A roadmap for my career in finance, technology, and investment management
To become a leading investment professional who leverages cutting-edge data science and technology to create innovative financial solutions. I aim to bridge the gap between traditional finance and modern technology, making sophisticated investment strategies accessible while maintaining the highest ethical standards and driving sustainable value creation.
Strategic goals organized by timeline and priority
Pass the CFA Level I exam in 2025 to establish a strong foundation in investment analysis and ethical practices. This certification will validate my knowledge in portfolio management, equity analysis, and financial reporting.
Complete my Bachelor's degree in Finance and Information Systems with a strong GPA, demonstrating academic excellence and mastery of both financial theory and technical skills.
Land a full-time role at a top investment bank, asset management firm, or financial technology company focused on equity research or quantitative analysis.
Complete all three levels of the CFA program and earn the CFA designation, establishing myself as a highly credentialed investment professional with expertise in portfolio management and financial analysis.
Progress to a senior analyst role with increased responsibility in portfolio management, client relationships, and investment strategy. Lead research initiatives and mentor junior analysts.
Work in a major financial hub abroad (New York, London, or Singapore) to gain exposure to global markets, cross-border investment strategies, and diverse financial systems.
Consider an MBA or Master's in Financial Engineering to deepen quantitative skills and expand professional network, particularly if transitioning to quantitative finance or fintech.
Advance to a portfolio manager position with full discretion over investment decisions, managing a multi-million or billion dollar portfolio with strong performance track record.
Co-found or launch a financial technology platform that democratizes sophisticated investment analysis tools, making institutional-quality research accessible to retail investors through AI and automation.
Give back to the finance community by mentoring aspiring professionals, teaching investment courses, and speaking at universities to help the next generation succeed in finance and technology.
Recognized expert in quantitative finance and fintech innovation with a proven track record of investment performance
Founder of successful fintech platform that bridges gap between institutional and retail investing
Creating positive social impact through financial education and accessible investment tools worldwide
Shaping future finance professionals through mentorship, teaching, and thought leadership