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Four Unconventional Techniques for Getting a Portfolio Management Job

The most common misperception in the investment management industry is that academic credentials are the rite of passage to becoming a portfolio manager. I earned all the top designations and licenses and managed money for several years. It’s not all about having the right letters after your name.

How the CFA changed my career

While at first, the CFA exam was a thing I did for the thrill of overcoming the huge challenge of cracking into asset management and becoming a portfolio manager, in the end, getting my CFA designation became the thing that has had the single greatest impact on my career. What I learned would have stayed with me to this day – and it goes way beyond concepts like the Markowitz efficient frontier or any of the subject matter.

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