Finance Career Paths: Find Your Ideal Role

Step-by-step guide to pick the right finance niche for you and start preparing for your dream career

What you'll learn
- 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

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

Description
Confused about which finance job to choose?This step-by-step course helps you explore and compare the top finance career paths — including Investment Banking, Equity Research, Corporate Finance, M&A, Credit Rating, Banking Credit teams, Investor Relations, Private Equity, and Corporate Banking — so you can confidently select the right finance role for your skills and goals.

You’ll discover what each role involves, the key skills required, and how to start preparing right away. Using a downloadable self-assessment questionnaire, you’ll select the niche that suits you most and then create a roadmap to your dream finance career.

What you’ll learn

Understand the most in-demandfinance jobs and career pathsworldwide.

Compare roles side-by-side and identify which ones fit your interests and strengths.

Learn the day-to-day work and skills for each major finance niche.

Build a clear preparation plan — internships, certifications, networking, and skill-building.

Save time and gain clarity with a structured guide instead of piecing info together online.

Who this course is for

Students, recent graduates or career-changersconsidering a career in finance.

Anyone unsure whichfinance job or nichebest matches their goals.

Professionals looking to switch intoinvestment banking, equity research, corporate finance, private equity or related roles.

Why take this course

Most people researching finance careers waste months scrolling through social media, scattered blogs and forums. This course puts everything in one place, gives you clarity onfinance rolesandcareer paths, and shows you exactly how to begin preparing for the job you really want.

About Amey

Amey is a seasoned corporate finance leader with about two decades of experience spanning fund raising, financial planning, M&A and strategic initiatives. He has been mentoring young finance professionals for over a decade.

Amey has spearheaded landmark transactions: raising over $3.5 billion in bonds and over $ 2 billion in foreign-currency monies. Amey’s notable contributions include securing over $ 1 billion of liquidity during COVID, arranging sustainability-linked loans and bonds tied to ESG metrics, and leading his organization to obtain an above sovereign credit rating. He was involved in executing a $1 billion worth of equity share buyback, $1.5 bn worth of IT acquisitions and in raising long-term project finance for challenging sectors and companies, consistently reducing borrowing costs and enhancing value.

Amey was recognized byBusinessWorld magazine as Finance 40 under 40,for a track record of executing complex strategic deals that are one of its kind in the industry. Before starting his career in finance, Amey took up a non-finance Bachelors degree in Engineering where he ranked first in the University of Mumbai and then went on to pursue an MBA in Finance.

Who this course is for:
- Final-year students and recent grads deciding which finance role to pursue (IB, Corp Fin, M&A, PE, Credit, IR, Corporate Banking, etc)
- MBA applicants and early MBA students looking to choose Finance specialisations
- Early-career finance professionals evaluating a function switch
- Career-switchers (for eg. consulting, engineering, IT and others) who want a clear path into finance
- Job / internship seekers who want a clear targeted prep-up plan
More Info