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A bowl for those working, consulting, or aspiring to work in the finance industry
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Any portfolio managers or assistant portfolio managers here have any opinions on the possibility of layoffs hitting our industry?

Hello all. I have an interview coming up at BlackRock in their alternatives/credit group. Transitioning from consulting. Any guidance on first round with someone who will be my direct boss? This would… more

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Hello I’m currently working in tax but really want to pivot to corporate finance in fp&a. Any advice on how to get my foot through the door?

More background- I made a career transition… more

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Any ideas of job titles to look for while trying to start in finance/fintech without any business background? (B of Arts degree and social work/legal experience)

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Hello, I hold a bachelors degree in political science and am currently employed in the non-profit sector but wanting to pivot to consulting in the realm of finance. Is there anyone that has experience… more

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Is equity research a good finance role? what’s the salary and future earnings potential? I’m on digital advertising but may have a chance to join an internet stock research firm

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For marketing profs working in finance, is it easy to convert from one area in finance to another, even if different niches (i.e. does having a background in banking allow easier transition to fintech… more

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Hi! Looking for a referral for FP&A role ( associate or entry level).

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Anyone at The Dedham Group I can speak to concerning the recruitment process and how day-to-day is?

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Has anyone here had success moving from middle office banking into a PE associate role? If so, what made it possible for you?

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How to transition from IT/Consultancy to PE or Fintech/ Banking without a huge pay cut? Anyone have done that?
Have been in IT for 20+ years, last 15 in Management. Good exposure to different ind… more

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Any free online courses in consulting that I can take to pump up my resume before reapplying for jobs?

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Hello! Has anyone here moved from the Life Science/Medical field to Consulting? Finished my MD last year and have 4+ years of research experience. Have been applying broadly to consulting firms (most … more

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Hey everyone,

I just got a job with BoA as a Financial Solutions Advisor Trainee. Wanted to know if anyone could provide some helpful tips for success in this position? I’m transitioning fr… more

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Curious how do BB banks view big 4? My new ex-UBS sr manager just compained how useless our buy side FDD reports are to industry and am feeling worthless...

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Just made the switch from Big4 audit to PE fund accountant. Work is pretty slow and want to get into some podcasts related to the market/economy and also accounting policies relevant to the field. … more

Hey all,
I’m a 34yr manager in corp dev at a Canadian utility ($2B rev) operating in Canada and US. Hours are no more than 40 a week and I make 165k CAD. I have a PE, CFA and MBA. Career path is … more

smart

Hey Friends! Looking for advice!

My wife is a Chartered Accountant with 7+ years of experience as credit manager, underwriting loans with some leading banks in India. She just got her EAD … more

How easy is it to go from pharma to finance? I have 9 years experience in pharma but my role has evolved as technology/product manager and now going into consulting/client relationships within pharma … more

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I have a non traditional path into finance and currently work in a support/internal advisory role at a PE firm. Want to get more comfortable with general corporate finance principles, does anyone have… more

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Has anyone in this bowl moved into finance from consulting?

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To provide outreach that’s mutually beneficial, whether that be networking or shared resources, I’d love to connect!

For those interested, I provide no-cost financial plans with Northwester… more

Is there a perceivable cutoff age for getting into finance? Is it harder to land a role later in your career? I have a lot of experience with sales and startups but would like to pivot into a finance … more

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Hello everyone! I recently pivoted from working in advertising to working at an early-stage fintech startup. I'm looking to speak with business finance leaders who manage corporate cash and credit… more

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Previously worked in finance. My licenses have expired. Last role since leaving investment finance was lending sales. I’d prefer not to cold call. What roles could I apply for? Does anyone recommend s… more

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Hi! Looking for recommendations on knowledgeable and connected venture capital/PE recruiters in NYC. Preciously in London, so a bit foggy on how to navigate the job market overseas. Much appreciated!

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Financial Advisors:
What are key components for a cold email looking to join their team?

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Is an MBA or finance degree necessary to get a good role in finance if you have the experience? How much of a difference does it make?

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Hello all,
Would love some guidance here. Looking
at the FA program at Bank of America and
Morgan Stanley? Can anyone provide
feedback on wlb, pay, education,
mentoring? Which… more

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Did anyone move into finance from tax/accounting specifically? Any advice?

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I've heard a lot of people remark that getting into finance is often not as lucrative as many people think, and building a book and getting ahead is quite arduous. Any insight on this front?

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How easy is it to pivot to finance from tech? Has anyone done this?

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Is a wealth advisor a risky career? Can anybody talk about their career in wealth advisory

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Hi everybody - I just enrolled in a T25 MBA program and am looking to pivot into corporate finance upon completion of my MBA. Does anybody know of any good companies that offer entry level Financial A… more

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Looking for recommendation on a good (non-Mac) laptop for grad school in financial engineering/financial math. Most of the time I will be using Python & C++ on this machine. Not a gamer. Do you th… more

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Anyone here work in the Dealership F&I space? 🚗 Looking to connect with likeminded professionals. Cheers!

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Does anyone have great chair recommendations. I'm young and don't want to completely ruin my back while working.

uplifting

Anyone in The Bay Area that knows of any career openings in Commercial Banking Portfolio Management that I can refer a friend to? Feel free to DM me if you can help 🙏

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Best roles/companies for new MBA graduates or about to be graduates?

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