Shweta Arora (Mentor) · 2026-03-20 · 2 helpful
That's a good vision to have! If you want to switch, it is better to take up a finance-related role but if not, even then there are a few things you can do. I am listing all:
👉 Start prepping for CFA Level 1: this is honestly your biggest entry ticket into IB. If not, do some professional courses at least.
👉 Try to move closer to finance roles (even small shifts like analyst/backend roles help a lot)
👉 Build some actual proof of work like Excel, basic financial analysis, maybe 2–3 company reports for your CV
👉 And daily thoda focus on communication + LinkedIn networking
Hope it helps ❤️
👉 Start prepping for CFA Level 1: this is honestly your biggest entry ticket into IB. If not, do some professional courses at least.
👉 Try to move closer to finance roles (even small shifts like analyst/backend roles help a lot)
👉 Build some actual proof of work like Excel, basic financial analysis, maybe 2–3 company reports for your CV
👉 And daily thoda focus on communication + LinkedIn networking
Hope it helps ❤️