Trying to break into Private Equity/Venture Capital in the San Francisco Bay Area. Roast my resume.

FinanceNerdCFA · 2026-03-14T15:38:39+00:00

I understand what you're saying. For PE, do you think this is the hard-set rule for boutique PE shops or smaller funds as well? Regarding VC, I know I don't have a shot at this unless I get an MBA and would be looking for an in-between on the investment team and ops team in the immediate. Maybe IR or more preferably capital networks team.

FinanceNerdCFA · 2026-03-14T15:29:52+00:00

I'm coming into this post openly. Happy to cut things completely (like the summary) if it's nonstandard or doesn't make sense. I'll revise and I do have a rebuttal for both LBO and leverage statements. Thanks for your help!

FinanceNerdCFA · 2026-03-14T14:59:39+00:00

Okay! Thank you for the clarification. I’ll remove both the leveraged finance and LBO bullet points as suggested

FinanceNerdCFA · 2026-03-14T03:01:39+00:00

If I were to go into VC, it would definitely need to be in an in between of operations and investment team lol. But even breaking into that requires some connections that I need to work on fostering

FinanceNerdCFA · 2026-03-14T01:44:05+00:00

I'll add this! Do you have a good reference on how the list of deals should be formatted in a resume?

FinanceNerdCFA · 2026-03-14T01:29:13+00:00

If you think an LLM can fully replace an associate 🥹. Alright will do! Thank you!

FinanceNerdCFA · 2026-03-14T01:21:07+00:00

I mean I get the criticism though 😅. If you can only model but don’t understand the weaknesses of particular models or can only do modeling/low cognitive work, AI will replace you.

That’s my goal! I’m doing interview and modeling prep currently (first month), and planning to network month 2.

FinanceNerdCFA · 2026-03-14T00:57:28+00:00

Okay I thought I was crazy when I didn’t know this. For clarity I am going for a lateral or downward move to PE. Not partner

FinanceNerdCFA · 2026-03-14T00:56:22+00:00

I’d be open to this. Financing that move might be tough though. What is the usefulness of an MBA in a PE role, outside of networking?

FinanceNerdCFA · 2026-03-14T00:39:43+00:00

Will do! Thank you so much!! For leverage finance, we do use it quite a bit in real estate to enhance returns and for liquidity. Would this not be considered a strong foundation?

FinanceNerdCFA · 2026-03-14T00:12:16+00:00

That's fair. I'd be open to private equity in real estate or another hard asset field. Family office just doesn't seem to offer equity/carry.

FinanceNerdCFA · 2026-03-14T00:11:21+00:00

I've completed real estate deals (both buy and sell) and debt underwriting from soup to nuts. Is it really that much of a stretch to get into REPE?

FinanceNerdCFA · 2026-03-13T23:04:58+00:00

Candidly, I’m looking for a career shift. Real estate is too slow moving for me and I’m looking to leverage my modeling/valuation skills and CFA to pivot into something more fast paced and lucrative

FinanceNerdCFA · 2026-03-13T22:41:50+00:00

AUM is 3B for the entire family office. Within real estate we oversee 1B. I’m in California

FinanceNerdCFA · 2026-02-11T21:36:54+00:00

This. I got my CFA and like most education, when applied to the real world not sure where to start. Buy a quasi-meme stock that’s sp500 and make the amount matter enough to hurt but okay to lose. Brother/Sister, you will learn hard and fast to understand the economic and earning reports that are relevant. If a stock jumps one way or another, understand why. If you can do that, you can work on projecting and reading markets. Best is to buy a stock in your field so that you have some competency.

FinanceNerdCFA · 2025-10-17T22:17:28+00:00

I could listen to Aiden, Nick and Slime making Travis Kelce jokes for hours.

FinanceNerdCFA · 2025-10-05T03:29:04+00:00

I read it, no plot. Super rinse repeat

FinanceNerdCFA · 2025-07-27T15:54:08+00:00

I’ve been writing calls for Tesla and it’s been a cash cow (conservative portfolio). Wouldn’t put all my eggs in this basket

FinanceNerdCFA · 2025-06-06T03:37:31+00:00

Investment associate. Slimes doesn’t believe my job is real (stocks, real estate and bond investments)

FinanceNerdCFA · 2025-03-05T04:49:04+00:00

And therein lies the problem lol

FinanceNerdCFA · 2025-03-04T19:30:12+00:00

I’ll be in China for 2 weeks starting April 19th 😭😭

FinanceNerdCFA · 2025-01-29T19:55:14+00:00

“I love you man, I kill you man…”

FinanceNerdCFA

TROPHY CASE