2022年1月6日 2022年1月6日

从战略金融到公司开发 / IB的过渡

CF
副1inCorpFin
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寻找进行过渡的人们的技巧？我很幸运地从UG中进入Strat Fin，但我认为我个人已经完成了这个空间。希望从事交易角色IB或者CD. What would folks here recommend are some tips / tricks to make this move? What are key things to highlight?

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  • 2

评论 （13)

  • CF
  • 副1inCorpFin
  • 匿名的
2022年1月11日-7：30 pm

Definitely:

- 扩展的建模（详细的转速建模，OPEX预测，3 statement projections)

-Deck building for investors, BoD, senior management

-Working on strategic initiatives (Driving go to mkt strategy, mkt sizing, pricing strategy)

-Ad Hoc projects w/ dept heads (ie: understanding drivers resulting in operational shortcomings and working cross functionally to put together strategies to alleviate these shortcomings)

-Not really a day to day but something I do is staying up to date with industry trends, finding available股票研究to inform forecasting assumptions, public comp earnings calls

好奇听到你的想法

撰写：认证的公司金融专业人士 - 一年级合伙人 认证的公司金融专业
  • 1
Jan 11, 2022 - 7:39pm
Sil， 你怎么看？以下评论：

您可以将简历中的标题更改为“公司发展/战略金融助理”？这将使可能的雇主更好地了解您的角色，因为坦率地说，您已经处于准公司发展角色。

I would start your resume with bullet points similar to those you already listed. You can then include a "selected project experience" section to detail some of the projects you worked on (e.g. if that detailed revenue modeling was for some sales initiatives, list that here together with the outcome of the initiative).

您不应该有那么多难以进行采访。我会将您的建模技巧编织到您给出的每个答案中。我还将强调您在跨功能工作的能力 - 不仅您正在使用它，例如，您还为他们的项目进行了RIO分析。

撰写：认证的公司发展专业人员 - 董事 Certified Corporate Development Pro
  • 3
  • CF
  • 副1inCorpFin
  • 匿名的
Jan 11, 2022 - 8:23pm

Thanks this is really helpful! To your first point, I don't think that title wise I would be able to do that unfortunately, but I wish I could!

这些点是超级洞察力的,我会to incorporate this moving forward. Also, with 2.5 yrs of exp in this space, do you think I could viably apply to AN2 roles in banking? I would love to not come in as an AN1 hahaha but curious your thoughts.

Also, with corp dev roles, should I apply to associate or analyst roles mainly?

撰写：认证的公司金融专业人士 - 一年级合伙人 认证的公司金融专业
  • 1
最有帮助的
2022年1月11日至8:29 PM
Sil， 你怎么看？以下评论：

我认为您可以在简历上更改标题。我什至不会将其归类为遥不可及的不诚实，因为您只是在构建您的经验。可以将其视为选择最佳框架来在客厅里炫耀这幅画。显然不是我的电话。

I would simply apply to any lateral analyst role that you see. It's not like you will be blackballed because the bank does not agree that you could apply for AN2 roles. You may find difficulty, though, as you will be competing against laterals from "no-name" boutiques who technically have more relevant experience. Similar situation for corp dev roles. Titles vary by firm in corp dev. You probably will not have much luck with manager and above roles, as you'll then be competing against candidates who have either successfully completed anIB分析师计划或目前IB同事，但是除非您申请，否则您永远不会知道。在这个杂乱的世界中，《人才战争》是非常真实的（如果这就是您所说的）。

撰写：认证的公司发展专业人员 - 董事 Certified Corporate Development Pro
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  • IB
  • 分析师2inIB -COV
  • 匿名的
Jan 11, 2022 - 8:41pm

I lateraled from consulting last year so have some insight. You shouldn't have a problem landing interviews, if they read the description you just wrote. Sounds like you're in more of a corpdev strategic finance than an FP&A linked strategic finance.

Think it's very important to tell your story from the corpdev side of strategic finance (not sure most bankers would understand the difference between the two right away).

Try to cast a wide net beyond networking and job postings. Would reach out to recruiters who can help get you into processes.

In regards to what level you'd come in as, think it depends on the bank but should be an A2. Would need to be able to ramp up quickly though.

撰写：认证投资银行专业万博app网页版fessional - 2nd Year Analyst 认证投资银行专业万博app网页版
  • 1
2022年2月22日 - 2:29 AM
wanttobreakin111， 你怎么看？以下评论：

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