Moving from finance to tech

TL;DR Investment banking to strategy roles at tech companies. What transfers, what doesn't, and the recruiter language that makes the jump feel natural.

Why this matters in 2026 This post covers moving from finance to tech. The 2026 job market has raised the bar on preparation — candidates who used to get by on strong resumes now need strong resumes plus targeted networking plus interview readiness. This piece walks through the career change angle in enough detail to act on today.

The core framework Break the problem into three phases. First, diagnose where you are: what's working, what's blocked, what's ambiguous. Second, decide on one lever to move — you cannot fix everything in a week. Third, execute for 2-4 weeks and measure. Most people skip the diagnosis and jump to execution, which is why generic advice fails them.

What actually works The candidates we've watched succeed on this dimension all did three things. They studied the specific target (company, role, JD) rather than generic best practices. They shipped one concrete artifact — a rewritten resume, a portfolio piece, a real informational interview — before they optimized. And they iterated based on real feedback, not their own second-guessing.

Common failure modes The three failure modes we see: (1) optimizing before shipping — spending weeks polishing when a rougher first draft would have gotten feedback faster. (2) generic personalization — 'tailoring' a resume by swapping a company name is not tailoring. (3) stopping too early — most positive outcomes come between week 4 and week 8, after most people quit.

How to start today If you take one action from this post: open your current resume, run it through Kairos Resume Analysis against a real target JD, and rewrite the three weakest bullets. That single 30-minute exercise typically improves match scores by 15-25 points and gives you a concrete edit list to work through this week.