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How To Move From Finance to a Tech Startup

Kate Huyett

I spent five years in finance before moving to work at a tech startup based in NYC.  The recruiting process in tech is very different, and this presentation shares everything I wish I'd known when I was making the move, including:

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I spent five years in finance before moving to work at a tech startup based in NYC.  The recruiting process in tech is very different, and this presentation shares everything I wish I'd known when I was making the move, including:

How to think about what I was looking for

How to approach startups

Whether or not I should be active on social media

Interviewing tips

The course is set of 5 video lectures that will take about an hour to complete, plus supplementary reading materials.

I'm hoping to continue adding to the course over time so if you have questions that aren't addressed please let me know and I'll add video responses to them.

By the end of the class you should have a clear sense of your next steps in making the move from finance to tech.

Enroll now

What's inside

Learning objectives

  • By the end of the course, you'll know everything i wish i'd known about moving to a startup
  • Be able to navigate the startup hiring process effectively
  • Have a resume that will resonate with a startup
  • Network effectively with people in tech
  • Rock your interview

Syllabus

How To Move From Finance to a Tech Startup
A bit about my background - what I studied, what I did in finance, my path to a startup, and my experience since I got there.
Read more
What Are The Biggest Differences Between Finance & Tech Hiring
There are some major differences between how startups hire and how banks hire that you should be aware of, as they'll impact how you think about making this move.
Now What?
The startup universe can feel infinite - here are some questions to ask yourself that will focus your search and help you hone in on (and get!) what you're looking for.
Now you've thought stuff through and you know what you're going after. Here are specific next steps to take.
Advice on how to reach out to the startups you're interested in/people you want to network with, tips for the interview process, and a few mistakes to avoid.
Interviewing
Interviewing: Prep & Day Of
Conclusions/Summary
Mistakes To Avoid In the Process of Transitioning

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores the differences between how startups and banks hire, which can assist in the transition from finance to tech
Assists with networking and navigating the startup hiring process effectively
Provides practical advice, such as common interview questions and how to approach startups
Offers a unique perspective from someone who has successfully transitioned from finance to tech
Covers key aspects of the transition, such as resume writing and networking
Provides supplementary reading materials for further learning

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in How To Move From Finance to a Tech Startup with these activities:
Review core coding skills
Reviewing core coding skills will give you a strong foundation and better prepare you to transition from finance to tech.
Browse courses on Coding
Show steps
  • Go over basic programming concepts like variables, data types, and control flow.
  • Practice writing simple programs in a language you're familiar with.
Attend tech meetups and conferences
Attending tech meetups and conferences will give you the opportunity to connect with people in the tech industry, learn about new trends, and find potential job opportunities.
Browse courses on Networking
Show steps
  • Find tech meetups and conferences in your area.
  • Attend the events and introduce yourself to people.
  • Ask questions and learn about their experiences in the tech industry.
Follow online tutorials on tech topics
Following online tutorials will help you learn new tech skills and technologies that are relevant to the startup environment.
Browse courses on Web Development
Show steps
  • Find online tutorials for specific tech topics you're interested in.
  • Follow the tutorials and complete the exercises they provide.
  • Build a portfolio of projects from the tutorials you've completed.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Read 'Cracking the Coding Interview'
This book covers commonly asked coding interview questions and provides strategies for solving them.
Show steps
  • Read through the book and take notes on the different types of questions and solution strategies.
  • Practice solving the coding problems provided in the book.
Practice interviewing with friends or colleagues
Practicing interviewing will help you become more confident and prepared for actual job interviews.
Browse courses on Interview Preparation
Show steps
  • Find a friend or colleague who is willing to practice interviewing with you.
  • Take turns asking and answering common interview questions.
  • Get feedback on your answers and make improvements.
Build a small project
Building a small project will give you hands-on experience and help you apply your coding skills in a practical setting.
Browse courses on Programming
Show steps
  • Choose a simple project idea that is within your skill level.
  • Break down the project into smaller tasks.
  • Start coding and regularly test your progress.
Develop a portfolio of tech projects
Creating a portfolio of tech projects will showcase your skills and experience to potential employers.
Browse courses on Capstone
Show steps
  • Choose projects that demonstrate your technical abilities and are relevant to your desired role.
  • Build the projects and document your work.
  • Create a portfolio website or GitHub repository to showcase your projects.

Career center

Learners who complete How To Move From Finance to a Tech Startup will develop knowledge and skills that may be useful to these careers:
Quantitative Analyst
Those looking to transition into Quantitative Analysis would benefit from this course. The course helps you build a resume that will stand out to Quantitative Analyst employers, as it provides specific direction for the finance to tech transition. Moreover, the course will familiarize you with the startup interview process and help you avoid common pitfalls.
Data Scientist
This course is well-suited for Data Scientists, providing crucial guidance for transitioning from finance to tech. The course clearly explains the differences in the hiring processes and provides a roadmap for taking the next steps toward a Data Science role, including identifying a target company and networking effectively.
Product Manager
This course is a superb choice to help transition into roles in Product Management. The course details the major differences between hiring in tech and finance, a crucial distinction that will set you up for success as you navigate the Product Management job market. This course provides an understanding of how to identify and fulfill the needs of customers, both of which are central to Product Management.
Cloud Architect
Cloud Architects will find this course beneficial, particularly when pursuing opportunities in tech startups. The course dives into the nuances of the startup hiring process, providing you with a roadmap to successfully transition into a Cloud Architect role. You'll gain insights into the specific skills and experiences sought by tech startups and learn how to tailor your resume and interview approach accordingly.
DevOps Engineer
DevOps Engineers can benefit from this course. The course provides crucial insights into the startup hiring process, which can be particularly challenging to navigate for those coming from a finance background. This course helps you understand the specific requirements and expectations of the startup industry, enabling you to effectively market your skills and secure a role as a DevOps Engineer.
Data Analyst
Data Analysts tremendously benefit from the finance background this course imparts. Given that this course is targeted to a career transition from finance, it naturally devotes much attention to making finance skills, and the transition from finance, relevant to this role. You'll gain a comprehensive understanding of how to analyze and interpret data, which are in high demand in tech startups. On top of that, this course provides a deep dive into the startup hiring process, helping you maximize your chances of successfully navigating it.
IT Project Manager
IT Project Managers may find this course helpful, especially for those aspiring to advance their careers. The course delves into the startup interview process, empowering you to ace your interview and secure the role. In addition, the course provides guidance on networking with people in tech and avoiding common pitfalls in this process.
Business Analyst
Business Analysts may find this course useful, particularly as it relates to entering the startup space. The course dives deep into the startup hiring process, which differs markedly from hiring in other segments. This course can help you transition those skills into a Business Analyst role at a startup.
Software Developer
Software Developers may find this course useful, particularly for those transitioning from finance. The course provides a roadmap for transitioning into a tech startup career, which can be a daunting process. You'll learn about the unique hiring process in the tech industry and how to build a compelling resume that stands out to potential employers.
Machine Learning Engineer
Those seeking a career as a Machine Learning Engineer will find this course useful. The course provides a foundation in the startup hiring process, which can be very different from traditional hiring processes. You'll learn how to navigate this process and put your best foot forward, increasing your chances of securing a role as a Machine Learning Engineer.
Data Engineer
Data Engineers may find this course beneficial. The course helps you create a resume that will appeal to hiring managers, a crucial component in securing a role as a Data Engineer. Additionally, the course zeroes in on the specific interview process for startups, increasing your chances of landing your desired position.
Technical Writer
Technical Writers can benefit from this course. The course provides insights into the startup world, which is full of opportunities for Technical Writers. Understanding the specific startup hiring process will help you land your dream job.
Cybersecurity Analyst
This course may be useful for Cybersecurity Analysts. The course delves into networking with people in tech, an invaluable skill for career growth in this field. Additionally, the course helps you craft a compelling resume tailored for the competitive tech industry, giving you a competitive edge in the job market and increasing your chances of landing a role as a Cybersecurity Analyst.
User Experience Designer
This course may be helpful for User Experience Designers. The course provides guidance on how to effectively network with people in tech, a vital step in landing a User Experience Design role. Additionally, the course provides tips for interviewing and avoiding common pitfalls during this process.
Software Engineer
This course may be helpful to those looking to transition to Software Engineering. The course helps you create a compelling resume that will land on the desk of hiring managers, a crucial first step in getting hired as a Software Engineer. Furthermore, you'll gain an insider's look at the startup interview process, increasing your chances of landing the job and excelling in the role.

Reading list

We've selected 15 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in How To Move From Finance to a Tech Startup.
Practical guide to landing a job at a top tech company. It provides insider tips and strategies for navigating the hiring process, from resume writing to interviewing.
Must-read for anyone interested in starting a startup. It provides a step-by-step guide to building a successful business using the lean startup methodology.
This classic book provides a framework for understanding how disruptive technologies can lead to the downfall of large, established companies.
Provides a clear and concise framework for developing and evaluating business strategies.
This memoir by the founder of Nike provides a firsthand account of the challenges and rewards of starting and running a successful business.
This biography of Elon Musk provides a fascinating look at the life and career of one of the most successful entrepreneurs of our time.
This biography of Steve Jobs provides a detailed look at the life and career of one of the most influential figures in the tech industry.

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