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If I was starting my finance career today
The Initial Data Offering (IDO) community is a place for data enthusiasts to discover new datasets daily.
The mission is to build a community of data enthusiasts and curate high-quality, unique datasets for businesses, researchers, and organizations worldwide.
If I was starting my finance career today…
If I were graduating today and wanted to get into a job Wall Street I'd be thinking differently than the past. Sure you can take the Ivy League to banking to MBA route. Or you could learn the tools that will make you more efficient than your competition. You can build the network that provides you with more long-term value and insights then your competitor. And you can brace for a future that will be dominated by AI & Data.
If I was getting into the financial markets I'd learn and embrace these tools. Note that I'm biased as many of these are Social Leverage portfolio companies.
Finchat- the Gen AI analyst we all have wanted. The real ChatGPT for finance. With charting, screening, earnings transcripts & audio, global coverage, KPIs and segment data, industry-leading fundamentals, new features rolling out at blazing speeds, summarization, and did I mention AI! Finchat is building what every analyst needs so that they can be more efficient and it's tools like this that you need to master. Show the old school analysts how you can model and get up to speed on a company 10x faster than they ever thought possible.
Beehiiv- start writing. Share your journey. Share your insights you are learning. Carve out a niche. Create your own voice. Most importantly, own your content, own the emails of your network. Beehiiv makes this so easy. Learning to write and share your thoughts which will expand your network. Also, a great bonus feature, Beehiiv makes it dead simple to monetize your writing. Boosts & Ads. Who doesn't like to make a little extra money!
IDO- embrace data. Data is everywhere and every investment professional is using it to get an edge. Initial Data Offering is a simple way to stay on the pulse of the data market. What data is coming to market? Search easily what data has come to market recently. Sign up for the newsletter. Read the weekly and monthly recaps if you happen to miss some of the daily emails. Whether you are a quant or fundamental investor or anything in between, all firms are embracing the value of data.
LinkedIn - the social platform that matters in business. Embrace. Post. Share insights. Comment. Connect with those you meet. Use it as a way to keep up and expand your network. Work hard at it. It will pay off.
Fundamental Edge - a training program started by Brett Caughran. Learn from someone who was an analyst and PM at the highest levels of hedge funds. He brings on top-notch experts as guest speakers too. (I've spoken many times). Learning the ins and outs of working at a hedge fund, the mistakes, and the ways to be successful is priceless. Brett teaches this and shares his knowledge for free on Twitter as well!
Ribbon- you will change jobs to be successful. You need to have a good cover letter, CV, and be prepared for job interviews. Ribbon gives you your own AI-enabled agent. In the future, everyone will have an AI agent that helps them progress throughout their career. Feed Ribbon your career data and let it guide you. I wish I had Ribbon when I was graduating or job hunting.
Today's investment professionals will look very different 5 years from now and 10 years from now things will be wild. Efficiency is coming. AI is being embedded everywhere. Information overload is upon us. Tools are being launched daily. Staying ahead of the curve and embracing the changes is required and it's gonna be damn exciting to watch.

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