QuirkyBagel
QuirkyBagel

Stuck in Finance Ops- How do i break into Valuations?

Hey everyone,

I could really use some advice. Right now, I’m working in finance operations, but honestly, it’s not exciting at all. I only took this job because there weren’t many good options during my college placements. A year in, I know this isn’t where I want to be.

I have an MBA in Finance and am currently preparing for CFA Level 2. I’ve spent the past year in a finance operations role, but I don’t have much direct exposure to valuation work. Still, I know that’s the direction I want to move in, and I’m trying to figure out the best way to get there.

The big question: How do I transition into valuations from here? Should I start by looking at boutique investment banks or valuation roles at consulting firms? Or is there another path that makes more sense?

Also, any tips on networking, skill-building, or just how to break into this field would be super helpful. Appreciate any insights from those who’ve been through something similar!

Thanks in advance!

1mo ago
views
Talking product sense with Ridhi
9 min AI interview5 questions
Round 1 by Grapevine
No comments yet

You're early. There are no comments yet.

Be the first to comment.

Discover more
Curated from across
Personal Finance
by PerkyBurritoFinance Operations

Looking for a job in valuations

Hey everyone,

I need your help!🙏

I'm really into valuation and want to find a job in that field. If you know of any opportunities or have any connections, please let me know. Your support means the world to me, and I'm excited to see ...

Big 4
Big 413mo
by TwirlyJellybeanFounder

Exit opportunities post MBB experience.

I currently work as a senior analyst in risk management and analytics at one of the big 3. Don’t really like the work or long hours. What are my exit options? Can I move to tech in some product or strategy roles? Or can I get a VC or PE...

Business Roles
by GigglySushiFinance Operations

How to move to VC roles?

Hi all, I am from a tier 1 MBA college and have worked in a startup post graduation. Currently doing strategy and ops planning role in a founder's office role. How can I move to VC? I don't have the CGPA to get into an MBB or IB roles bu...