What skills or experiences help most when transitioning out of investment banking? I’m looking to move in fin tech in the next couple of years.

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Doing what in fintech? If strategy and ops, need to highlight your project management experience, research, and change management skills (this you don’t get in IB).

If corp dev, strategic finance/fp&a, treasury, or really anything within the office of the CFO, it’s easy to sell your skills for this as they’re directly applicable to all these roles (valuation, accounting, budgeting/forecasting, research, etc.)

In my opinion everything said above, plus a mindset shift from optimism to reality - it’s no longer a sales role. You have to be true in your analysis because no one is rewarded for optimism. FP&A for example, no matter how smart you are if you 1) sandbag or 2) dont know how to scrub thru bs to present an ACTUAL real target, then you will fail. It’s about good storytelling and communication.

You will also have a wider scope of operational things to take care of and a (likely) wider group of stakeholders to serve. Corporates way different. I think you also learn that getting the information you need is MUCH harder - no longer served on a silver platter.

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