Build a career in finance
Explore banking roles, applications, CFA preparation, interviews, and the steps between where you are and where you want to be.
Start a conversation ↗Finance · Careers · Ideas
Good finance conversations can start anywhere.
I’m Aditya Jain, a Research Analyst in Citi’s Investment Banking Division. Connect with me about building a career in finance, thinking through a startup idea, or exploring a finance question.
Research Analyst, IB · Citi
Summer Analyst · Morgan Stanley (PPO)
Credit Risk Intern · NIIF (IDFC Bank)
CFA Level I cleared
Come as you are
What would you like to explore?
Not every conversation needs to be a formal career session. If you’re curious about finance or building something in the space, I’d be glad to hear from you.
Think through a finance idea
Have a fintech or finance startup idea? Let’s discuss the problem, customer, business model, and questions worth testing.
Share your idea ↗Talk through a finance question
Discuss how a deal works, how a company or sector fits together, or a finance concept you’re trying to understand.
Ask me on LinkedIn ↗Prep sessions & resources
Find the right next step.
Explore finance careers, banking interviews, markets, finance startup ideas, CFA preparation, and broader finance questions. View the services and book through Topmate.
01 / CFA MATERIALS
CFA Study Materials
A complete study bundle to help you learn concepts, revise efficiently, and practice with confidence.
What’s included
- CFA Institute curriculum material
- Schweser 2025 notes
- Kunal Doshi notes and question bank
- Fintree Juice notes (2024)
- Formula sheets and revision summaries
- Kaplan Schweser mock exams
02 / BANKING
How to Crack into Banking
A practical session for students and graduates targeting finance internships and roles, including those from non-target backgrounds.
What we can cover
- Build a finance résumé that gets shortlisted
- Target internships at banks and NBFCs
- What matters beyond college brand
- Prepare for technical and behavioral interviews
- Avoid common application mistakes
03 / CFA PLAN
CFA Level I: Plan, Prepare & Pass
Turn your current preparation into a clear, manageable plan for the CFA Level I exam.
What we can cover
- Review your progress and target exam date
- Prioritize topics and study time
- Plan revision, practice questions, and mock exams
- Set practical next steps for your preparation
04 / INTERVIEWS
Interview Prep
Practice your interview approach, structure your answers, and sharpen the story you want to tell.
What we can cover
- Structure behavioral and role-specific answers
- Practice communicating your experience clearly
- Identify areas to strengthen before interview day
05 / CAREERS & FINANCE
Ask Me Anything – Careers & Finance
Bring your questions about finance roles, applications, career choices, or concepts you’re working through.
What we can cover
- Explore roles that fit your skills, preferences, and location
- Think through job-search steps and application choices
- Discuss finance questions you want to understand
06 / BANKING GUIDANCE
Break Into Banking
Personalized written guidance for students and young professionals pursuing finance internships or full-time roles.
What you get
- Answers to your questions about CVs, interviews, firms, and strategy
- Advice tailored to your year, background, and goals
- Résumé feedback, cold-email guidance, and LinkedIn profile tips
- Suggestions for approaching firms such as Citi, Morgan Stanley, and NIIF
- Honest insight into what can help and what may not
Please note: this service does not include referrals.
See current availability and full service details on my Topmate profile ↗
Kind words
Guidance that helps people move forward.
A few notes from people I’ve spoken with. These excerpts are from my Topmate reviews.
“I had a very insightful conversation with Sir and gained a much clearer understanding of the financial markets and the industry.”
Chandeep5/5
“I could gather very actionable insights from the whole session which will surely help me improve my application journey.”
Vankisha5/5
“...one of the best career-focused calls I've had ... in a super practical and relatable way.”
Sarthak5/5
“He motivated me, and he is undoubtedly a great career coach ... supportive and has good knowledge.”
Pranjal Sharma5/5
“Great session. Loved the insights and it was a very friendly discussion.”
Prachi Desai5/5
“I found the session super helpful and really appreciated all the insights!”
Kuhu Mishra5/5
A little about me
A path through finance, built one opportunity at a time.
My experience has taken me from credit risk and trade operations to research supporting Citi’s Investment Banking Division. Each role has given me a different view of how companies, markets, and financial decisions fit together.
I studied Accounting & Finance at H.R. College, cleared CFA Level I on my first attempt, and have also led placement and student consulting work. I enjoy sharing practical perspective with people building a career in finance or thinking through a finance-related idea.
Career timeline
- CitiResearch Analyst, Investment Banking Division. Support global banking teams with industry and company research, including live transaction work.
- Morgan StanleySummer Analyst in Trade Transaction Reporting Operations, working on trade risk and reporting controls; converted to a return offer.
- NIIF Infrastructure Finance Limited (IDFC Bank)Credit Risk Analyst Intern, assessing borrower credit and reviewing financial statements and loan documents.
Education & learning
B.A.F., H.R. College of Commerce & Economics · 9.46 CGPA
CFA Level I · cleared on the first attempt
B.A.F., H.R. College of Commerce & Economics · 9.46 CGPA
CFA Level I · cleared on the first attempt
Ideas & perspectives
Watch, read, and keep learning.
Watch my video and open selected LinkedIn posts. Follow me there for new writing.
Featured videoWatch on YouTube ↗
Independent perspective
Research notes
Clear, approachable explorations of industries and finance topics. The full write-ups will live here, with LinkedIn posts sharing the headline and a link back.
Personal research notesFirst note coming soon
Industry questions, researched and explained in plain language.
These will be concise explorations of an industry, market, or finance topic—not formal institutional or sell-side research reports. Each note is personal educational commentary, not investment advice.
Start a conversation
A career question, a finance idea, or just a good discussion.
Tell me what’s on your mind. We can start with a direct message, or you can book a structured session through Topmate.