Research/KPO to front-office: your specific path with Kunal Tolani
Research/KPO to front-office: your specific path
Assistant Manager at KPMG I PE deal origination
1 rating and 6 bookings across all services
About this session
I've made this move. I went from portfolio operations and financial research into sector head for Climate Tech and Energy covering a tier-1 US investment bank, and then into PE deal origination in Big 4 deal advisory, where I now build investment pipelines for European sponsors.
Most people in support-side roles don't have a skills gap. They have a positioning gap, and it costs them three or four years.
In 45 minutes: an honest read on whether your current seat can bridge to the target seat, which of your existing work is actually front-office relevant and how to frame it, what the realistic 12 to 18 month sequence looks like, and where the door is likely to be closed so you stop pushing on it.
Send your CV in the booking notes so I arrive prepared. If I don't think I can help your specific situation, I'll say so in the first five minutes and refund you.