Interested in a Career in Treasury? These are 7 Ways you can prepare

treasuryXL received many questions from people interested in a career in banking, especially treasury. Haia helped the treasuryXL team and collaborated on a comprehensive guide to help these candidates and others who wanted to make a similar career move. Let’s dive in!

It is always great to hear young people aspirating the transition to a career in treasury. We were happy to help them, and created the following steps to take for the transition:

1. Educate Yourself

  • Review the treasuryXL e-book to gain a foundational understanding of treasury operations and concepts.
  • Follow treasuryXL on LinkedIn to stay updated with the latest trends, news, and insights in the treasury field.

2. Network and Build Connections

  • Create a LinkedIn account if you don’t have one already, and start connecting with professionals in the treasury and banking sectors.
  • Join relevant LinkedIn groups and engage in discussions to demonstrate your interest and willingness to learn.
  • Attend webinars, conferences, or live events focused on treasury. These events are great opportunities to network and learn from industry experts.

3. Gain Practical Experience

  • Look for side jobs or internships in banking or treasury during your final year of study. Practical experience can significantly enhance your resume.
  • When reaching out to professionals on LinkedIn, express your interest in learning more about their roles and ask for advice on breaking into the treasury field.

4. Online Courses

  • Consider enrolling in free or low-cost online courses related to finance and banking on platforms like LinkedIn Learning, Coursera, or edX. Topics such as financial modeling, risk management, and financial markets can be valuable.

5. Make Your Interests Visible

  • Showcase your passion for treasury on your CV and LinkedIn profile. Highlight any relevant coursework, projects, or certifications.
  • Mention any relevant skills you’ve gained during your mechanical engineering studies that could be applied to the treasury field, such as analytical skills, attention to detail, or problem-solving abilities.

6. Create an Account with Treasurer Search

  • Create an account on our website which can help you explore job opportunities and connect with employers looking for candidates interested in treasury roles.

7. Stay Informed

  • Continuously stay informed about the banking and finance industry, especially the treasury sector, by reading industry publications, news articles, and reports.

Remember that a career transition may take time and persistence, but by taking these proactive steps, you’ll be better prepared to make a successful switch into the treasury field. Best of luck to you all with your journey, and feel free to reach out to us if you have any more questions along the way.

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