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Finance

25 guides in this category

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Investment Banking Analyst Guide

Breaking into investment banking — target vs non-target schools, SA summer analyst, lateral moves.

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Financial Analyst CFA Jobs Guide

Financial analyst career — CFA exam guide, buyside vs sellside, portfolio management path.

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Fintech Jobs 2025 Guide

Hottest fintech roles: PayTech, WealthTech, InsurTech, RegTech, and crypto-native companies.

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Quantitative Analyst (Quant) Career

How to become a quant — PhD requirements, prop trading vs hedge fund, compensation ranges.

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Personal Financial Advisor Jobs

Financial advisor career — CFP certification, AUM-based vs fee-only, RIA vs broker-dealer.

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Compliance and Risk Jobs Guide

Financial compliance and risk careers — FRM, CRCM, BSA/AML officer, Model Risk.

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Private Equity Jobs Guide

Breaking into PE — the IB to PE transition, MBA associate program, and carry explained.

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Accounting CPA Career Path

CPA career guide — Big 4 vs industry vs government, advisory pivot, and partnership track.

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Treasury Analyst Jobs Guide

Corporate treasury career — CTP certification, FX risk, cash pooling, and path to Treasurer.

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Insurance Actuary Career Guide

Becoming an actuary — exam progression, FSA vs FCAS, P&C vs life, salary by exam passed.

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Venture Capital Analyst Guide

Breaking into VC — most competitive finance path, building a deal flow track record, scout programs as entry route, and why most VCs came from operating or banking backgrounds.

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Hedge Fund Analyst Career Guide

Hedge fund analyst career — long/short equity vs global macro vs quant fund roles, how analysts get paid (base + carry), and why 90% of hedge funds underperform the S&P.

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Corporate Finance Manager Guide

Corporate finance career inside a company — FP&A vs Treasury vs Investor Relations, the path to CFO, and how in-house finance roles compare to banking in work-life balance.

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Real Estate Finance Career Guide

Commercial real estate finance — REPE, REIT, debt fund, and development finance paths. How to build financial models in ARGUS and underwrite a multifamily or office deal.

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Tax Attorney Career Guide

Tax attorney career — Big 4 tax law vs law firm tax practice vs in-house, LLM in Taxation from NYU/Georgetown value, and estate planning for high-net-worth clients.

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Wealth Management Advisor Guide

Wealth management career — private banking vs RIA vs wirehouse, AUM-based compensation at different tiers, and how advisors managing $500M+ earn $500K annually.

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Insurance Underwriter Career Guide

Insurance underwriting career — P&C vs life vs health vs specialty lines, CPCU certification path, and underwriting analyst to chief underwriting officer progression.

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Management Consultant Career Guide

Management consulting career — MBB vs Big 4 vs boutique, the case interview preparation roadmap, consulting MBA pipeline, and exit opportunities to PE/corporate strategy.

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Financial Risk Manager (FRM) Guide

FRM career — GARP FRM Part I + II exam guide, market risk vs credit risk vs operational risk roles, and how risk managers at JP Morgan earn $200K after 5-7 years.

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Mortgage Broker Career Guide

Mortgage broker career — NMLS licensing by state, broker vs loan officer at bank, how top producers earn $250K in refinance booms, and building a realtor referral network.

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Investment Banking Analyst Guide

Breaking into investment banking — the 100-hour week culture, target vs non-target school paths, internship-to-full-time pipeline, and 2+2 exit opportunities.

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Financial Analyst CFA Career Path

CFA vs MBA for finance careers — cost-benefit analysis, CFA Level 1/2/3 pass rates, and how the designation opens portfolio management doors.

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Private Equity Analyst Complete Guide

Private equity career guide — getting from banking to PE, LBO modeling tests, MF vs growth equity vs buyout, and mega-fund vs lower middle market.

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Accounting CPA Career Guide

Becoming a CPA — Big 4 vs regional firm vs industry, 150-credit requirement, CPA exam sections, and controller/CFO career track.

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Quantitative Analyst Quant Finance

Quant finance career — buy-side quant vs sell-side, hedge fund vs prop trading firm (Jane Street, Two Sigma, Citadel), PhD vs master's paths.

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