Pivot to Finance

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

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.

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

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.

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

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

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

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

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

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

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

Does passing the CFA exam significantly impact opportunities and salary?

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

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

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

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

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

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

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

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

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

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

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

Need advice: Been at a F500 company for 2 years in a very unique role specializing in the oil & gas space. Always wanted to pivot to finance but could not find any success externally but have fina… more

I'm a mechanical engineering student on an engineering related year long placement, will then return to finish my masters.

I've come to realise engineering is not my thing, what can I do to piv… more

How easy is it to pivot to asset management from consulting? I'm looking to sit CFA level 3 in Feb '24 and already have a masters in econ (would rather not do an MBA to pivot)

Hi all, I’m still starting out in my career (2 years out of college) and I currently work in Property Management, but would like to get my foot in the door in the Finance world. With that being said, … more

I am currently a Business Analyst with 4+ years experience in agile development and am looking to move into a finance role. What position / companies would be best to look for in my job search?

I’m currently studying electrical engineering but recently realized it’s not the path I want to go down professionally. It’s too late to change my major, but I was wondering what are some ways I could… more

How long from completing a background check did Citi confirm “Yes, we are going to hire you?” Is that how this works? I’ve never worked for a bank before.

I completed my forms on 7/28, got the confirmation it was… more

I’m looking into pivoting from tech sales into wealth management. So far I’ve primarily run into insurance and recruiting heavy shops and not many that are actually focused on fee based advising. I wa… more

Hi all, I am an accounting intern for an investment bank. I'm thinking I want to transition to a financial analyst role once I graduate college. What is some advice for networking in the firm? Sho… more

Recent U.S.-MD graduate looking to pivot to biotech equity research. Have applied to a few openings but haven’t received much traction. Was wondering if anyone is willing to connect? TIA

I am currently considering doing the Northwestern Mutual Financial Advisor Internship as I am transitioning into the finance industry and would love any insight if any or different alternatives for en… more

Sterling Background Check
Hello,

I have recieved an offer from a financial company in Europe and I have a background check to do with Sterling. When I applied to this company I had just quitted a job and was going to st… more

Hello,
I am an operations manager in the healthcare industry and I am finishing my degree in financial planning (June 2024). I have aspirations to be a financial advisor, does anyone have any insight … more

I am an incoming final year student studying engineering and had only recently wanted to pivot into finance, I’ve had past big tech and engineering summer internships but had no work experience in fin… more