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Private Debt to Public Equities Industry Switch

Sector

Private Debt to Public Equity Investing

Title

Associate

Location

Europe

The Situation

The client had recently received notice that they were being let go and sought guidance on positioning their story and securing a role in a different financial subsector.

The Process

Charlie crafted a story for the client to explain the rationale for the client's termination and prepared the client for interviews. He also assisted the client in evaluating a variety of alternative financial services roles that may be better suited for the client's strengths.

The Result

In less than three months, the client secured a position that offered significantly higher compensation, better work-life-balance, and an environment more suitable to the client. The client has successfully been in the position for more than a year and committed to their new subsector long term.

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