Financial Analyst Career Path | How to move up the financial analyst career ladder

Рет қаралды 12,231

Күн бұрын

What are the steps in the financial analyst career path? In this video I talk through all the different stages a financial analyst could face in their careers, right up to the top of the chain. I also go over the skills required at each different level to move up the ladder.
I look at the career paths of two common financial analyst roles: Investment banking/Corporate Finance and Financial Planning & Analysis (FP&A).
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📖Chapters
00:00 Intro
01:23 Stage 1
03:20 Stage 2
06:08 Stage 3
07:16 Stage 4
09:02 Stage 5
11:21 Stage 6
🤔 The video provides answers to the following questions:
What are the different stages in the career of a financial analyst?
What does the career path of a financial analyst look like?
What are the different steps on the career ladder of a financial analyst?
📻
Music by Ryan Little - Tower of Heaven - thmatc.co/?l=E6F3D95B

Пікірлер: 58

@FinanceUnboxed 2 жыл бұрын

Hope you found the information in this video useful! Any feedback would be appreciated 🙂 🎥 Skills required to be a Financial Analyst 👉kzfaq.info/get/bejne/aNGHq9eDt7KxZas.html

@ExcelTutorials1 Жыл бұрын

This is very insightful, thank you!!

@khushigoyal8328 2 жыл бұрын

thank you for all the info you provide😊👍🏻👍🏻

@FinanceUnboxed 2 жыл бұрын

Glad you find it useful!

@m.albayati5925 2 жыл бұрын

A lot great info Thank you so much

@FinanceUnboxed 2 жыл бұрын

You're very welcome 🙂

@tejini9510 2 жыл бұрын

Extremely helpful video. Thanks!

@FinanceUnboxed 2 жыл бұрын

My pleasure, glad you found it useful!

@youreverydaymotivation. 6 ай бұрын

@@FinanceUnboxedHow is the Financial Analyst role in a long term perspective. Is there job security in this role, and will this role get affected by AI? What type of Salary can a Fresher expect and on an average after 5-10 years how much hike is there in the salary in India or Abroad?

@lonewalker1595 2 жыл бұрын

Thanks for the info. Bro I am currently in accounting field but want to diversify my experience as I am not satisfied with it. I am thinking of becoming a financial analyst and might do CFA later. What do you suggest?

@hiteshkarira50 2 жыл бұрын

Hello, can you make a video about Equity Research? What a person of this profile does, What is the path, etc

@FinanceUnboxed 2 жыл бұрын

Sure, will put it on the list!

@hiteshkarira50 2 жыл бұрын

@@FinanceUnboxed Thankyou so much, You are amazing!!🙏🏻😁

@FinanceUnboxed 2 жыл бұрын

@@hiteshkarira50 my pleasure

@jonnymcgrath4816 2 жыл бұрын

Hey, I am based in the US. I want to become Finance Analyst or account. Maybe one day a manager is the field. My question is do you really need CPA? can you replace CPA with MBA? Will most employees look for CPA and not hire you if I don’t have one?

@FinanceUnboxed 2 жыл бұрын

Hey, a CPA isn't a must if you want to be a FA. The CPA isn't a must as well if you want to be an accounts clerk or take up another basic accountancy related role. It is required though , atleast the equivalent of it here in the UK, if you want to be a full blown accountant, and especially if you want to progress up the ranks.

@annapurnabonakurthi9174 2 жыл бұрын

Hi Thanks for the video.Ladies who has completed MBA in finance long back after long back again they want to start their careers.What are good options for us to start as financial analyst. Is SQL helpful .Could you plz advise..

@FinanceUnboxed 2 жыл бұрын

Hey, thanks for the comment. It's not that big of a deal if you've done your MBA a a long time back but what experience you've had since then is important. If you've got any experience in Finance or had a job that has allowed you build analytical skills, that's incredibly useful. Knowledge of SQL is helpful yes but not essential. How you used SQL is also a factor, for e.g. was it to analyse financial data?

@HtheKing 2 жыл бұрын

Hey, if you had to choose between an audit or management consulting graduate scheme, which would be the better option for a future move into deal advisory, particularly M&A. And then into IB/PE? I know you stated in a previous video that you saw people from audit move into FDD and then into M&A, so would audit be the better option? On the other hand did you ever see anyone move into your team from consulting, and is that even possible or if I choose management consulting would I lack technical accounting skills to make the move to M&A?

@FinanceUnboxed 2 жыл бұрын

Hey, it is possible to move from both to M&A - I've seen it done before. Both build specific skills that are transferable. In my opinion audit slightly edges consulting because of the technical skills built up. But there are also more auditors looking to move across to M&A. Fewer consultants want to move across. Hope this helps

@HtheKing 2 жыл бұрын

@@FinanceUnboxed Thank you this was very helpful. You said fewer consultants want to move across so would this mean a consultant who does want to move over stands a better chance?

@FinanceUnboxed 2 жыл бұрын

@@HtheKing There are several factors that go into it. For example if the existing team is weaker on the technical side, they may prefer someone from an audit background. If they are looking for someone who is more accustomed to client interaction, they may look for a consulting background. Overall though, whichever you pick, I'd say develop your commercial awareness and start networking with the M&A team asap once you're there. Hope this helps and best of luck.

@HtheKing 2 жыл бұрын

@@FinanceUnboxed Thank you, this advice was invaluable!

@FinanceUnboxed 2 жыл бұрын

@@HtheKing My pleasure

@pranavvhankate2079 2 жыл бұрын

Hey! Really informative video thank you so much!! Can you tell the fresher salaries of financial analysts please...

@FinanceUnboxed 2 жыл бұрын

Varies a lot depending on industry and location but the highest paid Analysts will generally be in Investment Banking

@pranavvhankate2079 2 жыл бұрын

@@FinanceUnboxed thank you for reply!! But you mean as in Investment banking analyst?

@FinanceUnboxed 2 жыл бұрын

@@pranavvhankate2079 yes!

@pranavvhankate2079 2 жыл бұрын

@@FinanceUnboxed really can't thank you enough for your advice!! Hope to catch up in near future :)

@FinanceUnboxed 2 жыл бұрын

@@pranavvhankate2079 you're welcome

@vrjanya 2 жыл бұрын

Hello, I am going to join the University of Surrey(UK) in Sept 2022 to study MSc Investment Management at the age of 35 years. Furthermore, I'm well confident that I will pass the CFA Level I while studying MSc because i had started my preparation for the same 6 month back. Therefore, I want to know that 1.Will the UK's Finance and investment industry welcome me at this age after MSc? 2. Should I prepare myself for an Associate level rather than an Analyst level to break into IB considering my age? 3. What would you suggest me at this point of my career? Like should I prepare to get into Hedge fund industry etc About me: I've been working as a senior lecturer Economics & Finance in a reputed Indian University for 13 years. Having Bachelor's degree in Business Administration from an india based top B-School. Having good commond over Excel and Python. Kindly respond considering my age, Qualification, Exp.,Skills, My interest to get into Finance and Investment industry and UK Job market of course. Thank you in advance !

@kalyankrishna3332 2 жыл бұрын

Hello the videos you post are very usefull , my name is kalyan I completed my pgdm In banking and finance , I have three years experience in financial markets as manager the banks which I worked are into retail , I want to enter into investment banking in buy side as Portfolio manager , is CFA required , please give a suggestion

@FinanceUnboxed 2 жыл бұрын

Yes, CFA will be useful for investment management. Best of luck!

@fabbywings3411 Жыл бұрын

Can we become investment banker through financial analyst

@excellentmaluleke4217 2 жыл бұрын

I'm studying accounting science so can I become a financial analyst and what steps should I take

@FinanceUnboxed 2 жыл бұрын

Yes you can. In terms of steps, getting work experience through internships etc will help you in the right direction

@Jayagowrimohan 2 жыл бұрын

Hi, I am a B.tech graduate. But I want to make my career in finance. What do you I need to study further to step in to finance field. Please response and give suggestions .

@FinanceUnboxed 2 жыл бұрын

Hey, can you do a MBA from your current position? That may be useful. Also I'd encourage you do free online courses on Finance to build up technical knowledge.

@Jayagowrimohan 2 жыл бұрын

@@FinanceUnboxed Thank you for your response.. As there are so many options in financial careers,I am confused as in which stream i need to concentrate more to get specialized in... My expectation about future job is work life balance and less stress.I don't mind about low salary package.... keeping those in mind,can you please suggest which financial role fits into that....

@amruthamsdine530 2 жыл бұрын

Hey i am an indian i am trying to get admission in a university at switzerland for MBA so what work experience i need to get admission at switzerland

@FinanceUnboxed 2 жыл бұрын

Hey, I'm not familiar with what's required in Switzerland unfortunately

@amruthamsdine530 2 жыл бұрын

Can you tell about UK universities work experience to get admission for MBA

@amruthamsdine530 2 жыл бұрын

Hey, I am an Indian i am looking for MBA admission in UK university will i get any or i have to do any scholarship

@FinanceUnboxed 2 жыл бұрын

Hey, you don't need a scholarship necessarily. Best of luck!

@vijayazende 2 жыл бұрын

Hello sir Pls advise which is best carrier in below with high demand and more vacancy job all over world? 1) aws/ azure admin 2) data base administration ( sql/ oracle) 3) linux admin/ windows Server admin 4) Vmware admin 5) Salesforce admin 6) SAP basis/ SAP system admin 7) big data/ hadoop admin 8) pega admin 9) servicenow admin 10) SharePoint admin 11) O365 admin 12) system admin 13) SAP S4 HANA cloud 14) SAP analytics cloud 15) IT security/ cyber security 16) UI/UX designer 17) marketing cloud admin

@amruthamsdine530 2 жыл бұрын

Do i have to do b.tech

@FinanceUnboxed 2 жыл бұрын

No you don't necessarily have to do a Btech

@amruthamsdine530 2 жыл бұрын

What course i have to take after MBA to become finance analyst

@FinanceUnboxed 2 жыл бұрын

Hi, the MBA should provide you with plenty of technical skills so I don't think you need to sign up to any more formal courses. Naturally you can sign upto online courses that build your technical skills - would suggest financial modelling for FA roles.

@amruthamsdine530 2 жыл бұрын

Thank you

@amruthamsdine530 2 жыл бұрын

I have done ACCA course so is it necessary to do FA role

@FinanceUnboxed 2 жыл бұрын

Doing the ACCA is great as it provides you with strong foundations in terms of accounting. It will certainly help!