Any individuals with suitable education can go into the finance industry and hope for success. Yet to truly excel in a finance career, you need to have a specific type of personality. You need to embody the attributes that are best suited to financial firms. In short, you need to be perfect for the job that you're hired to do.
However, the ideal finance worker is hard to define. There's no one particular factor that will make you perfect for the field. Instead, there are a large number of traits that are well suited to the finance industry. The more of them that fit your personality, the more likely it is that you'll excel in whatever career in finance you end up accepting.
Good with numbers
This is the most important factor helping to decide whether or not you'll succeed in your career in finance: you need to have a mind for mathematics. It should go without saying that you can't succeed in finance if your employer can't trust your analysis of statistics and financial figures. So if you find yourself applying for asset management jobs or any other position in the finance industry, you'd do well to brush up on your math standards before you travel to a job interview.
Talent goes a long way – but you'll never get a foot in the door of the finance industry if you aren't well educated, or at least sporting attractive work experience on your resume. To obtain a job in finance, you have to convince your would-be bosses that you're an individual worth trusting with extremely large amounts of money. No matter how good of an interview you give, hiring managers won't trust that you can work the job at hand without at least a minimum of higher education.
The more impressive your academic history, however, the better off you will be. Individuals who hold a Master's of Business Administration degree, of course, will have a leg up on all of their peers. The more educational accolades you've earned, the better chance you'll have of earning a sought-after career in finance.
A natural problem solver
When you're working in a financial firm, it's important that you take on responsibility for your own clients and actions. You can't be looking up the chain to your superiors every time a tough decision needs to be made. You need to be ready to make those decisions yourself. Indecisive individuals need not apply to finance jobs – these careers are carved out for individuals who aren't afraid of making major decisions on a short schedule.
People who are applying for financial analyst jobs, particularly, need to be skilled researchers. Firms will expect that you'll be capable of digging up obscure pieces of information about the products or clients you'll be researching if you get a finance job. So these positions are well suited to individuals who have a natural curiosity and are willing to spend hours digging through sources in search of a small piece of information.
Comfortable with new technologies
If you're applying for technology jobs, then it should be assumed that you're comfortable working with advanced devices and cutting-edge software. However, a comfort with technology is necessary if you're hoping to succeed in any sector of finance – whether it's as an executive or as an entry level employee.
When you're working a finance job, you're being trusted with the investments and funds of many different individuals and businesses. Your manner is extremely important in earning this trust – but so is your confidence. So even when you're unsure of a decision or analysis, be sure to give off the impression that you're entirely sure of your actions: to a finance firm, the only thing worse than a mistake made is indecision.
The archetypal finance worker is often seen as being very proper: they wear a suit and tie or another form of formal dress, they're assumed to be extremely punctual and much more. There's a reason that so much effort is put into appearance: without the calm provided by a professional manner, individuals would be much less likely to trust finance workers with their money.
For example, think about working an investor relations job. Would you be comfortable asking someone to trust your firm to invest large sums of their money if you were looking disheveled and speaking under your breath? Of course not. When you're ask people to work with a finance firm, you're asking them to trust you with their livelihood. No one wants to trust their livelihood to someone who looks like they're half-asleep! So when you're applying for finance jobs, it's of the highest importance that you give off a look of professionalism with your appearance.