WHAT CAN I DO WITH A MAJOR IN FINANCE?

WHAT CAN I DO WITH A

MAJOR IN FINANCE?

Career Areas

& Jobs

Corporate &

Public Finance

• Financial Analyst

• Budget Analyst

• CFO

• Risk Manager

• Controller

Commercial Banking

• Corporate Credit

Analyst

• Commercial Lending

• Mergers & Acquisitions

• Branch Management

• Operations

• Private Banking

• Cash Management

• Relationship Manager

Investment Banking

• Equity & Debt

• Corporate Financial

Analysis

• Mergers & Acquisitions

• Business Valuation

• Trading

• Venture Capital Fund

Management

Money Management

• Research

• Trading

• Portfolio Management

• Private

businesses

• State & local

governments

• Federal agencies

(IRS, Treasury

Department)

• Schools, colleges

• Non-proﬁt

organizations

• Hospitals

• Commercial banks

• Credit unions

• Mortgage banks

• Regulatory

agencies (Federal

Reserve, FDIC)

• Investment

banking ﬁrms

• Financial services

ﬁrms

• Portfolio

management ﬁrms

• Commercial banks

• Investment banks

• Insurance ﬁrms

• Financial Analysis

• Leadership

• Budgeting

• Auditing

• Planning

• Risk Management

• Relationship

building

• Sales & Marketing

• Communication

• Managing staﬀ

• Accounting

• Quantitative Skills

(Math)

• Communication

• Presentation

• Financial Analysis

• Market knowledge

• Financial Analysis

• Risk Management

• Market knowledge

• Relationship

building

• Entrepreneurship

• Develop Excel skills

• Practice making

presentations

• Learn ﬁnancial

modeling

• MBAs will be

needed to advance

in this career

• Take Marketing &

Accounting courses

• Communication

skills

• Develop leadership

skills by getting

involved in a student

organization

• Develop strong

analytical skills and

ﬁnancial modeling

• Work toward CFA

designation

• Prepare to work

long hours

• MBA will be

required to advance

beyond entry level

• Develop your

understanding of

investing and risk

• Watch market

trends and current

events

• Advanced degree in

Economics, Finance

or MBA will be

required to advance

• Seek internships

within Finance or

Budget functions at

corporations or non-

proﬁts

• Entry level:

Financial Analyst,

Accounts Payable

Clerk, FP&A

Assistant, Credit

Analyst, Finance

Associate

• Seek internships

within commercial

banks

• Entry level:

Bank Teller,

Personal Banker,

Loan Assistant,

Commercial Banking

Associate,Business

Development

Associate

• Seek internships at

investment banking

ﬁrms.

• Entry level:

Financial Analyst,

Quantitative

Analyst,Risk Analyst

• Seek internships

at mutual funds or

banks

• Entry level:

Investment Analyst,

Trading Assistant,

Client Services

Associate, Junior

Portfolio Manager

Potential Work

Settings

Top Skills

Needed

Ideas for

Preparation

Strategies

Accounting

• Financial

Management

• Financial

Reporting

• Cost Accounting

• Tax Planning

Consulting

• Business Valuation

• Strategy & Program

Evaluation

• Restructuring

• Management

Consulting

• Healthcare Consulting

Insurance

• Claims Analysis

• Underwriting

• Risk Management

• Sales

• Actuary

• Agent/Broker

Financial Planning

• Financial Planner

• Customer Relations

• Operations

• Portfolio Management

Real Estate

• Residential Brokerage

• Commercial Sales

• Appraisals

• Property Management

• Private companies

• Federal agencies

• State and local

government

• Non-proﬁt

organizations

• Management

consulting ﬁrms

• Accounting ﬁrms

• Insurance

companies

• Commercial banks

• Savings banks

• Brokerage ﬁrms

• Insurance ﬁrms

• Financial

partnerships

• Independent

practitioners

• Property

management

company

• Real estate

brokerage

• Commercial bank

• Appraisal ﬁrm

• Real estate

developer

• Independent agent

• Quantitative skills

(Math)

• Accounting

• Budgeting

• Financial Analysis

• Knowledge of Tax

Policy

• Analyze

• Problem-solving

• Communication

• Strategize

• Presentation

• Project-

Management

• Communication

• Relationship

Building

• Sales & Marketing

• Knowledge

of Policies &

Regulations

• Risk Management

• Entrepreneurship

• Sales & Marketing

• Relationship

building

• Networking

• Risk management

• Entrepreneurship

• Sales & Marketing

• Networking

• Market knowledge

• Consider a double-

major in Accounting

• Take more than the

required number of

Accounting courses

• Improve Excel skills

• Improve your

Communication &

Presentation skills

• MBA is needed to

advance

• Be prepared for long

working hours and

travel

• Improve your

Communication

skills

• Practice networking

with professionals

• Take Marketing &

Sales courses

• Practice networking

with professionals

• Improve written and

oral communication

skills

• Work toward

Certiﬁed Financial

Planner designation

• Consider a double-

major in Finance and

Real Estate

• Take courses in

Sales & Marketing

• Research market

trends

• Seek internships

in accounting

functions

• Entry level: Audit

Associate, Tax

Associate, Financial

Accounting

Associate

• Seek internships

within consulting

ﬁrms

• Entry level:

Business Analyst,

Junior Associate,

Strategy Analyst,

Junior Consultant

• Seek internships

and part-time jobs

with insurance

companies.

• Entry level: Sales

Agent, Underwriting

Assistant, Claims

Processor, Actuarial

Assistant

• Seek internships

with Certiﬁed

Financial Planners

• Entry level:

Financial Planning

Assistant,

Client Services

Representative,

Wealth Management

Associate

• Seek an internship

or part-time job in

sales or at a real

estate ﬁrm.

• Entry level: Real

Estate Analyst,

Leasing Consultant,

Property

Management

Assistant, Title

Assistant

Career Areas

& Jobs

Potential Work

Settings

Top Skills

Needed

Ideas for

Preparation

Strategies