1:1 Career -> Transition Session

You've been doing the analysis, building the models, sitting in on the calls. Now you want the mandate — and the title — to match.

I've worked across BlackRock, Morgan Stanley, and Nuveen, and moved between institutional asset management, fixed income research, trading, and tech myself. I've also watched sharp people stay stuck for years because they were solving the wrong problem — polishing their resume when the real gap was positioning, or applying broadly when the real gap was targeting.

The jump into a VP-level AMC or OCIO role isn't about sending more applications. It's about knowing exactly which firms are hiring for your profile, what they actually screen for, and how to tell a story that makes sense on paper before you ever get the call. In this session we'll cover:

1. How to identify which firms and roles actually fit your background — not just the obvious names.
2. What hiring managers screen for vs. what job descriptions say.
3. Whether to push for a move now or spend 3-6 months repositioning first.
4. How to build a target list and outreach plan you can actually execute.

I have worked on frameworks that actually cut out the noise from the signal — a system I recently used to prep for and land an Institutional Asset Management interview. I'll bring that framework to your situation.

Bring your resume, your target list if you have one, even the rejection you're still annoyed about. We'll figure out what's actually in the way.