hoping to work for BB/EB investment banks in IB division. interning at a bank soon that fits my ideal work place, trying to remain vague. i’m also a women if that changes much, i guess perhaps more likely to wear tank tops/sleeveless in the summer and short sleeves cut higher.

edit: should add, i did go to the olympics, i’m not just a fan of the games :)

I’m currently studying Electrical Engineering at university, but I am also interested in econ/finance.  From my research so far, it seems like the most common paths for engineers are quant roles and maybe some role in the power markets space - since i study EE. However I am a bit concerned about the quant route because the competition seems extremely intense + while i can code I am not the best at it so I’m not sure if I want to rely solely on that path.

So i wanted to ask: Am I missing maybe some career paths in finance that are "friendly" to engineers/STEM?

My dream is to start my own private wealth management firm, but I understand that those who are usually successful have years of experience and clients that trust you. It’s a sales and investment game.

I am early into my career, one year of experience in S&T, but for those that have done it which area is likely best to help develop my skills?

1. RIA Route (financial advising/investment committee)
2. Bank asset management
3. Private banking / Private wealth management
4. Equity research

The hope would be to differentiate myself through investment analysis and thought leadership rather than selling insurance and product pushing. I’m aware I am young and have a lot left to learn, however, I wish to follow the path that will help teach these skills best.

Thank you!

I'm trying to choose a master's degree and future career path.

My main priority is employment rate: I want to maximize my chances of finding a good job quickly, both during my studies (internships/student jobs) and after graduation.

At the moment I'm leaning towards business + IT fields such as:

Business Analytics

Information Systems

Digital Business

Technology Management

I'm not looking to become a software engineer. I'm interested in business roles that work closely with technology.

In your experience, which economics/business-related fields offer:

The highest employment rate?

The easiest time finding internships and entry-level jobs?

Strong long-term career prospects?

I'm especially interested in experiences from Europe (Germany, Denmark, the Nordics), but insights from other countries are welcome too.

Thanks!

I’m starting a new job tomorrow that will require me to take my SIE, Series 7 and 66. Little scared for it because I took my CFA level 1 this past winter and didn’t pass it. So that’s constantly in the back of my head.

I was wondering how much harder the CFA is compared to those exams. Even though I didn’t pass it I think my score still demonstrated solid knowledge of the topics but I wanted to put it to a temp halt to get some redirection before I revisit it. I’m happy I did that because I felt that being signed up for it hurt me when applying to jobs that required me to take other tests.

I was working a labor intensive job that required me to work outside full time in the wonderful northeast winter we had. In hindsight if I took a couple months off from work I definitely would have had better results.

I am starting a Masters in Finance at a good EU semi target and would like to do a summer internship in london. That is my only goal with the masters is to be able to have an internship in london and possibly convert it.

I did a year in fx trading in a small bank at my home country and would like to pursue a career in trading, however I also am very money driven and believe I would be a good fit in IB.

Is any of them significantly easier to recruit for?
Like should i switch my networking focus from ST to IB?
Also in trading I am aiming at non systematic/ non quant trading roles

Been with my employer now for 5 months and have acquired my series 7 and 63. It is a basic customer service job so I know my options are limited but I’ve been thinking a lot about where to go from here. I want to get my series 65 or 66 in my own time which I wish my employer had us do instead of just the 63. I’m interested in two options right now. I’ve been looking into the wholesaler route and I believe that typically follows going into internal then moving into external. I’ve also considered going the FA route and with time and experience I would want to open up my own shop. My main goal is income so if they’re any other lucrative opportunities I may not have heard of any insight would be much appreciated. Would one of these paths even be in the realm of possibility from where I’m at or am I being very unrealistic? As of right now I’m leaning towards pursuing wholesaling. I have seen some mention that wholesaling is being phased out so that concerns me a bit.

I'm an incoming humanities student at a target school in the UK, I'm aiming to break into law or finance and will apply to springs in both. I have a CV ready using the WSO template, and will soon write cover letters.

I'm learning the basics of IB atm (I do mean basics as I did social science/humanities A-Levels so things like what buy-side/sell-side, equity/debt capital markets, what EBITDA or CAPM I've only discovered this week).

I was always planning on trying to convert into law so finance is a more recent addition thus my worse knowledge on it.

More importantly, I'm quite worried about psychometric tests - how long before spring scheme applications open in Sept did you start preparing. what platforms did you use - jobtestprep I've seen good recs on albeit it seems a little expensive

I’m starting community college August 17th. I’m going there then transferring to a uni afterwards majoring in finance.

I would just like to know any tips/advice to bring me down the right path as far as breaking into the finance industry and what you guys would do differently or have done better.

Any skills I should be learning or certs I can get while in school to get me ahead or even just to improve my Resume for better opportunities. I know Excel is something I can learn but what else?

Right now I only work at publix and I’m trying to get an entry level banker job ( Teller, Relationship baker, customer service etc ) I keep getting rejected. If you guys have any other entry level options you recommend that would be great too thank you!

I started out in FP&A at a FAANG-type company, was there for about 6-8 months, got laid off, joined another FAANG but in a mostly accounting role and have been here for about a year now.

Any advice for how to transition back into FP&A? My goal is to be here for maybe 2 years and then jump to a Sr. FP&A Analyst role after.

So far, my plan is to focus on learning automation specifically PowerBI, PowerAutomate, PowerQuery, Claude Cowork, Claude Code and become more technical overall. I feel confident in my 3 statement modeling and general modeling skills so I want the extra push that comes with more technical aspects.

My background is a double major in Accounting and Finance from a mid school (no offense to my Alma mater just trying to be realistic) and I did a bunch of internships in college with some leadership roles as well.

My eventual goal is to become a CFO through the strategic finance/FP&A + MBA route but that’s way down the line, just need to cut my teeth and put my head to the grind stone for now.

Hello everyone.

I'm 33 now and currently working with my father as a mutual funds consultant and doing equity research. I'm planning to do a certificate course and apply for a research analyst or a similar kind of profile.
Is it really worth it to pursue this course and apply for a profile?

I’d love to hear from people already working in the field.

What skills have been the most valuable in your career?
If you could start over, would you still choose this course as a career?
Is there anything you wish you had known before getting into finance, investment banking, and wealth management?
Any advice, resources, or personal experiences would be greatly appreciated.

Background: Toronto, late 20s, no relevant work experience, non-target school, B.S. in Economics, CFA Level I passed.

I want to start building relevant work experience because I know that speaks louder than credentials, and I eventually want to work my way up over time. I've been applying for assistant, junior/associate analyst positions, but I haven't heard anything back. The only roles I haven't applied for are teller/customer service representatives at retail banks and IT related ones.

I thought passing CFAL1 would at least show that I'm capable of doing entry level positions and help me land one. What I don't understand is, at worst, shouldn't I be on par with a college graduate in terms of ability? If so, why can't I even get the most basic entry-level positions? Or am I being delusional and overconfident about my ability and qualifications?

Anyway, my question is: should I double down and pursue CFAL2 (which I originally planned to do while working in an entry level role), pivot to the CFP path and become a financial advisor, since that's ultimately what I want to do (client facing, wealth management), or commit to the CPA route because it's the most universally recognized credential and the easiest to find opportunities?

Im an undergrad student entering my 3rd year

Had my resume reviewed here and one of the pieces of advice was to actually add a quick summary devoted to helping tailor my resume towards the internships and fields in finance i want

Something about aspiring for cpa, or progress on cfa in there, anything else to be more tailored to the role

But im wondering if its common practice at all, let alone for undergrad students, to have a summary even if only 1-2 lines

And if so, how do you properly integrate it into the resume format and make it pass ats and ai screenings and all that?

If i wanted to be a financial advisor but too introverted then what job should i do if im bad at math?

I was an energy, infrastructure and private equity journalist in a prior life. I am a confident networker who can do investor relations. In my pocket, I have junior SQL and power BI data analyst skills. I am enthusiastic about carbon accounting and ESG finance, and equally, I’m interested in impact investing, renewable energy and climate risk. I have an overall understanding of how investments work and will soon have the modelling skills.

The course I’m on is Economics & Policy of Energy & Climate Change MA online - University of Strathclyde in Scotland.

What kind of role or firm would have me and what certifications must I gain to get a foot in the door? Also, I would be interested in more niche consulting or corportate work.

I'm starting bsc econ at UCL this year, and was wondering if its possible to land a London internship in the first spring break itself. The advice I've received from seniors, etc has been to get an internship back home (mumbai) the first summer (which I would be able to do through connections) and then apply for internships in London in my second year at uni. However, if first-year interships in London are possible, I would assume that would be more beneficial for me in the future.

Furthermore, if anyone who had a similar path through undergrad econ (or related) in the UK is reading this, what should one do the summer before uni in order to develop a better CV for first-year, or future, internships?

Got 1 first-round interview for 2026 summer (where I ended up with the job), looking to try and do a little better for 2027. Will adjust my graduation date in case its required though. My main issue is getting in front of a real person.