Significant Career Lesson From A Senior Equity Portfolio Manager At Allspring Global Investments
Entry-level investment analyst positions on the "buy-side" (investment firms) or "sell-side" (brokerage firms) are typical starting points, offering "apprenticeship-type roles" where aspiring professionals learn financial analysis and corporate interactions. Many other client-facing roles within investment companies or on trading desks can also serve as valuable entry points into the investment management industry.
Financial Analysis, Investment Management, Buy-Side/Sell-Side, Entry-Level Analyst, Networking
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Alison Shimada
Senior Equity Portfolio Manager
Allspring Global Investments
UC Berkeley
Harvard Business School, MBA
Political Science, American Studies
Finance (Banking, Fintech, Investing)
Finance
Honors Student
Video Highlights
1. Entry-level analyst positions on the buy-side (investment firms) or sell-side (brokerage firms) are common starting points.
2. These roles often involve working alongside experienced professionals in an apprenticeship-style environment.
3. Other client-facing roles or positions within investment companies can also be relevant, though analyst roles are often the most direct path to career advancement in this field.
Transcript
Q10: Entry-level positions
What entry-level positions are there in this field that an undergraduate college student might consider?
Well, I think the one that usually comes to mind is an entry-level analyst position, either on the buy side, which is the investment side, or the sell side, which is a brokerage firm.
There are also roles where you can work with people, offering an apprenticeship-type experience. You work alongside people and learn the role of an investment analyst, including how to question corporates, get the right answers, and perform financial analysis.
This type of role is the most typical, but any client-facing role within an investment company or a buy-side or sell-side firm, like being on a trading desk, is also relevant. I think anything peripherally related is worth considering.
Over time, it's generally easier to move up from an analyst role to senior analyst or other positions. However, these analyst positions can be difficult to find. Therefore, anything within the investment industry or investment management industry is worth considering.
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