Hi people, I'm looking for a little advice here with my career. My ultimate - swinging for the fences - long term goal is to build a diversified REIT (Multi-Fam focused on affordable housing, lodging focused on upper upscale, and luxury hotel, and finally data centers). This is a life time type goal. Short term goal is to make a jump into the REPE, REIT, or Brokerage field. I don't know which would be best for my long term goal. I have my undergrad from a top 75 (I know not great), but the hospitality program which I graduated from is a top 25. I've worked for some of the big name hotel brands
04 May 2020
I just finished my first year as an analyst at an institutional Asset Management firm (e.g. PIMCO, BlackRock, Vanguard) in New York. I'm on the front desk side, where I work in commercial mortgage-backed securities portfolio management.I graduated a year ago from a top ten school with an Economics major (my school didn't have an undergrad business/finance program). I wear a lot of different hats at my job. I've traded CMBS, assisted with new issue syndication for ABS, written macros to streamline various processes, looked at credit quality in new issue CMBS. I really like the people I work with, and I'm definitely learning valuable skills, but I have two main concerns. First, I don't think I'm particularly suited to a career in markets.
01 Aug 2012
I wanted some advice on a career change I am working towards - I am an engineer and want to move into either Asset Management or investment banking, also open to management consulting. I've completed both a masters in electrical engineering and recently completed a masters in Finance from Harvard extension school . My question is - for all of you who might have made similar career changes - did you take a pay cut when making the change? From all I've looked into at glassdoor it looks like I might have to do that if I'm starting off as an analyst. (I was making 6 figures as an engineer).
08 Feb 2017
Needed some advice on how to break into IB with MBA. I am 24 years old. I graduated with a degree in finance from non target. My current position is in external reporting for a fortune 100 financial services company. Will obtaining my MBA part time from NYU allow me to break in? Do I need still need prior banking experience? I need advice on which route I should take, and what I should be doing to get there. Thank you for any help.
30 Aug 2018
I'm an undergrad at LSE - studying Stats with Finance - and will graduate in Summer 2013. I am very confused about what to do with my life. My CV is highly finance/mathematics focused, but I have really lost interest in the financial markets during my time at LSE. I originally wanted to be an Actuary - so enrolled in BSc Actuarial Science. I then realised (after studying the actuarial modules) that its incredible boring/too mathematical for my liking and also networked with Actuaries - realised it wasn't for me at all.
27 Aug 2012
I am a surgeon in residency and would greatly appreciate any advice regarding a career change. (I don't want to get into my reasons or the moral/ethical aspects of this). Prior to medical school I worked in investment banking for 1 year in an analyst program at a well known bank, and graduated from a well known Medical school. While it is true that much of my finance knowledge has slipped away, let's be honest, analyst level financial modeling is nowhere near rocket science and I know it would come back quickly. My question is, do opportunities exist for someone like me to find a job at a life sciences dedicated hedge fund and would I have any advantage over someone with far more finance experience than me? Thanks so much for all your insight!
04 Mar 2012
Hi Guys, I am a software tetser testing the brokerage apps of an Investment bank. During my tenure here I developed an interest in capital markets and finance in general and now trying to move towards this business. I have some gained some brief knowledge about financial markets and capital markets in general. While in India I took up a course called CFA(ICFA) (an equivalent of US CFA) and I have been pursuing it since then. I have completed subjects like Fin. Mgmt, Fin statement Analysis, Equity and Fixed Income valuation, Fin. Market, Quant and Accounting.
05 Sep 2012
ME: Hi everyone, thanks for taking the time to look at this post. I wont keep this description long, I am a Technical Manager working for an offshore firm, have three years of work experience, a bachelors degree in Mechanical Engineering, I have some project management experience and I am based in the UK, age: 25
24 Aug 2013
I'm currently a personal banker with Chase Bank and am looking to get a job as an analyst, associate, or specialist in the investment arena, ideally in a Midtown/Downtown NYC office. I'm Series 6, 63, Life Insurance, and Notary Public licensed, with two bachelor's degrees (int'l biz and marketing). Chase bankers will not be hired by the JP Morgan side, since you have to leave them and then come back to the company. Compensation is unacceptably low, even for a severe recessionary market. I even have management experience, albeit in retail. Any advice anyone has, even if it's really tough, would be greatly appreciated.
12 Nov 2011
Hey guys, I have been lurking on here for a while, and this is my first post. I have two internship offers this fall ( couldn't find anything spectacular). There both at BB in PWM. I really can't decide which one would be more beneficial or rewarding, and was hoping to get some input. The first internship would be me working under management. The financial advisers essentially would be our clients. I was told I would be putting on events, and would help scheduling conferences. I am not 100% sure what this would entail. The second internship would be working with a team of financial advisers, helping with powerpoints, some excel work, and word. No cold calling. The prospects would essentially be our clients.
16 Aug 2011
Hi All, First off, this site has a ton of great info on it. I would like to get some feedback from people already in finance on my situation. Currently, I work for a financial and estate planning firm in the NY area. Most of the focus is on insurance, investments, legal planning, retirement and business planning, etc. and I am thinking of making a career change. Most of my duties currently are focused around client acquisition in the high net worth space. I review clients current financial situation, review it with a team of professionals and make recommendations to the client. Then I monitor and review periodically with the clients.
21 Jan 2013
I am a physician who has gotten some statistical training in my career, calculus, advanced stats, econometrics. I have gone to top schools (U of Chicago undergrad, Stanford for medicine, Harvard for public health) for my education. After medical school I worked for a small but prestigious management consulting firm in San Francisco, but no other business work experience. I am considering doing the MSc in Quant Finance from the University of London distance program, and/or the CQF program. The director of the London program has already told me that I would likely to be accepted given my stats background.
03 Jan 2013
Hi all, I'm a final year graduate student in Financial Engineering at a top program in the States. However, I've realized that I'm not very keen to be a Quant and am instead extremely interested in client-facing, capital markets / corporate finance roles. Unfortunately, the traditional recruiting pipeline for the kinds of front office roles I like (S&T, IB, M&A, Financing, Consulting etc.) is undergrad internship -> full time Analyst; which I have obviously missed out on. With my current qualification, I am only getting interviewed by roles I am not interested in, nor am a competitive
08 Feb 2020
Hey, I have a few questions for everyone here, hoping to get some expert opinions. I am a junior in college and will be graduating with a bs in accounting and finance. I currently work at a bank as a mortgage loan originator but what I dream of doing is eventually starting my own hedge/investment fund. What should be my next steps in your opinions, should I try to move into my current bank's wealth management division for the experience or should I maintain my position and after graduation try for a position outside the company at somewhere like Merrill Lynch/Raymond James/Fidelity etc? The
29 Jul 2017
Hi, I am currently working as soft developer and planning to switch to finance I am looking to apply to the oxford/LSE for the MFE courses . Any inputs as to how the postgrad courses viewed by the iBanks . Are the students hired as Associates or Analysts ( 1/2/3 year).Looks like JP morgan for one hires them as associates but not sure about the others. http://careers.jpmorgan.com/student/jpmorgan/care… would appreciate any comments on the topic
30 Nov 2011
Hi, I'm not sure if this is a common issue here. I was working as an investment analyst (real estate) with a family office in the middle east before I lost my job in April this year. I have about 11 years of experience (includes 6 years in real estate private equity and some more in real estate advisory with an international property consultant). I am an economics graduate and studied for a CFA while working, and got my CFA charter about 3 years back. Over the last couple of years, I've realized that the field I'm working me doesn't excite me at all. I worked my way into a buy side job
07 Oct 2017
Trying to figure out the best way for me to get my foot in the door of the finance world. Went to college for business administration and graduated in 2012. I have 7+ years of experience in marketing, business plans, marketing research, strategy and project management. I have built and developed business plans for various businesses & industries, with sections including industry and competitor analyses, SWOT, financial projections and legal/regulatory/compliance. I have an uncanny skill of predicting if businesses will succeed or not in the long term based on their business and marketing
10 May 2019
I'm looking to change careers, and I'm hoping for some advice. Currently a financial counselor at a boutique PWM firm. I don't care for the work so I'm looking to go back to grad school. Late 20s. Having trouble deciding between MBA and Masters of Financial Mathematics. Came from a non target state school with an undergrad in finance. GMAT / GRE score is competitive. I would like to move to Denver after graduating. I'm currently in Chicago so NW or UofC would be ideal. MBA vs MSFM? Would one be easier to get into with my background? Does anyone have insight on job opportunities in Denver with
12 Jun 2018
Im recently 30 and I want to go back to college and get graduate with a finance degree. I would graduate at 33. My question, is this too old? I have zero experience in the industry, or any related industry. I do however have a passion for the market, and enormous ambition with an insatiable appetite for competition. What are my chances?
09 Jan 2021
hello all! I'm a woman who graduated with a BS in biological sciences from UCI, I am trying to do a career change! I'm not sure if it's worth it to start all over or if that is even an option. I didn't go to the best school so I'm not sure at this point where to begin!
08 Aug 2013
Hi Everyone, I'm hoping to get some unbiased advice as to a career decision. So, I just graduated with a business management degree from BU. I did fairly well considering I worked internships/jobs full-time and went to school full-time (3.30 Cum GPA 3.52 Major GPA).
18 Feb 2011
Hello, I am a recent December 2014 graduate from a big school in the Tri-State area. I studied economics and have two minors in computer science and music, and finished with a 3.2, rounded down. Currently, I am a developer in the healthcare industry. I understand that I may not have given the industry at least a year's time, however I have spent a lot of time deliberating and decided that I would like to work at a PE/VC firm for technology companies instead. For those who will continue reading, I greatly appreciate any advice or constructive criticisms you can give me. I have done internships
20 Sep 2015
I need a little guidance here. I completed my undergrad almost 9 years ago at upstate SUNY Plattsburgh. I've worked for a well known financial service company ( discount broker/asset gatherer) for the majority of my career. My dream was to work as a broker/financial advisor and I can say I was successful at achieving becoming one. After being in the role for 5 years now, I can say my dream has changed. My dream is to work in PE. I do not have the experience to transition into PE. I do not have an MBA or IB experience. I would like to complete an MBA or go straight to PE, but do not have the
08 Feb 2015
Greetings all, I've been lurking for a long time. About me: I work for a well-known three letter agency, my job has allowed me to travel a lot, do some cool things and learn about some very unique topics. That said, I'm growing increasingly disillusioned with staying in the government because there remain a significant number of my colleagues who fulfill the stereotype of paper pushers who sit around and do nothing while getting paid. I want to move into a field where my analytic talents and critical thinking skills can provide a more fulfilling and lucrative career for my work ethic. I'm in my early thirties and have two kids, so the responsibilities I have as a family man always lead me to doubt making a change in my career.
24 Aug 2014
Hi everyone! I recently stumbled upon this site while researching jobs and careers in the finance industry. I've been searching the forums and have found some very useful information. At, 28, I'm at crossroads in my career. I was planning on a career in nursing, but due to some health issues (I can't wear gloves anymore), the healthcare industry no longer seems like a viable option. I've always been interested in finance and related fields, and actually entered college believing I would be on that track. Long story short, I changed majors and have been working in healthcare (transplant medicine) for the past 5 years.
12 Aug 2013
I have two questions, and I am hoping someone more knowledgeable than I on this forum can help. How can I best get a start in the investment management industry, specifically with the goal of working in the hedge fund or mutual fund industry? And how many years of personal portfolio performance should I have before I can start using that as a selling point for myself. My expectation is to start at the bottom with an internship or a back-office position automating a firms strategy, but I want to be working towards equity analysis (ideally for a value fund) and then long-term towards portfolio management. My Background:
09 Nov 2012