to place you in a great position at a premium salary. If you do not find this to be the case, you are with the wrong recruiter...find another one.
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