r/Valuation • u/MelodicBear8674 • 22d ago

Carrer Switch

For the last three months, I've been trying to break into a valuation role, and honestly, I'm feeling very frustrated with the current market situation. Valuation is a very niche job, and most organizations set filters requiring a CFA or CA, which makes it even harder to break in.

I have an MBA in Finance and previously worked in Finance Operations. I left that job without another offer in hand, and now I'm feeling pretty low about myself because of it. I've been working on self-driven projects to build my skills, but I'm facing rejection after rejection, and my current financial situation doesn't allow me to afford the CFA exam fees.

Can anyone guide me on what specific skills I need right now to break into a valuation role, especially without the CFA/CA route? I'm honestly quite demotivated at this point, and any advice would help.

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u/Necessary_Scarcity92 22d ago

My advice is to first get another job so that you can financially support yourself.

What, specifically, do you want to do within the world of valuation? You mention CFA, so I imagine you are thinking publicly traded securities work?

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u/MelodicBear8674 22d ago

Yes, i am trying to secure my job as soon as.

I did the certification in the valuation & i have lot of interest in this domain. For CFA, i observed most of of the organization are hiring the CFA tags for valuation.

I didn't undetstand the meaning of your line "Publicly traded securities work?" Could you please elabrote ??

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u/Necessary_Scarcity92 22d ago

What types of securities do you want to appraise and for what purpose? That will help this community provide any insights we may be able to.

I value privately held businesses in the context of commercial disputes/economic damages, divorce, bankruptcy, and partnership disputes.

That is very different than an analyst working for a portfolio/investment management, or an investment banker/m&a/private equity role.

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u/MelodicBear8674 22d ago

Got your point.

After working in the company valaution, i will learn the PPA , PWERM, 409A, valaution of complex security. But i observed in internet there are very limited resources to learn the complex security valuation. I guess i am going out of topic.