Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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What companies are holding (in their BS) the debt to finance the 2020-2021 boom for used RVs, used light aircrafts, luxury cars (used cars in general), used boats, art, etc.

Typically these type of loans are securitized and sold to 401k/mutual fund investments. However, that is not always the case (e.g. Carvana). I also heard yesterday from finance expert that BOA holds all loans thry issued.

Any companies in the industries above that are holding 2020-2021 financing in their books?

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Just took a role focused on M&A strategy.

My M&A and finance backgrounds aren't the strongest, but they hired me for my strategy and technical background, assuming I can get up to speed on the rest.

What are your recommendations for understanding M&A and finance? I'm reading some books and taking a Coursera course, but am still chock-full of questions.

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Which is the best book you have read on behavioral finance ?

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Recommendations for short but informative personal finance books? Looking to read one with my gf, to avoid me preaching about stuff

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I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

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Underrated books for future finance professionals? It seems like social media always tries to push the same old 50 business/finance books that everyone seems to have in their house now. I’ve done my research and have gone to bookstores, so I’m interested in a few that I hadn’t heard of before. I’m just wondering what may be a must-have.

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Anyone in sales/finance have any tips on overcoming the nerves when pitching and presenting to clients? Would love to hear some of your practices and/or books to read to foster personal sales growth.

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Has any one booked any FD via platforms like Groww, ETmoney which gives slightly high interest rates? In Groww, Bajaj finance giving fd rate of 7-7.5percent. Is it safe? Or should we book via banks and take lower rates.
P.s- I do invest in Mutual funds. I just want to park some money hence looking for FD.
Any suggestion is appreciated.

Partners - I'm (SM5) an introvert and struggle to connect with people sometimes. Especially when I don't see them much (thanks covid) and don't work with them much. I want to build connections with like VP finance or the CFO on my job but I work mostly with the controllers (whom I have good connections with). I find it awkward to call people who I don't work directly much without out of the blue to do coffee or lunch.

Any tips or advice on how to build these connections? Any podcast or books

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After many years of doing purely corporate law, I recently moved inhouse to do structured finance. Honestly, I am in unknown territories. My boss also not patient about my re-learning process yet they knew from the interview that I know close to nothing about structured finance. I am 2 months into my 6 months probation period and I am worried that I might have bit more than I can chew. FYI - I am doing all I need to do to learn (books) but still struggling. Any pointers on how to get it faster.

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What courses would you recommend (or avoid) to improve my overall management skills? I am reading books, articles and my company provides me with a career coach. I am 38, and don't really want to go back to school. I have my BS in Psychology, but am a Director in Finance. Don't necessary want the cost that comes with an MBA.

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What book has inspired you the most in life principles, or your career in finance?

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What are some good personal finance books/podcasts? Or even general business books. Asking for someone with a STEM background and very limited business exposure (besides being a restaurant manager and taking an intro to Econ and accounting in college).

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Hello Fishes. Can you please suggest some good YT channels, podcasts , books or any resources to learn about finance/stock market/how money works and to learn about investing.
Thanks

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Favorite work related book? Bonus if your in finance consulting

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Does anybody work in a rule for a litigation finance or legal funding company who doesn't hail from a big law firm in background? Basically I have a lot of interest in the area have read a book about it in my free time and was wondering what sort of entry level opportunities I should be seeking.

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Any particular segment of sales good for ex-finance? Currently 3 years in at fortune 100 bank on business development side (on commercial loan originations team but no commission/targets at the associate level, basically do credit analysis and build pitch books for the producers) This role has been great as I have gotten both analytical experience and tasted sales experience (I say taste bc I’m not the producer) but would potentially like to transition to a sales role that is less analytical

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Are there any books/blogs etc that I can read to understand project finance and M&A deals? My background is project development and just now lateraled to a team dealing with PF/M&A and am entirely clueless. Any tips to build knowledge?

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Are there options trading coaches or mentors? I’ve done well in stocks trading, have basic knowledge of derivatives from the BComm in Finance and various books/online resources.
But I feel like I’m really lost in the actual practical aspect of options trading and would love to learn directly from someone who’s experienced and successful in it. Preferably someone who’s smart about risk-minimizing strategies.

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Please suggest good books which would help in career or personal finance.

Thanks in advance.

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Anybody know any good books/sources on couples finance or balancing financial mentalities? I have a personal finance mentality or character that is save as much as possible, spend as little on myself as possible, spend mainly on things that could appreciate in value. Whereas my gf is all about treating oneself, and living very comfortably, even if it is not sustainable. It doesn't help as well that I make 3-4x what she makes. Its hard to balance these two mentalities

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How the hell does one get into buying investment property? My buddy does well for himself. He’s in finance and I’d imagine takes home a pretty salary + bonus. He’s on his third property within 2 years. In this real estate market. I have a ton of savings and have little confidence in stocks right now. Any books or sites I should be looking into?

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For ex consultants without finance backgrounds who transitions to PE or Growth do you have any recs on podcast books to read that helped you build your PE/Investing knowledge?

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Any recommended books to read prior to beginning a summer associate position? Transactional/ Corporate & Finance

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Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

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Personal finance book recommendations?

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Loving this new bowl! Please share your favorite business books with me. Topics of interest are personal finance, career, entrepreneurship, and life-work-balance and joy.

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Best book on personal finance?

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Hi Sharks, This is probably the third time I am posting this. I hope someone will reply this time.
I am currently business analyst with total exp of 11 years. 9 years into sales last 2 years into Business Analyst. I want to move to product management. How can I start preparing for the same. What all books or certification required. I have exp in Jira, BRD, little bit of SQL. My domain is banking and finance. Please help. I want to get into companies like Adobe Atlassian Google Amazon .

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Hi Sharks, This is probably the third time I am posting this. I hope someone will reply this time.
I am currently business analyst with total exp of 11 years. 9 years into sales last 2 years into Business Analyst. I want to move to product management. How can I start preparing for the same. What all books or certification required. I have exp in Jira, BRD, little bit of SQL. My domain is banking and finance. Please help. I want to get into companies like Adobe Atlassian Google Amazon

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Any book recommendations? Mid 20s interested in health, neuropsychology, finance, leadership, and Christianity

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I just graduated 1.5yrs ago, but have gratefully made my way into a Sr. Accountant position at a ~120 saas company managing books, p&ls, 606 rev recs, powerbi analytics, & all things finance for our 20MM of revenue. I feel like I’ve already reached my growth limit here and the next position up is my boss’s CFO position. I’m trying to break into big tech as a fin. analyst or rev rec specialist, but they always want someone with more experience. What should I do / any recommendations? 70k comp.

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Personal finance book recommendations?

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I’m a junior M&A attorney who doesn’t have a background in business/finance. Any book recommendations for someone to learn more about some key concepts like NWC, financial statements, disclosure schedules, or the deal process in general?

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Deloitte
Hi everyone, I just had a first round interview for Deloitte M&A Valuation Analyst role based in Australia. I feel like I went pretty well, they were pretty keen at my Analytics background ( DA/Modelling) & my interest in finance (preparing CFA L1 atm)
However I haven’t heard back anything after two days(e.g. book my time for round 2 interview)…I know there is supposed to two more round of interviews.
Just wondering if this is the normal waiting time or I’m not the person they looking?

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Can anyone here give me insight on what I should expect to get paid as an Associate Financial Advisor? I have an MBA in finance and I just got my CFP (3 years industry experience). I just want to meet with clients as part of a team and not manage my own book. I'm making $85k now, not sure if that's reasonable.

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If I know how much profit a piece of business I'm the lead writer on makes for our client, and it's jaw dropping, is that fair to put into my book write ups and other self-promotions?

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Books to learn more about how to drive sales in consulting? Any recommendations?

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Top book recommendations ? Looking to be more well rounded.

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Best books to read when starting your own business, but also embody imposter syndrome & validation issues. Anything from self-help, psychology & business is welcome. TY x

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Seeking advice / recommendations:
Hello everyone, I'm trying to get into real estate investing. Some of the books I've read have talked about buying multi-unit properties and utilizing investors to get the necessary capital. Does anyone have experience in getting investors? How do you identify investors who may be interested? Are there any sites where you can invest in or post real estate investment opportunities?
Thank you in advance

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Hello! I am looking to get into Product Management. Does anyone have any advice on the best way to get into it? Best certifications to take? Any books or courses as well? Any insight would be helpful. Thanks!

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I am an aspiring entrepreneur and want to start a business in future for sure. I have a few ideas but nothing concrete, or close to being a start up yet. I work in tech, but a generalist - have done sales, delivery operations etc. trying to get experience in as many areas as possible before I go on my own. I dnt know where to start the journey. Are their any books or other material I can read/reference to think and plan about my entrepreneurship journey. I m in mid 40s based in t2 city US east.

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looking for good PBL book recommendations (teacher book club options)

What are some good books to read if I want to learn how to better show up for the team as a manager?

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I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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The Investnent Advisor, LLC a registered investment adviser is looking for Investment Advisors in Pittsburgh, Pennsylvania.
Must have a Seires 65 and a Portable Book of Business. Call 412 388 0500.

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I want to start investing, but I’m overwhelmed by where to start. Any advice on a good book that would give me an initial road map. Also, what platform would you recommend for beginners? Thanks

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Which trading/investment books do you lawyers recommend? This is for a person that’s only getting started.

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I’m gearing up for my first hire/direct report. Which management/leadership books would folks recommend reading for inspiration, food for thought?

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Additional Posts

I'm not good with words of affirmation and the dude I'm talking to, that's what his love language is. What are some easy ways I can incorporate some of this into my conversations with him without it being awkward for me (he says he doesn't get that enough from me)? We're still in early stages and haven't DTR and we are long distance. We plan to meet soon but until then I find it hard to be overly romantic because I feel like I'm not being genuine since we haven't even met yet and don't know what

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Hi Fishes,
Just wanted to check How is PayTm company for QA profile. What's is its sustainability in market. If anyone working there please elaborate work culture there.

YOE:- 5 yrs
Skills:- Java, Selenium, Automation, API Testing

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Is it okay to list announced deals on my resume, that I was a part of? I was working on the CDD / ODD for these deals which subsequently got announced.

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Yesterday I asked if I can expense part of my electric bill to the agency... There was an uncomfortable silence on the call 🥴😂

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Thoughts on buying out a partner at a small established cpa firm? Comp would increase to be about 220-300k. I be one of 2 partners. Have about 10 employees. Mainly doing 1040s, bookkeeping, small corps and pass through returns. Current comp is 107k.

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People who have done microblading before, please give me solace that these will lighten up... on day two here and feeeeling the darkness

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