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Finance

A community for Finance professionals across companies

I'm curious for my Investment/policy people out there... For registered associates they obv flag anything out of the ordinary in your investment accounts (makes total sense) but what about balance… more

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I have an MS Amex Platinum-if I close my brokerage account, will Amex automatically close my Amex?

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How long do you expect to wait to receive the physical offer letter after the “congratulations you got it!” phone call from the recruiter?

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What should my job title actually be? I feel like if I did my job anywhere else it would not be called “relationship manager”. My clients small/regional banks and my job is to essentially be their on… more

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Are investment banks likely to match a counter offer to keep you? Within what % range?

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Currently a graduate intern at the Fed in banking supervision and assisting the financial markets advisory team briefing the Fed president for the FOMC meetings. Not sure if I will get a full time ret… more

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What dollar amount do you consider to be a “good” bonus? I know this will be different for everyone in different industries and years of experience. But I’m just curious what dollar amount for a bonu… more

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Looking for CFO for trading company.

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I hate my job - it's a small cre lending shop. I can't find any joy. And these people lack any form of culture. Took this job as I got displaced in covid. I suffer from depression and I cry to… more

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Anyone work in strategy & finance for Square? Saw some analyst openings and would love to hear about the company culture / project work / WLB / salary. I’ve seen their stock soar over the past y… more

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23 years old. Working in Finance - making around $75K right out of college. Finishing up my 2 year program next summer. Been living at home with my parents since graduation. I graduated in 2019 with… more

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Motilal is pumping

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Haven’t broached to my parents that I resign Investment Bank at the end of this month yet. Being an analyst at HF is gonna be my next role but i am afraid they cannot understand how it is. How should … more

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Do you attach cover letter when you apply for jobs? Does it actually matter if you’re just repeating your experience from your resume?

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Has anyone ever gone through a salary negotiation at a multi manager? This is for a junior analyst role (2 years out of college) in New York. What can I realistically ask for in terms of signing bonus… more

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Does anyone have experience with Overheard Recruiting’s resume services? It’s decently priced but not sure if they do a great job or not?

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Any ideas what the salary range for sales associate in WM at Jefferies in NYC might be? Any insight would be appreciated (:

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Looking at buying books about understanding the stock market. Novice here. Thanks in advance

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Are resume writing services worth it? I have been thinking of using one but I'm not sure about it. Do you have any you recommend?

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How do you negotiate offers for a new external role after you’ve received the job offer? For example, they’re offering the lower range. How do I raise that? Thanks

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Does anyone have any advice on how to negotiate your pay with your manager? I know I’ve been almost 20% underpaid and my team values my work but it seems to be so hard to negotiate pay with them... I’… more

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How much room is there for negotiation at JPMorgan Chase in your first offer? I know the range their system spits out is fairly tight, curious to hear others input on what’s appropriate negotiation wi… more

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Can someone explain the type of deals that FIG bankers do? Since valuations are not EBITDA based are they pigeonholed as far as exit ops?

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Have you ever felt like you jumped the gun on accepting an offer due to pressure from a recruiter? Are second thought normal?

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Any advice for onboarding remotely? I’m a month in and a people person so it has been a struggle for me. I feel like I’m not doing well enough, but I must be given the circumstances. I’ve received goo… more

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Switching firms before applying to business school? I'm currently trying to figure out whether I should stay at my current firm (good job, okay comp) or take a job at a different firm (better comp… more

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Again - what does the career trajectory look like for a wealth management assoc. position with Jefferies? Are you stuck in that arm of business once in? Any insight would be really appreciated

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A year has passed since being a businessman. Any idea to devote to parents to be a good son? Presents OR Experience?

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I got a referral for a position from a Director at BlackRock, and my contact mentioned that they are in round two of interviews. Will this hurt my chances of getting an interview for the position?

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Which area of IM is harder to get into? Asset management or wealth management or private banking? I’m currently in AM but am thinking switching to the Wealth side but don’t know if it’s better for the… more

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Anyone have any new laptop suggestions? Cannot be a Mac (not compatible with all software). It’s not running anything intense just excel basic coding but used heavily almost every day of week

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Can anyone give me an idea of how the PVCs really work at JPMorgan Chase, or how to work them to get enough each month in a banking role? Seems vague

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-undergrad from top tier public school (gpa 3.49) -has been working in actuarial career for <1yr I desperately want to go to one of the MFE programs so that I can change my career into quant. Howe… more

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How much cash do you have on hand for emergencies or what % of your net worth is set aside for your emergency fund?

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Have an offer as a sales associate at an asset management firm. Mid size, location San Fran. Have around 3 years of experience post undergrad, Econ major but not licenses or CFA (yet) doing sales plan… more

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Is it possible for an analyst in asset management to go into Private equity without an MBA? Just curious on how likely that could happen

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What does the career trajectory look like for a wealth management associate position with Jefferies? What other arms of business could that experience be relevant in?

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Anyone seriously wanna start a hedgefund with me ? I can assure a 30% cagr with my quant

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I’m lateraling from S&T to IB. Currently I have a 1 month non compete. Is it the norm to waive this at the junior level? I’m worried if I tell the new company I’ll need a month they may move on to… more

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10+ yrs out of undergrad, do I still need to put my GPA on my resume (it’s 3.2 nothing to brag about but afraid ppl will think it’s sub-3 if I don’t include). Thinking I’m far enough out but don’t wan… more

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