@dano
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I field phone calls related to mutual fund inquiries and research solutions to questions asked by shareholders. Additionally, I speak with other financial firms with regard to mutual fund and communication inquiries and work with a variety of programs to perform my daily tasks. I perform financial transactions on behalf of shareholders while observing company and federal policies and process requests dictated by the stock market.
This is my first job coming out of college, and I have been working there for about a year. It is an entry level job where I could grow within the company. However moving up would mean going to another office.
I would like to eventually move into either the private equity or venture capital field. I was thinking about taking the CFA tests as I am still in an entry level job and was wondering if taking the CFA tests would help me break into one of these fields.
