Possible careers paths for Finance majors

• Private equity
o Private equity generally refers to investing in privately owned firms. Companies involved in private equity may invest in early stage or mid-stage start up companies. This type of investing is sometimes called angel financing or venture capital. Private equity firms may also buy-out established firms in what are called leveraged buyouts (LBOs). If you are considering a career in private equity, we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets

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22:390:522 22:390:587 22:390:603 22:390:604

At least two of the following:
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22:390:608 22:390:609 22:390:611 22:390:613 22:390:644 22:390:658

Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Financial Statement Analysis Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management

Other courses that may interest you beyond your career path:
• •

• • •

22:390:605 22:390:612 22:390:656 22:390:654 22:390:664

Advanced Financial Management/Corporate Finance Small Business Finance Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions

Online resources available:
• • • • • • • • • Buyouts European Venture Capital Association Investor Dealers Digest Institutional Investor National Venture Capital Association Private Equity Analyst Private Equity Week Small Business Investment Companies The Vault.com www.buyoutsnewsletter.com/ www.evca.com/ www.iddmagazine.com/ www.institutionalinvestor.com/default.asp www.nvca.org privateequity.dowjones.com/ www.privateequityweek.com/ www.nasbic.org www.vault.com/

kkr.com www.venturereporter.com .blackstone.vcinstitute.dowjones.org/ www.com www.com/ www.net/ www.Possible careers paths for Finance majors • • • • • • • Venture Capital Institute Venture One Venture Reporter Venture Wire Kholberg Kravis & Roberts The Blackstone Group Texas Pacific Group www.texaspacificgroup.venturecapital.ventureone.com www.

stocks.com/default.institutionalinvestor. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following • • • • • • 22:390:608 22:390:609 22:390:611 22:390:613 22:390:644 22:390:658 Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Financial Statement Analysis Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Other courses that may interest you beyond your career path: • • • • • 22:390:605 22:390:612 22:390:656 22:390:654 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Online resources available: • • • • • Buyouts Hedge Fund Information Portal Hedge Fund Conferences Investor Dealers Digest Institutional Investor www.com/ www.net/ www.hedgeco.Possible careers paths for Finance majors • Hedge fund management o At one time hedge funds were so named because they engaged in strategies to reduce the risk of investments.buyoutsnewsletter.iddmagazine. If you are considering a career in Hedge fund management.hedgefundconferences. Today the term hedge fund refers to any unregulated investment fund (mutual funds are the regulated cousins of hedge funds).com/ www. domestic versus foreign) or you may “bet” on the direction of interest rates or an industry.com/ www. The size of these funds can be anywhere from $1 million in assets under management to well over $1 billion. bonds.asp . As a hedge fund manager you will decide on what proportion of your funds assets to place in different classes of securities (cash.

hedgefund.net www.org/wiki/Hedge_fund .Net Wikipedia Hedge Fund artiicle www.Possible careers paths for Finance majors • • • The Vault.com Hedgefund.com/ www.vault.wikipedia.en.

Possible careers paths for Finance majors • Commercial Lending o Loan officers are responsible for lending money to businesses and individuals. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Financial Institutions and Markets Advanced Financial Management/Corporate Finance o • • • • 22:390:522 22:390:587 22:390:604 22:390:605 At least two of the following: • • • • • 22:390:612 22:390:613 22:390:612 22:390:656 22:390:611 Small Business Finance Financial Statement Analysis Small Business Finance Special Topics: Finance and Technology Analysis of Fixed Income Securities Other courses that may interest you beyond your career path: • • • • 22:390:608 22:390:609 22:390:613 22:390:654 22:390:644 22:390:658 22:390:664 Portfolio Management Options/Derivatives Financial Statement Analysis Special Topics: Investment Banking Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Special Topics: Mergers and Acquisitions • • • • Online resources available: • • • The American Banker American Banking Assoc. If you are considering a career in Commercial Lending.com www.com/ .americanbanker.com www. The Vault www.aba. or you may have responsibility for all loans to a particular region of the world or an industry.vault. Your office may be in a local bank.

options and derivatives.com/ .afponline.com/ www.Possible careers paths for Finance majors • Corporate Treasury Management o Treasury management refers to the management of a firm’s holdings in and trading in government and corporate bonds. financial futures.vault. currencies. o • • • • If you are considering a career in Treasury Management.tmany.org/index.org/ www.htm www. Banks and large corporations all have treasury management areas.com www. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • 22:390:603 22:390:608 22:390:609 22:390:656 22:390:611 Investment Analysis and Management Portfolio Management Options/Derivatives Special Topics: Finance and Technology Analysis of Fixed Income Securities Other courses that may interest you beyond your career path: • • • • • • • 22:390:605 22:390:612 22:390:613 22:390:654 22:390:644 22:390:664 22:390:658 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Investment Banking Special Topics: Financial Security Analysis Special Topics: Mergers and Acquisitions Special Topics: Applied Portfolio Management Online resources available: • • • • The Association for Financial Professionals Treasury Management Association of New York WSJ Career Journal The Vault.careerjournal. and the financial risk associated with these holdings.

com www.asp www. Knowledge of the operations of markets is essential to a good trader.vault.institutionalinvestor. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • • 22:390:608 22:390:609 22:390:611 26:390:662 22:390:658 22:390:656 Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Investment Analysis and Portfolio Theory Special Topics: Applied Portfolio Management Special Topics: Finance and Technology Other courses that may interest you beyond your career path: • • • • • • 22:390:605 22:390:612 22:390:613 22:390:654 22:390:644 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Investment Banking Special Topics: Financial Security Analysis Special Topics: Mergers and Acquisitions Online resources available: • • • Investor Dealers Digest Institutional Investor The Vault.com/ www.com/default. Salespeople generate new business by obtaining clients for the firm.com/ . If you are considering a career in sales and trading.iddmagazine.Possible careers paths for Finance majors • Sales and Trading o Sales and trading encompasses a broad spectrum of jobs within an investment bank or brokerage house. Traders concentrate on developing systems and strategies for executing orders to buy and sell securities.

See the careers listed for Private Equity. .Possible careers paths for Finance majors • Investment Management o Investment Management is the umbrella under which the investment of assets is performed. Hedge Fund Management. and Mutual Fund Management for more detailed descriptions.

Possible careers paths for Finance majors • Investment analysis o This career involves research and identifying good investment opportunities. this was a large area of many investment banks that would make this research available to their clients. and Mutual Fund Management) rely on in-house analysis If you are considering a career in investment analysis.com William Sharpe eText www.iddmagazine. Prior to Regulation Fair Disclosure.asp www. There is a cottage industry in research that is yet to fully develop.com/ www.vault.com/idd/ www. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • 22:390:608 22:390:609 22:390:611 22:390:644 22:390:658 Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Other courses that may interest you beyond your career path: • • • • • • 22:390:605 22:390:612 22:390:613 22:390:656 22:390:654 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Online resources available: • • • • Investor Dealers Digest Institutional Investor The Vault.edu/~wfsharpe . Some firms involved in asset management (Private Equity. Hedge Fund Management. Regulation FD has made inhouse research less profitable and investment banks are starting to outsource this function to small firms and other countries.institutionalinvestor.stanford.com/default.

we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • • • 22:390:603 22:390:604 22:390:608 22:390:609 22:390:611 22:390:644 22:390:658 Investment Analysis and Management Financial Institutions and Markets Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Other courses that may interest you beyond your career path: • • • • • • 22:390:605 22:390:612 22:390:613 22:390:656 22:390:654 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Online resources available: • • • • • Investor Dealers Digest Institutional Investor IPO Monitor Small Business Investment Companies The Vault. If you are considering a career in mutual fund management.com www.ipomonitor.org www.iddmagazine.com www. Managing these funds involves on deciding on what proportion of your funds assets to place in different classes of securities (cash.institutionalinvestor.vault.asp www. bonds. or which sector of an economy will outperform others.com/default.Possible careers paths for Finance majors • Mutual Fund Management o Mutual funds are the regulated cousins of hedge funds. domestic versus foreign). good growth opportunities. You may also seek to identify undervalued firms.com/ . The strategies are almost as numerous as there are mutual fund companies.nasbic. stocks.com/ www.

org .ici.Possible careers paths for Finance majors • The Inversement Co. Institute www.

com/default.com/ www.net/ .iddmagazine.venturereporter.dowjones.Possible careers paths for Finance majors • Mergers and Acquisitions o People involved in mergers and acquisitions do jobs similar to investment analysts except the focus is on synergies.com Venture Reporter www.vault. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Advanced Financial Management/Corporate Finance o • • • • 22:390:522 22:390:587 22:390:603 22:390:605 At least two of the following: • • • • • 22:390:608 22:390:609 22:390:611 22:30:654 22:390:664 Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Other courses that may interest you beyond your career path: • • • • • 22:390:612 22:390:613 22:390:656 22:390:644 22:390:658 Small Business Finance Financial Statement Analysis Special Topics: Finance and Technology Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Online resources available: • • • • • • • Buyouts Institutional Investor Investor Dealers Digest IPO Monitor Private Equity Analyst The Vault.buyoutsnewsletter.com/ www.com/ www.ipomonitor.asp www. cost savings.com privateequity.com/ www. and coinsurance effects that may result from combing firms in similar or dissimilar industries.institutionalinvestor. If you are considering a career in mergers and acquisitions.

com/ www.careerjournal.Possible careers paths for Finance majors • Long Term Corporate Finance o People involved in this career help a firm decide which projects to invest in.com/ www. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Advanced Financial Management/Corporate Finance o • • • • 22:390:522 22:390:587 22:390:603 22:390:605 At least two of the following: • • • 22:390:613 22:390:664 22:390:611 Financial Statement Analysis Special Topics: Mergers and Acquisitions Analysis of Fixed Income Securities Other courses that may interest you beyond your career path: • • • • • • • 22:390:608 22:390:609 22:390:612 22:390:656 22:390:654 22:390:644 22:390:658 Portfolio Management Options/Derivatives Small Business Finance Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Online resources available: • • • • • WSJ Career Journal Financial Executives International CFO Magazine The Vault.com/ www. If you are considering a career in long term corporate finance.vault. what mix of securities the firm should maintain.sternstewart.com Stern. Stewart & Co.cfo. www.com .fei. and what the firm’s dividend policy should be.org/ www.

vault.org www.com/ www.Possible careers paths for Finance majors • Quantitative research o Quantitative analysts use mathematical models to predict price movements or examine relationships between baskets of securities.com/ www. we suggest the following courses or you may want to enroll in our Masters in Quantitative Finance program: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • o 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • • 22:390:603 22:390:608 22:390:609 22:390:611 22:390:644 22:390:658 Investment Analysis and Management Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Other courses that may interest you beyond your career path: • • • • • • 22:390:605 22:390:612 22:390:613 22:390:656 22:390:654 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Online resources available: • • • • WSJ Career Journal The Vault. Index arbitrage is one wellknown form of quantitative analysis.cqa.com The Q-Group The Chicago Quant Alliance www.org/ . If you are considering a career in quantitative research.careerjournal.q-group.

car loans.com/ www. If you are considering a career in structured finance.asreport.net/ www.com/ .com/ www.Net Asset Securitization Report Commercial Finance Association WSJ Career Journal The Vault.cfa. Many times a single cash flow inflow is broken up into cash outflows that give certain classes of investors greater certainty as to the cash flows.careerjournal.securitization. This is the method by which mortgages are removed from the balance sheets of financial institutions allowing them to lend out additional funs and helping the economy grow. mortgages.com/ www.vault.com www. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • 22:390:608 22:390:609 22:390:611 22:390:644 22:390:658 Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Other courses that may interest you beyond your career path: • • • • • • 22:390:605 22:390:612 22:390:613 22:390:656 22:390:654 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Online resources available: • • • • • Securitization. etc.Possible careers paths for Finance majors • Structured Finance o Structured finance involves forming bundles of similar assets (such as bonds.) and restructuring the cash inflows to create new instruments with different cash outflows.

iafe. If you are considering a career in derivatives.org/ www.com www.org/ www.vault. we suggest the following courses: Analysis of Investment & Corporate Finance (full-time) or Financial Management (part-time) Investment Analysis and Management Financial Institutions and Markets o • • • • 22:390:522 22:390:587 22:390:603 22:390:604 At least two of the following: • • • • • 22:390:608 22:390:609 22:390:611 22:390:644 22:390:658 Portfolio Management Options/Derivatives Analysis of Fixed Income Securities Special Topics: Financial Security Analysis Special Topics: Applied Portfolio Management Other courses that may interest you beyond your career path: • • • • • • 22:390:605 22:390:612 22:390:613 22:390:656 22:390:654 22:390:664 Advanced Financial Management/Corporate Finance Small Business Finance Financial Statement Analysis Special Topics: Finance and Technology Special Topics: Investment Banking Special Topics: Mergers and Acquisitions Online resources available: • • • • • Futures Industry Association International Association of Financial Engineers International Swaps and Derivatives Association WSJ Career Journal The Vault. New products re being developed all the time that allow market participants to hedge positions in assets or speculate on the future direction in the prices of those assets. Options.Possible careers paths for Finance majors • Derivatives o Careers in derivatives involve the pricing and trading of securities that are based on other underlying assets.com/ .futuresindustry. swaps and futures are examples of derivatives.isda.com/ www.careerjournal.org/ www.

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