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Pivot to Finance

A bowl for those working, consulting, or aspiring to work in the finance industry

3.6K members
  1. Clinical Psychologist
    First time poster

    Looking for input on Fidelity vs. Bank of America for a financial advisor career path for a 25 year old with a finance degree and Series 6 credential with 2 years of remote work experience at Prudenti...

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    2
  2. Senior Consultant

    Is 145k a good salary as an accountant in nyc?

    1
  3. Account Manager

    Does anyone have experience with Lockheed Martins business development program for auditors? Wondering if It would be a good fit for me and how rigorous It is?

    1
  4. works at IBM

    Has anyone interviewed for MSEPP? Morgan Stanleys experienced professional program?

    1
  5. works at McKinsey & Company

    Have an offer for a COO/Business manager role at point72. Anyone familiar with this career path and can comment on what growth and compensation increases could look like over time? Weighing this vs st...

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    1
  6. Associate

    Any data points on what a director makes at a bank? Considering the jump from law and trying to get some insight

    1
  7. works at GLG (Gerson Lehrman Group)

    Hi! Just joined this bowl. Im hoping to get insights from an investment professional on how investment firms view an MBA vs MS degree. Im aiming to work as a Macro or Policy analyst at a firm and fear...

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  8. Accountant

    Has anyone gone through the Kroll TAS/FDD analyst interview recently? I have a final-round setup with three 30-minute interviews (associate/manager, director, and MD). Do these 30-30-30 rounds ever in...

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    1
  9. works at PwC

    Hi all! I started at a Big 4 in NYC in September 2024. I went to a top-50 uni for undergrad/grad school, but I’m starting to get the itch to move out of audit and currently have FDD offers from BRG, BDO...

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    1
  10. Medical Assistant

    Hi! I’ve been thinking about working at a credit union or a bank, but I have little to no financial experience. I minored in general business, majored in psychology. I have skills in customer service,...

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    2
  11. Senior Consultant

    What are everyone’s thoughts on hiring once we get through the holidays? I know it’s a toss up with the economy, but looking to transition from consulting to comms/corporate responsibility in finance....

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    2
  12. Residential Conveyancer
    First time poster

    Best advice for someone working as a paralegal in the residential sector wanting to move into the mortgage world?

    1
  13. attends Georgetown University

    Do you feel like a bachelors in finance is necessary to get into project finance? I have a bs and ms in a technical field but looking to pivot. Wanted to get some insights into from anyone working in ...

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    2
  14. Manager

    Thoughts on going from a valuation consulting role to a PE valuations role at Blackstone? Looking to get more exposure to finance and leave my public accounting firm. Pay is more too.

    2
  15. Consultant

    Hi there, I’m seeking guidance from current analyst/associates Goldman Sachs (United States) within financial sponsor/tech/TMT (M&A) OR cap solutions. I wish to learn from your experience and gain in...

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    1
  16. works at Deloitte

    Hey everyone! I’m currently in IT Audit at a Big 4 (4 yrs), with a finance degree and prior banking experience. I’m now pursuing my MBA and looking to pivot into finance—IB, corporate finance, PE, or ...

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    1
  17. Consultant

    I’m looking to pivot from consulting to finance/wealth management. I’m going to get my SIE, but what other certs would boost my resume and doesn’t require corporate sponsorship? Goldman Sachs Morgan Stanley...

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    1
  18. works at Accenture

    Tips for a project manager with a finance undergrad pivoting to IB?

    1
  19. Client Relationship Associate

    Hi there. I just got offered a job at Vanguard for the Client Relationship Associate role. Super excited, but I am worried about the drug test. I have a medical marijuana card and therefore would test...

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    2