Jobs & Degrees in Finance and Investments
What kind of finance career do you want?
Are you certain about the types of jobs in finance and investments that you would like to target in your job search? There are many exciting fields to discover and think about for your next position. Here is a list of designations, certificates, and credentials in Finance. Included in the list is types of jobs in financial planning, investment management, wealth management, Private Equity, and Venture Capital.
Finance professional designations (alphabetical order):
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIM)
Advanced Financial Modeler (AFM)
Certified Financial Planner (CFP)
Chartered Alternative Investment Analyst – (CAIA)
Chartered Financial Analyst (CFA) ** see more below
Chartered Life Underwriter – (CLU)
Chartered Investment Counselor – (CIC)
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)
Investment Banking RR
Personal Financial Specialist (PFS)
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)
FP&A – Financial Planning and Analysis
Financial Modeling & Valuation Analyst (FMVA)™
Certified Corporate FP&A Professional (FP&A)
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
Credit analyst
Financial analyst (FP&A on staff at traditional corporations)
Actuary
Investment Banking
Mergers and Acquisitions
Underwriting
Private Equity – established companies
Partner
Managing Director
Vice President
Associate – pre-MBA
Venture Capital – new or start up companies
General Partner
Limited Partner
Managing Director
Venture Partner
Principal
Senior Associate / Associate
Analyst
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
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
Other:
Private Bankers
Economists
Investment Strategist
Investment writing
Investment On Air Commentator
Comptroller
Auditor
Mutual Fund Salespeople
Wholesalers who work with the finance industry
Accounting:
Certified General Accountant (CGA)
Certified Government Financial Manager (CGFM)
Certified Internal Auditor (CIA)
Certified Management Accountant (CMA)
Chartered Professional Accountant (CPA)
Certified Public Accountant (CPA)
Certified Treasury Professional (CTP)
Chartered Accountant (CA)
Chartered Global Management Accountant (CGMA)
Chartered Financial Analyst (CFA)
Chartered Certified Accountant (ACCA)
Institute of Chartered Accountants in England & Wales (ICAEW) Chartered Accountant (ACA)
Treasury Management
Treasury Management Analyst
Treasury Management Specialist
Treasury Management Sales Analyst
Treasury Management Auditor
C-Suite Executives
Chief Executive Officer (CEO)
Chief Financial Officer (CFO)
Chief Information Officer (CIO
Chief Operating Officer (COO)
Chief Marketing Officer (CMO)
Chief Compliance Officer (CCO)
Chief Human Resources Manager (CHRM)
Types of jobs for CFAs
Derivatives & Alternative Investments
Portfolio Management and Wealth Planning
Economics areas in corporate financial firms
Financial Reporting and Analysis
Corporate Finance
Private Equity
Venture Capital
Mutual Funds, insurance, and investment firms
Equity Investments
Fixed Income
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