FINANCE CAREERS Where can I go? What can I do? Finance students do not just study money; they study how money interacts with risk and time. Understanding this is key. It allows you to help individuals, companies, and governments make wise decisions about managing capital, investing or borrowing funds, optimizing returns, and staying financially sound.
Finance Skills Career Paths • Accuracy and attention to • Analytical Management detail • Willing to take • Good business judgement risks Areas of Interest • Team player • Critical thinking • Corporate Credit • Credit Scoring and • Tenacity • Competitive Analysis Risk Management • Integrity • Flexible/adaptable • Commercial • Private Banking Lending/Banking • Investment Banking Possible Work Settings • Trust • Equity and Debt Financial Institutions Management • Institutional Bond and • Loan Companies • Commercial Banks • Capital Services Equity Sales • Captive Finance • Investment Banks • Mergers & • Currency Trading Companies • Mortgage Banks Acquisitions • Trading
• Originations and • Venture Capital Fund Securities Institutions Packaging Management • Brokerage Houses • Stock and Bond • Mortgage Loans • Equity Research • Insurance Companies Companies • Branch • Cash Management Management Retail, Wholesale and Manufacturing Sample Job Titles • Credit Management • Consulting Firms • Bank Examiner • Corporate Loan Officer • Food Manufacturers • Chemical • Branch Manager • Credit Analyst • High Technology Manufacturers • Cost Estimator • Mortgage Officer
• Budget Analyst • Underwriter Personal Financial Planning • Management • Investment Manager • Brokerage Firms • Financial Partnerships Analyst • Financial Analyst • Trust Companies • Financial Examiner • Trust Analyst • Community Small • Associate VP of Finance Business Loan Government Agencies Offi • Army Finance and • Financial Management Professional Organizations Accounting Control Service • American Institute of Bankers, www.aba.com • Bureau of Economic Analysis • Health Care Finance • American Society of Pension Actuaries, www.aspa.org • Bureau of Public Debt Administration • Certified Financial Planner Board of Standards, • • Commodity Futures Trading Internal Trade www.cpf.net • Export Bank of the US Administration CFA Institute, www.cfainstitute.org Federal Deposit • National Credit Union • Chartered Alternative Investment Association, • Insurance Corporation Administration www.caia.org • • Federal Reserve Office of the Comptroller • Global Association of Risk Professionals, • Federal Retirement Thrift of the Currency www.garp.org • Investment Board Securities and Exchange • Independent Community Bankers of America, • Federal Trade Commission Commission www.ibaa.org • Small Business • Office of the Comptroller of the Currency, Administration www.occ.tres.gov
• Federal Deposit Insurance Corporation, www.fdic.gov
Corporate and Public Finance Personal Financial Planning/Money Management Areas of Interest Areas of Interest • Portfolio Management • Operations • Financial Analysis • Investment Management • Corporate Financial • Investor Relations Sample Job Titles • Financial Reporting Analysis • Portfolio Manager • Retirement Planning • Payroll • Cash Management • Research Analyst Specialist • Benefits • Credit Management • Trader • Mutual Find Wholesaler • Risk Management • Budget Analysis • Credit Counselor • Investment Consultant • • Operations Manager Sample Job Titles Financial Planner • Accounts Receivable • Treasurer Professional Organizations Manager • Assistant Treasurer • National Association of Personal Financial Advisors, • Financial Analyst • Investment Manager www.napfa.org • Budget Analyst • Chief Financial Officer • Financial Planning Association, www.fpanet.org • Inventory/Operations • Comptroller
Manager • Risk Manager Real Estate • Project Analyst Areas of Interest • Professional Organizations • Residential Brokerage Property Management • Commercial Sales • Real Estate Portfolio • American Financial Services Association, • Appraisals Management www.afsaonline.org • Association of Financial Professionals, www.afponline.org Sample Job Titles • Financial Managers Society, www.finsinc.org • Broker/Agents • Closing Agent Securities • Appraisers • Closing Coordinator • Commercial Real • Realty Specialist Areas of Interest Estate Broker • Analyst • Floor Personnel or • Upstairs • Mortgage Specialist • Loan Specialist Exchange Personnel • Trading
Sample Job Titles Professional Organizations • Institute of Real Estate Management, www.irem.org • Broker • Trading Desk Broker • National Association of Realtors, www.realtor.org • International/Political • Commodities Broker
Analyst • Foreign Exchange Insurance
• Investment Banker Trader Areas of Interest • Portfolio Strategist • Floor Broker • • Sales • Researcher • Stock Broker Claims Analysis • • Actuarial Science • Registered • Securities Analyst Underwriting • • Loss Prevention Representatives • Securities Sales Worker Risk Management
• Account Executives • Trader Professional Organizations • Customer’s Broker • Independent Insurance Agents of America, www.iiaa.org Professional Organizations • Health Insurance Association of America, www.hiaa.org • American Stock Exchange, www.amex.com • International Claim Association, www.claim.org • New York Stock Exchange, www.nyse.com • Insurance Information Institute, wwwiii.org • Securities Industries Association, www.siaonline.org • Actuarial Foundation, www.actuarialfoundation.org • Securities Industries and Financial Markets • American Academy of Actuaries, www.actuary.org Association, www.sifma.org • National Association of Professional Insurance Agents, www.pianet.com
Information compiled from Texas State Career Services | Tulane Career Center | Career Services at University of Delaware | Career Services at The State University of New Jersey at Rutgers | Career Services at University of Tennessee at Knoxville | Career Center at California State University at Fullerton | Career Center at University of South Florida
Chase Career Center, Isenberg School of Management, UMass Amherst 413.545.3628, www.isenberg.umass.edu/centers/chase-career-center