Career In Finance

Wondered what all opportunities are there when we talked about Finance? Let's talk about what a career in finance has to offer.

February 8, 2023

The Financial Sector is one of the most crucial and influential sectors of a country’s economy. The financial services industry mainly includes banking, mortgages, payment services, credit and debit cards, tax preparation, accounting, and investing. These financial services are provided by firms, institutions, and individuals and are provided as financial products to customers and clients. Financial firms like corporate and commercial banks, lenders, insurance companies, real estate brokers, etc. provide services to consumers.

When the industry is strong, the economy grows and businesses in the area are better able to manage risk. The prosperity of a nation's populace also depends on the health of its financial services industry. Consumers typically earn more money when the economy and sector are strong. In today’s world everybody depends on financial strategies which it is well-paid and also in demand, this is one of the reasons students wish to pursue a career in finance. Another reason is - financial knowledge is very important in life, not only in a theoretical manner but also understanding it in a practical way like applying for loans, fixed deposits for the future, understanding retirement benefits, etc.

Let's examine some of the professional paths you can take if you want to work in finance.

Finance Planner

Finance planners help in developing plans and strategies for an individual's secured present and future. A financial planner needs to have a firm grasp of personal finance, taxes, budgeting and investing. They examine a client's financial objectives and produce a suitable strategy for investing and saving. The main objective of the plan is the preservation of wealth and growth in investments. Financial planners with the Certified Financial Planner (CFP) designation are typically in high demand because of their thorough training.

Financial Analyst

The primary tasks of a financial analyst are to collect and organize data, analyze it, and then make projections and suggestions before presenting the information in the form of an excel model, a report, or a presentation. Depending on the needs of the company, different types of financial analysts operate in diverse organizations. They include analysts in investment banking, business development, stock research, and financial planning and analysis.

Investment Banker

A person who frequently works for a financial institution and is primarily focused on generating cash for businesses, governments, or other entities is known as an investment banker. To assist institutional clients in tasks like mergers and acquisitions and capital raising, they combine their knowledge of the financial services sector with their analytical prowess. Investment banking firms have various divisions having different roles and responsibilities. There are various types of investment banking jobs - Venture Capital, Private Equity, Mergers, Acquisitions, etc.

Securities Trader

A securities trader or a stock trader is a person who buys and sells stocks or bonds and has expertise in analyzing the market's trends and predicting the future of their investments. Independent stock traders may purchase or sell securities for their own portfolios or for clients. However, some stock traders will be employed by a bigger company, like an investment bank or a private equity firm. A securities trader's objective is to maximize earnings through well-timed acquisitions and sales.


Actuaries use financial theories, mathematical techniques, and statistical knowledge to calculate the likelihood and risk of future events. They are considered to be problem solvers and utilize strategic thinking. Actuaries' and analysts' talents are becoming more and more important to businesses and governments as they model and plan for the future. They possess a rare combination of mathematical, analytical, communication, and management skills and use them to make socially significant contributions, contribute to high-level strategic decisions, and have a big impact on policies, businesses, and people's lives.

Portfolio Manager

A portfolio manager is a person or group of persons in charge of managing daily portfolio management, investing a fund's assets, and putting the fund's investment plans into practice. A fund's portfolio manager has significant sway over it and has a direct bearing on the fund's total returns. They typically have a considerable deal of expertise as traders or investors and a solid foundation in financial management. A portfolio manager can either be an active or passive manager. A manager can adopt an active investing strategy, which entails making an effort to routinely outperform average market returns. When a manager adopts a passive strategy, their investment strategy is modeled after a certain market index.

Quantitative Analyst

A quantitative analyst is a specialist who applies quantitative techniques to assist businesses in making financial and business choices. They develop and implement complex models which help the companies in making decisions. Quantitative analysts are in particularly high demand in the trading industry. You'll need the following to apply for positions as a quantitative analyst: Strong mathematical and statistical skills, strong data mining and data analytical abilities, extensive grasp of finance, coding abilities, etc.

In general, if you are a persuasive, knowledgeable individual who doesn't mind putting in long hours, a position as a registered representative can be a good fit. On the other hand, if you enjoy studying public company finances and enjoy working with spreadsheets and maths, you could wish to become an analyst. If you possess both sets of abilities, working as a financial counselor can be your best option.

With so many alternatives accessible, you must be wondering how one might choose a career in finance. We also have some advice for it -

  • Securing Valuable Work Experience
  • Doing internships in the field/domain you like
  • Finance Training Program
  • Thinking about long-term objectives

These are a few steps you can take to decide which career in finance is right for you!


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