Explore and Research Finance Careers

Types of Companies & Industries:

Finance professionals are needed in a variety of companies and industries. Use this list as a starting point to explore and build a “Top Companies List,” a template of which can be found in the Career Resources list below. Also see the “Finance and Securities Analysis Career Brief” in Career Resources or explore more examples of finance roles through the Corporate Finance Institute’s Career Map.

  • Financial institutions including commercial banks, investment banks, brokerages, insurance companies, etc…
  • Brands spanning all industries – Microsoft, Nike, Intel, Kaiser Permanente, Starbucks, etc.
  • Nonprofits and NGOs

Commercial Banking

loan officer, bank teller, security salesperson, investment banker, trader

Money Management

security analyst, portfolio manager

Real Estate Firms

financing specialists, analysts, deal managers

Corporate Finance

financial analyst

Investment Banking

The investment banking division of an investment bank helps governments, corporations, and institutions raise capital and complete mergers and acquisitions (M&A).

Private Equity Firms

Some roles in private equity are less client facing/sales oriented than investment banking, however senior principals at PE firms do a lot of fundraising, which involves a lot of relationship management.

Internships & Entry Level Jobs to Explore:

Use these as a starting point for further research on Handshake, Indeed.com, Internships.com, and other job boards.

  • Finance Intern
  • Wealth Management Associate Intern
  • Financial Planning Intern
  • Financial Services Intern
  • Financial Analyst
  • Wealth Management/Financial Advisor
  • Investment Banker
  • Asset/Portfolio Manager

Common Skills in Finance:

Soft Skills

  • Problem Solving
  • Interpersonal Skills
  • Analytical Reasoning
  • Written and Verbal Communication

Hard Skills

  • Excel
  • Python
  • Financial Reporting
  • Accounting Principles
  • Regression Analysis