Jobs & Degrees in Finance and Investments

What kind of finance career do you want?

jobs and careers in finance and investments

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, economics, Private Equity, and Venture Capital.


Investor Relations

Corporate Strategy

Client Relationship Manager


401(k) plan management phone rep

401(k) plan management / Implementation services / bring in the 401(k) plans

Target industries within finance / investments



Green technology

Socially responsible investing

Impact investing

Health or medical



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

Switching Sides

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)

Quantitative Analysis

Machine learning

Artificial intelligence

Data Science


Investment Banking

Mergers and Acquisitions


Private Equity

Private Equity – established companies

Two best designations for PE

1.**Chartered Alternative Investment Analyst – (CAIA)

2.**Chartered Financial Analyst (CFA)


Managing Director

Vice President

Associate – pre-MBA

Venture Capital – new or start up companies

General Partner
Limited Partner
Managing Director
Venture Partner
Senior Associate / Associate

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 & Hedge Fund Managers

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

Fixed Income



Private Bankers


Investment Strategist

Investment writing

Investment On Air Commentator



Management consulting in investments / finance

Mutual Fund Salespeople

Wholesalers who work with the finance industry

Accounting Designations:

Certified General Accountant (CGA)
Certified Government Financial Manager (CGFM)
Certified Internal Auditor (CIA)
Certified Management Accountant (CMA)
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)

The different types of accounting:

Financial accounting.
Governmental accounting.
Public accounting.
Cost accounting.
Forensic accounting.
Management accounting.
Tax accounting.

Salaries for accounting roles

Advanced Accounting Terminology

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 CFA & CIPM

  • Derivatives & Alternative Investments
  • Investment performance and risk evaluation
  • Portfolio management and wealth planning
  • Economics areas in corporate financial firms
  • Financial Reporting and Analysis
  • Corporate Finance
  • Hedge Fund Management
  • Private Equity
  • Venture Capital
  • Mutual Funds, insurance, and investment firms
  • Equity Investments
  • Fixed Income
  • Machine Learning

Finance professional designations (alphabetical order):

Accredited Asset Management Specialist (AAMS)

Accredited Investment Fiduciary (AIM)

Advanced Financial Modeler (AFM)

Certified Fraud Examiner (CFE)

Certified Financial Planner (CFP)

Certified Anti Money Laundering Specialist (CAMS)

**Chartered Alternative Investment Analyst – (CAIA)

**Chartered Financial Analyst (CFA)

Jobs that are well-suited for CFA:

  • Research Analyst.
  • Corporate Financial Analyst.
  • Accountant or Auditor.
  • Portfolio Manager.
  • Credit Analyst.
  • Consultant.
  • Risk Analyst/Manager.
  • Relationship Manager/Account Manager.

Chartered Life Underwriter – (CLU)

Chartered Investment Counselor – (CIC)

Certified Investment Management Analyst (CIMA)

Certificate in Investment Performance Measurement (CIPM®)

Chartered Portfolio Manager (CPM)

Chartered Retirement Planning Counselor (CRPC)

Certified Money Coach (CMC)®

Certified Private Wealth Advisor (CPWA)

Certified Public Accountant (CPA)

Certified Trust and Financial Advisor (CTFA)

Enrolled Agent (EA)

Finance Risk Manager (FRM)

Financial Paraplanner Qualified Professional™ (FPQP™)

Investment Management Certificate (IMC)

Investment Banking RR

Personal Financial Specialist (PFS)

Retirement Income Certified Professional (RICP)

Wealth Management Certified Professional (WMCP™)

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

Hi, I’m Suzanne. I coach ONLY in the finance field.

I can help YOU

I have been coaching finance professionals since 2004. I help you build a professional brand that sets you apart from other candidates and gets you noticed by hiring managers and recruiters.

Just imagine what you could accomplish

Imagine what you could achieve working with a finance coach expert. Please complete the Consultation Form to explore how we may work together.