Looking to transfer into a client associate role (unregistered at the moment, but willing to obtain). Currently have ~1.5 YOE in valuation (financial statement analysis, modeling, etc.) I get that those skills could be unrelated to a CSA role, but I think there could be some similarities. Does anyone happen to have a referral or can anyone give DM me some insight into what a CSA role would look like? I appreciate it.

I’m starting my exit from Deloitte after 2 years here doing Salesforce implementations, and about 4 years prior to that of more Salesforce implementations. I’ve realized that I love receiving quick/frequent feedback, I prefer to have my compensation correlate to how hard I work, and like working closely with people. I don’t see myself in my managers shoes or becoming more technical. Any thoughts on roles/paths I should pursue? Any opinions would be very helpful!

Anyone witness slackers who got into companies you have no idea how? Had a coworker who does jack chit at work besides chatting on Facebook yet lands at a faang company? I guess if he brings the same work ethic he will be spit out for sure. Or maybe he just had no interest in doing project work.

Interested in eventually exiting into wellness tech.... what are the best consulting firms to start at?

What is expected CTC for lateral hires for PWC AC for the position of guidewire business analyst ? Total YOE-7..5 as BA, 2 as others.

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Hi all!
I’m currently on my last year of university, pursing a computer science degree. I have yet to get an internship, or any experience in tech. Any advice on where to start? I would be attending part time in the spring semester and taking night classes so I would like to have something set up for January, let me know what you think. Thank you in advance.

I am getting third party company mails ,like working for xx client should I apply them?

Anybody willing to provide a referral for a graphic Designer with experience working at BBH, The jewish Museum and San Fran School Districts? Skilled at motion design video editing. The Design market seems like it needs some more people so I'm reaching out for a friend!

3 attorney firm. I’ve been here for 6 years and have used Westlaw exclusively. Now we are switching to Lexis because apparently Westlaw is too expensive. I hate change. I know where everything is on Westlaw and now I need to relearn. Apparently Westlaw will not budge on price and would rather just see a client leave than work with them. Super annoying. Any insight on negotiating Westlaw or transitioning to lexis?

Anyone know how long you typically have to wait to re-apply for a job at Big 4? Friend got auto rejected last month but wants to apply with a referral from me and new resume format

1. Can anyone please share their views on WLB and growth at EXL Analytics division?
2. Range of salary for Lead Assistant Manager Position?
3. Also, does the company provide any on-site opportunity as well?

Is there a role can leverage both product design skills and mobile development skills? I’m an android developer and I’m interested in learning UX design but I want to be able to leverage both skills instead of switching to product design.

Has anyone taken up and completed any course from upGrad? Is it really beneficial in career growth? Do companies consider upGrad certification as legit?

PS:- I am planning to do a Data analytics course. If anybody is aware of a better course pls suggest.

Hi! After years of being a clinician (OT), I’m pivoting into project management. I’ve taken courses and worked on small scale projects outside of my normal role. I have found it difficult to secure a project manager role, but I did receive an offer for a project coordinator position within my organization, after a few rounds of interviewing. Here’s the issue- I expected to take a little salary cut, but not a significant decrease in pay. What is the median pay? My research says it’s about $85k

Does anyone have a Workday cert?? I’m getting an offer from another co. that’s really good and I think Workday is hot right now.. Thoughts??

Looking for senior accountant position with experience of around 6 years. Tata Consultancy Tata Elxsi Tata Communications Genpact HCL Technologies Infosys Orange Business Services Ericsson Tech Mahindra PwC India Airtel Samsung Capgemini Larsen & Toubro Deloitte India
Any leads would be appreciated.

Is anyone currently on the job hunt? What has your experience been like? I still don’t see a ton of agency side media jobs their mostly client side and it seems super competitive given the current state of unemployment. I get everyone is still remote but I feel like things should be getting better on the job front given things have relatively opened up here.

Looking for a role in resource management profile. I have experience in analytics and HR reporting. Please let me know if you have any opening in mind

Need 11 likes for dm, please like

Hi guys,

Can someone please refer me in Bny, already on notice. Experienced in fx reconciliations and ops control reporting, also have good experience with SQL and VBA.

I’m seeing lots of posts about really bad losses. If you trade you’re going to lose money - hopefully not all the time, but many positions will be mistakes. But you need a process to find ideas and manage positions. Two books you should read are “The New Trading for a Livinng” and “The Laws of Trading.” Both look at psychology, process, and risk in different ways that can help you work out your own process. The next 18 months will be much harder than the last 18 - time to start learning.

@Assurance - Promotion letters started rolling out already?!

Im intending to resign and I've shared it with my boss. I will officialise this next week. However, I think my director (his boss) would be giving me a hard time for the whole month of notice... how should I go about this? Thanks a million in advance.

Hi any reviews on Aptos retail?

Can anyone share how the physical on boarding day goes? Is it just documents submission and verification? Or will there be anything else? And how long is the day? Do we have to stay in office 9-6 that day?

Hi all,
I have 2.5 years of experience in Wipro on Azure Iaas and Paas and I am Az 104 certified. I want to switch my job as a Paas admin. Please help if any reference.

Received an offer for an internal promotion and the verbal offer differed from the written offer. Specifically, the bonus verbalized was 2% higher than the offer letter. HR basically just said ‘sorry, our mistake the letter is right’. What would you do?

Looking to get back into cyber security. About to finish my masters in cyber security and would love to go to an early or mid start up for some alliances, channel, or sales work. Anyone have any solid leads ?

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!

Hi I am looking opportunities to work directly with US company from India being at home. Any idea how and where can I search similar jobs.
In software development/data entry/.. jobs

Hi Fishes,

Please suggest :

Data Analytics - 5.4 YOE | 11 LPA CTC

Skills - Python, SQL, Power BI, Azure

Have one offer from EY GDS - Tax GCR - Data Analytics - Senior with 17 LPA fixed + min 10% variable VPB.

Need views on this offer/package & opportunity.

Suggest your views. @EY

Is Toronto as boring and quiet as this bowl ?

Anyone aware of a presidential debate watch party in NYC?

Cool Halloween party ideas for a late 20/early 30 group?

Hear me out! I left my 15 year career in the corporate world to pursue being a realtor.1) It was never boring
2) It was the most challenging
3) It was extremely rewarding to be able to help families find their dream homes

Do we get product discounts on Google hardware that we want to buy for personal use?

I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

Getting an email saying "variable compensation" may be affected makes me feel like a vampire in a silver mine.

What is most people's process for updating their client CRM notes? I have become a bit lazy with this process, and am just curious how other people do it.

Is it normal to get yelled at by the client? Swearing and all? Ever happened to anyone?

How far do you commute to your office? My commute is about an hour and ten minutes one way 😳

Trying to gauge what everyone is giving to their sales assistant for the holidays?

What’s harder, networking or dating?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

Time to jump!
Where should I go? I’m after FC at Schwab, Vangard or somewhere else where I can be a planner and clear 100K + a year.

Base of $80 would be nice. I’ve made so many other people money this year I’d rather quit and not work than keep doing this. Business partner will make $500K this year on net new money, that I closed for them. Plus, anything developed they will get paid. I’ll be happy to possibly get a bonus at the end of the year? Maybe?

7,63,66 and registered since 2020.

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

I have a hard time waking up no matter how much I sleep. So I usually spend 30ish mins on my phone reading articles till my brain wakes up but looking for a more productive morning routine. Any tips?

Rookies who made it past the first year and are still in business. What firm did you start with? Are you still there (if not new firm). What would you change if you started again today?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Booyahh, landed hedge fund number 2 for IPOs.

What do you do for outside the box client appreciation events?

I spent abt $25 a client last year for gourmet chocolates and don't think I would do that again, think 4 out of 30 families even told me they received them. Anybody have gifts that were home runs?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

My best ideas and improvements come from client critiques but usually from clients I'm close w/ give honest feedback and criticism. What and when do you ask for feedback?