Can anyone provide any insight on getting into IB, PE, or a hedge fund? I worked in wealth management for a decade and I think I’m done with this end of the business. I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

like
Posting as :
works at
You are currently posting as works at

Unless you come from top 10 MBA school, it will be tough for you to pivot. Also dependent on what you want to do within IB/PE/HF. Deal teams unlikely but other areas are possible

smart

Can speak for IB and PE that no one cares about CFA

Related Posts

Is anyone currently in FAAS Digital Analytics practice that can share some insights of what your work experience has been like? Really interested in learning more and potentially pursuing this. Thanks!

like

I'm an IP Attorney for a global Fortune 500 company. I only focus on IP mainly patent prosecution, Right to Market searches, Patentability searches, Landscape Searches, advising the business on IP related agreements.

What are some secondary skills or speciality that could make me more than just an IP Attorney? Do any of you have other parts of your title? Just looking to grow and my head isn't super interested in that, but the CLO is, but doesn't know where he sees a gap for me right now.

like

I am a Senior Program manager and I am interested in doing a certification related to program management to advance my career and increase in compensation. I am thinking PgMP certification vs Lean Six Sigma Greenbelt certification. Let me know what certifications you plan to take or already took in a program manager role, why you took that specific certification, any benefits you received after taking that exam and how difficult was the exam etc.,

like

Does any fish have experience prepping and taking the CAMS exam? I would appreciate any advice on study materials, exam preparation tips, and information about the exam.

Constantly wanting to leave work and go study for the CPA. I am distracted and bored while at work. It’s putting me in a meh mood. Ugh

like

What are some of the more common exit jobs that audit managers take?

like

Anyone here work in UX design? I'm thinking of switching careers and wondering what your experience in UX design is? What courses are the best to take, etc.

like

My brother recently graduated high school and wants to work for a year or two before he starts his undergrad. What sort of jobs should he be looking for that could help his resume in the future? He eventually wants to pursue engineering

like

I’ve been a management consultant for 3.5 yrs. I’ve done 18 months of internal sustainability work such as building our sustainability practice, initiatives to get B CORP, SBTI, tracked carbon emissions, company campaigns for sustainability awareness, sustainability strategy. I want to move into a sustainability consulting role. Which area of sustainability consulting should I look at? Are there any courses or certifications I should do?

like

Hi everyone! In this field, when choosing a masters degree program is it more beneficial to get a degree in Human Resources to further my knowledge in HR (my undergraduate degree is in Economics) , an MBA, or Data Science Degree due to the fact that HR is becoming more data driven as well as get a PHR / SHRM-CP certification?

like
like

Audit A2 in NYFS right now. Is there any hope for me to get into FDD now, and does it even make sense for me to jump at this point rather than make senior first? I need some advice. No deal experience

likefunny

Hi fishes! I have experience more in data analytics, but also tangentially researching employee/customer behavior. Any chance this can crossover into a user research role? Interested in making a switch!

Would love to connect with others in music business. Left my publishing role of 3 years to work a Google contract. Now looking to get back into the industry.

like

Looking for suggestions on qualifications I should pursue.

I'm a Junior Project Manager, pivoting myself into the consulting industry. I have a Business Analysis Foundation certificate and considering pursuing Prince 2 Foundation and Practitioner.

Is Prince 2 worth it for my long term goals? And how valuable is it? Is there other qualifications worth pursuing e.g. Prince 2 Agile?

TIA

like

What are the best software / tech conferences? Less focus on the startup stuff, more mature buyout / growth preferred.

like

What is the eligibility or time period needed to move from 6B to 7A in IBM? I have 4.7 years of experience and joined IBM recently in JL 6B.

Thanks in advance.

Anyone out there who is a RN who works in marketing? I have been a surgical nurse/nurse navigator for 10 years and for the last 2 years have taken an interest in marketing. I have my own social media management company I do on the side for locals, but I want to transition to working for a company full time. Tips?

like

What are good, feasible exit opps from federal consulting at IBM? 2 years of exp

More Posts

Any insight into the culture and reputation of Vaniam Group?

like

How does your company manage (track) all of the documents related to a merger you are working on? Are you using a matter management software, a spreadsheet, shared file, etc? Keeping up with the moving pieces is killing me with just a spreadsheet.

like

Day of remote interviews at a tech co for in-house. 5 YOE. Planning on wearing a suit. Tie or no tie?

like

Is anyone hiring for Operations Analyst, Sales Analyst or other similar entry level Analyst positions currently ? Remote would be awesome but I’d be happy with hybrid or non remote roles in the DMV area.

Hi guys,

I'm a business consultant for 
EY based in Ireland, i can give advice and referral for job opportunities in European countries.

EY specialize in strategic transformation projects, there are lot of job openings you can reach out in DM or comments for more information !

like

Just got word that I didn’t get a gig I was excited about for 48 hours. Freelancing is like a drug. High from the email asking your availability. Low if it doesn’t go through.

like

Hi folks, looking to give my wife a nice watch for our anniversary with a budget of 5-7k, round shape, gold (incl. wristband), without diamonds or stones.. any recommandations for watches that match that description?

like

Can anyone help me wrap my head around this post Series C start-up equity offer? It’s an IP director position, the the base is $170 with 10% bonus (both lower than I was expecting). There’s also an equity component: 0.15% of current fully diluted equity. This equates to about 30000 shares at a strike price of $2. They also indicate the preferred stock price is $6 and preferred stock equity is $188k (whatever that means). They are in the middle of a new financing and valuation round.

like

Abbey koi alive hai iss group me, kuch response nhi dete log

like

can anyone please share @CitiusTech MR round general questions? today i hvae MR round.

like

Hello!
I am looking for instructional designer positions. I have more than 4 years experience in learning and development with experience in Articulate Storyline, Captivate, Camtasia and storyboarding.

If anyone has openings in their company could you please refer me?
Thank you :)

like

Desi girls: which brand has the most premium in India for a gift: Kate Spade, Coach or Michael Kors??

Hi all,

I recently heard about Stoa School for the working people, who wants to do MBA. Would anyone provide any insight if stoa school is worth to consider for MBA for working professional?

like

Does anyone really, really love their job? Or do you just do it to pay bills and get to the weekend? I'm curious how many people actually truly love what they do

like

Is it worth using a recruiter? I am a U.S. Dist. Clerk in non major market targeting NYC. Didnt summer at a firm. T6, good grades (3.5-3.6).

like

I am starting out to learn data analytics, can anyone share what all resources(youtube channels, books, udemy/Coursera course etc...) did you like while you were preparing?

like

Hi all,

Given interview in Infosys, on 8th Jan 2022, and the status shows "review in progress" it's been 11 days. What does it mean and there is no response for my calls or emails. Kindly suggest if I can expect offer... Thanks in advance!

Post Photo
like

In Capgemini, do you get access to any learning platforms like Udemy, LinkedIn Learning etc?

like
like

Additional Posts in Finance Exit Opportunities

So I work with Citi and have about 9 YOE in finance, banking, accounting, AR, AP etc. a lot of different experience across all the spectrums. Intrigued by Fintech. What are some of the big companies hiring for fintech roles that maybe I could look into? Looking to make a change quickly. Live in Tampa.

like

Currently at BNY Mellon with 10 YOE, specifically in Corporate Trust working CLO/CDO’s (first job out of college). I’ve moved around within the bank a few times but I’m just not happy here nor am I where I want to be in terms of comp . I want to pivot into something else but I have no clue what skills I could transfer elsewhere as what we do is so niche. They sucked me in when they said it would be a FA role but we don’t do any modeling, forecasting, etc.. Any advice/suggest/rec’s much apprecia

like

GP Stakes and PE secondaries: how good is the medium/long term outlook for the market and would a niche specialty in these areas be very limiting for my career?

like

Considering going into Finance Technology roles within big4. I have have >3 years background from deloitte doing Tax Technology. Can anyone speak to these finance technology role &/or give referral?
PS left deloitte about a year ago and have done finance related work for <1 year

like

Have you ever walked out of a job with no notice?

I’m asking to get my notice period waived. I have a 30 day notice period per the employment agreement I signed, but it says they can waive it at any time after I gave notice. Im not going to a competitor or even the same industry. How likely is for my current firm to allow this?

like

Somehow faked it and got IBD offer. I don’t know how to model or make slides. I have one year of back office experience. What can I do to get up to speed?

like

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

like

Anyone willing to chat about what a role in transaction advisory looks like? What exit opportunities are available, is it a good stepping stone for business school, etc.?

like

What are potential exit opportunities in commercial banking? Are the skills transferable to other roles in finance?

Hi guys, got a verbal offer from Deloitte GPS as a consultant for lower 80k and 7k sign on bonus. The recruiter was aiming to hire me for 110k as a SC when we started talking but the hiring manager stated I don’t have enough consulting experience. Why low-balling me ? Is this common ?

like

Trying to think of some places to leave Citi for. Already applied to JP and GS. Someone reached out to me today via LinkedIn after one of my posts of places I’m looking to relocate to and they recommended Capital One. Never even considered them. Anybody know anything about them? Good company to work for, good culture? Any negatives?

like

If anyone needs a cfa tutor I tutor on Wyzant. Dm me.

like

Currently a MS in Finance candidate. Got into the MBA program with a finance concentration at the same school - Johns Hopkins. Don’t care about target , non -target (already happy with my role, industry, firm). What’s more valuable in terms of longer term prospects between the two degrees? Any thoughts or guidance?

like

What do you guys think about a career in investor relations / capital formation for a decent size PE. I think principals get carry.

like

Looking to leave my auditing position with only 3 months of experience... I'm in a relatively small firm, and my manager's micromanaging is insane... Want to go into advisory, any advice is welcome.

Stay in corporate credit risk at a BB as an associate or transition to corporate banking as an associate at a regional bank. Cannot decide! Please help?

like

I want to take this moment to wish everyone a happy new year. Still on holiday vacation.

like

Currently on H1B and waiting for an offer from EY. Does EY kick start with green card process quickly in special cases. HR said normally it is 1 yr but he has to check with legal team. More inside..

like

What would be considered great operating exit ops at startups coming from VC?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal