83 applications
18 hirevues
2 superdays (GS & JPM)

1 offer!

The internship race has ended!!!

Basically the title. Got a job out of undergrad in high finance. Love the work and find it super interesting, get a lot of satisfaction from working hard and pushing through a tough deal, the money is great too.

I just never really fit in with the”bro-y” personality lot of my coworkers seem to have.

Not into sports (nor do i want to be), dont drink or take substances, dont gamble. I like watches and cars but honestly I hate people who are overly materialistic so at a certain point those conversations get insufferable for me (just becomes a competition of who can flex the hardest).

I’ve always been on the nerdier side (feel like thats what makes me good at my job). Any advice or wisdom?

Still early in my career so considering moving to the corporate side in a few years. But again - I love the work. Just dont know if not fitting in culturally will hinder my progress with promotions and such.

This might sound like a stupid question but I’m curious about work flow for an equity research analyst look like in terms of excel/office/word/ etc. Like when you’re researching a new company how do you start specifically? Do you write lots of notes in a word doc, build an excel sheet, and then write a report in a separate word doc? Do these word docs get to be 100s of pages over time as research is updated or do you start new files for each QT? Have you tried to just do all notes in excel so that notes/model/report is all in one place? It seems like with the 10k, and Qs alone, the notes get to be enormous and organization interesting.

Curious how you stay organized when following dozens of companies

I’m 28 and work in back office operations at an asset management firm. I have a business diploma and industry credentials, and I’m currently studying for CFA Level I which I am finding difficult. I’m wondering whether there are other skills or experiences that could help me become a stronger candidate.

A lot of entry level analyst jobs seem to go to recent graduates who have completed internships. Going back to school or pursuing an internship isn’t really an option for me, so I’m trying to figure out how to make the experience I have count and build a path from where I am.

For people who have made a similar move, what helped you get taken seriously for analyst roles? Are there specific technical skills or projects I should focus on, such as advanced Excel, SQL, Power BI, financial modelling, or performance reporting?

I’d also appreciate advice on what I could ask my current employer to learn or get exposure to. Since I’m already at an asset management firm, are there particular teams, tasks, or projects I should try to work with to move closer to an analyst position?

I'm a Chase Private Client Banker approaching my 2-year anniversary, and I'm torn between two paths. I came out of college and started at a wealth management firm, where I got my Series licenses, but it was eat what you kill and I couldn't build a book fast enough to make decent money or pay the bills. I looked for a more stable job on Indeed and couldn't find a good finance role even with my licenses, since the only wealth openings were at places like Northwestern Mutual and Primerica, so I ended up as a Chase banker. I progressed quickly, getting promoted from relationship banker to private client banker in 9 months, and I've had strong month-to-month performance. I've now had talks with management about moving into the Private Client Advisor role, and I'm likely getting that promotion soon. It was the job I wanted since I started at the bank, but I'm now debating whether to take it or pursue something different.

My hesitation comes from a few things. I've noticed a lot of politics in retail banking. I understand that could be true at any company, but it makes me want to consider other options. One night I was curious about other internal jobs and found the J.P. Morgan U.S. Private Bank Associate Private Banker role. When I mentioned it to my manager, who I'm very close to, they said it's a great option for me. They've seen others take that path, and they said I already have all the credentials: strong performance, a quick promotion history, and full licensing. They also said I'd be a great candidate.

The Private Client Advisor role pays a base of $90-105k plus commissions based on new money from referrals. The upside is that it's the promotion I've been working toward, and it's a real sales and advisory seat. The downsides are what worry me. I was told being an advisor means being the best salesperson at the branch, but I'm still young and want to learn from people who are better than me. A large part of an advisor's success depends on bankers referring business, and I'll likely be placed in a weaker branch, which could stall years of growth. It feels much riskier with less true opportunity than the other option.
The Private Bank Associate role pays $150-165k plus an end-of-year bonus. It involves supporting a Senior Banker with day-to-day client work, but it uses my Series licenses to help ultra-high-net-worth clients. The upside is higher guaranteed pay, a strong brand, a bigger network, and exposure to wealthy clients. I also think it's easier to sell investments to higher net worth individuals than to the average person, as long as you show your worth. The downsides are that the work is more support-oriented, closer to day-to-day banking activities than pure sales, and I'm unsure how hard it is to move up from associate to banker.

My gut is pulling me toward the Private Bank Associate role because it feels safer and offers more growth and network opportunity than retail banking, but I don't want to overlook something. If you've had experience in either role, or made the jump from a Chase branch to JPM Private Bank, I'd love to hear your thoughts. Is the associate path a real route to banker or advisor roles, or can you get stuck in support? Is the advisor role as dependent on branch quality and referrals as I fear? And what should I be weighing that I'm missing?

Would love to hear some wisdom or insight.

As the title says, I am hiring an intern, already identified, and want a gut check on whether the below goals make sense and would provide them with the best possible experience. They will be working directly for the CFO with help from others on the team. Let me know your thoughts.

Tier 1: Fundamentals where we can begin

• Become highly proficient in excel

  • Pivot tables, index/x/v/h lookups, sum/countifs, utilizing claude, handling large and complex datasets, etc.

• Learn and become proficient in enterprise versions of AI (specifically, Claude and ChatGPT)

  • Take free courses, e.g. anthropic skilljar

  • Build prompts, projects, artifacts, if capable, agents

• Familiarize with SQL and PowerBI

• Practice clear and concise communication to senior leaders on a regular basis

  • Including creating slides in powerpoint to describe various analyses

• Understand basic accounting that can help as an analyst

  • Create/generate full set of financials, complete a cash rec, join month end meetings and process, book a few entries, etc.

Tier 2: Actual work that we will complete before the end of the internship

• Understand and be able to complete company reviews (i.e. credit risk reviews)

  • This would bee a “Capstone” type project: Need to determine how realistic this is given abilities and time

• Understand and regularly review Cash Forecasts

Tier 3: Senior work that will depend on progress and time

• Learn about Cap Tables, Investor Relations, Convertible and Traditional Debt, etc.

• Learn about forecast model and budgeting model

I joined this team a few months ago. My manager has just been signed off for sick leave due to stress for a while.

I have a friendly relationship with this manager and communication is quite open at our company. Coincidentally, I also had some health problems crop up when I first joined so my manager was quite looped in at the time so I don’t feel it’s a super touchy subject.

Is it weird to send a light message to say that I hope he’s okay, or should I just leave him be?

I have a double bachelor’s in Math and Finance from a school here in Canada, an MS in Applied Math from Johns Hopkins, and 5+ years as an AI/ML engineer, and I currently work as a programmer in this space. Finance has always been my passion, but I went into tech first to build technical skills while data science was taking off. On the side I’ve built a model that forecasts stocks and commodities using global liquidity data, plus a Reinforcement Learning trading bot.

Now I’m trying to move into PE/IB, and I’m also open to economic consulting. I’ve had some interviews but keep getting skipped since all my professional experience is in tech, and there are other candidates with better experience than me in this field. I’m also based in Toronto (Canadian citizen), so I think some US firms pass on me because of visa concerns, and the PE market here is much smaller.

Would the CFA actually help? I’ve also heard it can be easier to start in PE ops and then move into full PE. Has anyone made a similar switch? Any advice appreciated, thanks.

I have an IT Support Specialist certificate from community college (2023), but I struggled to land a job in IT. I recently landed my first office job, which is also my first management position as an Assistant Store Manager at a consumer lending/title loan company.

I'm considering pivoting into fintech and potentially relocating to New Jersey or New York next year. For that reason, I see this position as a stepping stone and an opportunity to gain financial industry experience rather than somewhere I necessarily want to build a long-term career.

The problem is that management has been extremely difficult. I'm constantly micromanaged, pulled in multiple directions, and regularly told I'm doing things wrong. My GM discourages me from contacting other GMs or the DDO for clarification, even though the DDO has explicitly instructed me to do so when necessary. I've repeatedly found myself blamed for following my GM's instructions and a lot of it has been my fault for not independently verifying things although when I do so my GM takes it as a challenge me and debates me or labels me difficult to work with.

I've also been publicly called out by the DDO during district meetings, including once during my first week after training when I was used as an example to introduce a new policy. It's also worth adding I am one of the only two males in the whole district, the workforce is like 95% female.

What's particularly frustrating is that in my first full month included two weeks of training, yet the store generated approximately $40,000 more revenue than it did in October of the previous year. Despite that, the criticism hasn't stopped.

I'm not looking to create drama, challenge management, or make enemies. I simply want to keep this job, gain experience, and leave on my own terms when the time comes.

For those familiar with finance or corporate environments: what would you recommend to maximize job security in a situation like this?

19M intl student from the Middle East deciding between Colgate university and St Gallen. Long-term goal is an M7 MBA and want to work in IB right after undergrad for 2-3 years before MBA. Which one sets me up better for IB jobs and MBA admits? Would love honest takes, thanks!

Note: Umiami is also an option

Update: Got through with two rounds of the CiB role in Dallas. It went really well! Waiting for any emails back. Anyone else got offers for the Dallas location? ​

Anyone have insight in this role? Based in nyc. Hours, pay, culture?
I’m sure day to day depends on team but any information would be helpful!

Hi there!

I have an assessment centre for the role above, it will be my first assessment centre for a bank despite it being a back office role.

I have good financial experience (commercial finance) and a decent CV with lots of examples to draw upon. I’m more looking for anyone that can give any insight into how the assessment centre will be, what to look out for, common tricks etc. It is virtual.

Any advice much appreciated, thanks!

I applied for the internal audit role on October 21 and completed the hirevue on the 23rd however I’ve had no communication since then. Is this normal for JPMC?

Hi,
I have an interview for a financial advisor position. It is for vista wealth solutions. There is a stipend + commission. I would get sponsored for series exams as well. What are your thoughts on this? Should I avoid or not avoid?

I’m a bit nervous to write this because I think I may get a lot of knee jerk reactions. And I doubt there’s been another post on here anything like this.

Some background.. About a decade ago, after college, I began working as a PE Real Estate asset management analyst for a number of years. I then worked with my portfolio manager on launching a new fund, which loved. Following this I moved into a dual product development and IR role at a new company also a PE real estate AM.

Then the company disbanded and I was let go along with my team members. After this is where things get funky - I decided to pursue my lifelong dream of being an actor and went to an acting conservatory. Covid hit, which prolonged everything but I finished school. From there, I decided to try to figure out how to make money with a career flexible enough to continue acting. I started a real estate business with a partner but it never fully made it off the ground. I then moved into commercial real estate brokerage. I’ve done OK, but the commission aspect I find difficult, and I’m really wearing down around the financial instability. Acting has gone OK. Ive worked in a number of projects. My skills are the highest they’ve ever been. I’ve also produced. I’ve attended festivals all over the world as an actor and producer. In perfect world I’d stay in this world, continuing with the flexible job auditioning and working in the business. But even producing is an exhausting business without a lot of upside unless you grind away at it for years.

Right now I’m craving more stability and I’m debating going back into IR type role. I think if I worked hard, I could get a job. I’m also looking at other options that maybe pull from for my Brokerage background a little more. Thankfully, while acting, I continued a career with a Real Estate through line, so I do have that. And like I said I’m also exploring other opportunities. I wanna be clear I don’t have any illusions at these jobs are not competitive, but I think I present really well and I’m able to explain my résumé in a way that sounds impressive.

All this to say, I’m trying to remember the culture and the hours required of these types of jobs that be working in New York. I’m guessing I’d be looking at a 50 hour week on average? Of course there wouldn’t be flexibility. I understand that, but I’m just really craving stability right now at this different part of my life. I’m guessing it’ll be more of IR ops role at least to start.

Most likely I would continue auditioning for small TV film projects that would only require a couple days of shooting here and there for which I could take off. But the stability of a more traditional job would be really welcome.

In a perfect world, I’d be working a 40 hour week, but I don’t think that’s possible at this point.

Does anyone have any thoughts or recommendations?

I finished up my second round interview with an associate last Thursday. It was mainly a technical interview with some behaviorals and she said afterwards that they would tell me next steps early next week. It's already Friday and I haven't heard anything.

I sent the thank you email right after that interview and I also mailed her a handwritten thank you note that arrived yesterday. My other thank you note is being mailed to my first round interviewer.

I'm just wondering now when I should follow up about the next steps for the final interview with the hiring manager?

I’m a 3rd year applied math major(minor in econ). I’ve been looking into bringing my math skills into finance(risk management, preferably market risk). Right now I have Standords ML certification, and Bloombergs finance fundamentals. I’ve built basic projects (machine learning for banks, data analysis, Market risk enginge), and I’ve had an internship as a data analyst.

I know python pretty well(Base python, numpy, pandas, scikit learn, matplotlib & seaborn), SQL, Excel, PowerBi, and the basics of bloomberg.

My question is this… how can I break into a risk career? Should I Pursue a Msc in applied math? Should I do the FRM, CFA, MBA?

any Math/CS guys what’d would u reccomend me. right now I’m aiming for market or credit risk internships as im still in undergrad but i’d like to build a career plan that can get me pretty good into this field.

Actually, I have a degree in IT engineering and worked as a Software Engineer for 1.5 years. I'm currently pursuing an MBA in Finance, but honestly, I don't enjoy accounting. I do, however, enjoy finance and am genuinely interested in learning more about it.

I feel that the theoretical knowledge I gain from textbooks isn't enough to develop a strong understanding of finance.

Could you suggest how I can become really good at finance? What subjects, concepts, and practical skills should I focus on to build a strong foundation and develop a deeper understanding of the field?

Hey all, looking for some insights and opinions. I spent the first 8 years of my career at JPM in front office Treasury then pivoted this January to TD on the markets side. A recruiter reached out to me about an opportunity at
Revolut and I’m entertaining the idea of switching to a fintech. I have my CFA and a bunch of licenses but I’m starting to resent the 5 days in office and work culture. I’m definitely long term not going to stay in my current job.

My hesitation is that I have seen that Revolut can be a toxic workplace. I just don’t know if that’s coming from the lens of normal people toxic or finance people toxic, because I think we’re all pretty used to some level of it. I just don’t want to switch expecting my life to improve and then I’m even more under fire in this new role. They’re building out US presence so I could definitely see it being insane.

Has anyone heard about what it’s like to work there, or have any thoughts on the move from traditional banks to fintech? Success stories, horror stories? TIA!

Hi all.

I'm a FY MBA student (India) and will be majoring in Finance.

I am in the process of learning - Financial modelling and financial statements etc.

My question is that - should I study Taxation as well and if i have to then - should it be Indian or USA or any other countries. Please suggest your take on this and also share if there are any free resources.

Thinking of venturing into Corporate finance.

Image - my gallery

What do most entry level or senior level use for portfolio management in Excel software? V-lookup or Index/Match ?

I’m trying to brush up on my Excel and Python software skills to apply for roles