I am interested in transitioning into the finance and investment sectors. I hope to use my experience in operations and finance to apply for investment administrator or analyst positions while working towards my undergraduate degree in economics and finance (I am currently employed full-time). Additionally, I plan to take extra courses to enhance my CV and eventually secure an internship. Do you have any advice to offer?
I'm based in the UK.

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

What specific finance industry do you want to go into?

Related Posts

like

Will getting a low tier rating also affect your career when you are switching companies?

funny

Switching from Deloitte USI to SAP SDC.

Keeping money aside, wise decision?

Factors : Growth, future prospects, WLB, brand value.

like

Out of pure curiosity, does anyone in here currently work in the wine industry? I’m interested to get a sense of experience levels here. (Not that it matters at all! We all learn at our own pace.)

I work in wine media now, but pre-pandemic was a Sommelier in restaurants in NYC.

Have any of my fellow corporate wine professionals made their way onto Fishbowl yet? 🍷

like

Hi everyone! I’ve been working as a product manager in an internal consulting department at Kaiser Permanente a on software product that maps and automates clinical workflows. Although my title is a consultant, my role entails the usual responsibilities of a PM (prioritizing builds and features, identifying business requirements, mapping user journeys and stakeholder management). Does anyone have any advice on ways to break into tech or suggestions of companies to look into?

like

Need some advice here. I am a fullstack developer with 5 yoe in Angular and Python. My aim is to crack FAANG companies.Now I got an offer from HSBC in a credit risk model monitoring role using Python.It is close to a data engineer role.

My question is that will it be a good idea to shift from development role to a model monitoring role if I want to move to FAANG in the future?Or does FAANG not prefer people who are not in core development roles?Amazon Microsoft Google Adobe PwC EY Citi Barclays JPMorgan Chase

like

Any good books for someone trying to understand the business side of marketing? Just got my review an they're asking I bring more of that MBA mindset to projects I'm on.

like

What certificates/training should I do in order to apply for a brand manager/marketing manager on the brand side? Almost regretting my choices since I come from a prominent pharma ad agency as an account, and it seems like most brands consider account as sales, and limit pharma transition into non-pharma industry.

like

Hey folks,
If you could please help me with a few queries below:
1. As a lateral hire in RFA, Data privacy and protection, what should be one's CTC expectation for LSA/SSA?
2. What is the hierachy in RFA?
3. What is the appraisal cycle in RFA?
4. Can we get a chance to work out of India?
5. How is the work life balance in Data Privacy and Protection team?
6. How much time it usually takes to move to the next level?
7. Any other pros and cons which you might suggest?

like

Hi Anyone working atos for manulife/John Hancock insurance client. How's it in terms of work life balance, avg yearly hikes, growth and onsite opportunities.

I’m currently a freight broker for a startup company , and would like to transition into another role , preferably account management. Can someone give me some ideas of roles I can transfer my experience in brokering, customer relations , and management to ?

like

Hi all, what is the promotion after Senior Analyst in HSBC? Will one be promoted to Manager? And how much time does it takes to get promoted?

like

Anyone at big4 end up exiting to Stripe Chime Coinbase type fintech and available to chat?

like

Hey Folks, need help in choosing between American Express and JPMorgan Chase. Seeking insights on basis of WLB, Work and brand. YOE- 7 years . Skill- Data Engineer. Also is it worth to switch from Deloitte India given the current market scenario. TIA

like

Hi all - just joining and looking for some guidance! I am currently in an IT internship position (making pretty solid money considering) and following this summer I will stay on part time during my senior year (discussing a full-time job offer after already). I’m getting my computer science degree, so I would like to do something more technical in the workplace when I graduate. How do I advocate myself for that to my manager without sounding unappreciative of the position I’m in?

like

Be honest, do you see yourself staying in the game to make partner?

likehelpful

What will be the management level in accenture for 6 yrs of experience ?

like

Currently I have 6.5 years of experience, completed 2 years in current organisation and I got very good hike also (after hike CTC is 24 LPA )
And my manager got changed also but I am frustrated with my new Manager.
should i start preparing for next/better Company like Amazon, Microsoft ?

What's the most fun certification you have studied for?

likefunny

What does an exit from Salesforce consulting look like? I’m in a technical role leading a small team so my understanding is a technical/solution architect or a development team lead at either Salesforce or an end user like Amazon/Amex.

I have bounced around a couple consulting companies so would prefer not to do it again. Total 4 YOE.

I don’t think I have enough YOE to go for a program architect role at SF otherwise I’d be interested.

like

More Posts

Anyone working at coinbase i need referral

like
like

I am looking for a change. I have total 4 years of experience in Frontend Development (React Js). Please refer me if companies are having such openings.

I’m trying to decide on a hotel in the Maldives - currently choosing between the W Maldives and the Park Hyatt Maldives.

Does anyone have a perspective based on experience?

Suggestions for a 2-3 day solo trip for a female 28 years old within the US. I live in Florida if that helps

like

When traveling for business how do you find while eating out alone enjoyable or the food doesn't taste as good as being surrounded by friends and family?

like

Is it worth it to save up to fly business or first class internationally [even just US to EU] - or save the money for other things?

like

I only have limited time in Copenhagen, and can only choose between Glyptoteket or National Gallery of Denmark. Which one would you recommend and why?

like

I am on 5 projects right now all due within the next week-3 weeks. I feel like I’m drowning and might quit if I reach a breaking point, what should I do? Only work on the projects worth a shit? Blow off first round check ins to work on stuff that’s due?

like

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

like

What am I supposed to do with a firms mandatory pension notice? $6B... okay, seems good 🤷🏻‍♀️

Or am I supposed to actually pay attention to something specific in the notice?

likehelpful

I'm remodeling my apartment and am debating on heated floors (kitchen and bathroom). Worth the spend?

like

What is the hierarchy in Soceite Generale?
What will be the position offered for 5 years work ex + MBA for BA role and the compensation?

Hi,

I’m approaching YE compensation discussions and was curious to see what folks/the industry are paying for institutional middle-market sales/distribution/business-development roles. I have 3yrs of experience with the same firm and am currently working as a sales analyst for the institutional sales team in NA. I have experience with traditional long only solutions, real estate (primarily value add funds), and a sector specific hedge fund. Any and all feedback is welcome!

like

How is the work culture in BMW Canada? General culture, support and mentorship, work life balance and job security. Thanks.

like

Any referals for robert half

like

Hello Everyone,

I am in search of a Project Manager role. I have about 4 + years experience managing projects and in consulting.

I am about concluding the google certificate in project management, and one unique think I bring into any team is my strategic thinking and ability to solve problems in record time.

I am based in Canada and a remote role will be great.

I anticipate your responses and recommendations thank you very much.

like

Hi Anyone from US Tax . I recently got an associate 2 offer and they have mentioned phone allowance , mon le connection allowance and bus subsidy, what are these. ?

Also what's the salary you people get

like

Recently got an offer for 80k at Morgan Stanley as a customer service associate. Can anyone provide some insight on where this offer lands (high low) in the entry level/csa marketplace? Located in a major city

like

Hi ,

There is a vacancy for application support in Barclay.

I have 3+ year of experience as a Production engineer.

Skill set: Azure, Linux, SQL, Shell scripting, Automation and devops tools(Jenkins).


Can anyone refer me. Please DM me.

Additional Posts in Investment Banking - IBD

Weighing whether another year of IB experience would be helpful, or would just make me one year older at the same starting point in PE.
I’m 1.5 years out of college as an analyst at a middle market bank within the healthcare M&A group. Getting worked a lot but starting to operate as an associate on deals. Debating accepting an offer for a newer, lower-MM healthcare and growth focused PE firm. I know I want to go to PE at some point, but what are some thoughts on when you should go?

like

Interesting all the noise about these PPT, my take:

The pandemic took all the upside of an IB analyst life (client meetings in person, fancy trips, suit up, worshiped at networking events) and left all the juniors with the downside (long hours, monkey-like type of job, aggressive work environment).

Not that the complaints are not sort of legitimate but you may need to revise the decision-making process that led you to accept a return offer. Specially if you were looking for less hours.

like

Left IBD to quickly - VP1 opps?

Long story short - was lured into an opportunity to do BD for a large PE PortCo… better work/life balance, but honestly miss the deal cycle.

Anyone know of open VP1 opps right now?

Quick background - former MM banker (think Raymond James, Piper Sandler size) doing FinTech and Asset Management within FIG, but also open to other sectors.

Thanks!

like

I just received an offer to lateral into banking. How does independence affect the stocks I currently own? If I join and my stocks are on a restricted list will I have to sell them? Or will I be limited to being unable to buy more/sell any during the course of my employment.

likeuplifting

I am offered PL-08 position in RBC
Canada. Can somebody please
guide me on the pay band for this
position (so I can negotiate if they
are offering low in the range)? They
are offering 87k base + $10.5k
bonus. Thank you!!

Also, does PL-08 equates to
Manager level in RBC?

like

Steel Case vs Herman Miller

Is Herman Miller the undeniable winner in the office chair market or is Steel Case a contender for first?

like

Would tech ib (m&a) be more affected than say Healthcare/pharma ib in an economic downturn?

funny

Does Barclays UK help it's employees who are interested in getting financial/ accounting certifications?Barclays

like

When is external hire IBD recruiting season?

like

Are coverage group hours better than m&a at your bank? From a lifestyle standpoint

like

Asking for wife who's also in banking. If she got ~$100k in signing bonus in 2019 for 1 year commitment in CA and started FT in July 2020, assuming she leaves before July 2021, can her employer claw back full amount in California? Some say it's much tougher to do so under CA law but wonder if anyone has any insights. Banks won't likely care about analyst signing bonuses, but associate bonus at EB with diversity bonus can be significant. If she quits before, she won't be going to another bank.

like

I am new in London. I have 4 years of M&A experience in the buy side. I have come across an opportunity to work with Rede Partners in London. But I am not aware of what exactly they do and what to expect going ahead. Can someone please guide if they are aware of Rede Partners?

like

Directors/MDs, outside of promotion years, what’s been the largest YoY fluctuation in your bonus/TC? What did you attribute to it?

like

What are some resources (paid or otherwise) that will make me a better banker? Wall street prep's course was great, anything else that would help me ramp up as a nontraditional background, lateral recent hire?

I'm up for associate promo next year and nowhere near ready right now (obviously).

like

Am I more or less likely to be laid off if the economy tanks even more if I just started as an analyst two months ago

like

Just signed an offer and moving to Chicago in about a month. Unfortunately, I don’t know anyone there. Any best practices for finding roommates?

like

How do you find out who’s “top bucket” and who’s not? Do they disclose this? Also how do you become one?

like

Anyone at Goldman in Portfolio Construction/Liquidity/Fixed Income that would mind chatting with me? Have an interview coming up soon.

like

I am going to speak with a recruiter at Houlihan Lokey TMT in LA. I would like to know more about the group and its culture. Would love to connect and network🙏

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