Seeking advice on switching to finance from a finance-adjacent role like operations. Undergrad was in finance but never actually needed up in a purely finance role.

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

I think it's all about bridging the gap between where you are and where you want to be through your résumé and cover letter. Make it very obvious what your goals are to any recruiter or hiring manager who reviews your application. Especially if you don't have direct experience but you want to build it. Talk about transferable skills and your passion for the industry and how you're a quick learner, etc.

Have you tried networking to get referrals? Sometimes a referral can help you get your foot in the door. Especially when you don't have a ton of experience.

Do you have contacts within your company to help you?

Are you currently in financial operations, or operations within a non-financial setting?

If you have operations experience, it is not that difficult to get a financial operations position as they tend to be relatively entry-level, but they will appreciate your educational background and operational experience that you already have.
Personally, I didn’t go to a top school or have the network or guidance available to land a good position in finance after graduating, so I took a non traditional path and started as a CSA in a wealth management setting then was in a couple of different operations roles before being able to move into a more front office position.
Ops roles such as those in margin or in trade support are often good bridge roles, particularly trade support focused on a specific asset class so that you can build up an expertise (ex - on an FX desk, or fixed income, or swaps, etc, building up a specific targeted knowledge base rather than becoming a generalist can set you up for a more targeted career path)

Related Posts

Need 11 likes to start DM

like

Hello Beautiful People! Does anyone know of any really well paying part time jobs (preferably evening hours)? Whether it be remote or in person?

like

Hello Fishes,

Currently there are openings for python in Wipro. I'm eagerly looking for a job switch in python. Someone from wipro please please refer me. Thank you.

like

Any CDD / M&A Strategy fish willing to chat?

like

You talking to me?

Post Photo
like

They are so darn cuddly!

Post Photo
likeuplifting

New here. Henloooo

Post Photo
like

I became that crazy person who made her pets an Instagram 😂🤷‍♀️

Post Photo
likefunny
like

34M looking to move to an area with other singles in their 30s. Currently in the UES but looking to move out for a change in scene.

likefunny

Hey Guys, Likes Please to activate DM

like

I have 10 YoE in the Customer Support field, making 68k currently as a lead agent. I applied for a supervisor role, above my current role, and didn't get it.

Any recommendations on how I can leverage my YoE in the future for this role if I've never been in a supervisor role?

like

Just got my work laptop. I can login with work email. Trying to access my office 365,outlook it’s not working at all I got some error message when trying to login. 3,15- 89 something and I can use my phone an iPad to login just fine. Help

like

Hey!

I am starting a job at
Capital One soon as a senior software engineer.

I was wondering if people enjoy working as a SWE at Capital One? I’ve heard good things, but am curious to hear what others think.

like

Hi everyone I had recently joined tcs on 10th August. Can anybody let me know what is the procedure to fill the timesheet allocated to the project yesterday but the task was not assigned yet.

like

What time did you spend at each level, from AP --> EPD? And how much time SHOULD you spend at each?

like

left NYC march 2020 and haven't been back since. Going this weekend- news is always talking about how the subways aren't safe anymore. Are they exaggerating?

like

Anyone here looking for a rockstar SDR Manager with 2 YOE? 🫶

like

Any pgs, flats nearby opentext bangalore office??(near intermediate ring road)

like

Additional Posts in Jobs in Finance

Corporate Development M&A Comp, WLB, etc.. at a big Shop (Blackrock, Blackstone)

like
like

Whats’s the ideal CV length for UK mid-level roles (4-5 YoE) to engage recruiters?

Is 1 page containing punchy & concise XYZ points preferred in the UK over 2 pages inc. a bit more details of projects/ tasks?

like

I’m 2 years out of college and have been working at a bank as a corporate accountant. I’m thinking about making a transition from to IB/ more finance oriented role. Any advice?

like

Tips for starting new job?! First day+week ? Decided to make a big change and leave my job of 10 years to start a new one! Curious tips for first day you found worked or didn’t work

like

There is this big bank where I'd love to work at, and after several interviews for various positions they end up promoting someone from within, even thou I understand it and think it’s good they promote their people, it left me feeling like I'm just being used to comply with the process.

Hi! I want to become a Credit Analyst. Can someone refer me to Pacific Premier Bank or Deutsche Bank? Thanks a ton

like

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!

like

Hi there, I am in process of interviewing with the Goldman Sachs India, for a VP Positions. Any idea about the annual salaries for such positions? It is a global position in Investment domain.

likehelpful

I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

like

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

Post Photo
like

Hi all,

Can anyone share some insights on the Associate managing consultant role at Mastercard? I am curious to understand the culture, the projects and the salary as well.

I can't DM yet as I am new so please feel free to DM me.

like

Does anyone know the salary of a beginner para planner at Ameriprise or any other broker-dealer?

Hello! I’ve been in Compliance now Dow approx 6 years and want to make myself marketable. Besides a JD what other masters can I obtain?

like

Is Barclay's a good bank to work for? I'm looking for all feedback - the good, the bad, and the ugly

like

Recently relocated to USA. Looking for a job in Private equity Accounting in California as Fund Accountant Manager. Any leads and also, how much salary should I expect?

If i haven’t signed anything with my firm regarding repaying them for receiving my series 7 license with them I’m assuming i owe nothing if i leave? Is there a way to find out without my manager knowing I’m looking at other firms?

like

Does anyone have any insights about the layoff rumors at Morgan Stanley?

like

Just found out that end of the year I will be promoted from analyst directly to VP and since it’s such a large jump I’ll be the lowest paid VP in asset management at only $135k TC. Should I stay it out and wait for TC to align or take the promotion and jump ship bc I will likely get paid more elsewhere given how recruiters/other companies eat up hiring recently promoted ppl from other firms?

likeupliftinghelpfulfunny

Do you keep interviewing after offer signed and background check cleared?

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