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Career presentation Career presentation Presentation Transcript

  • Finance Careers Information presented is from
  • Careers in Finance
    • Corporate Finance
    • Commercial Banking
    • Financial Planning
    • Insurance
    • Investment Banking
    • Money Management
    • Real Estate
  • Corporate Finance
    • Work for a company to help it find money to run the business
    • Grow the business
    • Make acquisitions
    • Plan for firm’s financial future
    • Manage any cash on hand .
  • Corporate Finance Careers
    • Financial Analyst
    • Credit Manager
    • Cash Manager
    • Treasurer
    • Benefits Officer
    • Controller
    • Investor Relations Officers
  • Corporate Finance Salaries
    • Job Title Salary
    • Rookie Financial Analyst - Smaller Firm $23k-27K
    • Rookie Financial Analyst - Large Firm $26-31K
    • Seasoned Financial Analyst - Smaller Firm$33-39K
    • Seasoned Financial Analyst - Large Firm $38-47K
    • Credit Manager $30-63K
    • Tax Manager $57-105K
    • Assistant/Divisional Treasurer $40-78K
    • Chief Financial Officer Big firm 232-295K Small firm 80-120K
  • Commercial Banking
    • Provides banking services to individuals, small businesses and large organizations.
    • More people are employed in the commercial banking sector than any other part of the financial services industry.
  • Commercial Banking
    • Opportunities to learn about business, interact with people, and build up a clientele.
    • In commercial banking, starting at the branch level, you might start out as a teller to a wide variety of other services such as leasing, credit card banking, international finance and trade credit.
  • Commercial Banking
    • Credit Analyst
    • Loan Officer
    • Branch Manager
    • Trust Officer
    • Mortgage Banker
  • Commercial Banking
    • Job Level Salary Degree/Exp
    • Trainee/cr analyst $27,000 Bachelor’s
    • Jr Loan Officer $38,000 BA + 3 Years
    • Loan Officer $60,000 BA + 5-7 years
    • Sr Corp Loan Off $65,000 BA +10 years
    • Dept Mngr $100,000 BA +10 yrs more
  • 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
    • 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
  • Investment Banking Facts
    • The investment banking business is notoriously competitive.
    • Investment banking is seeing massive consolidation.
    • Investment banking is one of the most global businesses on earth.
    • Pick the first firm you work for carefully.
    • A good time to send your resume to an investment bank is in November and December.
    • Don't forget to check back
  • 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 Facts/Trends
    • Financial planning is hot and high growth is expected.
    • CFP Can Help as a Financial Planner
    • High Net Worth Individuals are a Key Target
    • Get Involved in local chapters of financial planner organizations
  • 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
    • Determining who to insure, what risks are acceptable, and how much to charge for insurance.
  • Insurance Jobs
    • Actuary
    • Agent and Broker
    • Claims Adjuster
    • Service Representatives
    • Loss Control Specialist
    • Risk Manager
    • Underwriter
  • Insurance
    • Career Typical Salary
    • Actuary $28,300-65,500 Agent/Broker $14,900-58,700
    • Claims Adjuster $24,500-42,000 Underwriter $25,000-61,000
  • Money Management
    • 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 Jobs
    • Portfolio Manager
    • Portfolio Management Marketing
    • Investment Advisory
    • Mutual Fund Analyst
    • Hedge Fund Trader
  • Money Management Skills
    • Key Skill Area Requirement
    • 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
  • Money Management Facts
    • Work on the other side of the fence from the investment banks. (the Buy side)
    • Broad Understanding of Business Crucial.
    • Must be Able to Take Risk
    • You have to Hang in There.
    • Have a Strategy to Break Into Business
    • More Humane than Investment Banking
  • 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
  • Real Estate
    • Residential Real Estate Agent/Broker
    • Commercial Real Estate Sales
    • Real Estate Appraisal
    • Property Management
    • Real Estate Advisory
    • Real Estate Entrepreneur
    • Development and Construction
  • Real Estate Jobs
    • None require a degree; however, all require that you be licensed and that you have continuing education each year.
  • Real Estate Salaries
    • Vary depending on type of job.
    • Typical real estate agent in a small firm can make about $60,000 gross if he/she works about 35 hours per week.
    • Since most are sales types of jobs, upside potential is unlimited.