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Career Opportunities in Banking and Investing: Paths to Success

Explore exciting career paths in banking and investing, including investment banking, financial planning, and money management. Learn about the essential skills required for each role, such as analytical thinking, communication, and teamwork. Discover the high-responsibility roles of investment bankers who assist companies and governments in issuing securities and managing financial assets, alongside financial planners who help individuals prepare for their financial futures. Understand salary expectations and the work environments within these dynamic fields.

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Career Opportunities in Banking and Investing: Paths to Success

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  1. Careers in Investing BCS-BI-12: Students will identify banking and investing career opportunities

  2. Investment Bankers • Help companies & governments issue securities • Help investors purchase securities, manage financial assets, trade securities. • Provide financial advice

  3. Investment Banking • Mergers and Acquisitions • Project Finance • Trading Securities • Derivatives

  4. INVESTMENT BANKING SKILLS Key Skill AreaRequirement • People skills: High • Sales skills: Medium • Communication skills: High • Analytical skills: High • Ability to synthesize: High • Creative ability: High • Initiative: Medium • Work hours: 50-120/week

  5. Investment Banking Facts • Hard Work Expected and Respected • Analyst Jobs Are the Best Entry Point • Math Skills Can Help • Communication and Completion Abilities Key • Teamwork Crucial • Scientists and Lawyers Wanted • Contacts are Everything • Accounting Skills Valuable

  6. Financial Planners • Help individuals plan their financial futures. • How are you going to cover your retirement needs? • What do you have to do today to put your children through college? • Requires excellent interpersonal skills. • A good financial planner understands investments, taxes, estate planning issues and knows how to listen. Increasingly, it pays to obtain the Certified Financial Planner (CFP) designation.

  7. Financial Planning • The median salary for financial planners was $55,100 in a recent survey. • The salary distribution in this business is highly skewed. • 90th percentile salary in financial planning was in excess of $150,000

  8. Financial Planning Skills Key Skill AreaRequirement • People skills: High • Sales skills: Medium • Communication skills: High • Analytical skills: Medium • Ability to synthesize: High • Creative ability: Medium • Initiative: Medium • Work hours: 25-65/week

  9. Money Management Careers • Money managers hold stocks and bonds for institutional clients and are on the buy side of Wall Street. • Analyze market trends. • Some money managers use the latest sophisticated quantitative techniques while others do very well using simple intuition.

  10. Money Management Careers • Portfolio Manager • Portfolio Management Marketing • Investment Advisory • Mutual Fund Analyst • Hedge Fund Trader

  11. Money Management Skills Key Skill AreaRequirement • People skills Medium • Sales skills Medium • Communication skills Medium • Analytical skills High • Ability to synthesize High • Creative ability Medium • Initiative Medium • Work hours 55-75/week

  12. Money Management Salaries • Starting analyst positions for undergraduates at leading mutual funds, pension funds, and bank trust departments have salaries in the neighborhood of $30,000 to $50,000. • Equity portfolio managers $60,000-150,000

  13. Financial Analyst • 100 hours per week average (6-7 days) • No guaranteed vacation or holiday • Responsibilities • Valuations in excel • “Comps”/”spreads” (industry research) • Create pitchbooks and presentations • Benefits • Excellent pay • Great exit ops (PE, B-school, industry) • Admittance to top B-schools

  14. Financial Analyst Skills Skills • Excel skills • Accounting • Financial concepts • Willingness to work 100+ hour weeks Attributes • Hardworking • Responsible • Dependable • Team Player • Team Orientated • Well Read • Productivity • Handle pressure • Desires financial security • Meets deadlines • Problem solving ability • Analytical • Confidence

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