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A bowl for those working, consulting, or aspiring to work in the finance industry
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Hi all,

I'm a Senior Data Analyst working in a large marketing agency, campaign reports & marketing strategy are my bread and butter, but I've been toying with the idea of pivoting to a financial analy… more

like

Interested in pivoting into analytics within finance.

I'm currently a data analyst at an ad-tech company and I'm really not that interested in advertising. A lot of jobs I see highly value not … more

like

Shot in the dark question:

I have project manager currently in the job market. I am based in Houston. I do not have a professional finance background (but I plan to take the Buy Side course from Wall Street Prep)… more

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Hi all! I’m currently 1.5 years into a staff accountant position. I’ve loved the opportunity and have learned so much, I just don’t know if I see myself in accounting long term. The long hours leave m… more

like

Got a networking call with a PE Partner I met through my therapist on Friday 😂
Anybody got any tips on making a good impression?

like

I'm middle aged and feeling kind of anchorless. I've typically worked for very small companies (50 or less) and done microproject work for the last 4 years. Frankly, there's not enough money and it pu… more

like

Anyone have suggestions for finance learning resources tailored for non-finance executives to support PE Ops work?

like

WWYD

I’m a legal assistant with an opportunity to potentially take a role as a Trust Coordinator at a big private equity/wealth management law firm.
There’s growth potential to Trust Advisor and to get financial c… more

like

Any advice for someone who may be interested in transitioning from advertising to finance? I know it’s a major leap.

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Hi. I’m a business analyst in the insurance domain with about 6 years work ex. I’ve seen a lot of people hopping between insurance and banking, and wondering if I should look into the banking domain t… more

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Hey Fishbowl community! Feeling a bit nervous here! I've got a HR interview next week (Big 4 firm in Canada) for a transition from Indirect tax to transaction services. Honestly, not sure if I'… more

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Context: 6mo into finance-as-a-service consulting role. Studied finance at a top 10 school, had internships in PE, Commercial Real Estate and was invited back by real estate firm to build out a model … more

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Hi! Would anyone be willing to review my resume for me? Wanting to see what more I can adjust to get my foot in the door. Thank you!

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What's the salary ranges for a research analyst at Newton investments in London?

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like

I currently work as an analyst at an insurance brokerage and work mainly on placing Reps & Warranty insurance in M&A. I have been here for almost 2 years and expect to be promoted to associate… more

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Hey yall. I am currently pursing my MBA w/ a concentration in HR. However, I want to have open options to pursue finance as well. I am searching for a summer 2024 internship with finance or rotational… more

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How should I incorporate my WSP courses in my resume? I don’t have a finance background in my career. But have been spending the time outside to learn the skills.

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I am in commercial banking and wish to pursue an MBA. Main reason is I want to increase my chances of promotion/higher position but also increase pay. I understand that there are better banking option… more

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does anyone here have experience both in IR and equity research or financial planning? id love to chat about the diff fields and a potential career transition.

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Has anyone put together upcoming year projections for Board review without a strategic plan, goals or even a convo with their leadership beforehand? Note: I’m not a Board member

Just want to confirm th… more

likefunny

Does anyone here know how to software providers get access to equity research reports? I know a lot of financial data platforms offer this but I'm curious if they have to negotiate deals individually with the… more

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Hi 🐠 !

I am part of a dynamic and rapidly expanding Private Equity Advisory firm actively seeking a Senior Associate / Manager to join our team for an ongoing finance transformation and restructuring project. We… more

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Does anyone have any tips on pivoting from PMO consulting to corporate banking? Any resume specific things?

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I’m looking to transition to becoming a financial analyst within the next 1-2 years. I am 22 years old and have been a residential real estate appraiser for 3+ years. Aside from learning different sof… more

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Hello. I am currently taking Career Counseling 017 and a major assignment is to get to know / interview someone in a field that I'm thinking of pursuing.

Kindly asking if someone would be willing to help me out, please. I'm looki… more

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Hi, I’m looking to one day move into a CTO position. I want to understand a wider aspect of business. Everyday I read tech news to learn what is happening. Is there financial news that you read daily?… more

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Does passing the CFA exam significantly impact opportunities and salary?

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I’m looking to move back to financial services sales (Series 6/63). Last year I had to file for bankruptcy because medical bills and debt obligations were becoming too much and had to protect my famil… more

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Hi all,
I am a local government professional in finance looking to possibly pivot to private industry as a Controller/Assistant Controller. I am not a CPA. What advice can you give on this transition?
T… more

like

Hey all! If you’re interested in pivoting out of your current role into another one please message me.

likefunny

Hi every one , i highly intrested into corporate finance job, does has FMVA make a good choice to enter the industry?

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How difficult is it to get into asset management, buyside mutual funds/ insurance firms ?

I am a Quantitative researcher ,PhD Statistics ( currently on sabbatical) and I love watching Bloomberg tv for hours,I gen… more

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Hi everyone, just answered a questionnaire for the Point72 Academy Program. Wanted to know if there are any tips or anyone that can help out. I’ve worked for Tesla and would love to change sectors and… more

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Skills to develop for someone with a biotech/sciences background? I’ve done some basic DCF and revenue modeling as well as building cap tables. Anyone have any advice on where to focus? Looking to ent… more

like

My team is looking for financial analyst straight out of college or someone with 1-2 year experience. DM me if interested.

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With a Master's In Information Systems/Data Analytics and a bachelor's in Finance/MIS, what would be the best certifications/path to take for a future career in finance? Asking as had offers p… more

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I’m exploring pivoting to IB. Coming from tech, about 6 years of product management exp, no mba, BA in business admin/leadership. Curious if pivot is possible nowadays to IB, to mid level(associate). … more

like

Thinking of a huge career switch from healthcare, which is where I’ve been working for the whole time I’ve been working, to finance. I have a follow up interview scheduled to work as a financial advis… more

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Currently working in Tax at a Big 4 in London and recently qualified with ACA. Looking at a career move into Commercial Finance. Currently going via recruiters and direct applications but feels like I… more

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