Trading & Finance Adjacent roadmap
People targeting trading & finance adjacent roles such as Market Maker.
This is a lane-level planning guide, not a role-specific curriculum or a guaranteed path to a job. Starting point: This lane needs strong caveats, responsible framing, and clear separation between analysis and financial advice.
Milestones
Stage 1 of 5
Learn market, liquidity, and wallet-behavior basics
Review criteria
The metric glossary should be reviewable by someone else: it names its assumptions, matches the stated task, and could stand as a small piece of evidence on its own.
Done when: You can produce the metric glossary without step-by-step guidance and could explain the decisions behind it.Stage 2 of 5
Pick a responsible analysis topic
Review criteria
The research question and source list should be reviewable by someone else: it names its assumptions, matches the stated task, and could stand as a small piece of evidence on its own.
Done when: You can produce the research question and source list without step-by-step guidance and could explain the decisions behind it.Stage 3 of 5
Build a dashboard, simulation, or tracker
Review criteria
The working artifact should be reviewable by someone else: it names its assumptions, matches the stated task, and could stand as a small piece of evidence on its own.
Done when: You can produce the working artifact without step-by-step guidance and could explain the decisions behind it.Stage 4 of 5
Write caveats and risk notes
Review criteria
The risk-aware memo should be reviewable by someone else: it names its assumptions, matches the stated task, and could stand as a small piece of evidence on its own.
Done when: You can produce the risk-aware memo without step-by-step guidance and could explain the decisions behind it.Stage 5 of 5
Package the work for relevant roles
Review criteria
The portfolio case study should be reviewable by someone else: it names its assumptions, matches the stated task, and could stand as a small piece of evidence on its own.
Done when: You can produce the portfolio case study without step-by-step guidance and could explain the decisions behind it.
Decision point after each milestone
After each milestone, check whether the output matches a role's proof standards on its role guide. If it does not, revisit the milestone before moving on; if a nearby role fits your evidence better, compare it before continuing.