Finance

Fields and Professions

 


The following table gives a summary of several finance fields and their professions


Field

 

Type of Work

 

Profession

 

Corporate Finance

  • Cash/Credit Management
  • Financial Analysis
  • Treasurer
  • Chief Financial Officer

Investments

  • Security Analysis
  • Portfolio Mgt
  • Investment Analysis
  • Stockbroker
  • Securities Trader
  • Portfolio Manager

Financial Institutions

  • Credit An
  • alysis
  • Loan Management
  • Bank Manage
  • ment
  • Loan/Lending Officer
  • Retail Bank Manager
  • Investment Banker

Risk Management & Insurance

  • Property/Liability Risk Assessment
  • Insurance Co. Operations
  • Insurance Agent
  • Claim Representative

Personal Financial Planning

  • Investment, tax, insurance, retirement, and estate planning
  • Personal Financial Planner                         

Entry level (<1 year); Staff (1-3 years); Senior (4-6 years); Manager (7-10 years).
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