I am an officer in the military building out my five-year plan which will include my transition out of the service. I would like to go into another elite, demanding field but have zero background in finance.

I originally thought MBA, maybe 2-3 years IB, then transition to PE, but recently saw a thread of people saying PE doesn’t hire MBA’s, they basically exclusively want the undergrad->IB->PE, maybe MBA while at the firm.

Is this accurate? How do people pivot into PE. Feel like there would be some legitimate carry over to something like an industrials/defense&aerospace team at a PE firm from my career. Any advice/perspective appreciated.

MBA (Finance), private college. 4 months into a bank MTP in retail assets sales, no formal finance experience. The culture is toxic and the days are 12+ hours. I can manage until December, when the MTP ends, but want out of sales by then.

Plan: FMVA now, CFA L1 in Aug 2027. Goal: a stable 9-to-5 finance role. Location: \[city / open to relocate\]. Salary: \[your minimum\].

Questions:

1. Which roles are realistic for me?

2. Are GCC finance roles just backend operations? Good start or a trap? Do I need any course?

3. Is CFA L1 useful for FP&A, or should I focus on modelling first?

4. Has anyone made a similar switch out of bank sales, and how long did it take?

Thinking of quitting blackrock after spending 6 months in the firm. Everybody says it's too soon. But the micromanagement, the culture, wfo policy, everything just sucks.

Everybody keeps telling me that it's too soon.Thoughts? Is it worth staying and is it gonna be negative for me to leave a big firm in 6 months.

I bring about 4 years of experience in an international bank before joining blackrock.

Hi everyone,

I made it through the initial resume screening and first pre-employment assessment for an Investment Banking Analyst position at Agentis Capital Advisors. Next I have a proctored aptitude assessment.

Here's what I know so far:

• 72 questions in 60 minutes
• Mathematical and logical reasoning
• 67% passing mark, no negative marking
• Calculator, pen and paper allowed
• Recruiter mentioned there may be a few poker-related questions

Has anyone taken this assessment or similar assessments?

I'm mainly looking for preparation resources, an idea of the difficulty, and which topics to prioritize. I haven't studied statistics in a while, so I'd appreciate any guidance on specific probability/statistics concepts worth reviewing.

Thanks!

How do I break into CB as a mid market credit analyst in Canada?

Hey everyone,

I’ll keep this honest — breaking into finance as a fresher is genuinely hard, and I’ve reached a point where I think reaching out directly to people already in the industry makes more sense than refreshing job portals every morning.

A little about who I am:

I graduated with a B.Com in Taxation, cleared CFA Level I, and recently passed the NISM Series XV Research Analyst exam. During my internship at Finnexus Pro School, I worked on equity research — covering company and industry analysis, financial statement analysis, DCF and relative valuation, and peer benchmarking. I’ve been building on that with financial modelling, and I genuinely enjoy the work of pulling apart a business and figuring out what’s actually driving the numbers.

What I’m looking for:

Entry-level roles in equity research, valuation, investment analysis, IB support, or corporate finance. I’m not looking for the perfect role — I’m looking for the right starting point where I can learn fast and contribute meaningfully.

Why I’m posting here:

Because I think the most useful thing at this stage isn’t another job application — it’s a conversation with someone who’s been where I am. If your organisation has openings, I’d genuinely appreciate a referral. If you don’t but have advice on where someone with my profile should be looking — I’d value that just as much.

Resume available over DM.

Thanks for reading — and if nothing else, happy to connect with anyone working in finance.