Careers in finance and banking
One hundred and forty-two 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.
142 careers in Finance & Banking
Accounts Payable Clerk
High School Diploma · $50,670
Processes invoices, reconciles statements, and ensures timely payments to vendors. Maintains accurate financial records…
Actuary
Bachelor's Degree · $130,000
Analyzes the financial costs of risk and uncertainty using mathematics, statistics, and financial theory. Actuaries…
Algorithmic Trader
Bachelor's Degree · $78,660
Develops and executes algorithmic trading strategies; optimizes execution algorithms and manages automated trading…
Angel Investor
No Formal Education Needed · $102,740
Provides capital for startups or entrepreneurs, usually in exchange for convertible debt or ownership equity. Offers…
Appraisers and Assessors of Real Estate
Bachelor's Degree · $67,960
Real estate appraisers and assessors determine the fair market value of properties for lenders, buyers, and tax…
Appraisers of Personal and Business Property
Bachelor's Degree · $67,960
Personal property appraisers determine the fair value of objects like jewelry, art, antiques, and business machinery…
Auditing Clerk
Associate's Degree · $50,670
Auditing clerks examine and verify financial records and transactions to ensure accuracy and compliance with…
Bank Teller
High School Diploma · $43,030
Bank Tellers assist customers with their financial transactions, including deposits, withdrawals, and cashing checks.…
Billing Specialist
High School Diploma · $48,500
Manages and processes invoices, ensures accurate billing, and resolves billing discrepancies for clients or patients.…
Branch Operations Specialist
Bachelor's Degree · $69,500
Oversees and coordinates daily operational activities within a financial branch, ensuring efficiency, compliance, and…
Budget Analyst
Bachelor's Degree · $91,640
Budget analysts review financial documents, compare proposed spending against actual results, and prepare reports that…
Cash Management Analyst
Bachelor's Degree · $102,740
Optimizes cash positions, manages payment flows, and implements cash management strategies.
Cash Manager
Bachelor's Degree · $166,570
Optimizes cash positions across multiple entities and accounts; manages payment flows and banking relationships.
Chief Financial Officer (CFO)
Bachelor's Degree · $213,990
Leads all financial functions of an organization including financial planning, accounting, treasury, investor…
Chief Investment Officer (CIO)
Master's Degree · $166,570
Directs an organization's investment strategies, manages portfolios, and oversees financial growth initiatives.…
Chief Risk Officer (CRO-Risk)
Bachelor's Degree · $166,570
Identifies, assesses, and mitigates enterprise-wide risks including financial, operational, reputational, and strategic…
Clearing & Settlement Specialist
Bachelor's Degree · $65,750
Manages the clearing and settlement of securities and derivatives transactions through central counterparties (CCPs),…
Collateral Management Analyst
Bachelor's Degree · $102,740
Manages collateral movements for OTC derivatives and securities financing transactions, calculating margin calls,…
Collateral Manager
Bachelor's Degree · $102,740
Manages collateral for treasury and trading operations; monitors collateral levels and optimizes collateral usage.
Collections Specialist
Associate's Degree · $47,030
Manages overdue accounts and negotiates payment plans to recover outstanding debts for businesses.
Commercial Banking Analyst
Bachelor's Degree · $102,740
Commercial Banking Analysts provide financial advice and solutions to clients, assisting with credit products, cash…
Commercial Banking Credit Analyst
Bachelor's Degree · $83,510
Evaluate the creditworthiness of businesses and individuals by analyzing financial statements, market conditions, and…
Commodities Trader
Bachelor's Degree · $78,660
Execute buy and sell transactions of raw materials and primary agricultural products, leveraging market analysis,…
Corporate Banking Analyst
Bachelor's Degree · $102,740
Analyzes financial data and client needs to support corporate banking activities, including lending, treasury…
Corporate Finance Associate
Bachelor's Degree · $102,740
Advise clients on financial strategies, capital raising, mergers, and acquisitions.
Counterparty Risk / CVA Analyst
Master's Degree · $117,330
Quantifies counterparty credit risk on derivatives portfolios, calculating Credit Valuation Adjustment (CVA), managing…
Counterparty Risk Manager
Bachelor's Degree · $117,330
Manages counterparty credit risk for treasury and trading operations; monitors exposure and enforces limits.
Credit Risk Analyst (Banking)
Bachelor's Degree · $117,330
Assesses counterparty and borrower credit risk for lending and trading activities, developing credit models, setting…
Credit Trader
Bachelor's Degree · $78,660
Trades corporate bonds, credit derivatives, and manages credit risk exposure.
Cryptocurrency / DeFi Analyst
Bachelor's Degree · $102,740
Cryptocurrency and DeFi analysts audit smart contracts, model token economics, and build on-chain dashboards to assess…
Customer Service Representative (Banking)
High School Diploma · $44,770
Assists bank customers with inquiries, transactions, and problem resolution, ensuring a positive banking experience.…
Customer Service Representative (Financial Services)
High School Diploma · $44,770
Assists clients with financial product inquiries, resolves issues, and provides information on accounts and services.…
Debt Capital Markets (DCM) Analyst
Bachelor's Degree · $102,740
Executes debt offerings (bonds, loans, structured products) and supports corporate debt capital raising transactions.
Derivatives Trader
Bachelor's Degree · $78,660
Trades options, futures, swaps, and other derivative instruments; manages complex risk exposures.
Digital Assets / Crypto Trader
Bachelor's Degree · $78,660
Trades cryptocurrencies, digital tokens, and blockchain-based financial instruments, managing positions across…
Emerging Markets Trader
Bachelor's Degree · $78,660
Trades emerging market equities, bonds, and currencies; manages geopolitical and currency risks.
Equity Research Analyst
Bachelor's Degree · $102,740
Analyzes publicly-traded equities to produce investment recommendations and research reports for institutional…
Equity Research Analyst (Sell-Side)
Bachelor's Degree · $102,740
Covers a sector of publicly traded companies, publishing research reports with earnings estimates, price targets, and…
Equity Research Associate
Bachelor's Degree · $102,740
Junior analyst supporting senior equity research team, building financial models, conducting industry research, and…
Equity Research Intern
Bachelor's Degree · $102,740
Entry-level internship role supporting equity research team with data collection, modeling, and research support during…
Equity Sales Trader
Bachelor's Degree · $78,660
Executes equity trades on behalf of institutional clients, providing market color and trade ideas, managing order flow,…
Equity Sector Analyst
Bachelor's Degree · $102,740
Specializes in analyzing a specific industry sector (tech, healthcare, financials, etc.), providing deep sector…
ESG Strategist
Master's Degree · $83,050
Develop and execute an organisation's ESG strategy, aligning sustainability goals with business objectives, investor…
ESG / Sustainable Finance Analyst
Bachelor's Degree · $102,740
Evaluates environmental, social, and governance factors in investment decisions, developing ESG scoring frameworks,…
Financial Advisor Assistant
High School Diploma · $76,590
Provides administrative and operational support to financial advisors, assisting with client communication, scheduling,…
Financial Analyst
Bachelor's Degree · $102,740
Analyzes financial data, builds models, and prepares reports to guide investment decisions, budgeting, and strategic…
Financial Crime / AML Analyst
Bachelor's Degree · $81,100
Detects and investigates potential money laundering, terrorist financing, and sanctions violations, reviewing…
Financial Educator
Bachelor's Degree · $66,140
Financial educators provide guidance and instruction to individuals and groups on various financial topics, including…
Financial Modeler
Bachelor's Degree · $102,740
Constructs quantitative models to forecast financial performance, analyze investment opportunities, and support…
Financial Operations Associate
Bachelor's Degree · $83,680
Manages and executes daily financial transactions, ensuring accuracy and compliance with regulatory standards. Supports…