Friday, April 13, 2012 myBiz Blog
Career Options in Finance Video Series: Investments & Securities by Jamie Marsh Finco

Our third focus area in finance that we will cover as part of our series is Investments and Securities.

In this video, you will learn more about the fundamental responsibilities and career paths housed within the Investments and Securities space. Some examples of specific roles in this industry include:

  • Debt Capital Markets
  • Equity Capital Markets
  • Investment Banking
  • Portfolio Management
  • Private Banking
  • Private Wealth Management
  • Research
  • Sales & Trading
  • And so much more!

To set yourself up for a successful career in this industry, it is important to start identifying opportunities to gain exposure to various roles, get experience building your technical skill set and ultimately helping clients (corporate, institutional or individual) make smart investment or capital generating decisions . We have various student organizations here in the Wisconsin School of Business that will help you learn more about these career paths and begin networking with employer contacts including the Capital Management Club, Finance & Investment Society, Investment Banking Club and Society for Personal Investment. Financial institutions look for candidates who possess the following skills:

  • Self-motivation
  • Passion for the markets
  • Strong academic performance and internship experience            
  • Fast learner
  • Strong analytical skills
  • Knowledge of Excel and valuation modeling
  • Communication skills
  • Strong threshold for risk and high pressure situations
  • Discretion
  • Ability to synthesize information
  • Intellectual curiosity
  • Attention to detail
  • Confidence
  • Relationship building skills
  • And so much more

Do financial services firms recruit at UW-Madison? Absolutely yes! Below are a few examples of firms who recruit on campus. This is by no means a complete list so make sure to login to BuckyNet to search the full database of opportunities.

  • BMO Capital Markets
  • Goldman Sachs & Co.
  • J.P. Morgan Chase
  • Robert W. Baird & Co., Inc.
  • Prudential

Stay tuned for our next video in this series: Alternative & Future Career Options