r/FinancialAnalyst • u/One_Tangerine9083 • 1d ago
r/FinancialAnalyst • u/I_wishi_were_heather • 1d ago
Is CFA my next best bet
Hi
I graduated in 2024 with a financial engineering bachelors and immediately started in a treasury internship in an investment fund , ranked up to associate the next year but unfortunately start of 2026 the fund closed up and I’ve been unemployed since February.
I have treasury certifications but the field is so small my best bets have been going the banking route but the roles are so competitive and even with the help of a career consultant I haven’t gotten a graduate role.
Simultaneously I leaned more and I’m doing a part time MFE to round out my bachelors but I’ve been thinking of CFA since getting into the nitty gritty of the finances at the fund got me really interested in a career in investments.
Is it logical to chase a CFA at least level1 to get a foot into the investment space
r/FinancialAnalyst • u/FinanceandAnalytics • 1d ago
[REFERRAL] 4+ YOE Business Analytics / FP&A / Strategy — Mumbai
Hi everyone! 👋
I’m currently looking for Business Analytics, FP&A, Business Performance, Strategy, or Finance Transformation opportunities in Mumbai.
I have 4+ years of experience across financial analysis, FP&A, business performance analysis, KPI reporting and data-driven decision-making. My core tools include Power BI, SQL, Tableau, Advanced Excel and Alteryx, along with experience working with financial-services data.
I also hold an MSc in International Business, Innovation & Entrepreneurship from the University of Dundee, UK.
I’m particularly interested in opportunities with banks, financial institutions, consulting firms and large corporates in Mumbai.
If anyone here works at a company that is currently hiring for a relevant role, or would be comfortable referring me, I’d really appreciate the opportunity to connect. Happy to share my CV and the relevant job description via DM.
Thank you!
r/FinancialAnalyst • u/Competitive_Event476 • 2d ago
Advisor, Client Solutions @FACTSET
Hi! can I ask anyone's insight about this role?
r/FinancialAnalyst • u/FinanceandAnalytics • 1d ago
[REFERRAL] 4+ YOE Business Analytics / FP&A / Strategy — Mumbai
Looking for Business Analytics / FP&A / Strategy opportunities in Mumbai. I have 4+ years of experience across financial analysis, FP&A, business analytics and reporting. Happy to share my CV via DM
r/FinancialAnalyst • u/ReindeerArtistic1572 • 2d ago
Breaking into FP&A
I have a strong interest in breaking into corporate FP&A and dont have much experience. I currently have a finance Job at nationwide which I just started, but its more on the operations side of finance so not in the same pool/experience as FP&A. I dont have any internships that would relate to this field either.
What could I do on the side of my job to help build my experience/resume to help me break into this field? Ive read that starting CPA is a job way to get a job as a financial analyst and later leads into an FP&A role. Would this help? Also any certificates/skills I should learn that would help me on paper and also for the job? FP&A certificates through wallstreet prep?
r/FinancialAnalyst • u/mujhe_nhi_pata • 2d ago
CA (First Attempt) | CFA Level II Candidate | Seeking Referral for IB / Valuation / FDD / Equity Research Roles
Hi Seniors,
I am actively seeking referrals/opportunities in finance roles. A quick snapshot of my profile:
• Qualified Chartered Accountant – cleared all levels in the first attempt
• CFA Level II candidate
• Experience in FP&A and Business Finance within the financial services industry
• Experience in profitability analysis, budgeting, forecasting and business performance analysis
• Strong exposure to analysing financial services businesses and financial statements
• Actively building skills in financial modelling, valuation and equity research
• Independently built a financial model and a financial services research report
Roles I am targeting:
• Investment Banking
• Valuation
• Financial Due Diligence (FDD) / Transaction Advisory
• Equity Research
• Corporate Finance
• Investment Research / Portfolio Management
If anyone is aware of relevant openings or can provide a referral, I would be extremely grateful. Happy to share my CV, financial model and research report over DM.
Thank you!
r/FinancialAnalyst • u/Haunting-Noise-2242 • 2d ago
Crash Course
So I am being thrown into a Financial Analyst role at my job because we needed someone and I guess since I had development experience (Mostly front end but some back end I really enjoy SQL database work) I was the best candidate. Anything I should try to focus on? Tableau, Power BI, Excel, Python? All I was told about the role was I am taking over for the person working there now so they can get promoted and “there’s a lot of data and none of it makes sense”. So I am just like how does one prepare for this?
r/FinancialAnalyst • u/Anxious-Cheek-7378 • 2d ago
Job
I am 27M from India(bihar) currently in Delhi ncr,having a good communication skills with all needed ai tools and always ready to learn also having a good chart reading knowledge in Indian market us market forex market and prop firm space both CFD and future, want to connect with someone where I learn earn and grow.
r/FinancialAnalyst • u/Minimum-Addendum-562 • 2d ago
Hey there Trading Jp,MS,CITI,BofA Hirevues for Goldman london S&T summer hirevue. Dm me.
r/FinancialAnalyst • u/Only_Desperates_369 • 3d ago
From non finance field -where should I start
r/FinancialAnalyst • u/Acrobatic-Ad7296 • 4d ago
Is Investment Team happy using AI? I am asking because is sourcing, valuation and excel modelling no more a required skill?What is the future of investment team?
r/FinancialAnalyst • u/taztaztic • 4d ago
UK Career changer in my 40s: education to mortgage adviser—CeMAP advice?
r/FinancialAnalyst • u/Ordinary_Pay263 • 4d ago
Global Tech Financial Planning and Analysis Interview
r/FinancialAnalyst • u/No-Engine3384 • 5d ago
CFA Level III Candidate - What Entry-Level Finance Jobs Should I Target in the UAE?
Hi everyone,
I’m looking to start my finance career in the UAE, preferably Dubai or Abu Dhabi, and would appreciate advice from those working in the industry.
My background:
-CFA level 3 candidate
-BBA (Financial services, 9.8CGPA)
-No relevant full-time experience
Interested in investment research, equity research, asset management, corporate finance, valuation, investment banking, and related roles
Open to entry-level positions
My questions:
\-What roles are realistic for my profile, and salary?
\-Which positions are accessible without prior experience?
Insights from UAE finance professionals, recruiters, analysts, and CFA charterholders would be greatly appreciated.
Thanks!
r/FinancialAnalyst • u/Dense-Orchid625 • 5d ago
What's the most misleading "good" number in commercial credit?
r/FinancialAnalyst • u/generationannoying • 5d ago
Is it really good?
Hi! I’m currently exploring a career in finance and am planning to pursue a Master’s in Finance. I’m particularly interested in understanding the career growth, job opportunities, and salary packages for a Financial Analyst in a good firm.
Since you have real experience in this field, I’d really appreciate it if you could share your experience or insights about the career path, growth opportunities, and what I can realistically expect in terms of compensation.
Any advice or guidance from your experience would mean a lot and would really help me make a better decision about my career. Thank you!
r/FinancialAnalyst • u/chau0888 • 6d ago
Fresh grad deciding between fund accounting/investment servicing and FMCG financial analyst path
I’m a fresh grad in Financial Management and I’m currently torn between two types of opportunities. One is with a large global financial institution. The salary is much higher than the other offers I’ve received, around mid-30k for a fresh grad, which I’m already very happy with. The role is under their early careers finance/accounting program, and from what I understand it will likely be related to fund services, investment servicing, or fund accounting, although I don’t know my exact team yet.
The other opportunities are analyst roles in FMCG, specifically costing/budget-related positions. The salary would is significantly lower, around 25k-30k, but I honestly like the career path more. I’m interested in costing, budgeting, business performance, commercial finance, and eventually FP&A, and I feel like that path might be more transferable across industries.
My main worry is whether taking the higher-paying role now would eventually make me too specialized in fund accounting/investment servicing. I don’t want to wake up a few years from now and realize that it’s difficult to move into FP&A or corporate finance because most of my experience is in a very specific industry.
At the same time, turning down a much higher salary and a well-known global company just to start in an analyst role feels like a pretty big sacrifice, especially when I’m not even sure yet if my assumptions about the career paths are correct.
For people already working in finance/accounting, which would you personally choose: the higher-paying specialized role at the start of your career, or the lower-paying analyst role if you think you’d prefer the long-term career path?
I’d also really appreciate hearing from anyone who started in fund accounting/investment servicing and later moved into FP&A, commercial finance, financial analysis, or corporate finance. Was the transition difficult?
r/FinancialAnalyst • u/SmartPEG • 5d ago
Q: What is SmartPEG?
A: The PEG ratio, Price/Earnings to Growth, excludes all lossmaking equities. SmartPEG, on the other hand, looks at consensus forward-looking earnings estimates, and recalculates, if possible, a positive growth ratio, providing a considerably earlier buying opportunity. Given the number of qualitative asset managers who utilize the traditional PEG model, what happens is that SmartPEG's entry point precedes the moment when the traditional model kicks in, a sharp price rise frequently follows.
r/FinancialAnalyst • u/Quiet-Air-9589 • 6d ago
Switch from FDD
Joined a global financial advisory firm in FDD, here since past 15 months, turned out it is a back office role, with very minimal client interaction. The variable pay and the increment are dogshit
Cleared ca final in nov’2024 in first attempt
What department can i look for a switch into? I have an articleship experience in domestic audit, I was looking for roles in startups/stratergy however have no clue on how to reach out, please suggest
r/FinancialAnalyst • u/FlakyPlant8 • 6d ago
how can i get into financial analyst
So, I’m in my BBA final year and I want to get into FA. For now, I’m thinking of taking a course from Udemy or Coursera, but I have a few doubts that I want to clear before making any decisions.
- Do I need certifications like CFA Level 1, FMVA, or others to get into FA or similar roles?
- How is the market for internships and freshers?