Hey guys. To give context of my current position in my career, I’ve been a Credit Analyst at a small commercial bank (<$3 Billion in assets) for <6 months.

I was talking to a senior coworker about asking about expressing interest of working on the FP&A in my performance review. There I would be a financial analyst/data analyst role on the finance team and stop working on the lending team.

My question is, for career progression should i stay in the lending side and move up to lending portfolio manager in ~4-years or switch to FP&A? The only issue is i dont know where to go from there if I get into FP&A.

Thank you and let me know!

Yes I am an Ivy League student with an okay (3.65) GPA looking for internships with absolutely no luck. Your school really doesn’t help all that much in my experience lol. In addition, I went into the process with very little education on how to navigate the job market (I go to a liberal arts school lol). I’ve been going at it since January looking for jobs in IB, then consulting, and finally now PE or even WM/AM. Can’t get anything. Had a couple interviews, but just can’t seem to get over the hump. I’m doing an internship in PE right now, but want to develop into a larger role, but am extremely disappointed in my outcomes so far. With recruiting season for next summer winding down, I am in a very tough spot and have little sense of direction. Would love any recommendations as to what kid a go jobs to target/where to look. Currently just been applying through my school’s handshake page.

Would you be able to provide advice on what to study for or materials to review? I have a 2nd round interview for a rating associate position (projects finance). What should I expect? Also what is the career progression and compensation for a rating associate? I’m currently have some other offers.

Hi everyone. I’m a 25 y/o non traditional student with plans to transfer to Columbia next year to major in financial economics. I currently work as an art advisor at a fine art gallery and as a server at a Michelin star restaurant and I definitely look the part. I don’t have any visible tattoos but I do have several piercings (two nose rings and my septum) and I have a streak of purple in my hair.

I’m a CS major right now and haven’t had any issues in my professional life regarding my appearance thus far but I know finance is a bit different. I’m aiming to get into luxury asset tokenization and/or venture capital. I’m getting mixed feedback on whether or not I should change my look. It’s not offensive by any means and I am able to look put together & presentable but it’s still something I am mildly concerned about.

Looking for more opinions from people who actually are in the profession. Thanks in advance.

Hi! I happen to be able to work at McKinsey next spring but I wanted to ask what roles should one look at a consultancy firm that would look good for finance roles at EBs later on? I’m thinking front office finance roles like sales or trading. Thanks

Hey Reddit! 

I’m looking for some guidance as I plan my next career steps. Here’s a quick rundown:

• Former analytical lead and senior data analyst in the private sector

• Joined the Army as a 68X (behavioral health specialist) for a new challenge and growth

• Now considering data roles in federal agencies (IRS, Treasury, or Federal Reserve) for the structure, growth, and meaningful work

I’m interested in:

• Quant roles at Treasury or data science roles at the IRS

• A master’s in applied statistics, public policy, or maybe an MBA – not sure which would be most helpful

If you’ve been down this path or have insights on federal data/analytics roles, I’d love advice on:

• Which agencies/roles to focus on, or how to narrow it down?

• Is a master’s worth it, and if so, in which area?

• Any tips for transitioning into federal data work?

• Anything I should focus on now? I’m working on balancing life/work through therapy in the Army and improving my communication and leadership skills when I can.

Thanks so much!

Advice needed on dilemma - internships

Internship dilemma advice needed

I am a current third year student at a non target state school currently recruiting for my summer internship for next summer and am trying to decide between 3 options and would appreciate some advice/insight as a couple of them are in consulting:

1. Huron strategy and operations consulting intern for their higher ed and research industry group.

2. Ankura consulting group turnaround and restructuring summer associate.

3. GE Healthcare FMP (rotation program) internship.

I am primarily interested in consulting and eventually am interested in pursuing an MBA. Huron and Ankura are probably the two I’m most deciding between but are very different. Huron is strategy consulting but just for higher ed and research so I’m not too sure about exit opportunities. Ankura is turnaround and restructuring which I know is a niche and good area to work in but Ankura being private equity owned worries me due to the cost cutting focus at PE owned companies. From what I’ve seen Ankura has a pretty decent reputation in the T&R space but I’m not 100% sure.

Any advice on what I should do or things to take into consideration would be great. Currently probably leaning Huron as that is the most true consulting role but T&R seems rly interesting and Ik the GE rotation program is good too. I figured I’d post in here since some people may have perspectives on Ankura/T&R or GE with its FMP

I work in cyber security for a big bank in my area

I am a currently a student-athlete at the best D1 wrestling program in the country while also studying finance. I am in the beginning of my senior year with two years (including this one) of eligibly left and will be taking a fifth year to get my masters in finance. I haven’t done any internships up to this point because I have been hyper-focused on my athletic goals every summer.

I felt like I was doing a great job of preparing for my future by getting good grades and working hard at my sport, but after talking with some of the non-athlete students, I feel like I’m far behind as many of them have had jobs lined up in IB, sales and trading, etc. since the beginning of their junior year.

I want to have a challenging and rewarding career, but it seems like I’m too late for a lot of the “high finance” roles.

What careers do you all suggest and why? I’m hoping that some of you can provide me with a some insight on a what I should do with my life. Thank you!

Entire US office was shut down and I haven’t been able to find a job yet. How do I go about showing this on my resume? Do I put like Start Date - End Date; and then have a bullet saying something like the entire US office was closed down?

In my early 30s with about 10 years of experience if that matters.

Really appreciate any help

Hey everyone. My question is for all the financial advisors and WM professionals - what did your first week and/or month look like when getting into the industry?

Orientation/training/studying - what did it look like for you?

just wondering if anyone has worked in this division as an ops analyst before and if so, generally how good is this position compared to other ops role? exit opps/comps and so on. Can't really find any information about this

So I'm looking forward to work on fp&a but im not sure if i should get a masters on finance ​ if it wouldn't be worth it

What do u think?

Hi all, I have been following the forum closely and am a massive fan of it. I was wondering if anyone could give me some pointers for my CV. Please feel free to be as harsh as you can! That is the only way I can improve :)

https://preview.redd.it/kq2r5xua7ayd1.png?width=1188&format=png&auto=webp&s=6c8545308963b47bc89583926cea77811ecbd505

I have a Superday next week for a Operations role in a Bank next week and this is my first Superday ever so I was wondering what are some general advice you guys would give. I’ve also looked online and a lot of the information seems to be about IB Superday so I’m just wondering if anyone here has done a Superday for a non-IB role and what was that like?

Generally, what kind of questions should I be prepping for?

Hi all, would really appreciate any experience sharing etc

I joined a BB four months ago on a grad scheme (that lasts two years) in its middle office. I really want to network my way into the front office (e.g. SnT, ECM, DCM etc). But I see most of the people that join the FO starts from the summer internship.

I'm trying to network in the firm, but how do I keep professional contact throughout two years? Should I even express interest to change career path in my networking experience? or.... should I get a master to change career path?

etc

Genuinely appreciate any sort of comments

Hi guys, I will be attending AC for Barclays in London office next week. This is my first time attending AC for this bank so anyone who's already attended could you please share some insights? like what activities are happening on that day, how many interviews and do I need to prep for technical questions

I have seen lot of openings with one of the Tata group which are relevant for me but I am not sure whether they even consider direct applications.

Any one working with TATA group - do they consider hiring through direct applications made on portal ?

So i am a grade 10 student (ib) and i am planning or you could say thinking about doing finance as my undergrad course and i was researching for colleges, i found out some good colleges for ex Columbia University(i think according to google this is a good uni for finance) and my doubts basically what universities did ya all take and why and what do you think are some good uni's also what are some issues and problems people face while going in this industry and most importantly, what is the job structure like what are some good areas to start (sorry for this long post i am just a confused kid lol)

I recently got an offer to become an account manager at a financial services firm, remote for a few months. I will probably meet and network to get new clients after getting situated. I have not accepted it yet because I have other interviews as well with higher pay and more aligned with what I want my career to be (but I have not received any offer yet) - I want to build a career in customer success or PM. Could I use this experience for my chosen career path? And it's just the market is hard and getting this job for now could help me a lot. But, I know I will feel guilty if I leave the company once I get a better offer. Just the person believing in me means a lot to me. I'm overthinking too much. I haven't even started yet. To those who are already an account manager in the financial services field, what is it like? Is it hard? To those who transition to different positions, what is your title now? How did you leverage this experience to land that job?

Thank you.

Is there anyone who has done telephone interviews for EMEA 2025 programs, if so has anyone heard back yet?

They are both credit investing roles, but how do they differ? Is 1 more technical/difficult than the other? Is 1 known to have higher comp / better hours / better exit opportunities?

What skills would be able to be leveraged in one role to another?

Hey y'all. I just turned 30 in May, and I have 10 years of experience in sales (automotive/ car sales). I have my follow-up in-person interview on Tuesday after my phone interview today went smoothly, but what I found trouble with was totally not knowing anything to ask as far as normal interview questions for a loan advisor/loan officer position, considering I'm totally ignorant to the ins and outs, and what is considered normal as far as pay, environment, structure, etc.

Can any of you guys tell me some questions I should be asking or things I should be finding out during my 2nd interview so I can figure out if this is a solid position, assuming I end up getting the offer? I'm completely green/ignorant when it comes to what I should be asking my interviewer, or things I should be inquiring about to seem like I know what I am talking about. Thanks!

Recently graduated. I have been having difficulty finding a starting career but have been given an option to work as a compliance analyst. I want to make the big bucks one day. Would this be an appropriate place to start or should I keep looking? I've heard some bad things about compliance.

I got my undergrad in Social Work and decide a year after I graduated not to do that anymore. Then I got stuck in admin assistant jobs for about 3 years during COVID. I took a chance and applied for a job at a commercial bank in Utah as an ABL Operations Assistant and I got the job! I will be completing my MBA program in December/January. I have been slowly taking on managing client portfolios, I do entry level financial anylst tasks, calculate monthly borrowing bases, process daily payments to clients when requested, and send funding wires to clients based on loan availability (we do revolving lines of credit). I also plan on asking my boss for Credit Analysis experience.

I want to ask for a raise in 6 months (which will be my 2 years at the company). But, I have no idea how much I should ask for or how to even justify a raise. We do not have a defined career ladder or payscale at my job.

I currently make $60,000.

Any words of advice? If you don't think a raise is in my future, what experience should I ask for to eventually lead to me qualifying for a raise? Looking on Glassdoor salaries for portfolio managers at my company range from $90k - $130K. I would be just happy with living off of $90k since I am single. I feel like that's enough for me to live alone, have a dog, go on 1 trip a year, and put money into savings.

These past two years my mom has been really trying to change places where she works but everytime she applies for a new position in a different workplace she always met by interviews which seem not to go anywhere. It has taken a mental toll on her as she believes she's more qualified for a better position than her current one

I also agree, she has like 20+years on corporate law and such, has 3-4 degrees including and currently pursuing a degree. Honestly I suggested she migrated to a different country as things seem not to be going well here (South Africa & Lesotho). I also put a link below on her linkedin page below for anyone interested to look at it. Please any input or advice (even an opportunity) would be most appreciated

https://www.linkedin.com/in/adv-t%C5%A1ireletso-phakoe-llm-llm-cergc%C2%AE-phd-candidate-4647ba22?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Hi everyone,

Apologies if this has been asked before, but I am looking to make a career pivot into equity research. I have been in wealth management for about 6 years at two very prestigious firms. Like I mentioned, I am trying to pivot into equity research but am having trouble gaining traction. I’ve spoken with many people in the industry and have been told my issue is that I don’t have experience, but I can’t get experience because I don’t have experience in er or something related. (Chicken or the egg problem). I’ve passed level 1 of the CFA program and think the curriculum along with the 3 statement modeling module have been extremely helpful in my own personal growth. I’ve been working on my own models as well for practice and do feel comfortable building them. Though my job doesn’t require too many technical investing skills, I am seen as the “investing guy” at my company for what it’s worth.

Anyways, I am looking to make this career change and am seeking any advice. I am considering going back to school for an MBA/MSF dual track degree or just continuing with the CFA program and continuing to network. Right now I’m leaning towards the school option because of the internship aspect to gain experience and just get my foot in the door somewhere and somehow. I’m confident in myself to do well in the role if I can just somehow land one. It would preferred that I land one without having to pay for school/stop working full time, but I’m not sure that this is reasonable or likely.

Thank you for reading, and any advice would be appreciated.

Hello everyone,

I'm currently pursuing CFA certification and seeking guidance on essential data tools and software skills to master for a successful entry into investment banking and equity research. Could you please advise on the most in-demand skills and technologies in the industry? I'm having intermediate level Excel Skills already.

Thanks for your time.