Finance, Investment & Banking
Career Options in Finance
Commercial and Retail Banking
Build relationships with individuals (retail) and businesses (commercial); analyze credit to
administer accounts, loans, mortgages, money management, treasury services, currency
exchange and other financial services
Corporate Finance
Perform forecasts, projections and profit/loss models for long range corporate financial
planning, potential acquisitions and asset sales; analyze competitor performance in market
and assess internal product/service line performance
Investment Banking
Advise client companies on capital generating strategies including: business acquisitions,
divestitures, mergers and public offerings
Investment Management
Private Wealth Mgmt: Provide brokerage/wealth management for high-net-worth clientele
Asset Mgmt: Analyze and manage corporate investments, mutual funds and pensions
Personal Finance: Manage investments, insurance and future planning for individuals/families
Research
Analyze securities and publish recommendations for investment activities/strategies
Sales & Trading
Execute and manage exchanges in the securities, bonds, municipals, commodities, derivatives
and foreign exchange markets; serve as liaison between buyers and sellers in the markets
Equity & Debt Capital Markets
Perform origination, structuring and syndication for transactions in secondary markets (IPOs)
Additional Popular Careers
Consulting, Microfinance, Sales, Government, Non-profit
Finance Student Organizations
Capital Management Club Society of Personal Investments
Finance & Investment Society International Finance Club
Investment Banking Club Fantasy Sports & Finance Club
Courses Required for the Major
www.bus.wisc.edu/undergrad/majors/finance.asp
Upcoming Finance Career Events
Career Options in Finance 5:00-6:00pm February 15 & March 28
Conquering the CFA Exam Time TBD March
Maximizing Your Finance Internship 5:30-7:00pm March 29