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Finance Careers
- Investment Banking
- Investment (Asset)Management
- Commercial Banking
- Corporate Finance
- Insurance & Risk Management
- Financial Planning
- Real Estate
- Investment Consulting/Endowment Management
- Finance Technology/Reporting
- Regulatory
Investment Banking
- Financial Modeling/Analysis
- Attention to Detail
- Communication/Interpersonal Skills
- Analytical Reasoning
- Corporate Valuation
- Organization
- Applied Equity Valuation a huge plus
Courses – Things to Do
- Hawkinson Institute
- Hawktrade
- Wall Street Prep
- No shortcut with interview prep
- Courses
- Applied Equity Valuation - Required
- Investment Banking
- Fixed Income Securities
Investment Management
Activities
- CFA is a Plus
- Student Membership in the CFA Society
- Wall Street Prep Course
- Bloomberg Market Concepts Certification
- Courses
o Applied Equity Valuation a Big Plus
o Fixed Income Securities
o Futures and Options
Commercial Banking
- Commercial Banker
- Finance Company
- Consumer Lending
- Community Banking
o These roles all have in them the activity of determining and meeting the banking and
financing needs of clients
Skills Needed
Activities
Treasury/Cash Management
- Skills required
o Analytical skills
o Detail focus
o Teamwork
- Functions
o Manage Cash and short term financing of the firm
o Optimizing of cash resources
o Internal expert on interest rates and foreign exchange issues
o Hedging exposures
Financial Analyst
- Skills Required
o Problem Solving
o Analytics
o Teamwork
o Communication
- Functions
o Financial Planning
o Capital Budgeting
o Project Analysis
o Market Analysis
o Variance Analysis
o Plant Finance
Internal Audit and Accounting
Investor Relations
- Skills required
o Ability to understand details in financials
o Excellent writing skills
o Excellent communication skills
o Ability to interact with many types of people
- Functions
o Liaison between Wall Street and firm
o Understand financial and operational issues of the firm
o Much travel and presenting
- Management of Risks
o Brokerage
o Underwriting
o Claims
- Vaughan Institute and RMI Certificate
- Gamma Iota Sigma is an excellent resource
- RMI Certificate
- Vaughan Institute
- Gamma Iota Sigma
- Courses
o Principles of Risk Management
o Corp Financial Risk Management
o Risk Modeling
Financial Planning
- Psychology Courses
- Hawktrade or Financial Management Association
- SIE – Securities Industry Essentials – FIN:4030EXW
- Courses
o Wealth Management
o Investments
o Fixed Income Securities
o Principles of Risk Management & Insurance
o Life and Health Insurance
Real Estate
Consultant/Endowment/Family Office
- Consultants – Make recommendations for Asset Allocation for large pools of money, including
manager selection. Also outsourced CIO
- Endowments – Manage the investments of non-profits
- Pensions - Manage investments for retirements of organizations
- Family Office – Manage investments of the ultra-high net worth families.
Finance/Technology Reporting
- Financial Technology companies need people who understand the financial work and needs, and
can communicate how to use their products.
- Business Analytics a plus
- Financial Reporting also needs strong knowledge of finance, and an ability to communicate
- Good writing skills a must
Resources:
https://guides.lib.uiowa.edu/c.php?g=688023&p=4862881