adminThe path to success in the financial industry has evolved significantly in recent years, presenting new challenges and opportunities for those entering the field. For young professionals seeking guidance, the insights of those who have successfully navigated these waters prove invaluable.
Levi Pettit, a financial industry veteran with experience across multiple sectors, has built an impressive career trajectory that includes enterprise risk management, credit analysis, and investment management roles. After graduating magna cum laude from The University of Texas at Dallas with a double major in finance and economics, Pettit worked as an enterprise risk management analyst at Independent Financial and later as a credit analyst at Veritex Bank, where he gained extensive experience in evaluating investment options and managing private equity portfolios.
Currently pursuing his MBA at Pepperdine Graziadio Business School, Pettit draws from his diverse experience to offer strategic advice for the next generation of financial professionals. His journey provides valuable lessons for those looking to establish and advance their careers in finance.
Levi Pettit Highlights The Importance of In-Person Experience and Skill Development
While remote work has become increasingly common since the COVID-19 pandemic, Pettit strongly advocates for in-person work experiences, especially for those just starting their careers. “Entry-level professionals really should be looking for opportunities where they can be face-to-face with people every single day,” he emphasizes. “That’s where I learned the most — and how I grew the most.”
He points out that being physically present in the workplace provides unique learning opportunities through observation of leadership and decision-making processes. “Unfortunately, I just don’t think remote environments provide that opportunity,” Pettit notes. “If I was graduating today, I would try to find something that required me to be in a seat five days a week and make sure there was some type of team culture.”
Success in the competitive financial industry also requires an ongoing commitment to professional growth. Pettit advocates for going above and beyond basic job requirements, suggesting that young professionals should consider additional learning opportunities, such as “taking an online financial modeling course over the weekend to expand their skill set.” For recent graduates facing the challenge of limited experience, he recommends focusing on tangible demonstrations of capability, such as leveraging academic projects during job interviews.
Building Relationships and Finding Mentors
Perhaps most importantly, Pettit emphasizes the crucial role of mentorship and networking in career development. “You’ve got to do it,” he insists. “You have to put yourself out there. Find mentors — I would definitely not be where I am today if it wasn’t for the mentors I have in my life.”
This emphasis on relationship-building extends beyond just finding mentors. For those entering the job market, Pettit suggests bringing concrete examples of work to interviews. “These companies [may wonder], ‘Do you have the ability to produce a product that is going to be on par with what we expect?'” he explains. “If you already have something tangible you can bring in an interview, that can go a long way with an employer.”
Drawing from his career path, Pettit’s advice reflects a deep understanding of what it takes to succeed in today’s financial sector. While the industry continues to evolve, his message remains clear: the fundamentals of career success are rooted in hands-on experience, continuous learning, and strong professional relationships. These principles offer a proven roadmap to success for young professionals looking to make their mark in finance.