Finance Career Paths: Find Your Ideal Role & Succeed

Finance Career Paths: Find Your Ideal Role & Succeed

Explore top finance roles step‑by‑step and choose the career path that fits your strengths



Sub Category

  • Finance

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Objectives

  • How to confidently shortlist 2–3 finance roles that match your interests
  • Understand day-to-day responsibilities for major finance functions to help you shortlist career roles
  • Create a personalised prep-up plan to start skilling yourself and get ready for the chosen roles
  • Build talking points to explain why a chosen niche fits you (useful for interviews and CVs)
  • Investment Banking: Understand a high level perspective of an Investment Banking role and the pros and cons
  • Equity Research: Understand the role of an Equity Research Associate and Analyst and the pros and cons
  • Corporate Finance: Understand the various sub-roles within the Corporate Finance stream and the pros and cons
  • Corporate M&A: What are the key activities of a Corporate M&A Manager and the pros and cons of the role
  • Credit: What the Credit Rating Analyst and Bank Credit teams do and what are the pros and cons of the role
  • Investor Relations: What do the IR professionals do and what are their responsibilities plus pros and cons of the role
  • Private Equity: Role of a PE analyst and what the role involves, plus pros and cons of the role
  • Corporate Banking: What is the role of a Corporate Bank Relationship Manager and what are the pros and cons of the role


Pre Requisites

  1. No technical prerequisites — basic familiarity with generic finance terms helps but isn’t a prerequisite
  2. The course is structured in a layman's language - just a keen intent to understand, act and choose the specialisation is sought


FAQ

  • Q. How long do I have access to the course materials?
    • A. You can view and review the lecture materials indefinitely, like an on-demand channel.
  • Q. Can I take my courses with me wherever I go?
    • A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!



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