Hi all,

I'm a Senior Data Analyst working in a large marketing agency, campaign reports & marketing strategy are my bread and butter, but I've been toying with the idea of pivoting to a financial analyst role. I've got all the hard, technical skills for an analyst role covered, so in my eyes plenty of transferable skills, but yet I'm getting doors slammed in my face without any experience working in finance.

Any ideas how to get my foot in the door so I can show my skills?

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

are the roles youre applying for mentioning any of the FINRA exams? sometimes they say it is not a requirement (& more like “nice to have”) but might get your application noticed if u dont have a finance background

More than analyst the industry needs more people who can take care of clients. This is more of an educational/selling business. Truly does get you in the business, we are busier than ever due to the quantity of clients who need help!

Let me know if you need more info.

All the Best on your quest!

Related Posts

Hi,
Can anyone suggest the better option between Finastra and HSBC Technologies? Both are for BA payments. From the perspective of a BA which will be the better option to grow and learn?

like

For those who completed their SHRM certification this year (CP or SCP) and opted for self study, what study materials did you use to prepare?

like

What is the best Change Management certification? I see Prosci everywhere but I recently learned about the one offered by Association of Change Management Professionals (ACMP). I’m currently a Sr Program Manager within the Change Management arm of a small boutique firm looking to get certified in hopes of exiting into a better role/company.

like

Any shops to avoid as a Strategy Director? A female strategy director at that.

like

My company has grown from 50 to 200, and my impact as an HR leader needs to grow from IC activities (recruiter, hr ops person) to.....hr leader. Any tips on doing that (and doing it well?)

like

I am starting a new job where I will be investigating sexual discrimination cases. Employment law will be a new practice area for me. Do you have any recommendations on good learning resources? Any treatises?

like

Hi, where or what types of companies should sophomores & juniors apply for next summer (2022) to recruit for IB the following summer (2023)? This summer BBs wrapped up SA IB recruitment, EBs even earlier, and a fair amount of my friends missed out big time.

Also, if a sophomore or junior doesn’t get a finance-related summer internship (I.e tech) and aims for an IB SA or FT position, is it harder to break in?

Appreciate any advice and insight, thank you.

like

Can someone advise on what would be better standard Chartered or deloitte India or EY my domain is payments Business Analyst? Priorities are of future career growth and profile weight and advantages...

like

Hi fishes, can you please help me with the years of experience required for a consultant role in KGS?

like

Lets assume you want to go fully remote (read nomad) after EM at Mck and happy to take a 50% paycut for a better lifestyle- where would you look for freelance gigs/partime?

like

Hi fishes, I've been working as a BI dev for around 2 yrs now but I've recently decided to go into web development. Currently I'm studying for it, but almost all the job vacancies i see require quite some experience to apply. What should i do in that case? Any help is appreciated

like

Hello! What are the first steps to leaving agencies and going freelance? Working as a data, insights and strategy specialist in particular.

Freelance is completely new to me so any advice/guidance/links would be greatly appreciated :)

like

Hi there! What's the hierarchy/ career path within A&M? Finding different information depending on the website I check. Thanks!!

like

I’ve been practicing in traditional labor for about two years now (although about a decade of labor relations experience) but I’m trying to break into employee benefits law. Unfortunately I’m not being given much experience in benefits as I’m pretty typecast as a labor atty. Any advice on how I can go about getting employee benefit experience? My long term goal is to have benefits be my main area of practice.

like

Is anyone a member of the Product Marketing Alliance? I want to join in hopes of being able to make a transition into the career.

like
like

I’m working at an insurance defense firm, trying to target my practice to L&E. I’m overworked and underpaid, but gaining valuable experience I hope to pivot toward an eventual in-house counsel position. I recently was offered an opportunity to lateral to a national firm for a significant pay increase (150% salary increase, much better benefits, hybrid WFH options). Problem-I would be shifting gears to Toxic Tort. I’m torn between my passion and the money. I’m a second year associate. WWYD?

like

What are the easiest practices within S&C to go from A to C? Or does this not really matter? Anywhere I can objectively see the performance of each practice?

like

I am currently working mostly in Data Analytics, but I want to transition into Data Engineering. I've applied to a couple Data engineer positions but it seems I don't have the qualifications for them. Should I maybe look for Jr. Data Engineer positions to get experience and try to move up from there? If so anybody know of any Jr. Data Engineer positions available?

like

What are the cheapest study materials to study for the CFE? I didn’t want to pay out 1k+ for the prep course from ACFE.

like

More Posts

Are there any expats here?

like

I have an offer from Accenture operations

Role Analytics Senior Analyst

Hi fishes ' pls share info on this role and is Accenture Operations is BPO

Trying to come up with some project work for my University Sourcers to complete that will benefit my team. Their most recent ask was to generate a list of universities in each state that we source from within iCIMS. What other projects have you found to be beneficial to enhance recruiting efforts?

like

Can someone please share the current trends in joining/signing on bonus in Asset management industry.

I have an offer from an Asset Manager in London and it is slightly below my expectations. I want to approach them for a joining bonus but was not sure if it is a thing in asset management.

Also what is a good % to ask for a joining bonus [5%, 10% or 15%] of the base salary

like

How to deal with being rejected from a consulting job you want?

We've all been there (not just me I hope). It's so frustrating when the consulting one is a tough hill to climb. Has joining a smaller management consulting firm ever worked out for anyone?

I'd like to hope one day I could get into big 4 or even MBB.

like

Any idea what compensation would look like for an experienced professional (5 years med device product development) at a boutique firm like clearview?
Undergrad and masters in engineers from Ivy, not sure if that makes a difference

like

Colleague has put in his resignation. They are offering him whatever he wants to stay including 4days a week work from home. He’s not bluffing and plans to leave. However, at this same time I was asked to begin working as a supervisor for the engineering team and I would get a promotion at the beginning of the year. I have been supervising and managing our team of 6 for months with no extra pay or bonuses. I was told yesterday that raises will be light this year. Yet today they spare nothing.

likesmart

How does Deloitte stack up against MBB in the healthcare space (size/scale of clients, type of work, etc.)? My understanding is that they are all on the same level, and that D is #1 in healthcare m&a.

like

What are some of the truly impactful, long-term cost curve bending opportunities you have worked on for health systems?

like

Looking to pivot into healthcare consulting. I come from a MHA background with a two year Administrative Fellowship following it. Any experience breaking into one of the top consulting firms with this type of background?

Hi fishes, anyone here who moved from India to Spain? I need some insights from someone who has made this transition.

Rough TC benchmark for mid level corp dev (mix of m&a and strategy) role at a midsize private co in Toronto?
Lots of data on US corp dev TC, but not much for Toronto

likehelpful

Long-time hodler (btc, eth only) feeling scared for the future of crypto as more info comes out about tether and bitfinex. Help!

like

How much did your nyc wedding cost? (All inclusive). Trying to figure out if destination wedding in Mauritius is cheaper

like

3 years in this apartment without any pests or bugs..2 months before I move out I wake up to a mouse freaking out in one of my bags. I grab the top of the bag and walk it out.. as I’m walking it out I see a mouse that looked just like the one I saw in my bag run past me. Not sure how it would’ve gotten out but I’m so grossed out rn and confused as how it got in 😭😭😭😭😭😭😭😭😭😭

funny

For remote folks: am I more likely to find a remote role that allows me to move around multiple times during my tenure at a big FAANG-like company, or a startup? what are things I should look out for in my search?

like

Kindly like my post, I need to get 11 likes to start activating chat feature, Thanks.!!

like

What is L2 interview in coforge? Will it be more of a technical round or some Senior Manager regarding other aspects?

like

Based on the Gross salary offered I have calculated the in hand salary per month would be around 152000 considering 150000 in 80C, 50000 in NPS and 200000 deductions due to home loan interest. Total tax liability is around 400000. Any other options do I have to save tax further (other than HRA, LTA)? Thanks in advance.

Post Photo
like

Additional Posts in Pivot to Finance

Any VP corp bank jobs out there?

like

Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

like

Can someone share what softwares/languages are useful to know in this field? I am pivoting Into this field and want to get into consulting/asset management. It’d be a huge help if you can share your experiences too!

like

Have to prepare for a 3 statement model case study. Any tips/tricks and resources i can leverage?

Came across some guides and videos on breaking into wallstreet and corporate finance institute but wondering if there is anything more out there.

like

Offer to join Baird as an IB Analyst. Any general thoughts on Baird?

like

Can anyone provide insights into Corporate Finance Institute’s Financial Modeling and Valuation Analyst certification? Worth it?

like

Anybody in Frankfurt Germany hiring non German speakers?

like
like

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

like

What are people’s thoughts on Infosys for Finance consulting? A friend has an offer and is wondering what their finance consulting practice is like /if it’s worth taking?

likefunny

Long term I would like to become a financial advisor but don’t like the high selling pressure aspect when starting off. I would like to slowly build clientele on the side as I work. Are there any entry level roles that could lead to a financial advisor role that anyone recommends?

like

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 and is looking for jobs, open to switch profiles as well. Do you think she would fit in for any role here in Seattle, WA? She has been a star performer and promoted twice in the last 3 years. One problem is companies look for US experience which she does not have, we just moved here early this year.

Any thoughts on this?

Post Photo
like

Looking for an average overview of weekly hours in PWM at each level? Any insight appreciated. NYC-based, preferably

like

What is SVB wealth advisors starting salary with in the private banking? Or honestly what is a good salary for wealth advisor and a comp plan.

like

From consulting to investing / lending - anyone has guidance on how to make the move? I’m a consulting manager with finance experience pre-MBA. Thinking about pivoting into investing / lending but struggle to find an angle - assumed that it would be hard to break into investing but lending would be great (all the way from corporate banking to mezz). Any guidance on seeking relevant experience while in consulting?

likehelpful

Fish that transitioned from Citi to Goldman Sachs
What do you miss from Citi Or what did you hate?

What would make u want to go back?

Did you feel like the workload was less when you got to Goldman or did it get harder?

like

1. What are some recommended readings to get smart for the Investment banking role? 2. Would you recommend getting experience before going to MBA? Do banks offer offcycle internships 4 nonstudents?

like

Anyone have insights into Zions investment bank?

like

I always get to work an hour early. Is it okay for me to leave a little after 5:00?

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