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

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

Investment Banking Mergers and Acquisitions Project Finance Trading Securities Derivatives

INVESTMENT BANKING SKILLS Key Skill Area Requirement 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

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

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.

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

Financial Planning Skills Key Skill Area Requirement 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

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.

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

Money Management Skills Key Skill AreaRequirement People skillsMedium Sales skillsMedium Communication skillsMedium Analytical skillsHigh Ability to synthesizeHigh Creative abilityMedium InitiativeMedium Work hours55-75/week

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

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

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