Career questions tagged investment-management
What is the best way to break into finance, especially wealth or asset management, as a college student with no prior finance experience What should I focus on during my last 7 months of school to improve my chances of getting an internship or entry-level position??
How do I break into finance/wealth management with no finance experience? I’m currently 22 finishing my B.S. in Finance & Technology with a 4.0 GPA, and I’m about 7 months away from graduating. I’ve been taking extra courses to move my graduation timeline up from 2029 to 2027 due to family pressure which is making my stress daily. Over the past year, I’ve become much more interested in wealth management, asset management, investing, and financial services, but I’m struggling to get my first real finance-related opportunity. I’ve applied to a lot of internships and entry-level positions, even positions that are entry level banking, but I haven’t been able to land anything yet. I’ve also worked with my school counselor to make my resume as strong as possible based on my experience, so at this point I’m trying to figure out what I should actually be doing differently to break into the industry. For people already working in finance: * What’s the best way to get into finance/wealth management when you don’t have prior finance experience? * How did you get your first finance-related opportunity? * With about 7 months left before graduation, what should I focus on learning or building right now? * Are cold emails/LinkedIn networking with wealth-management firms, RIAs, or investment firms actually effective? * Would it be worth reaching out to smaller firms about internships, part-time positions, or even shadowing opportunities? * What skills or certifications would make me more competitive? (SIE, Excel, financial modeling, investment analysis, etc.) * What entry-level positions would you recommend targeting if my long-term goal is wealth or asset management? * If you were in my position again, what would you do during your final 6–7 months of college to give yourself the best chance of getting into finance? If I’m unable to land something before graduating, I’m also considering pursuing a Master’s in Finance in Fall 2027, potentially back in New York. I’d really appreciate advice from anyone who has actually broken into finance, especially wealth management, asset management, investment management, or financial services. If anyone is willing to connect or share advice about breaking into the industry, I’d really appreciate it.
How Can A Student Of Investment Banking Start Practicing About Investment?
I was told that A student of investment banking can begin practicing investment by first building a solid understanding of financial markets, asset valuation, and portfolio management before investing small amounts of capital in diversified assets such as stocks, ETFs, or cryptocurrencies. Using virtual trading platforms or paper trading accounts is an excellent way to gain hands-on experience without financial risk, while regularly following market news, analyzing company financial statements, and tracking economic trends helps develop informed decision-making skills. Maintaining a disciplined investment strategy, documenting each investment decision, and reviewing outcomes over time are valuable habits that strengthen analytical thinking and practical investing experience.
Any good Investment Banking course recommendations for beginners?
I’m from a non-finance background and currently exploring options like Intellipaat (IIM Ranchi), Coursera, and Udemy. Are these courses actually helpful for breaking into IB, or just theory-based?
Should I still major in finance with the upcoming of AI?
I'm a highschool student and I'm interested in majoring in finance in university but I'm a bit worried with AI taking jobs. The jobs I'm interested in are accounting, investment management/banking and financial analysis. I currently do maths, economics, business, english and physics. Is it too risky to continue in finance or should I consider another career choice while I still can ?
What kind of Job should i apply for starting off as a college student?
Im majoring in Business and im wanting to eventually become an invesment manager but im not sure what job to apply for to be able to get my foot in the door with zero experience. Not only that but a job that would allow me to work around my classes
What is the right thing for a college freshman from a non-target school to do to in #Spring25 to be able to enter the Finance world, either in Investment Banking or in Private Credit #Spring25?
#Spring25 I am a Boston University Freshman and I am looking for Finance jobs in the summer. I am involved with a few organizations in school, but that still doesn't make Boston University a Target school for the finance world. So, what can I do now that would make me stand out in the industry?
How Can I Overcome the 'Overqualified/Underqualified' Trap in Finance Job Applications?
I founded and exited a startup last year, where I was primarily responsible for finance analyst related roles. I'm now pursuing a master's degree and targeting finance positions. However, I'm facing a challenge: entry-level roles say I'm overqualified, while associate-level positions say I'm under-qualified. I'm passionate about finance, great with numbers, and confident in my skills, but I'm struggling to land interviews. How can I effectively communicate to recruiters that I'm a strong fit for finance roles despite this non-traditional path?"
What is day-to-day work like as a person working in finance, specifically and acutary What is the best/worst part of being an acutary??
Finance, actuary, accountant
What advice would you give to an introvert pursuing a career in real estate, loan origination, the stock market, business, or finance?
I consider myself ambitious, but I also recognize that I'm an introvert and that my energy drains easily. I'm concerned about whether these careers would suit my personality or if the networking and socializing would be too taxing for me. Is there a way to overcome these challenges as an introvert while still succeeding in these fields?
What are the most important technical skills to master before applying for investment banking internships?
How do you recommend gaining relevant finance experience outside of internships?
What should I major in to become a investment banker?
I love all things math and really want to work with money
Financial Tips ?
Hey everyone, I’m looking for some advice and stories from young adults who have navigated financial challenges. I’m particularly interested in tips about: Housing: How to find affordable options and manage rent payments. Credit Cards: Any recommendations on how to build credit wisely and avoid common mistakes? Taxes: How to prepare for taxes as a young adult, especially if you're just starting to file. Job Market: Tips for entering the job market and navigating career growth in today's economy. Feel free to share your experiences, especially if you’ve learned valuable lessons along the way. Thanks in advance!
How can I get job in investment banking , what are the courses I should do?
I am a bba sem 1 student , I don't wanna waste time just wanna learn and upgrade my skills in finance and wanna achieve my goal of being a investment banker
Is a Mathematics degree enough for entry level positions in Finance?
I am currently obtaining my associate's degree and have decided that mathematics is the best option because of it's versatility. My goal is to work in investment banking, so I know I will need a bachelor's degree. I have no desire to get a Master's degree. Will that effect my chances? What would give me an "edge" up on the competition?
I am in the 10th grade, and am just beginning to explore my future What are some careers and helpful next steps I should consider based on my passions and interests?
I am in the 10th grade, and am just beginning to explore my future career. At school, I am most interested in personal finance, economics, accounting, and IT. My hobbies include investing, learning material online, and working. A topic i'm passionate about is finance. What are some careers that I should consider based on my interests and hobbies? What's your Day in the Life like? What skills are necessary? What is required? How'd you end up in your career path?
#Fall24. So I'm Pursuing Bachelor Of Commerce As A Course, And I'm Majoring In FINANCE Since I'm in senior year now. So My Question Is, Which Sector In Finance Is The Best To Select ranging from options like, real estate finance, Banking, Investment analysis and portfolio management?
I'm more pleased with a more revenue generating choice as that's the first key consideration when choosing a career path
How can I secure virtual internship in corporate finance or investment banking as an undergraduate student ?
As a non-finance student with a strong passion for pursuing a career in finance, particularly in corporate finance or investment banking, I am eager to secure a virtual internship that will provide me with valuable exposure to the industry. I firmly believe that gaining practical experience in finance is essential for my career development, and I am actively seeking opportunities to learn from experts in the field. I am open to unpaid programs, as my primary focus is on acquiring knowledge and real-world exposure. I would greatly appreciate any guidance or assistance in finding such opportunities.
What skills and knowledge do I need to build a successful career as a stock market analyst, focusing on identifying investment opportunities and determining optimal selling strategies ?
To become a successful stock market analyst, you need strong analytical skills to interpret financial data and identify trends. It’s important to understand financial markets, investment strategies, and the economy. Good communication skills are essential for presenting your findings clearly. A passion for finance can make this career rewarding, as you get to help people make smart investment decisions. Getting a relevant education and gaining experience through internships will help you succeed in this fast-paced field.
Is there a way to recovery from failure if the stock market doesn’t work?
There’s a chance it could and a chance it could not work but if it doesn’t what’s a way to recovery and maybe redirect yourself to success.
What would be a suggested career path in order to work in investment banking Thanks?
Like what would be the University degree or just the main subjects someone should be related with (through courses, internships, programmes).
How can I start my real estate career at 16?
I’m a high schooler maintaining a 4.0 GPA and I’m graduating in the fall, Im so confused on where to start my journey in real estate because of my age. Many have told me to slow down and wait till i’m 18 to get my license but then I see all these young entrepreneurs online investing in real estate and building businesses, Ive found myself in a confusing position so I’m reaching out on different platforms to see other people’s perspectives/tips on starting real estate young and how to start at my age.
Investing at 15?
I am 15 years old and I want to know any investment advice so I can start investing at a young age just so I can have money left over for retirement. Any advice to do do? Thanks
How can someone who just graduated be financially smart . ?
I am class of 2024 graduate and I plan on going to college, I want to save as much money as I can .