Careers in Finance & Banking
Two hundred and thirty-seven careers across investment banking, accounting, wealth management, trading, financial planning, and the operational and analytical roles that sit underneath the modern financial system. Each card below carries the typical preparation path, the salary range from entry to senior level, and a short read on what the work actually involves day to day. You are looking at page 4 of 5 for Finance & Banking.
237 careers in Finance & Banking, page 4 of 5
Leveraged Finance Analyst
Bachelor's in Finance / Economics / Business · $160,000
Structures and executes leveraged buyout (LBO) financings and other highly-leveraged transactions for private equity…
Leveraged Finance Specialist
Bachelor's Degree · $130,000
Advise clients on complex debt financing solutions, including leveraged buyouts, recapitalizations, and mergers and…
Liquidity Analyst
Bachelor's in Finance / Accounting / Business · $80,000
Analyzes and manages corporate liquidity positions; forecasts cash needs and optimizes working capital.
Liquidity Manager
Bachelor's in Finance / Business (MBA preferred) · $125,000
Manages corporate liquidity strategy; forecasts cash needs and optimizes working capital and funding.
Loan Officer Assistant
Associate's Degree · $45,000
Assists loan officers in processing loan applications, communicating with clients, and ensuring all documentation is…
Loan Officers
Bachelor's Degree · $74,180
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial…
Loan Processor
Associate's Degree · $62,000
Examine loan applications, assess credit standings, and finalize loan contracts, ensuring compliance with lending…
M&A Advisor / Mergers & Acquisitions Specialist
Bachelor's in Finance / Business (MBA preferred) · $280,000
Specializes in advising clients on merger, acquisition, and divestiture transactions; structures deals and manages…
Macro / Economic Strategist
Master's or PhD in Economics; CFA valued · $165,000
Develops macroeconomic forecasts and investment strategy recommendations, analyzing GDP, inflation, central bank…
Market Maker
Bachelor's in Finance / Mathematics / Computer Science · $200,000
Provides liquidity by continuously quoting bid-ask prices; manages inventory and hedges risk.
Market Risk Analyst
Bachelor's or Master's in Math, Statistics, or Finance; FRM certification strongly valued · $105,000
Measures and monitors market risk exposures across trading desks, calculating Value-at-Risk (VaR), stress testing…
Media Executive
Bachelor's degree · $85,000
Media Executives develop and implement media strategies, manage advertising campaigns, and oversee public relations…
Mergers & Acquisitions (M&A) Advisor
Bachelor's in Finance/Economics; MBA strongly preferred; CFA valued · $185,000
Advises corporate clients on buy-side and sell-side M&A transactions, conducting target screening, valuation analysis,…
Middle Office Analyst (Trade Support)
Bachelor's in Finance, Accounting, or Business · $82,000
Provides trade support between front office trading desks and back office operations, validating trade bookings,…
Mortgage Loan Officer
Bachelor's degree · $74,180
Originates residential mortgage loans, guides clients through the application, approval, and closing process, gathers…
Mortgage Underwriter
Bachelor's Degree · $75,000
Evaluate loan applications by analyzing financial documents, credit histories, and property appraisals to assess risk,…
Operational Risk Analyst
Bachelor's in Finance, Business, or Risk Management; FRM or CRISC valued · $95,000
Identifies, assesses, and mitigates operational risks across the bank including process failures, system outages,…
Operations Analyst (Banking)
Bachelor's Degree · $85,000
Optimize and streamline operational processes within a financial institution by analyzing workflows, identifying…
Operations Specialist (Banking)
Bachelor's Degree · $68,000
Coordinate transaction processing, data management, and account reconciliation to ensure efficient back-office banking…
Operations Specialist - Capital Markets
Bachelor's degree · $85,000
Coordinate back-office functions such as trade reconciliation, settlement, clearing, and regulatory reporting for…
Operations Specialist (Securities)
Bachelor's Degree · $75,000
Coordinate trade settlements, reconcile discrepancies, and maintain accurate records to ensure the timely processing…
Options Trader
Bachelor's in Finance / Mathematics / Physics · $230,000
Specializes in trading options; manages volatility, Greeks, and complex option strategies.
Payroll Specialist
Associate's Degree · $55,000
A Payroll Specialist is responsible for processing employee payroll, ensuring accuracy and compliance with all relevant…
Personal Financial Advisors
Bachelor's Degree · $102,140
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension…
Philanthropic Advisor
Bachelor's Degree · $95,000
Philanthropic Advisors guide individuals, families, and organizations in their charitable giving strategies. They help…
Pitchbook / Financial Modeling Specialist
Bachelor's in Finance, Accounting, or Economics; FMVA or similar modeling certifications · $95,000
Creates high-quality pitchbook presentations and complex financial models for investment banking teams, specializing in…
Portfolio Analyst
Master's Degree · $120,000
Analyzes financial markets, evaluates investment opportunities, and constructs diversified portfolios to meet client…
Portfolio Assistant
Bachelor's Degree · $75,000
Assists portfolio managers with administrative and analytical tasks, including data entry, report generation, and…
Portfolio Management Analyst
Bachelor's Degree · $110,000
Analyze financial markets, evaluate investment opportunities, and construct diversified portfolios to meet client…
Portfolio Manager Assistant
Bachelor's Degree · $75,000
Assists portfolio managers in managing investment portfolios, conducting research, preparing reports, and communicating…
Portfolio Manager (Equities)
Bachelor's or MBA in Finance; CFA charter required at most firms · $175,000
Manages equity portfolios for institutional or retail clients, making buy/sell decisions based on fundamental and/or…
Portfolio Manager (Fixed Income / Multi-Asset)
Bachelor's or MBA in Finance; CFA charter required; CAIA for alternatives · $185,000
Manages fixed income or multi-asset portfolios, making allocation decisions across bonds, rates, credit, and…
Portfolio Manager (Quant)
Master's Degree · $324,051
Develop, implement, and manage quantitative investment strategies using advanced mathematical models, statistical…
Pricing Analyst
Bachelor's Degree · $85,000
Analyzes market trends, competitor pricing, and customer behavior to develop and implement pricing strategies that…
Prime Brokerage Analyst
Bachelor's in Finance, Economics, or Business; CFA valued · $105,000
Provides prime brokerage services to hedge fund clients including trade execution, financing, securities lending, and…
Prime Brokerage Associate
Bachelor's degree · $110,000 - $150,000
Support prime brokerage services for hedge funds and institutional clients by managing client onboarding, trade…
Private Credit / Direct Lending Analyst
Bachelor's in Finance or Accounting; CFA/CPA valued; MBA for senior roles · $130,000
Underwrites and monitors private credit investments including direct loans, mezzanine debt, and unitranche facilities…
Private Equity Associate
Bachelor's Degree · $230,000
Analyzes potential investment opportunities, conducts due diligence, and supports the execution and monitoring of…
Private Equity Operating Partner
Master's Degree · $250,000
Drive operational improvements within portfolio companies through strategic planning, cost optimization, revenue growth…
Private Equity Partner
Doctoral or Professional Degree · $500,000
Identify, evaluate, and execute investment opportunities in private companies while managing funds, leading due…
Private Equity / Venture Capital Managing Partner
Bachelor's degree (MBA from top school common) · $600,000
Leads a private equity or venture capital fund, overseeing investment strategy, deal sourcing, portfolio management,…
Project Finance Analyst
Bachelor's in Finance / Engineering / Economics · $135,000
Structures and executes project financing for infrastructure, energy, and other large capital projects.
Property Appraiser
Bachelor's Degree · $65,420
Evaluates real estate and tangible personal property to determine its market value. Appraisers conduct thorough site…
Proprietary Trader
Bachelor's in Finance / Mathematics / Physics / Computer Science · $250,000
Trades firm capital using proprietary strategies; manages P&L and risk for trading desk or prop trading firm.
Proprietary Trader (Prop Trader)
Bachelor's in Finance, Math, or CS; track record matters more than credentials · $140,000
Trades the firm's own capital across asset classes to generate profit, developing and executing discretionary or…
Quality Systems Auditor
Bachelor's Degree · $85,000
Assess and evaluate an organization's quality management systems to ensure compliance with internal standards, industry…
Quantitative Analyst (Junior)
Bachelor's Degree · $120,000
Develop and implement complex quantitative models, analyze financial data, and assist in designing trading strategies…
Quantitative Analyst (Quant)
Master's Degree · $130,000
Quantitative Analysts, or Quants, apply advanced mathematical and statistical methods to financial markets. They…
Quantitative Research Analyst (Buy-Side)
PhD in Math, Physics, Statistics, CS, or Financial Engineering · $185,000
Develops quantitative models and alpha signals for systematic investment strategies, conducting statistical research,…
Quantitative Researcher
Master's Degree · $200,000
Develops and implements mathematical models and statistical algorithms to identify trading signals, price financial…