How should I pivot to Wealth Management as a Credit Analyst for a commercial bank? I’ve worked as a credit analyst for about a year after graduating in finance last year. I also interned at a wealth management firm while in college. Any advice is appreciated!

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Seeing as you are 1 YOE with wealth management experience, transitioning shouldn’t be hard. Definitely apply yourself- network as well as prepare why you are interested in joining

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I think it helps if your organization has a good handle on wanting to grow its associates. I’d make sure to talk to the right people and your managers to help you get on that path

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Networking, networking, networking. If your commercial bank has a PWM division, start by networking internally. I was a credit analyst for ~3 years before transitioning to buy-side ER (internal move). Being a familiar face with the folks in our PWM group was key

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How do I pivot to becoming a credit analyst from wealth management? Lol

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Sure is 😅

Where are you located? Your transition should be relatively easy given todays market.

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I’m in Louisiana so definitely a smaller market. But there are good opportunities here

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Currently working at a 3rd year analyst at a major bank. Focusing on Corporate Treasury sales for the first 2 years and most recently in e-commerce product development (payment processor). Looking to transition into a product manager role at a tech company where I can work remotely.

Has anyone had similar experience or has any advice to share?

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Hi fishes,
I am currently working as Branch Manager (scale-2 officer) in one of the leading public sector banks and have 5 yr experience in core banking. I am having 2.5 years experience in the IT sector on vision plus as a software engineer (before joining the bank). I have knowledge of core banking as well as good knowledge of banking tools like finacle, caps, imac etc. I want to switch to private financial institutions.
Any suggestions about such institutions and the domain for I can apply

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Hi all

I am a java developer and really want to switch to data science, I am pretty familiar with python and started learning data analysis n all. Can anybody guide me how I can do this efficiently and effectively please, it will be very helpfull 🙂

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Need help with preparation for AWS Cloud Practitioner certification.

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What courses or certificates would you recommend for someone who wants to learn how software works from a top-down approach?

My main goal is to understand how everything is connected, and why something is needed where it is needed.

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Any audit senior 3 and 1st year managers here? What positions are audit senior 3 and 1st year managers leaving big4 for?

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What is THE BEST professional development you've ever been to? (Conference? District workshop? Etc.)

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Hi Fieshes, i don’t want to leave development but the job roles I’m getting now after i resigned are the business analyst roles and not the data science ones as i thought of them to be. . So will i be able to get to data science after these business analyst roles. Does business analytics include the data science and development. Or should i look for better opportunities.


Please help.

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I have a few questions for people in consulting roles (both external/internal).

My partner is in corporate banking, but he wants to switch to a consulting/strategy-based role. I noticed people with those jobs typically have an MBA, and also majority of the job ads in similar roles has MBA as either a requirement or preferred qualification. So:

1) does MBA actually improve someone's chance in getting those roles?
2) are there any good Canadian MBA programs you'd recommend?

Thank you all!

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Currently preparing to take the principal and superintendent certification tests. Are there any suggestions for great leadership books or pd for actual day-to-day roles/interactions?

Looking to pivot my career and explore opportunities in the tech world, specifically in product management. What are the best Product Management courses/programs available?

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I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

General corp associate here with 4 YOE. I want to go inhouse but not sure how to narrow down industry and not sure how much industry/type of company truly matters. Would love to hear what thought process you had when deciding where to go inhouse from a law firm!

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If you have your PMP, was it worth it?

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I was put in to SAP when I joined my firm. I got SAP FI certified (associate), but have not done any configuring or implementation work at all (gov't consulting). I'm functional, and do use SAP (cont)

One of my junior associates recently resigned and I've been trying to make an exit myself for several months now. The job market has been really competitive but I am getting closer to getting a new job and moving on. The firm culture isn't great and work-life balance is non existent. My physical and mental health have been suffering, so I really don't think I could stay. How did you avoid the guilt trips from Partners/Senior staff trying to get you to stay?

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What certifications can I earn to increase my market value coming out of college? I’m graduating with a marketing and digital applications co-major and I have 2 HubSpot certs (Digital Advertising and Social Media Marketing) + relevant internships. I’m just trying really hard to get over 50K in Indianapolis (I sincerely can’t afford to accept anything lower) and being a new grad seems to REALLY be working against me no matter what I do. Help :(

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Just a social worker wondering what a typical salary is for other social workers… anyone open to sharing a range of typical salaries? Say 5-7 years experience

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Hello Fishes.
I am working in TCS as a BA (Third party), recently I have been initaited to join TCS on permanent basis. My domain is Business Intelligence / Data analytics with 4 years of experience. Current CTC is 7 LPA. How much increment can I expect ? is there room for negotiation ?

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I’m a financial advisor (Series 7 and 66) and I really wish I would have become an accountant or investment banker. I like advising, but it’s a grind to find people to make new clients to sell to in order to survive. Are there any exit strategies for a successful young 26 y/o advisor to move to investment banking or a salaried advisor job?

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Full time trader checklist for those interested.

Post Photo
likesmart

How far should I negotiate the following offer?

YoE: 13.5 years
Offer: 52L fixed + 8L bonus
Role: Member of Technical Staff
Current CTC: 31L fixed + 3L bonus

Thanks in advance!

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Has anyone left big 4 or other PA firms tax transaction service groups for industry (or know of anyone)? What was the role and salary bump, how are annual bonuses/raises in industry, what is a typical work week (hours) like? I don’t think I can take this always on just to stay afloat life much longer. For context I am considered a high performer, am near the top of the salary band at my level and have a great supporting network at Deloitte. It’s just not worth it to have zero personal life.

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PwC CMAAS or A&M?

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What are benefits of working with a content strategist on a project?

What are strong must-have traits of a good content strategist?

Trying to build a case for my agency to hire our first CS!

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I’m in an interesting dilemma. Very interested in leaving my company, but I am also going through IVF. I know most new jobs require a year wait before you can go on maternity leave. Does anyone know a great company to work for that does not require this? Obviously, I’m getting a bit ahead of myself, but if this works, I don’t want to accept a job and not be paid for maternity leave because I am doing this solo. Appreciate all the help!

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My breakfast consisted of one giant spoonful of Nutella.

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Hi Fishes,
Those who recently joined Accenture or got OL from Accenture, what's thr work location status. Accenture giving permanent work from home to anyone or hybrid mode has started?? I need this information as on the basis of this I am gonna decide whether i will join Accenture or not.
Thanks in advance

Can you dice/chop onions and not tear up? If so, how many till you tear up?

Hi fishes,
I was wondering if I put down my resignation now. And in case after a few weeks I decide to stay back, can I withdraw my resignation?

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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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I tutor for cfa if anyone needs help.

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Ive got a hedge fund research interview at an asset manager coming up. Spec is to contribute towards manager selection, research HF strategies, emphasis on both quantitative and qualitative research.

Anyone know what kind of skills they might be looking for? Particularly on the quant side as i have less experience there

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Im working in AUM reporting side and looking to automate some daily and monthly processes that are done in excel. I know it is possible with python but I know little to no python any suggestions? Or any other software that may be able to help!

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Hi, Can someone suggest what should be expected base and other compensation for the Principal PM role at the NYC location For a banking client with 12YR Experience as a total?

Thanks in advance for your help.

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Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

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Just promoted midyear to PM at Bofa. salary seemed soft at 150k in top 10 market. Anyone else have any input?

Isn’t 100k base pay too little at a boutique asset mgmt firm? 4 yrs buy side experience, started at the same firm straight out of college.

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Not sure if this is the best place but I have my first round with JPM for quantitative research analyst but not sure what to expect. Can any one share any insights or pointers? Been really looking for this opportunity and not sure where to start besides brushing up on my work experience. Any technicals or coding questions that I should anticipate?

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Hey guys, so I have competing offers. One at Bank of America for 124, and one at Allspring for 110.

Does anybody work at Allspring? They did not provide any information regarding benefits, 401k match, or any annual bonus structure. I was told, verbally, that the Bank of America bonus is something like 15 to 20%, but nothing in writing.

Just wondering if anyone has any knowledge about compensation structure at Allspring, or any opinions on the culture there. I would be in Charlotte.

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Has anyone taken the CAIA ? Any tips ?

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What is the average % bonus of base in big AM firms? Have an offer and debating between that and another finance route that I know pays a large bonus if performing well

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I work in quant and rely on our company’s database for everydays task, but couldn’t get any support from the company’s tech/data team. It’s been such a struggle. Everyday im fighting with red tapes and firewalls. :(

Just curious to how my firms (wealth management/bank/trust) comp compares with others out there. I received a promotion earlier this year from an Investment Advisor, AVP to Senior Investment Advisor, VP and moved from $110K to $140K ($130 salary + $10K discretionary bonus) all in. By meeting expectations in 2 pay cycles, the base bumps up to $175K + bonus. Grown in this role over about 10 years with the same firm, MBA + CFA; top 10 city and living comfortably as dual income household.

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For buy side analysts, are there logical career moves one can make after having a couple of years of working experience?

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Due to obvious conditions my comp for the calendar year (salary+bonus) is back to 2017 levels although my overall sales are more than double and 1/3 less total comp than last year. It seems like comp opportunity is always decreasing during good times (I get it) but when it comes to adjusting during bad times, nothing was done. Is this normal for industry sales?

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Any idea what salaries youd be looking at working for a placememt agent? PE, RE, private debt etc

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Seeking advice ...
Currently working in Due Diligence and looking to switch to either IM or Consulting. I’m really looking to grow and I recently got an offer for a TP role at one of the big four. Should I take the offer and then pivot to a management consultant role from there or should I stay in banking and try to get myself into IM? What are my options? Thanks!

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FactSet hi, does anyone have experience working for FactSet in Norwalk, CT? How is the culture like? Are they promoting from within? Turnover? Benefits? Pay? Work-life balance? I’m applying for an investment type role and taking a job with them would require relocation. Anything that you can share is much appreciated, thanks!

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How many annual leave days do you get? (I’m in the UK and a company i’m considering offers 25 days off a year)

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