Research analyst/Portfolio Manager for a wealth management firm with $900M AUM looking to switch employers. Open to remote work but ideally would be in TX. I have about 4 years of experience in asset management and financial services while also having experience as a pricing analyst for a major retailer and some real estate experience. CFA lvl I PASSED and MBA. Series 7 and Series 63 are active

For those with experience with Apache Superset, please tell me more. Why do you prefer it, which environment does it work best in, pros/cons, and why should I choose it over Tableau/PowerBI?

Have a lay-off meeting lined up, and now look for next opportunity. My background is around building machine learning models, data wrangling, visualization, feel confident with python. Open to any industry. Appreciate any lead on job opportunity. 3yrs of work experience

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

What is the best-kept secret among realtors?

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.

What exactly is well being subsidy ? Is it yearly or one time? What can you get reimbursed for?

Can anyone provide some guidance to taking the CFE? As in which membership option to choose from followed by when exactly can we take the exam, if the entire amount is reimbursed or not? Just a generic timeline and additional required info. Don’t want to sign up yet if the exam dates are not flexible. Thank you.

At what point do I start using 2 pages?
I have 8YOE and a MS. An internal recruiter and a headhunter said I should have 2pg. Should I list older projects? Listing ~15 projects, I have 1/6 pg left

I have a first round interview with my dream job tomorrow. I’ve prepared but I’m so nervous and I don’t wanna ruin my shot. Please advise me on what good questions I can ask? It’s a fast growing Tech company and the role is Senior Accountant. Thank you in advance! 🖤

I've decided to leave public for an Accounting Manager position in private. What are the different types of companies to consider and the pros/cons? What are the best ways to get the position? I'm leaning toward GL accounting at a publicly-traded company. My background is 3.5 years audit and 2.5 years technical accounting advisory.

I’m getting messages from recruiters for Sr. Corporate Paralegal roles but all of my experience is in litigation. I have 6 years experience as a paralegal. Should I move forward with this? Not sure if I’m qualified.

Is it possible to get a Sr. Project Manager role or delivery lead at one of the big consulting agencies without having to travel an absurd amount and get paid 150k plus in total compensation?

Hey. Anybody looking to sell their car here in Chicago area ?

Thoughts on MMC as an agency?

Hello! Has anyone ever attended the Silicon Milkroundabout in London or knows about it? I’m attending on November and don’t know what to expect.

Haven’t owned a car in 4 years and thinking of treating myself to an Alfa Romeo Giulia 2021 on lease. I can easily afford it but justifying 500 a month on lease payments is kind of hard to swallow. Any Giulia owners/drivers here who can help swing my decision? I think I’m 60% there

Got an offer for M level at Deloitte UK for one of engineering teams. Need to know the wlb for folks at this level and any other advise that you would like to pass on

I’m reviewing my resume getting ready to start my job search and have a question for recruiters, hiring managers. I’m looking for a role brand-side not agency side. Specialist roles aside, such as digital, when you see someone describing themselves as a “generalist marketer” is this a resume you’d pass on? My past roles have been such that I do a lot of marketing projects, tasks etc. but I’m not a specialist. I’m worried if I use this terminology I won’t even be considered for a role. Thank you

Anyone in Corp Dev M&A? Received verbal offer today and it was a total boner killer that sounds non negotiable. Offer came thru random guy in HR vs hiring mgr/director and seriously considering going around hr cause the guy sounded lazy asf.@

Would like to understand market comp for in office CD roles, 4+yrs m&a experience and 25-40 advisories under belt. It’s an F500. Basically a pay cut of like 60-75% lol, idk if they’re testing me or serious. Edit: Happy to give any additional details.

I am starting at a new company early next year and they’ve just invited me to attend their Christmas party. Is it a good idea to go? Or should I wait for a more formal introduction once I start?

I was offered a high net worth client associate position with fidelity. I have never worked in a call center environment.
Can anyone that has worked in that position tell me what its like and what to expect? Is it more like an administrative position and boring or do you really get to help clients? All feedback is appreciated!

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

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?

I’m looking to get into the banking world. I have 3 yoe in FinTech as an analyst and a manager. I’m interested in becoming an analyst at JP Morgan or Raymond James. Can anyone share what the WLB would be as an analyst? Or any suggestions on other companies I’m not thinking of? Located in Tampa, FL.

I have been approached with an opportunity at JP Morgan Chase for their private client advisor role. The book is about 30M all in. I am currently an experienced hybrid asset manager wholesaler and have experience in advising as well. Curious about the opportunity with JPM and if it’s worth it. I currently make about 160k and if JPM would give me a high draw for the first 3 years to build, and if it’s feasible to sustain that 160+ there.

Trying to get an investment job in Toronto as a new immigrant. I have 4 yoe in consulting, investor searching and financial service (risk). Currently working at call center to get local experience (bilingual), opportunities for internal transfer, while preparing for CFA 3 Feb 2023. Any ideas what to prepare in extra?

Any insight into potential salary range for a Wealth Brokerage Trader at Truist located in Charlotte NC?

What is the average salary for analyst for client onboarding in investment banking in india

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

Good day all!

I am interviewing for a FP&A Manager position in Proserv UK. Could you please disclose the initial salary that I could ask for?

Thank you in advance!

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

Hey! I’m from Spain, and I’m thinking about find a job overseas, maybe in central america or southeast asia… I have experience in finance consulting… do you have any recommendation, contact or tip that could help me?

I don’t know if try to find a job first and move then, or move out first and find a job from there.

Thanks!

Anyone here with experience as a Product Manager? I’ve close to decade of consumer lending experience including Sales/Advisory, Supervisor and Underwriting. I have have been looking to pivot into a more impactful role this year. I am due for an interview for a Product Manager next week. The company ticks all my boxes but the job description a bit vague. I will be grateful if anybody willing to share what the day role looks like and what I need to look out for in an interview. Thanks. Cheers.

Graduating with my finance degree in about a year. I took a part-time healthcare position fill my employment gap but most of my previous experience is in manufacturing logistics and customer service. With my background, how do I break into a finance or accounting role? What positions do I apply for? I would like to make at least 45-50k a year min starting if possible.