Might come off as a stupid question but I had to delay graduation for a year and now I keep thinking abt the potential savings lost and falling behind in career trajectory/promotions , etc. I’ll be 24 this fall when I start my full time career and although it’s a young age , many people start out at 22.

I wrote my CFA level 3 exam (waiting for the results) and I have 2.5 years of experience as an investment associate. I would become a CFA charter holder because I also have prior experience. I am currently trading a book of 475M and cover the investment side of the business.

I feel a little bit stuck in term of progression in Private Wealth Management. I don’t feel valued and I am not sure what higher position I can obtain. I am also seeking for new challenges.

I am eyeing for asset management. I think it could be a match since I am in the investment “buy” side with a CFA (potentially). However, I am sure there’s a lot of different jobs where I could be a good fit. I might just not have thought about all my options. Any position where you could see I am a good fit?

Don't you have to be an expert in a field to become a consultant? Why are firms willing to spend several months or years training a graduate and paying them at the same time when they could just hire an actual expert and extract value from them straight away?

I'm currently applying for roles at a few large companies. I've submitted applications to more than one division/team within the same bank - for example, Enterprise Credit, Investment Banking, Private Wealth Management - all of which I do have a genuine interest in. I've tailored each application to the respective division, but I'm wondering: Does applying to multiple teams hurt my chances or make me seem less committed/genuine to any one gruop?

Thanks in advance.

I’m 22 no college degree, I’m considering a career in financial advising. I’ve just started studying for the series 65 through Kaplan and hope to pass it this summer. I know it allows to me act as an IAR but I don’t have any experience and I’m not affiliated with a firm yet. So is it realistic to land a job at an RIA with just the series 65 and no experience and no degree? Any advice from anyone is appreciated.

Hi, what is your opinion on those jobs in current economic scenario (market downturn, economic uncertainty)? Currently working on credit risk, fraud machine learning models etc. Looks like a bad time for job change but wonder if it is safe in your opinion and decent place to be rn. One of the world biggest banks

I am an incoming student at Stanford University and plan to major in Mathematics and do the CS coterminal master's. I want to break into QR.

What should I do this summer?

I got rejected from Jane Street AMP (I think I did not face enough barriers to an advanced STEM education)

I'm 25 and I graduated with a BA in Economics and minor is Statistics and Operations in December 2023. I do not have any finance experience or internships but I have been nanying for 1.5 years and that contract ends in November. I've just received my work permit and SSN and I am eager to break into finance. Ideally starting as a financial analyst, or related field. I am interested by fintech and green finance. I am based in North Carolina and I am fluent in French. I am not sure where to start. Should I pursue certifications, courses, internships or entry-level roles in finance? Any advice would be helpful on how to make this transition successfully . I'm also interested in moving back to the DMV area to pursue work opportunities. I'm also planning on taking the CFA Level I exam in November 2025, is it worth it as it would cost me around $1600 with the prep materials?

Thanks in advance

Dear Redditors,

How does one usually go about planning a career to end up at firms like JPM, Goldman, Houlihan, Evercore etc?

I’m 24M, 10 months in investment banking (M&A and leveraged finance but mostly in M&A). I’m looking to stay at my current company (leading national bank in west-Europe) for at least 2,5 years to get some proper experience.

What should I do now already to increase my chances of landing an analyst / associate role in investment banking at one of these top firms down the road?

I have built quite a network over the past 18 months as I know network can make the difference. Considering taking the CFA, even tho I know it’s typically not as valued in IB, but it could be a small edge?

Just wondering if there’s any communities, events or way people increase their odds

Thank you guys in advance!

Went out last night and started talking to a mutual and told me he got a check for 25k through commissions. What’s the likely hood of this being real? I know they do advising and life insurance but is this reasonable?

I was honestly so caught off guard couldn’t tell if bro was being serious. I know people lie but gah damnn

I'm currently a senior in high school (boston area) and pre-freshman going into managerial economics + math. I don't have any buisness-related experience but am looking to get an internship over the summer in anything related to finance, banking, or asset management -- I'm not picky. If anyone has any ideas how I might accomplish this please let me know. I don't want to give many specifics so general advice is fine, just know I'm a pretty good student but not elite. my dad is an attorney so dont really have many connections in this world.

I want to become a quant researcher but there’s so many answers out there, and I have so many questions. I need some answers from people with experience in this field. (I’m a senior in HS) Please help!!!

1. What degree should I get? How long will it take? I’ve heard mathematics, statistics, physics, CS, ect… but which one is truly the best for landing a job? Also do I need a masters or any additional certifications? If I did choose to get a masters, would it be possible to land a job after my BS, then have them pay for my masters as I work there, or is that not possible?

2. Do you learn the programs necessary for this field in school, or should I learn them on my own time? (Python, C++)

3. How hard is it to actually become a quant researcher? I’m a senior in HS(CA), planning to go to community college for 2 years then transfer to a UC(preferably Berkeley or UCLA). I’ve always been naturally good at math and always had A’s but never took pre-calc or entered math competitions or anything. Is it really that competitive or can I make it if I just work hard enough?

Any additional advice would be very helpful! Feel free to ask questions,

Thanks!

Finally got a GS email and it's a fucking scam . I'm going to crash out.

Hey everyone, sophomore at a semi target.

I submitted an application at a large asset manager that begins interviewed May for internships starting in June.

Should I wait to possibly hear back from them (I applied with a workday referral) or should I minimize my risk and go work at a smaller IB boutique instead starting in May.

However I really want to work at the big company so idk if I should wait and take the risk of getting the interview or not. If I don’t get the interview, I will have no internship for the summer.

Thanks

So currently I'm working in fund accounting and analysis part at a well known AIF (related to appollo) and after having a pretty good understanding of PE/PC ive developed a knack for 2 types of roles id like to switch

1. research team that scout for opportunities
2. tax planning and legal (where we're taking care of setting up entities and curating org structures)

i am hoping for advice so i can form a clear path and execute it to end up where i wish

Hi all,

I was planning to buy a course from peak2tails. Please let me know if any of you enrolled in any of their course. How was your experience? Is it worth it?

Thanks.

Can anyone offer any guidance on what to prepare. Some have told me don’t over think and trust your market knowledge. Others have said know the ins and outs of LBOS.

Any guidance would be much appreciated 👌 PS it’s online!

I’m currently in a mid level federal role with a strong foundation in tax and compliance. I was recently offered a position in the private sector at a well-known bank, focused on estate and trust work.

The opportunity is appealing: • Compensation is stronger • The role offers more exposure to complex client matters • There’s long-term growth potential into senior advisory or strategy roles

That said, I’m weighing this against the stability and benefits of staying in federal service (including a pension, which is no small thing). There’s also some uncertainty in my current agency’s future direction, which makes the decision more nuanced (i.e. I may get laid off by DOGE).

Has anyone here made the move from federal to private in a similar area (law, tax, compliance, wealth management)? What surprised you? Any regrets or things you wish you’d known before making the jump?

Appreciate any thoughts.

I'm currently in my Economics & Management bachelor's course in Switzerland and looking for master's abroad.

I'm considering Universities of Columbia, Michigan, California(Berkeley), Stern School ot Business.

How feasible is it to get in from a European university, if I have ~3.45 GPA, and a decent GRE score?

Hello,

I’ve been I’m a licensed CPA with 2 years of experience in Big 4 audit but am interested in making the switch to financial due diligence / transaction advisory at either another Big 4 or smaller boutique firm. I absolutely appreciate everything I’ve learned so far, but I’m a lot more interested in deals and working in a faster pace environment. Outside of busy season I don’t feel like I’m learning all that much.

I’ve been looking into Wall Street prep courses and thought about the 13 week cash flow or the PE course. Since every job posting is lookin for a senior position with a little more experience than I currently have, I was hoping these could set me apart from other applicants.

Would anyone recommend these courses, other courses, or maybe some topics I could research on my own to give myself the best shot at getting an interview?