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Case Studies & Reader Success Stories - Transitions Within Finance

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How to Break into the Finance Industry by Creating Your Own Brokerage Job

What should you do if you graduate with a not-so-great GPA in a relatively small market? Most people would say, “Give up” or “Apply to a Master’s in Finance or MBA program and turn yourself around there.” But there is another option: Create your own job. And then leverage that experience to break into the […]
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From Consulting to Private Equity: How to Make the Leap

What does every consultant really want to do? The answer is “Work in private equity” – just like everyone else in the known universe. The only problem is that it is notoriously difficult for consultants to get into the industry. Not only are private equity professionals biased against non-bankers, but they tend to be even […]
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How to Make a Career Change into Equity Research: The Best Path for Older Candidates?

If you’ve missed the all-important investment banking analyst experience but you still want to work in finance, what do you do? Go to business school? Join a Big 4 Firm? Go to a PE or VC portfolio company and try to move in from there? We’ve covered options for older candidates before, but an oft-overlooked […]
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From Quant to Equity Research Associate: Do Androids Dream of Electric Sheep?

Once you go quant, can you ever go back? Or would you ever want to go back? Most people would answer that with “No, never!” After all, quant hedge fund jobs are glamorous, pay well, and exclude the drudgery associated with most finance roles. But the quant route is not for everyone. Our interviewee today started […]
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From Sales & Trading to Investment Banking: How to Hop Over the Fence

One disadvantage of sales & trading vs. investment banking is that exit opportunities are not quite as broad. It’s difficult, for example, to move into PE or corporate development coming from trading. But getting into investment banking may be a different story, as you’ll see in this interview with a reader who did just that. […]
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