What Finance Job Is For You Explanation Of 14 Financial Analyst Roles
Tags: Finance Fundamentals
By an Award Winning MBA Prof, IVY League MBA, former Goldman Employee with Hedge Fund & Venture Capital Experience
Last updated 2022-01-10 | 4.5
- Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking- Venture Capital
- Private Equity
- Private Wealth Management etc.).
- Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst
- including the pros and cons.
- Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst
- including the pros and cons.
What you'll learn
Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking
Venture Capital
Private Equity
Private Wealth Management etc.).
Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst
including the pros and cons.
Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst
including the pros and cons.
Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst
including the pros and cons.
Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst
including the pros and cons.
Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst
including the pros and cons.
Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst
including the pros and cons.
Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst
including the pros and cons.
Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst
including the pros and cons.
Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst
including the pros and cons.
Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst
including the pros and cons.
Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst
including the pros and cons.
Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst
including the pros and cons.
Equity Sales: Understand from a high level perspective what as Equity Sales’ firm is as well as what the role/job is of a Equity Sales Financial Analyst
including the pros and cons.
Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst
including the pros and cons.
Learn what finance role you are most passionate about pursuing.
* Requirements
* Nothing. Professor Haroun has a good reputation for making it VERY easy to understand complex or advanced topics as he has worked in many finance industries and taught many students how to excel in finance (and enjoy the process too)!Description
- Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
- Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
- Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
- Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
- Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
- Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
- Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
- Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
- Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
- Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
- Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
- Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
- Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
- Equity Sales: Understand from a high level perspective what as Equity Sales’ firm is as well as what the role/job is of a Equity Sales Financial Analyst, including the pros and cons.
- Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
- Learn what finance role you are most passionate about pursuing.
Course content
19 sections • 58 lectures
Course Introduction Preview 01:28
What Are the Major Differences Between the Different Financial Analyst Roles? Preview 11:30
Overview of Different Financial Analyst Roles and How They Work Together Preview 04:28
We will cover 14 different Financial Analyst roles in this course, including an overview of the role, the pros and cons as well as a day in the life. This section introduces 7 of the roles. We will cover all 14 roles throughout this course.
It Shouldn’t Be About $, But Here is What an Analyst Makes Preview 04:52
- How much do finance professionals in hedge fund, mutual fund, investment making, sell side research and venture capital roles make?
- What is the base and bonus structure?
What Are the Pros and Cons of Working as a Financial Analyst? Preview 03:32
How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy Preview 01:32
Practice Activity: Decide What Finance Role You Want & Are Passionate About Preview 00:05
This exercise will help you decide what financial analyst role makes most sense for you.
Practice Activity Results Analysis: Congratulations! Preview 03:52
Hedge Fund Overview Preview 11:28
- What is a hedge fund?
- What are some of the most successful hedge
Quick disclosure: The comments on Apple, Google and GoPro are all hypothetical/ficticious comments (not real) for the exercise in the video! Thanks : )
Hedge Fund Pros and Cons Preview 02:26
Hedge Fund Day in the Life Preview 11:12
Mutual Fund Overview Preview 08:35
- How does the mutual fund sector differ from the hedge fund sector?
- Who are the larger players
Mutual Fund Pros and Cons Preview 03:00
A Day in the Life of a Mutual Fund Analyst Preview 00:53
Investment Banking Overview Preview 11:57
Investment Banking Pros and Cons Preview 04:10
So you want to be an investment banker? Make sure you understand the pros and cons!
Investment Banking Day in the Life Part 1 (IPO and Non IPO Roadshows) Preview 09:00
- What do investment bankers What mean by conducting an "IPO Roadshow?"
- What role does the investment banking Analyst play in an IPO Roadshow?
Investment Banking Day in the Life Part 2 (Working on 'Pitch Books') Preview 08:38
Sell Side Equity Research Overview Preview 11:08
Sell Side Equity Research Pros and Cons Preview 03:48
A Day in the Life of a Sell Side Analyst Preview 06:32
Venture Capital Overview Preview 12:49
Venture Capital Pros and Cons Preview 03:43
Venture Capital a Day in the Life Preview 03:33
Introduction to Other Financial Analyst Roles Preview 02:32
Please watch this entire section before moving on to the next section(s) of this course. An introduction to 9 other types of Financial Analyst roles (many are similar to roles we have already discussed).
Quick Accounting Review Preview 01:20
What are Growth and Value Investors and Why this is Important to Your Success Preview 04:43
What Financial Statements and Valuation Methods Matter Most to Which Analysts? Preview 04:00
Financial Analyst at a Large Non Finance Company Overview Preview 01:19
Financial Analyst at a Large Non Finance Company Pros and Cons Preview 01:19
Financial Analyst at a Large Non Finance Company Day in the Life Preview 02:29
Private Wealth Management Overview Preview 00:46
Private Wealth Management Pros and Cons Preview 01:37
Private Wealth Management Day in the Life Preview 02:42
Salestrader Overview Preview 01:03
Salestrader Pros and Cons Preview 02:09
Salestrader Day in the Life Preview 03:26
Sell Side Trader Overview Preview 05:05
Sell Side Trader Pros and Cons Preview 01:44
Sell Side Trader Day in the Life Preview 03:12
Equity Sales Overview Preview 02:16
Equity Sales Pros and Cons Preview 02:53
Equity Sales Day in the Life Preview 05:50
Equity Capital Markets (ECM) Overview Preview 01:05
Equity Capital Markets (ECM) Pros and Cons Preview 01:58
Equity Capital Markets (ECM) Day in the Life Preview 05:07
Buy Side Trader Overview Preview 02:02
Buy Side Trader Pros and Cons Preview 02:43
Buy Side Trader Day in the Life Preview 04:02
Computer / Artificial Intelligence Overview Preview 01:10
Computer / Artificial Intelligence Pros and Cons Preview 03:29
Computer / Artificial Intelligence Day in the Life Preview 04:11
Private Equity Overview Preview 01:34
Private Equity Day in the Life Preview 03:45
Private Equity Pros and Cons....and a Surprise! Preview 03:04
Case Study: Putting it all Together! Preview 05:04
This video shows how the different finance roles cooperate and overlap.
Course Conclusion Preview 01:05
Now that you have a good idea what Financial Analyst role you are most passionate about, I am excited to say that I am going to be releasing a number of new Financial Analyst courses very soon that will focus on how to be the best Financial Analyst in many of the 14 Financial Analyst roles mentioned in this course. Examples of lectures from the courses I will be releasing soon are in the next section of this course.
Bonus Lecture Preview 00:29
This course includes:
- 4 hours on-demand video
- Access on mobile and TV
- Certificate of completion
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