Target Jobs in Finance and Investments


Professional designations:

Chartered Financial Analyst (CFA),

Certified Financial Planner (CFP)

Accredited Asset Management Specialist (AAMS)

Certified Public Accountant (CPA)

Certified Fraud Examiner (CFE)

Finance Risk Manager (FRM)

Chartered Retirement Planning Counselor (CRPC)

Certificate in Investment Performance Measurement (CIPM)

Certified Private Wealth Advisor (CPWA)

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

Certified Investment Management Analyst (CIMA)

Enrolled Agent (EA)


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




Investment Banking

Mergers and Acquisitions



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



Private Bankers


Investment Strategist

Investment writing

Investment On Air Commentator



Mutual Fund Salespeople

Wholesalers who work with the finance industry


Portfolio Managers

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

Fixed Income




Investor Relations

Client Relationship Manager


Target industries within finance/investments



Green technology

Health or medical