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

 

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