EU MBA for investment research and CFA

9 18

Posted Oct 23, 2015 10:13

In the US, many MBA programs offer a finance concentration that has enough depth to prepare students for the CFA I exam. Many of the schools are even approved by the CFA organization. As a result, post-MBA students from these programs are appropriately prepared for investment/equity research roles.

How does this compare in EU? Can an EU MBA offer enough depth in finance to ready students for investment research? How do people typically get into investment research roles in the EU? (As a note, I am not talking about IB, and I am interested in both buy and sell side research, portfolio management, hedge and mutual funds.)

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Duncan

13.776 15.332

Posted Oct 23, 2015 14:57

Generally these roles are more junior than the MBA roles from top European schools. The masters in finance would be the more typical entry route. However, most MBAs with finance tracks and which are in the CFA partner programme should be more than able to prepare people for the CFA 1 exam. The CFA, of course, is a US qualification with a global audience but is still more requited inside the USA than in Europe.

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LawOfTheJu...

9 18

Posted Oct 23, 2015 23:13

Thanks Duncan. If you consider investment analyst roles more junior, then what are the titles of some of the roles MBA grads from top EU schools get into at EU investment firms? In the US, as I understand it, MBA grads are getting hired on in the money management business in titles such as Equity Research Associate, Sell/Buy-Side Investment Analyst, Portfolio Analyst, Global Fixed Income Analyst, Portfolio/Fund Manager.

Also, generally speaking, is the CFA valued in the EU?

[Edited by LawOfTheJungle on Oct 23, 2015]

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Duncan

13.776 15.332

Posted Oct 24, 2015 12:11

Take a look at How to use LinkedIn to find the best school www.find-mba.com/board/33571

You can answer these sorts of questions this way. I'd say the CFA is certainly growing in acceptance.

[Edited by Duncan on Oct 24, 2015]

Take a look at How to use LinkedIn to find the best school www.find-mba.com/board/33571

You can answer these sorts of questions this way. I'd say the CFA is certainly growing in acceptance.

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Duncan

13.776 15.332

Posted Oct 26, 2015 00:07

Also see this:- http://www.ft.com/cms/s/2/db7a4838-1352-11e5-ad26-00144feabdc0.html

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laurie

1.085 549

Posted Oct 30, 2015 07:51

Thanks Duncan. If you consider investment analyst roles more junior, then what are the titles of some of the roles MBA grads from top EU schools get into at EU investment firms?

Analyst positions are the lower rung in an investment firm, and more likely to go to people who have finished their undergrad. The career path would probably be something like this (really generally):

Analyst -> Senior Analyst -> Associate -> Account Manager -> Senior Account Manager -> Director

MBAs would be more likely to start in Associate roles - or Account Manager roles depending on experience and contacts in the field.

That's really general, and based on info I have from my friends in I-banking roles, so somebody please correct me if I am wrong!

[quote]Thanks Duncan. If you consider investment analyst roles more junior, then what are the titles of some of the roles MBA grads from top EU schools get into at EU investment firms?[/quote]

Analyst positions are the lower rung in an investment firm, and more likely to go to people who have finished their undergrad. The career path would probably be something like this (really generally):

Analyst -> Senior Analyst -> Associate -> Account Manager -> Senior Account Manager -> Director

MBAs would be more likely to start in Associate roles - or Account Manager roles depending on experience and contacts in the field.

That's really general, and based on info I have from my friends in I-banking roles, so somebody please correct me if I am wrong!

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