Video summary
How to get finance internships? Step by step guide!
Main summary
Key takeaways
Finance-focused Summary (Internship/Job Hunting)
Main objective / problem framing
- The speaker targets viewers who have finance certifications such as CFA Level 1, NISM, and FRM Part One, but still can’t secure internships/jobs.
- Core message: the competitive landscape has changed. Getting internships/jobs now requires a deliberate, step-by-step job-search strategy and clear evidence of skills—not only credentials.
Step-by-step framework
Step 1: Choose the exact role (not just a “cool” industry)
Clarify:
- What the industry does (e.g., investment banking, private equity, asset management, risk)
- What your day-to-day role actually is
Recommendations:
- “Sell yourself” only after you understand the role.
- Use learning sources:
- YouTube role-specific videos
- Google + ChatGPT to combine structured learning with personal research
Step 2: Identify required technical skills and prove them
-
Determine role-specific skills. Examples mentioned:
- Mutual fund research analyst: valuation, forecasting, Excel
- Investment banker: “sales skills” (as stated in subtitles)
- Completing a NISM research analyst course (mentioned as an example path)
-
Use AI to build a skills map:
- Example prompt: ask ChatGPT for the top skills and free learning places for a target role (e.g., “private equity as a research analyst” with “no experience”).
-
Build “proof of work”:
- Present college projects in a way that shows:
- assumptions/variables
- accuracy/results
- If college projects are weak, create additional work privately (e.g., financial models, research reports).
- Post evidence on LinkedIn (e.g., stock analysis, Excel tutorials).
- Present college projects in a way that shows:
Step 3: Use LinkedIn strategically (don’t rely on it alone)
Cautions and rationale:
- Many people list generic skills (e.g., “Financial Analysis”) but don’t provide proof.
- Posting is positioned as a way for recruiters to see evidence of ability.
- Expect low selectivity from platforms—use them, but don’t treat them as the only channel.
Step 4: Treat job boards as “odds against you”; use cold outreach
Platforms mentioned:
- Naukri
- Internshala
Why job boards can be difficult:
- Once a posting opens, thousands of applications can arrive within ~2 hours.
- ATS (application tracking systems) automate screening and are “not perfect.”
Recommended strategy:
- Cold email / cold text recruiters and employees.
- Use recipient-centric messaging (how you help / reduce their workload), not “hire me” sender-centric requests.
Timing/volume note:
- Recruiters receive many emails in their 24-hour window; many are irrelevant requests.
CV requirement:
- Make your CV ATS-friendly to avoid automatic rejection.
Step 5: Optimize CV + tailor cover letters
Tools/sites mentioned:
- resume.io
- “Kick off your resume” (as referenced)
Recommendation:
- Write a custom cover letter for each application, explaining fit for the specific role + company.
Step 6: Use networking/job fairs; don’t depend only on placements
If your college lacks placements:
- The speaker suggests switching to another campus rather than waiting.
- Also notes that most college networking events/job fairs allow entry for many students, often free or with nominal fees.
Networking mechanics:
- Companies may offer referral incentives—clarity about your value can help you get noticed.
Communication skills:
- Confident English and interview performance are described as the “bare minimum in 2025.”
- Effective communication can outperform others even without technical skills (the speaker implies that some unethical examples exist, but recommends staying ethical).
Explicit recommendations / cautions
- Don’t rely only on certifications (CFA L1, FRM Part One, NISM) as a substitute for:
- role clarity
- technical skill depth
- documented proof of work
- Avoid generic applications and spam.
- Personalization (cover letter + recruiter-focused outreach) is framed as crucial.
- Don’t expect job boards/platforms to work well due to:
- high applicant volume
- ATS filtering
- Hiring difficulty is also attributed to macro conditions:
- hiring freezes
- layoffs
- uncertainty
- If rejected:
- keep applying
- keep learning
- keep experimenting
Key numbers / timelines mentioned
- 2 hours: thousands of applications may arrive shortly after a posting opens.
- 24 hours: recruiter’s daily “window” to receive many emails.
- 900+ emails: approximate claim that most emails in that window are “personal benefits / ask for guidance / give me a job.”
Ticketers / markets / instruments
- No specific tickers, ETFs, bonds, commodities, or portfolio metrics were mentioned.
- Macro context (not pricing/market instruments):
- hiring freezes
- layoffs
- uncertainty
Disclosures / disclaimers
- No explicit “not financial advice” disclaimer appears in the subtitles (content is career advice, not investing advice).
Presenters / sources mentioned
Speaker
- Referred to as “I” throughout; no name provided in the subtitles.
Tools / platforms / sources
- ChatGPT
- YouTube (channel content)
- Naukri
- Internshala
- resume.io
- “Kick off your resume” (tool/site name as stated)
- Instagram (mentioned indirectly via the speaker’s own reel)
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