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Roque
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Roque
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Roque
Hey everyone! First time posting one of these, but I'd be extremely interested to hear what you all might have to say, so here goes nothing.

Target School: Wharton EMBA SF Campus

Age: 31
GMAT: 660, plan on retaking to get 700+
Years Experience: 7.5
Ethnicity: Half Asian/Half White and can claim official Native American ethnicity by blood/tribal citizenship

Work Experience

Current: 5 years at global top 10 asset management firm (think Fidelity, T. Rowe, etc.) working in portfolio analytics and operations. Recently promoted to Senior Analyst which entails heavy leadership component (currently leading/"managing" team of 8-10 people). Long history of working directly with investment group members (PMs/analysts) and supporting them with portfolio research and analysis.

Past: 2 years as analyst/senior analyst at mid-sized Registered Investment Advisor supporting institutional portfolios with client servicing, portfolio analysis, and fund manager research.

Nonprofit/Leadership Experience

All are current and have been involved with for at least 2 years:

Startup nonprofit focused on women's financial literacy - Executive Director

National literacy/mentoring organization - Board Member; previously volunteer coordinator and volunteer

Open-enrollment college-prep school system for under-resourced communities - Associates Board Member

Nonprofit Leadership Committee for work - Member, helping plan events and activities with goal of providing nonprofit board education to firm associates.

Fellowships

Riordan Leadership Institute Fellow - 9-month nonprofit leadership development program providing board overview of key areas of nonprofit board leadership. Also, completed 10-month internship with sports-based youth development nonprofit, in which I restructured the board and appointed a new board chair.

StartingBloc Social Innovation Fellow - 5-day institute that educates and connects entrepreneurs, activists, students, bridge-builders and other innovators to drive social innovation across sectors globally (their language, not mine lol).

Undergrad Experience

School: UC Irvine
GPA: 3.1
Degrees: B.A. Economics, B.A. Japanese Language & Literature
Other: Spent Junior year in Tokyo, received 2 well-known scholarships
Leadership: VP of Japanese Student Association

Career Goals/Why Wharton EMBA

I plan on being a lifer at my current firm and my short term goal is to become a Manager and my long-term goal is to become a Senior Manager (and beyond). The last two years have been amazing in terms of developing self-awareness as I have discovered a passion and natural talent for management/leadership, despite years of trying to force myself into the more analytically focused career path of research.

The Wharton EMBA seems like the perfect fit to prepare me for this next level of leadership development as it would allow me to stay at my current company.

Thank you for your detailed post. Since we send a number of students to Wharton's EMBA program each year, I can weigh in here and help you out.

Stats: You should crush the GMAT and show a high quant score. Wharton wants to see this for the EMBA program and the 3.1 from Irvine will be a concern for them. Therefore you want to pass the average scores they have to show you can cut it. You may also want to take an extra graduate course or two in a challenging analytical topic. This will help to offset the GPA

Work ex: From a # of years standpoint, you are ok for Wharton as they do take younger applicants. However, typically applicants have a bit more management experience. You may have enough, but this is something I would want to explore further. It is good that you manager a decent team and I would want to dive into this more. As mentioned above, you should also talk with Wharton to get their take. The applicants we send with <8 yr of experience are really able to showcase leadership. Do you think you could be promoted before applying?

EC: Your experience outside of work is strong. This will help

Feel free to reach out to explore further. Good luck!

www.personalmbacoach.com

Best,
Scott
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Roque
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PersonalMBACoach

Thanks for the reply! From what I've been able to gather in my research, they would like to see a minimum of 70th percentile for quant, which roughly comes out to a 48, so I got some work in front me to get those extra 6 points. I forgot to mention this, but in terms of coursework, I have also passed level II of the CFA and level I of the CAIA programs. Would this help?

Career paths at my firm are a little more drawn out so it'll take me at least a year, maybe 2, to get promoted to manager. I don't necessarily need to get into Wharton EMBA this exact year, though that would be ideal, but it IS the only school I want to go to.
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PersonalMBACoach

Thanks for the reply! From what I've been able to gather in my research, they would like to see a minimum of 70th percentile for quant, which roughly comes out to a 48, so I got some work in front me to get those extra 6 points. I forgot to mention this, but in terms of coursework, I have also passed level II of the CFA and level I of the CAIA programs. Would this help?

Career paths at my firm are a little more drawn out so it'll take me at least a year, maybe 2, to get promoted to manager. I don't necessarily need to get into Wharton EMBA this exact year, though that would be ideal, but it IS the only school I want to go to.

You are most welcome. Yes that is correct! Given your top priority is Wharton but you don't need to go this year, perhaps you start the conversation with the school to get feedback, but plan on applying in a future year. CFA helps as well. Not as much as quant on the GMAT, but it does help. Thanks for that context.

Best,
Scott