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Careers in Investing

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.

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Careers in Investing

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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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