Breaking into Finance Roles at Global Firms

Having worked in investment roles at global financial institutions myself, I know what it actually takes to break in - beyond just clearing interviews. In this session, we'll cover how to position your profile and story for investment-focused roles (portfolio management, investment advisory, equity research, corporate finance), what these firms actually screen for at each stage, and how to talk about technical concepts (asset allocation, risk frameworks, valuation) in a way that shows real understanding, not memorized answers.

Best for: Candidates targeting buy-side, investment advisory, or research roles at global financial institutions - whether you're early career, or preparing for upcoming interviews.

Come with your resume/profile and the specific role or firm type you're targeting - we'll build a focused plan around it.