Preparing you for your first Financial Analyst Internship/Role! (FROM A REAL FINANCIAL ANALYST)

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  • Опубліковано 5 жов 2024
  • Did you accept an offer for first financial analyst internship or role? Are you nervous and want to be as prepared as possible to do well? You came to the right place. I have had over a year of experience in financial analysts positions and want to give you the inside scoop!
    In this video, I go over 3 main things that you need to be proficient at to perform well and thrive as a financial analyst.
    In summary,
    1. Learn Excel
    2. Learn the mindset of a good financial analyst
    3. Learn how to effectively communicate
    Good luck and I am sure you will do so well!
    -Kyle James
    Notes:
    Sound effects: artlist.io/
    Music: artlist.io/ (Artists: Magiksolo , Steven Beddall)
    Intros and transitions: www.canva.com/
    Thumbnail: www.canva.com/
    Editing software: lwks.com/
    B-roll clips: www.pexels.com/

КОМЕНТАРІ • 31

  • @alexmic8278
    @alexmic8278 Місяць тому +32

    The best way to get great returns is by learning the secrets strategies behind the foreign and Stock exchange markets.

    • @Forextradercoach
      @Forextradercoach Місяць тому +2

      How possible is it man? I'm from the United States.

    • @alexmic8278
      @alexmic8278 Місяць тому +1

      Even simple support, Resistance and Trend lines work great in forex. For Beginners with no fundamental knowledge, you can start forex only with this analysis. Forex and stocks are easier with my coach.
      He knows what's going on inside a company and what surprise we'll see at market open.

    • @Forextradercoach
      @Forextradercoach Місяць тому

      How can I reach your coach and learn the secrets from your coach ?

    • @alexmic8278
      @alexmic8278 Місяць тому +2

      His name is Elvin Greg.

    • @alexmic8278
      @alexmic8278 Місяць тому +2

      Newbies, Wire (Messenger) only.

  • @christiancoronado
    @christiancoronado 11 місяців тому +12

    Finally, a young person who gets it. Yes, if you want to work in finance, learn Excel. I don't know what AI will bring, and neither do you, but I know that in finance, we use Excel. Do something else if you don't like it

    • @anthonyedwards4146
      @anthonyedwards4146 Місяць тому

      Hey, I’m someone who’s trying to get that first internship and has some transferable skills and has a certificate in excel any recommendations?

  • @fatih-karahan
    @fatih-karahan Місяць тому

    Dude, you got a great energy!

  • @mateodibenedetto8362
    @mateodibenedetto8362 11 місяців тому +1

    Great video!! Can you make a video about data analyst roadmap for 2024?

  • @Gholdid
    @Gholdid Рік тому +4

    An excel video would be nice!

    • @KyleJamess
      @KyleJamess  Рік тому +2

      Yes you are right. I need to make one!

    • @scholarlyanalyst7700
      @scholarlyanalyst7700 Рік тому

      @@KyleJamess What sounds harder to your "ears"? 1. CPA or 2. Masters Degree in Statistics?

    • @KyleJamess
      @KyleJamess  Рік тому +1

      @@scholarlyanalyst7700 hey- sorry for the late reply! I guess my first thought would be why do you ask? What career goals are you trying to reach? From my perspective, I never “loved” accounting and didn’t mind my base level statistics class. So I would say CPA is probably tougher since it is a 4 part exam that you pass/fail, but I honestly don’ have any evidence for this opinion lol.

    • @scholarlyanalyst7700
      @scholarlyanalyst7700 Рік тому

      @@KyleJamess I am asking to get a 'pulse' for what potential clients think. If potential clients perceive a professional (consultant) to be really smart, that's probably in the consultant's favor? So, knowing which is perceived to be tougher might influence my academic/professional route one way or the other?

    • @KyleJamess
      @KyleJamess  8 місяців тому

      What excel things are you looking to learn?

  • @nivbenvenitz3382
    @nivbenvenitz3382 4 місяці тому

    thank you brotha.

  • @Aries.Goddess30
    @Aries.Goddess30 4 місяці тому

    Can you give tips on getting a finance internship??? I dont have any experience on my resume

  • @Jcardotv
    @Jcardotv Рік тому +2

    Hello Kyle ! My name is Justin Munoz and I am a transfer student on my way to a uni for a finance degree. My goal is to be a finance analyst out of school . Im currently taking excel certificate courses online before I start this 2 year journey to graduate . Do you recommend continuing the certifications ? And if so do you any completed ?

    • @SnappySportsHub
      @SnappySportsHub 8 місяців тому

      where did you get your certificate?

    • @KyleJamess
      @KyleJamess  8 місяців тому

      Hey Justin! I have not, what certificate were you working on?

  • @dar7279
    @dar7279 Рік тому +2

    Is fpna the same as financial analyst?

    • @KyleJamess
      @KyleJamess  Рік тому +1

      Hey, in many cases they will be used interchangeably and have many of the same job tasks. It usually depends on the company tbh. But, in my experience, FP&A is usually a much more centralized team; being active in general planning/forecasting for a wide array of teams/organizations. They mainly help pull together financial statements for leadership to see from the arms of the businesses they are supporting. For example, FP&A might communicate to fin. analysts(who are dedicated to their sole business lines), from a bunch of teams, to gather all-up business inputs on financial performance/forecasts, ask important questions and pull together a nice view for leadership(usually in a P&L format).

  • @Mr.Potato23
    @Mr.Potato23 Рік тому

    What is the future of financial analysis in today's age of AI ?

    • @KyleJamess
      @KyleJamess  8 місяців тому

      Good question… wish I knew haha

  • @sowhatdoyouactuallydo
    @sowhatdoyouactuallydo Рік тому +1

    Great Video! I’m working on a UA-cam channel where I interview people on what they do for a living in a more in depth meaningful manner. My objective is to have students understand what field they are getting themselves into as well as the general public that are trying to career shift or curious of what others around them do. Would you like to do a colab? (PS Sorry I need to message you through the chats, I didn't see your email anywhere.)