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Finance Career Pathways

When selecting your area(s) of expertise, please identify which of the following 5 categories best match
your professional experience. You may choose more than one.

01
Business Finance

Financial planning & analysis for businesses of all sizes and life cycles

This includes all elements of corporate finance (financial planning and analysis, enterprise risk management, treasury management, investor relations, etc.) as well as entrepreneurial and nonprofit finance.

02
Financial Institutions

Organizations engaged in the business of dealing with financial transactions

This includes investment banking (equity research, M&A, capital raising, financial and valuation advisory and sales & trading); corporate/commercial banking; insurance; private equity; and microfinance.

03
Investment / Asset Management

Analysis of assets and portfolios of assets that are associated with an expectation of returns via capital appreciation, dividends, and interest earnings

This includes portfolio management; equity analysis; fixed income analysis; derivatives & structured product analysis; credit analysis/credit rating; regulatory & compliance; and alternative investments (angel investment, venture capital, hedge funds, real assets such as real estate, commodities and precious metals, and leveraged lending)

04
Wealth
Management

Professionals who provides expertise for clients’ decisions around money matters, personal finances, and investments

This includes financial advising; family office & foundations; and private banking.

05
Emerging Finance

These areas have cross-over within multiple pathways and are often developing themes in the finance industry

This includes fintech/cryptocurrencies, sustainable finance/ESG, financial consulting and financial engineering.

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