Career switch, with a masters in finance?

Graduated from a target undergrad 5 years ago, math major. I've been in marketing&data analytics for the last 5 years at the same company. Low job title - I am not a manager, although that could change in the next few months. 

I'm looking to switch careers to finance. 

Normally the advice I read is to go to a T7/T10 MBA however I would have a very weak app. I have (1) zero finance experience and (2) am not a manager at my current job. I don't really want to go $200K+ into debt unless it's a T7 MBA program.

I've been thinking about getting a masters in finance, and possibly recruiting for Big 4 Advisory/Strategy, Tier 2/3 consulting, or even equity trading firms (If I can learn something before a strategy blows up). 

Long-term: I like restructuring, leveraged finance, structured finance. I like what ECM/DCM groups in banks do and would eventually try working there. Open to an MBA after some relevant job experience. 

Life-wise: I do not want regular 80-hour work weeks. 50-60+ hours a week is fine. Working until midnight a few times is fine. But not everyday for months. 

I go to sleep at 10PM and get 8 hours of sleep. That's really important to me to maintain that as much as possible.

A little bit about where I'm coming from and why I'm making this change:

I make roughly $100K, 40 hour workweek. Lots of R, Tableau and SQL. I am simply not interested in my work, and I don't see the income growth that I desire. 

I did a 1 month-long stint for a non-profit in my free time, where I did real estate valuation/modelling, and I thought that was more interesting than anything I've done in 5 years.

I find finance interesting, I read the WSJ regularly for fun. I also want to make $200K/year sooner rather than later.

2 Comments
 

Based on the most helpful WSO content, here's what you need to know about switching to a finance career with your background:

Key Considerations:

  1. Current Experience and Background:

    • Undergrad Degree: Math major from a target school.
    • Work Experience: 5 years in marketing and data analytics.
    • Current Role: Not a manager but potential for promotion soon.
    • Skills: Proficient in R, Tableau, and SQL.
  2. Career Goals:

    • Short-Term: Interested in Big 4 Advisory/Strategy, Tier 2/3 consulting, or equity trading firms.
    • Long-Term: Restructuring, leveraged finance, structured finance, ECM/DCM groups in banks.
    • Work-Life Balance: Prefers 50-60+ hours a week, not regular 80-hour work weeks.
  3. Educational Path:

    • MBA Concerns: Hesitant to pursue a T7 MBA due to weak application (no finance experience, not a manager) and high cost.
    • Alternative: Considering a Master’s in Finance (MFin).

Recommendations:

  1. Master’s in Finance (MFin):

    • Pros:
      • Provides a focused curriculum on finance, which can help bridge the gap from your current role to finance.
      • Programs like Princeton, MIT, and Columbia have good placement records in finance roles.
    • Cons:
      • May still be expensive and does not guarantee a high-level entry position immediately.
  2. Networking and Skill Development:

    • Networking: Leverage your existing contacts in the buy-side world/DCM teams. Networking is crucial in finance.
    • Skill Enhancement: Consider taking additional quant courses or certifications to strengthen your finance knowledge and application.
  3. Job Prospects:

    • Entry-Level Roles: Be prepared to start at an entry-level position even with a master’s degree. This is common in finance transitions.
    • Corporate Finance: Consider roles in corporate finance, which offer a better work-life balance and can be a stepping stone to other finance roles.
  4. Alternative Routes:

    • Consulting: Transitioning into consulting can be a viable path. Consulting firms value analytical skills and can provide exposure to various finance-related projects.
    • Real Estate Finance: Given your interest in real estate valuation/modelling, exploring roles in real estate finance could be a good fit.

Additional Insights:

  • MBA vs. MFin: An MBA might still be worth considering if you can strengthen your application through networking, additional coursework, or gaining some finance-related experience.
  • Work-Life Balance: Be realistic about the demands of finance roles. While some roles may offer better hours, many high-paying finance jobs do require long hours, especially in the initial years.

Conclusion:

Switching to a finance career is feasible with a Master’s in Finance, but it requires strategic planning, networking, and possibly starting at a lower level. Consider all educational and career options, and align them with your long-term goals and work-life balance preferences.

For more detailed advice, you might want to explore specific threads and resources on WSO related to career transitions and finance education.

Sources: Career switch from journalism to finance...how to go about?, Finance Career Path & List, Over 30, still no undergrad, finance career options?, On the off chance Investment Banking doesn't work out for me, Recent grad, super lost. Can anyone give advice/help me choose between an MBA, JD, or MA?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Possimus fugit ut quis. Et totam rerum sed hic enim voluptatem. Sit consequuntur aut et quia quos quod. In aperiam laboriosam asperiores. Laboriosam numquam cumque et ex veritatis laborum.

Est facilis tempora soluta reprehenderit unde culpa possimus dolore. Iusto ea accusamus et officia. Placeat sint nulla quos est quisquam quo et. Quos deserunt quaerat aut possimus qui quibusdam voluptate.

Qui dolor qui autem. Voluptas facere exercitationem rerum omnis atque sit perferendis.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (72) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”