The Wasserman Center for Career Development

133 East 13th Street, 2nd Floor

New York, NY 10003
T 212.998.4730 F 212.998.3827
E career.development@nyu.edu
www.nyu.edu/careerdevelopment
The Wasserman Center at NYU-Poly
Six MetroTech Center, JB359
Brooklyn, NY 11201
T 718.260.3650 F 718.260.3325
E wasserman@poly.edu
www.poly.edu/career
The Wasserman Center at SCPS
7 East 12th Street, Suite 829
New York, NY 10003
T 212.998.7205 F 212.995.3552
E scps.wasserman@nyu.edu
www.scps.nyu.edu/career.html
limitless
CAREERS IN FINANCIAL SERVICES
Note: The fields and occupations listed below represent only a sampling of options

MAJORS TO CONSIDER
Finance, Accounting, Economics, Liberal Arts, Management, Mathematics, Business Administration

RELATED SKILLS
Strong analytical ability Proficiency with spreadsheet programs Works well under pressure Communicates
effectively Can work independently and as part of a team Customer service aptitude Attention to detail

OCCUPATIONS TO CONSIDER

ACCOUNTING
In general, involves the collection, organization, reporting, and analysis of financial information. Can be divided
into two main areas: Public Accounting and Corporate/Management Accounting. Many public accounting firms also
provide tax preparation/planning services.

Auditor: Reviews and verifies a clients financial statements. Often a Certified Public Accountant (CPA).

Staff Accountant: Maintains an organizations financial records, prepares and analyzes financial statements,
provides management with decision support, and assists management with performance evaluation.

Vault Guide to Accounting
Wetfeet.com - Accounting
careers-in-accounting.com
aaahq.org
nysscpa.org
imanet.org
aicpa.org
theiia.org

COMMERCIAL BANKING + INVESTMENT MANAGEMENT
Primary focus is in lending activities; some degree of involvement in investment banking, discount brokerage,
financial planning services. Traditionally, business oriented toward two areas: Retail or Consumer Banking and
Wholesale or Commercial Banking. Positions are available in relationship management, operations, HR and more.

Consumer Loan Officer: Administers small loans, primarily to individuals and small businesses.

Credit Analyst: Evaluates financial data to determine feasibility of extending credit or issuing loans.

Private Banker/Wealth Manger: Provide investment advice and services for high net worth clients.
Vault Guide to Private Wealth Management*
Vault Guide to Investment Management*
Wetfeet.com Commercial Banking
jobsinthemoney.com
aba.com
bankjobs.com
CORPORATE FINANCE
Broadly speaking, involves any financial concern of an organization, from securing additional funding to capital
budgeting to mergers and acquisitions.

Financial Analyst: Depending on the company or department, analyzes cash flows, evaluates projects, reviews
divisional and corporate budgets.
INSURANCE
Involves risk and financial management, and providing economic protection for both individuals and corporations
against various types of losses, tragedies, and liabilities.
Underwriter: Evaluates risks, determines whether or not to issue an insurance policy and at what price.

Actuary: Deals with the financial impact of risk and uncertainties.
Vault Guide to Actuarial Careers* careers-in-insurance.com efinancialcareers.com aiadc.org


The Wasserman Center for Career Development
133 East 13th Street, 2nd Floor
New York, NY 10003
T 212.998.4730 F 212.998.3827
E career.development@nyu.edu
www.nyu.edu/careerdevelopment
The Wasserman Center at NYU-Poly
Six MetroTech Center, JB359
Brooklyn, NY 11201
T 718.260.3650 F 718.260.3325
E wasserman@poly.edu
www.poly.edu/career
The Wasserman Center at SCPS
7 East 12th Street, Suite 829
New York, NY 10003
T 212.998.7205 F 212.995.3552
E scps.wasserman@nyu.edu
www.scps.nyu.edu/career.html
limitless
INVESTMENT BANKING/SALES & TRADING
Provides financial advisory and underwriting services to companies, institutions, and governments. Three major
areas of activities include: investment banking, sales and trading, and research.

Analyst: Depending on the specific area of activity, such as mergers and acquisitions, can involve determining
valuations for offerings, analyzing financial needs, conducting due diligence.

Research Analyst: Conducts quantitative and economic research in support of investment banking, sales and
trading activities.

Sales Professional: Communicate with clients about their investment options, monitoring performance and
suggesting new options.

Trader: Takes a position in a specific market through the purchase and sale of a particular type of security.
Proprietary traders buy and sell using banks own capital, as opposed to funds from customers.

Vault Guide to Investment Banking*
Vault Guide to Sales and Trading*
careers-in-investment-banking.com
Wetfeet.com Investment Banking
investopedia.com
nyssa.org

OTHER INSTITUTIONS
Hedge Funds: Work with an investment fund manager to select financial products to hedge against financial risk

Private Equity: Raise money from wealthy individuals and institutions for companies who need it.

Credit Rating Agencies: Assess the credit worthiness of companies and governments.

Vault Guide to Hedge Funds* moodys.com hedgeworld.com
Vault Guide to Private Equity* fitchratings.com

RESOURCES AT NYU WASSERMAN

Meet with a counselor to discuss career options and resources in more detail

Subscribe to the NYU Wasserman Class Listserv by sending a blank email from your NYU email to Join-
Career-20XX@lists.nyu.edu (replace XX with your class year)

Log-on to NYU CareerNet to sign up for relevant events, apply for jobs, view videos from hundreds of
professionals via CandidCareers and read relevant guides on Vault Career Insider*.
Participate in On-Campus Recruiting and attend Career Fairs and Employer Presentations

Tap into our Mentor Network to perform informational interviews with professionals working in your career
field of interest

ADDITIONAL RESOURCES

TWITTER/LINKEDIN
@alphatrends
@moneymanagement
Money Management International
Risk Metrics Group

INDUSTRY GUIDES
efinancialcareers.com
careers-in-finance.com
finance-glossary.com
*Vault Guides on NYU CareerNet

JOB BOARDS
onewire.com
jobsonwallstreet.com
quantfinancejobs.com
indeed.com

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