What Finance Job is for You? Explanation of 14 Finance Roles

By an Award Winning MBA Prof, IVY League MBA, former Goldman Employee with Hedge Fund & Venture Capital Experience

4.30 (392 reviews)
Udemy
platform
English
language
Finance
category
3,883
students
4 hours
content
Mar 2024
last update
$74.99
regular price

What you will learn

Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).

Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.

Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.

Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.

Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.

Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.

Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.

Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.

Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.

Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.

Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.

Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.

Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.

Equity Sales: Understand from a high level perspective what as Equity Sales’ firm is as well as what the role/job is of a Equity Sales Financial Analyst, including the pros and cons.

Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.

Learn what finance role you are most passionate about pursuing.

Description

** Chris is the author of the #1 best selling business course on Udemy called "An Entire MBA in 1 Course." ** 

** ACCORDING TO BUSINESS INSIDER: "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education." **  

This course will help you understand and choose the finance career that you are most passionate about pursuing. The course gives an explanation of 14 different finance analyst roles, including: 

  1. Investment Banking Financial Analyst Role
  2. Venture Capital Financial Analyst Role
  3. Hedge Fund Financial Analyst Role
  4. Mutual Fund Financial Analyst Role
  5. Private Equity Financial Analyst Role
  6. Private Wealth Management Financial Analyst Role
  7. Sell Side Research Analyst Financial Analyst Role
  8. Sales Trader Financial Analyst Role
  9. Buy Side Trader Financial Analyst Role
  10. Sell Side Trader Financial Analyst Role
  11. Large Non Finance Company Finance Analyst Role
  12. Equity Capital Markets Financial Analyst Role
  13. Equity Sales Financial Analyst Role
  14. Tech / Artificial Intelligence Financial Analyst Role

Professor Chris Haroun has been profiled in Forbes Magazine and Business Insider and has raised and managed over $1bn in his finance career. He loves teaching students about real world practical concepts with no theory. 

Professor Haroun has 20 years of finance analyst experience in several different finance sectors, including 5 years at Goldman Sachs, 8 years in the hedge fund industry at firms that include hedge fund giant Citadel and his own firm, 7 years in the venture capital industry (a venture firm he started had a private investment years ago in Facebook) and 4 years in the finance/tech industry at Accenture where he worked on the merger of Bank of America and Nations Bank as well as setting up an offshore bank for the Canadian Imperial Bank of Commerce. His finance work experience has been all over the world in countries that include the United States, England, Scotland, Canada, Japan, China, India and France. He has taught students in more that 160 countries and he is a well known business author of many books. His popular business book: '101 Crucial Lessons They Don't Teach You in Business School' was written up in Forbes Magazine as "1 of 6 books that all entrepreneurs need to read right now." He also has his own column in Inc. Magazine. He has met with many finance icons in his career and he profiles many of these executives in this course so you can learn and use their winning career tips/advice.

Professor Haroun also has an MBA from Columbia University where he majored in Finance. 

After taking this course, students should be able to understand how many different finance roles work and have a good idea what finance role they are most passionate about. 

Content

Finance Roles Introduction

Course Introduction
What Are the Major Differences Between the Different Financial Analyst Roles?
Overview of Different Financial Analyst Roles and How They Work Together
It Shouldn’t Be About $, But Here is What an Analyst Makes
What Are the Pros and Cons of Working as a Financial Analyst?

Decide What Financial Analyst Role Interests You the Most

How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
Practice Activity: Decide What Finance Role You Want & Are Passionate About
Practice Activity Results Analysis: Congratulations!

Hedge Fund Financial Analyst Role

Hedge Fund Overview
Hedge Fund Pros and Cons
Hedge Fund Day in the Life

Mutual Fund Financial Analyst Role

Mutual Fund Overview
Mutual Fund Pros and Cons
A Day in the Life of a Mutual Fund Analyst

Investment Banking Financial Analyst Role

Investment Banking Overview
Investment Banking Pros and Cons
Investment Banking Day in the Life Part 1 (IPO and Non IPO Roadshows)
Investment Banking Day in the Life Part 2 (Working on 'Pitch Books')

Sell Side Equity Research Financial Analyst Role

Sell Side Equity Research Overview
Sell Side Equity Research Pros and Cons
A Day in the Life of a Sell Side Analyst

Venture Capital Financial Analyst Role

Venture Capital Overview
Venture Capital Pros and Cons
Venture Capital a Day in the Life

9 Other Roles Explained (Please watch this before starting Sections 9 to 18)

Introduction to Other Financial Analyst Roles
Quick Accounting Review
What are Growth and Value Investors and Why this is Important to Your Success
What Financial Statements and Valuation Methods Matter Most to Which Analysts?

Large Non-Finance Company Financial Analyst Role

Financial Analyst at a Large Non Finance Company Overview
Financial Analyst at a Large Non Finance Company Pros and Cons
Financial Analyst at a Large Non Finance Company Day in the Life

Private Wealth Management Financial Analyst Role (Part of an Investment Bank)

Private Wealth Management Overview
Private Wealth Management Pros and Cons
Private Wealth Management Day in the Life

Sales Trader Financial Analyst Role (Part of an Investment Bank)

Salestrader Overview
Salestrader Pros and Cons
Salestrader Day in the Life

Sell Side Trader Financial Analyst Role (Part of an Investment Bank)

Sell Side Trader Overview
Sell Side Trader Pros and Cons
Sell Side Trader Day in the Life

Equity Sales Financial Analyst Role (Part of an Investment Bank)

Equity Sales Overview
Equity Sales Pros and Cons
Equity Sales Day in the Life

Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)

Equity Capital Markets (ECM) Overview
Equity Capital Markets (ECM) Pros and Cons
Equity Capital Markets (ECM) Day in the Life

Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role

Buy Side Trader Overview
Buy Side Trader Pros and Cons
Buy Side Trader Day in the Life

Computer / Artificial Intelligence Financial Analyst Role

Computer / Artificial Intelligence Overview
Computer / Artificial Intelligence Pros and Cons
Computer / Artificial Intelligence Day in the Life

Private Equity Financial Analyst Role

Private Equity Overview
Private Equity Day in the Life
Private Equity Pros and Cons....and a Surprise!

Case Study Involving All Finance Roles & How they Work Together + Conclusion

Case Study: Putting it all Together!
Course Conclusion

Bonus Materials

Bonus Lecture

Screenshots

What Finance Job is for You? Explanation of 14 Finance Roles - Screenshot_01What Finance Job is for You? Explanation of 14 Finance Roles - Screenshot_02What Finance Job is for You? Explanation of 14 Finance Roles - Screenshot_03What Finance Job is for You? Explanation of 14 Finance Roles - Screenshot_04

Reviews

Zino
September 16, 2023
It is very insightful for someone like me who is considering switching career from Healthcare into finance! I would have loved to talk to your personally if possible! Dr. Peter.
Liviu
September 4, 2021
Pro: -Nice animations -The course presents a characters story -Attached assessment -On this course you can see not only what a job position implies at the office but also on your private life. For example I was amazed to see that certain job positions implies not to speak with other people or in case you are contacted you need to to report it to your supervisor. Also, even if we speak about corporate level the leading team is waking up early in the morning and go to meetings. It's not the Hollywood dream where the corporate bankers go to the beach with a laptop and make million dollars businesses using only the laptop or phone Cons: -The course can be more concise -You can watch the course on 1.25x with no notable difference -Most of the job positions and concepts apply to corporate sector. You can follow the course as a retail person to understand concepts and job positions but will suit you better if you're part of a large corporation
Biprajit
March 6, 2021
Good Explanation!! Chris had explained with an example in another course, may be this will be covered in next lessons ,
Jay
November 1, 2016
great course. I do learn a lot from inside the market environment correlation, how it could impact day by day market. it help me understand better next time went i tread.
Vu
October 13, 2016
Awesome course ! I dont have any idea about this sector and this is like an eye opener ! Brilliant as always Mr. Haroun.
Brian
September 18, 2016
Awesome insight on the different sectors in finance. This is something that I didn't quite learn as much in school.
Jeffrey
August 28, 2016
My second course, Chris is FANTASTIC. He is articulate, engaging, makes you want to be better.....person, employee, job seeker.
Peter
August 25, 2016
Very good overview of life in finance and various roles. It would get 5 stars if a designer was hired to upgrade the slides:) I can highly recommend​. Great value for money.
Leung
July 7, 2016
This course is a great primer to understanding the spectrum of roles a Financial Analyst may perform, and how they may interplay with each other. Having only worked in the engineering field for the past 10 years, I learnt a lot about what Financial Analysts actually do day to day. Loved the quiz in Section 2: "what financial role is right for you". I have a much better idea of what I would enjoy doing (e.g. Sell Side Trader, a Plan-B I am currently pursuing part-time) and what I would probably not consider doing (e.g. Investment Banking FA). Recommended for non-Finance folks who are exploring / curious about this profession !
Adan
June 22, 2016
Engaging.Compelling.informative.Inviting contribution,entertaining,knowledgeable.how does it get better than that?
Sotir
June 9, 2016
Another amazing course from Chris. After taking this course, I can intelligently talk about basic roles in the financial industry and how it all ties back to the big picture. I am getting ready for a big finance networking conference where I will be meeting with senior banking executives. Completing this course has given me the confidence I need to have a better idea of what role would be the best fit for me and the financial institution. Anybody going into finance should take this course, it is a wealth of knowledge, well done and easy to follow.
Shabeer
May 24, 2016
WOW , i just watched only one video and the quality of content and delivery is incredible, valuable and impressive. Thank you Prof. Chris Haroun
Trader
May 21, 2016
Fantastic for newbies and people interested to move or start a career in the financial world. The "teacher" has a long run in the field. I highly recommend this course!
Vigilius
May 8, 2016
Great course! After learning from this course you will know exactly what you wanna do in finance world. Also many nice tips on how to get your dream job. A must for people who work or wanna work in finance.
Antionette
May 7, 2016
Audio is very good. Graphic slides are well thought out and attractive. The presentation is engaging and Prof Haroun comes across as affable. A must course for every student studying studying commerce or wishes to pursue a specialised career in the Finance Industry.

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834558
udemy ID
4/28/2016
course created date
2/6/2021
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