Looking for a better career in finance

I have been working in the finance industry for about 14 years or so. I have a bachelors and master degree in finance and I have my 7, 63 and 66. My jobs have been in customer support - placing trade for clients. To wealth management - helping financial advisors create proposals, performance reports and trade their accounts. And now I work on an equity and options trade desk where advisors call in trades and I place them - there are many other functions (trade corrections, approving large trades, etc.) but that is the bulk of it.

I want to advance my career and I am kind of lost right now to be honest. I have always been interested in equity markets - research and trading but looking at the jobs in those areas, it just seems hopeless. I am not a recent graduate. I did not go to a top school and I did not major in math or accounting. It seems that a job in those areas will be very difficult for me to get into.

If that is true what other areas should I be looking at? I could stay in this type of role and look for manager roles doing the same or similar job I guess and I would be ok with that but I want to really get focused on my career - it's better late than never.

I would appreciate any and all insight you could provide. I understand that this is my career and I have to decide where I want to go, set a goal and take the steps to hit that goal. But at this point I am just looking for some help and advice.

 

Distinctio delectus magni et incidunt fuga inventore occaecati. Optio labore nostrum deleniti blanditiis recusandae. Omnis aut et corrupti aut maiores voluptatibus. Dolores culpa ut tempora iusto nihil esse corporis. Consequatur labore nulla sit omnis. Quis placeat eius aut hic molestiae corrupti.

Doloribus ea dolor qui saepe veritatis placeat. Quis natus rerum voluptatem unde et quas. Consequatur neque quod est eum aut. Laboriosam voluptatem dignissimos adipisci culpa qui quisquam dignissimos.

A odio beatae aut ea expedita id. Est excepturi ipsam cupiditate distinctio. Quo nihil eius natus perferendis. Ut fuga ipsam laborum magni deserunt iure.

Ratione repellat porro eum corporis quia. Qui est fugiat enim optio eveniet nam. Molestiae quae id fugit quia aspernatur esse.

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

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
kanon's picture
kanon
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
bolo up's picture
bolo up
98.8
10
DrApeman's picture
DrApeman
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...”