Lateral to Credit Analyst Role
Spent first 8 years of career on an institutional consulting team as a portfolio analyst. AA work, picking managers, etc. Very bored and looking for a change. Want to break into credit analyst role.
Anyone aware of certifications or courses that would help with the move?
Based on the context provided, here are some steps you might consider:
Networking: This is a crucial step in making a lateral move. Try to connect with people in the credit analyst role, learn from their experiences, and let them know about your interest in transitioning.
WSO Academy Courses: The Wall Street Oasis (WSO) Academy offers a variety of courses that could be beneficial. For instance, the Financial Modeling Courses could provide you with a solid foundation for a credit analyst role. These include Excel Modeling, Financial Statement Modeling, LBO Modeling, M&A Modeling, and Valuation Modeling.
CFA Exam: The context mentions someone preparing for the CFA Level 1 exam. This certification could be beneficial for a credit analyst role as it covers a broad range of topics in finance, including corporate finance, financial reporting, equity investments, and fixed income.
Internal Moves: If possible, consider making an internal move within your current organization. The context mentions someone considering a move to corporate credit risk after a year in their current role, as this department often hires internally.
Remember, these are just suggestions based on the context provided. It's always a good idea to do your own research and speak with professionals in the field to understand what might be the best path for you.
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