Looking for referrals! I’m based in ATL and currently exploring opportunities in finance after 3-4 years in consulting. My goal is to transition into roles focused on portfolio management/investment or AI-driven trading system development. If you know of any opportunities or can connect me with someone in the field, I’d greatly appreciate it!

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

If you want, we could discuss some of our ideas?

Hey I have 7 years as a financial advisor. I manage portfolios and I do M&A transactions. Would you happen to know any openings for portfolio management? Or would you know what other type of experience I would need to move into a position like that?

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Anyone willing to offer referral for lateral hire consulting opportunities at MBB. Is it possible to share the profile internally with someone at Partner level for consideration.
12+ yrs experience in strategy, transformation, change, process improvement, cost optimization & analytics. Helped F500 clients on Future of Work & workforce transformation cases in pandemic.

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Hi everyone, I'm new to Canada and want to start my career here in the Financial and Banking industry. I have passed the CFA level 2 exam and was wondering if I have to complete the Canadian Securities Course (CSC) as most of the job postings here mention about it. I saw that if someone passes at least the CFA level 1 exam then the requirement of CSC is exempted. Can anyone enlighten me about this? As the CSC exam costs above 1000 CAD, I wanted to be sure if I need it before investing behind it.

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Need career advice. Trying to break into a finance role, preferably an Analsyt role but I have no transferable experience. I worked as a mortgage loan officer (which is sales) for 2 years after college, but since mortgage is such a niche industry, no hard skills transfer and have no relevant undergrad internships unfortunately. I know I can essentially get any sales job I want in finance IE: financial advisor etc. but don’t want to be stuck in sales forever. Any advice?

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Bloomberg hi all! I applied for Bloomberg Analytics and Sales and passed the super day. I’m meeting with the manager tomorrow for half an hour. What can I expect? Thanks!

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Currently have Series 24, 7, 63,65

Currently work in a very unique Wealth Management ops role.

Getting paid 85k base with 40k in bonus plus about 35k~ in OT.

Money isn’t everything but in my late 20s it feels like the only thing important right now.

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