Finance

Hi, I am interviewing for an investment banking business management associate role at a top bank based in NYC. I would appreciate any interview advice as I am coming in with a MS in management informa… more

Would like to get everyone’s input on the use of social media (especially client facing roles). As someone from a younger generation in finance I’m curious to hear everyone’s thoughts.

How do we feel about advertising your services/title… more

Hello, does anyone know the salary range for a Funds Transfer Specialist in San Antonio TX ? If anyone knows & willing to share it would be greatly appreciated. Thanks

Are you able to save money from your paycheck each month? I used to contribute a lot to my emergency fund but I seem to be saving less and less over the past few years.

Will there be a correction on S&P anytime soon? Would you wait for it to go below 5 before increasing long exposure?

How can I find a CFP course for 2000 dollars I seen on investopedia that dalton was around that mark but when I got to the website it’s 5000? The capstone is worth 2000 however I think that’s for prof… more

Revenging got a new job as an analyst for our Credit Union’s asset liability management (ALM) team. I understand a lot conceptually, but the excel (and empyrean & Hyperion software) are a bit daun… more

I’m a finance student who is in his second year of college and I’ve been wondering if is worth it to get a dual degree in accounting and finance? or should I just stick to finance? I’ve been working i… more

I have an interview next week with a health care company. This will be my second round of interview and is going to be in person. First round was 25 mins with basic get to know you and a few behaviora… more

I'm pretty risk averse but is it time to get back into crypto fr this time?

How do you tactfully bring up budgeting with a partner who typically resists any conversation about money?

I finally got my first round with Bank of America for a product manager role after months of applying and I want to make sure I get the role but I get so nervous when interviewing. Any tips/advice would be greatl… more

What are your favorite option trading strategies? Not looking for specific names, just the strategies themselves. I switched companies finally moved my old 401(k) into an IRA and have a decent chunk o… more

Does anyone know of a financial planning company that allows employees to work internationally? I have 12 years experience and am a US CFP and would love an opportunity to work outside the US, Canada … more

I'm considering applying for an EL position with @Charles Schwab while finishing degree and curious if someone can provide information regarding position specifics for Financial Services Rep and … more

How do I make my work bestie my IRL bestie???

Is there any benefit to having a joint account with your spouse other than transparency?

What's the best field to go into in finance?

I've had nearly three years experience in client services and financial advisory services in a call center. I generally like my job and am good at it. However, being in introvert, speaking to people on … more

Where do you think the happy medium is for interest rates (if one exists)?

What are your financial goals for 2024? 🌠

Who do you personally bank with?

Hi everyone! I am an Undergraduate student at University of North Carolina at Greensboro majoring in Finance and Economics with a minor in Accounting. I have a GPA of 3.65 out of 4. I have 3.5 years c… more

Does anyone know the salary for a Commercial Credit Analyst I and Commercial Credit Analyst II for Bank of America in Charlotte, NC? I have an interview and I'm unsure what I would say about my s… more

No one was born a shrewd businessman and investor, behind each successful person has paid you can not imagine the effort and persistence, but God is fair, as long as you dare to try and learn new things, th… more

Looking at what looks to be a middle office role in the CIB & F&BM groups at JPMC in NYC with frequent exposure sales and front office. I’ve heard some cautions around for joining a MO/BO role. For someone trying to break into the industry (and future exit ops) is this a good call… more

Can you recommend a book about UHNW customers?

I am a first year financial analyst at a private company. It looks like my company will default on a debt covenant (not payment), and the CFO believes things will be bad. I am only 10 months in on the… more

Does anyone work or interviewed with Unilever? I was recently impacted by layoffs and need to get back in the the workforce asap. I have an upcoming interview for Unilever as an associate finance man… more

How does one get into aviation finance?

Does anyone know the dress code for Fisher Investments??? Trying to evaluate all the costs prior to signing since I have been remote for years.

I'm considering applying for an EL position with Charles Schwab while finishing degree and curious if someone can provide information regarding position specifics for Financial Services Rep and Re… more

Are you happier at your current job than your last one?