Operations to FO Roles
Hey everyone! I am a senior graduating in May and will be joining Citi for their Operations program. I did the internship this summer and from what I've seen, the work isn't all great.
I was able to network extensively throughout my internship and I want to move into a FO/client-facing role eventually after 2 years. I've hear of people going from Trade Ops to S&T, Risk to PWM, and more. A lot program alumni however seemed to also stay in Ops. I'm not sure what Operations group I'll be joining yet but some of my choices I know will be in Risk & Controls, Asset Servicing, Documentation, etc.
Does anyone have any tips on how I can position myself best for to move into FO or a different area in Finance?
To transition from Operations to a Front Office (FO) role, here’s a strategic roadmap based on the most helpful WSO content:
Leverage Your Network: Continue building on the relationships you established during your internship. Focus on networking with FO professionals, especially within Citi. Attend events, set up coffee chats, and maintain consistent communication with your contacts.
Target the Right Ops Groups: If you have a choice, prioritize groups like Risk & Controls or Trade Ops. These roles often have more overlap with FO functions and can provide a smoother transition path.
Develop FO-Relevant Skills: Start learning the technical and soft skills required for FO roles. For example:
Excel in Your Current Role: Exceptional performance in Operations can make you stand out. Build a reputation as someone reliable, proactive, and knowledgeable. This can make it easier for your managers to support your transition.
Seek Internal Mobility Opportunities: Citi, like other BBs, often has internal mobility programs. Keep an eye on openings in FO roles and express your interest to HR and your managers. Having a strong internal track record will help.
Consider Grad School: If you find it challenging to transition directly, pursuing a top-tier MBA or MSF program can act as a rebranding tool and open doors to FO roles.
Be Persistent and Patient: Moving from Ops to FO is not easy, and many program alumni do stay in Ops. However, with consistent effort, networking, and skill-building, it’s possible to make the leap.
Remember, the key is to stay focused on your long-term goal while making the most of your current position. Good luck!
Sources: Move from back office to middle office to front office, Transitioning from tech to a serious finance job (yes, you read that right), https://www.wallstreetoasis.com/forum/investment-banking/who-has-heard-about-these-teams-citi-tts-deutsche-gts-jpm-tss-baml-gts?customgpt=1, Corporate Finance Q&A with accountingbyday, BJM85, STorIB, and djfiii, Have I messed up my future?
Start by picking a specific business and learn everything you possibly can about it. One thing that will not work is landing in a role and then trying to angle for FO in that role without a strong argument in your head for why that business specifically.
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