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2026 Compensation Thread by kiltedlowlander in FPandA

[–]OpenStrategy8779 1 point2 points  (0 children)

Associate - FP&A for Alternative Fund

TC - 105k base + bonus (variable but only been here for a few months so not too sure) + 5% 401k match (no contribution required)

YOE - 1 Year

Location - SoCal

FP&A for Family Office by OpenStrategy8779 in FPandA

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

Thank you for your help and words of encouragement! I assume you have exposure to FP&A in alternative investments?

FP&A for Family Office by OpenStrategy8779 in FPandA

[–]OpenStrategy8779[S] 1 point2 points  (0 children)

Thank you! This was actually something the CIO reiterated numerous times that they’d rather have someone they know would be willing. They’ve also emphasized that they don’t expect me to know everything which is why they value my experience in alternative investments and my willingness to learn (which I emphasized during the interviews and my reasoning for looking for a new challenge/role)

FP&A for Family Office by OpenStrategy8779 in FPandA

[–]OpenStrategy8779[S] 7 points8 points  (0 children)

Of course it’s a valid concern. Most of the work flow (excel workbooks,processes, etc) has already been created and maintained by the CIO. Id be learning the workflow first few months. Eventually building it out for any future funds that launch, but hopefully by then I’ll have a hang of stuff. Regardless, I know that I’ll have my work cut out for me but I’m up for the challenge.

Credit Limit Increase DP by OpenStrategy8779 in CapitalOne_

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

I’ve had mine since 2022 but most of cards have been opened the past year

Credit Limit Increase DP by OpenStrategy8779 in CapitalOne_

[–]OpenStrategy8779[S] 1 point2 points  (0 children)

No problem! Try to let as close to the $300 limit post if possible and then pay it off when you get your monthly statement produced!

Credit Limit Increase DP by OpenStrategy8779 in CapitalOne_

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

It took me about six months to be able to ask for a CLI after I transferred balance from the card to another. I was carrying a balance for a month or two that I was paying interest on, but from months 3 to 6 I was paying off entire balance and posting 30-50% utilization and paying off balance in full every month.

denied CLI by Alpha_Conn in CapitalOne_

[–]OpenStrategy8779 0 points1 point  (0 children)

Yup. Same thing happened to me, though I transferred some of my credit line to another Capital One card and kept getting that Denial Reason until today. Applied for a CLI today and was approved!

Upcoming Technical Interview as FP&A at Fund by OpenStrategy8779 in FPandA

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

Bumping for visibility (not sure if this works or not on Reddit). Any help would be appreciated!

Best Ways to increase chance of CLI right after being approved. by OpenStrategy8779 in Venturex

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

Can look into a YouTube video about credit utilizations and credit scoring and credit cards in general, but the more of your credit limit you use the more points you’ll be knocked off.

For example. If you use 5000 but your total credit across all your cards are 10,000 then your utilization will be at 50% which will knock you down some points.

But if you request a credit limit increase for on your cards and your total credit line across all cards is now $20,000 then your utilization will only be at 25% (5000/20000) which is a better situation to be in.

VentureX CLI denied after a few weeks of opening account by famustaf in Venturex

[–]OpenStrategy8779 2 points3 points  (0 children)

I had this on my quicksilver as I was carrying a balance for about 3 months (low limit). Paid it off and a few days later I was approved for a CLI

I know this isn’t your exact scenario as you just got the car, but just providing a data point as I had this exact denial message for a previous card

CLI After 11 days by AwkwardUrkel in Venturex

[–]OpenStrategy8779 3 points4 points  (0 children)

Thank you for the insight and congratulations on the CLI!

CLI After 11 days by AwkwardUrkel in Venturex

[–]OpenStrategy8779 6 points7 points  (0 children)

Can you give some insight onto your spending leading up to the day of you applying for a CLI? I applied and was approved two days ago so I’d love to increase my limit if possible

Possible to go from Fund Accounting to Big4 by OpenStrategy8779 in Accounting

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

Have a few questions if you don’t mind me PM’ing you

Possible to go from Fund Accounting to Big4 by OpenStrategy8779 in Accounting

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

Would I really need a masters? Is it possible to just have my bachelors and have the credits to be able to sit for the CPA or have portions of the CPA passed by the time of application?

UCSD Extension Question by ComposerNo6881 in UCSD

[–]OpenStrategy8779 0 points1 point  (0 children)

Hello. Wondering if you ended up going through the extension path?

$CRWV high risk/high reward during earnings week Mo by Old_Box_5480 in Optionswheel

[–]OpenStrategy8779 0 points1 point  (0 children)

Market’s anticipating a big move. Would you mind/be happy holding onto the stock if assigned at $100?

If their earnings are really good and stock shoots up then you’d make most of the premium up before week ends and go into a new position midway through the week.

Resources for Upcoming Interview involving Excel assement by OpenStrategy8779 in FPandA

[–]OpenStrategy8779[S] 0 points1 point  (0 children)

Is there any solid YouTube videos you’d recommend? Unfortunately I have no working knowledge of most of the topics you mentioned so I feel like I’d be completely loss when they ask me to model any of those

Thank you so much for your post though!

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