STAMFORD CAREERS EVENT Thursday 4 th April 2019 Stamford, CT Rob - - PowerPoint PPT Presentation

STAMFORD CAREERS EVENT

Thursday 4th April 2019 Stamford, CT Rob Langrick, CFA, CIPM, Head, Practice Analysis

Job role family map

Professional services Principals Outsiders insiders

Broker-dealer front office Fundamental analyst Quant analyst Sales Execution trader Prop trader Prime broker Economist Strategist Derivatives structuring Private wealth Financial advisor Retail broker Wirehouse Broker-dealer middle/back Compliance Technology/operations Settlement/corporate actions Collateral management KYC/onboarding Other Investment consultant Independent research provider Credit rating analyst ESG analyst Fund rating analyst Political risk analyst Insurer

Information barrier

Investment bank front office M&A Corporate finance Debt capital markets Equity capital markets Distressed debt/restructuring Leveraged finance Commercial bank front office Commercial lending Trade finance Project finance Stress testing Accounting Audit Tax advisory Consulting Strategy consulting IT consulting Legal Corporate law Securities law Competition law

Government

Central banks Regulators Agencies

Solutions Recommendations Trades

Asset manager front office Fundamental analyst Quant analyst Portfolio manager Buy-side trader Chief Investment Officer Product development Fund marketing Private wealth IFA RIA Private wealth manager

Capital Returns

Asset manager middle/back Performance measurement Risk Technology/operations Settlement/corporate actions Security lending Collateral management Alternatives Private equity limited partner Hedge fund manager Fund of funds/manager of managers C-suite CEO CFO Investor relations Other Finance department Corporate strategy Business development Treasury Legal Alternatives Private equity general partner Venture capital Funds REITs ETFs Mutual funds Other Custodian Plan sponsor

Problems

infrastructure

Exchanges Index providers Market data vendors FinTech

Buy-side Sell-side Corporate Advisory

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Members Candidates Portfolio manager 23% 5% Research analyst 16% 21% Chief-level executive 7% n/a Consultant 7% 8% Risk manager 6% 5% Relationship manager 5% 5% Financial advisor 5% n/a Corporate financial analyst 5% n/a Investment banking analyst 4% n/a Trader 3% n/a Strategist 3% n/a Manager of managers 3% n/a Accountant/auditor 3% 9% Other 8% 47% Total 100% 100%

WHO ARE OUR MEMBERS?

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JOB HOPS

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Analyst Capital markets CIO Economist / strategist Investment consultant Investor relations M&A banker Performance analyst Portfolio manager Private wealth manager Risk manager Sales & distribution Trader Treasury

Core Core Core

TRANSFERABLE SKILLS

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CAREER RESOURCES

Job board: https://careers.cfainstitute.org/jobs/ Member directory: https://www.cfainstitute.org/community/membership/directory/Pages/index.aspx#section-1

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