Target Jobs in Finance and Investments

 

Professional designations (alphabetical order):

Accredited Asset Management Specialist (AAMS)

Accredited Investment Fiduciary (AIM)

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Chartered Retirement Planning Counselor (CRPC)

Certificate in Investment Performance Measurement (CIPM)

Certified Fraud Examiner (CFE)  http://www.acfe.com/exam-preparation.aspx

Certified Investment Management Analyst (CIMA)

Certified Private Wealth Advisor (CPWA)

Certified Public Accountant (CPA)

Certified Trust and Financial Advisor (CTFA)

Enrolled Agent (EA)

Finance Risk Manager (FRM)

Investment Management Certificate (IMC)

Retirement Income Certified Professional (RICP)

Securities industry professional licenses such as the Series 24, 6, 63, 7, 65, 66, 79 (

the 66 is 6 and 65 together)

Investment banking RR

Advanced Financial Modeler (AFM)
Financial Modeling & Valuation Analyst (FMVA)™

 

Types of Jobs:

Buy side trading

Buy side analysts

Sell side trading

Sell side analysts

Difference between buy side vs sell side

 

Research/financial analysts

Entry-level analyst

Investment analyst (investing, banks, brokerage, hedge funds)

Equity analyst

Financial analyst (on staff at traditional corporations)

Chief Financial Officer

 

Actuary

 

Investment Banking

Mergers and Acquisitions

Underwriting

 

Private Equity – established companies

Associate – pre-MBA

Vice President/Principal

Managing Director/Partner

 

Venture Capital – new or start up companies

 

Financial Planning/Wealth Management/Investment Management:

Wirehouse financial advisor

Wealth Management financial advisor/CFP

Portfolio Advisor (money managing)

Investment advisor associate

Para-planner, Registered Paraplanner℠

Office administration, Back Office admin

Client Service (Client Relationship Manager, Client Service Associate, Financial Planning Associate)

Junior advisor

Advisor – Sales/Prospecting – seminar leader/business development

 

Other:

Private Bankers

Economists

Investment Strategist

Investment writing

Investment On Air Commentator

Comptroller

Auditor

Mutual Fund Salespeople

Wholesalers who work with the finance industry

 

Portfolio Managers

(Mutual funds, investment companies, banking, hedge funds)

Fixed Income

Equities

 

Departments:

Investor Relations

Client Relationship Manager

 

Target industries within finance/investments

Technology

Biotech

Green technology

Health or medical