What are your thoughts on the CFA designation?
Curious to hear your thoughts along with the rest of the community. I currently work on the research side of a CRE firm and primarily deal with REITs, CMBS and other areas of capital markets. My firm is contemplating starting an investment management side of the business, similar to CBRE, and I’d love to pivot over to this area. I know the CFA is a huge commitment, but I have a decent work life balance that gives me plenty of time to study. Thanks in advance for your input!
Case Studies
What are the best sources to get case studies for private/public credit roles?
Director of Data & AI
hey all-
I'm a director of Data & AI at an Asset Management firm. Our senior partners and our interns have been asking me all sort's of questions. I've gotten a lot out of Harry's newsletters and community in general - feel like it's time I return the favor.
IB -> PE pivot (London)
Guys, i’m a MSc student of A&F at a semi-target school to London IB (based outside of London), targeting IB in London and then a pivot into PE. In September, i’ll be doing a PE internship in semi con / high-tech industrials / defense working on value creation. I will be doing a 2nd MScs (Finance & Investments because it’s a closer study to IB “theoretically” and more of a target program for my university)
1. Currently have 2 referrals both in London one in TMT at a “T2 BB”, another in M&A “T1 BB”. I want to use the T2 referral to secure an OC between Jan - May 27 and then use the T1 for a SA in Jun - July 27 (contemplating SA (more headcount) vs graduate route (less seats) T1 firm doesn’t publicly post OCs apparently). Is what i’m doing logical on how i’m using the referrals? Can taking the SA after OC be interpreted in a wrong way? Is the 2nd MSc frowned upon in London if not how would i structure them in my resume?
2. When does PE recruiting start in London? I heard firms reach out to candidates somewhere in Q3-Q4 2-3 months before they start. Is that true or is there an accelerated timeline such as the U.S. (2 years in advance)?
Appreciate any insights.
How are you using AI?
Anyone using it for anything beyond CIM review / expert call prep? E.g., good tolos (or claude) for excel, funds flow, PPTs, etc.
Introducing High Yield Harry's Community
Introducing High Yield Harry's Community
I'm Running an AMA on my Community - A Place to talk Credit, Finance, Careers, Recruiting and More.
AMA
Hey Guys, I'm going to be running an AMA next week.
Let me know what questions I can help answer.
As the Community scales, there will be more experienced folks beyond just to me that you can bounce ideas off of.
Download the Community Mobile App
Hey guys, when logging onto https://highyieldharry.beehiiv.com/community
via your phone you will now be able to download this community as a mobile app.
Channel Organization
Small Admin items - we're going to have a few channels set up, a general feed, a news feed, and most importantly a Buyside Hub feed.
The Buyside Hub feed will cover the career, interview, recruiting and other advice content in one spot.
HYH Test
Testing Testing 1 2 3....
Setting up the Community.
Join High Yield Harry's Community
Join the High Yield Harry Community to talk shop with the finance meme community.