Career change to Financial Analyst

I will try and make this short and sweet

I want to break into corporate finance or investments

I hate my current job in software sales and want to pursue my original dream in finance.

I graduated from a top 50 university

I interned on Wall Street while attending college

I was offered a high paying (relative, 80k base) out of college and jumped on it rather than pursuing the Wall Street route.

I am currently an Account Executive at a top enterprise software company going on a little over 2 years and I cant do this anymore, I hate it. Personally, sales sucks and I want a career that I can use more critical thinking and hard skills.

I want to go after my original goal in becoming a Financial Analyst. I am located in Miami, I have a degree in Economics, over 2 years of work experience (unrelated field, but high level deals). How do I approach becoming a Financial Analyst?

I don't want to stay in my field too long and distance my chances in the financial world even further.

 

I'm not a financial analyst but in order for people to give you advice it would be good to know in what direction you want to go / at what kind of companies you want to work. Do you want to work in corporate finance or in investments? In the finance department at non-financial companies or at banks or at mutual funds?

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Most Helpful

Alright, I'm not familiar with corporate finance. What you should do regardless of the career you're aiming at is to go on LinkedIn, search for people with jobs you find interesting and message them. Try to get a coffee chat or a quick phone call and ask them lots of questions about their job and experience. Don't talk about yourself too much. Obviously look up the basics on the internet first.

About investments I can say a little more. If I were in your position I would look to make a tangible first step as soon as possible. You could start learning online courses (I recommend Investment Management by Rice University on Coursera), register for investment related events on meetup.com (pretty real estate heavy in Miami though (good if you're into that)) or register for CFA level I. The latter would probably have the biggest impact on your job search since it signals to potential employers that you're serious about breaking into the industry ($1,450 and ~300 hours studying). When you're a CFA candidate you can also become a member of your local CFA society and attend the events to meet people in the industry. I would not recommend going down the rabbit hole of discussions whether the CFA is useful (you don't have to do level II and III if you don't want to). Because then 2020 rolls around and you still haven't done anything.

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