Career: Finance & Investing

This guide includes books,  databases, journals  and websites which can help a career search in Finance & Investing related fields.

FB careers in finance

About the Industry

Vault Online Career Library

Available to Questrom School of Business majors, minors and alums only.
-See ‘Industries & Professions‘ tab, and click on ‘see all industries’ for information on Commercial banking, Financial Services,  Investment Banking, Investment Management.
– See ‘ Guides’ tab for premium Industry Guides: Sales and Trading,  Hedge Funds,  Investment Banking, Investment Banking Asia Pacific Edition, Middle Market Investment Banking, Vault Guide to the Top Financial Services Employers.

Occupational Outlook Handbook

Industry guide from the U.S. Department of Labor includes descriptions of myriad jobs. Includes the nature of the work, required training, job outlook, and earnings. On left hand table of contents see ‘Management’ and ‘Sales’. Listing of professions include Budget Analyst, Loan Officers, Financial Analysts, Personal Financial Advisors, Insurance Sales Agents, Securities, Commodities, and Financial Services Sales Agents.

Note: Industry Surveys include current environment, industry trends, how the industry operates, and links to industry references, including online periodicals and trade associations. Click on ‘Industries’ tab, and select industry survey. Finance related surveys include Banking, Financial Services Diversified, Investment Services, Insurance: Life & Health, Insurance: Property – Casualty, REITS, and Savings & Loans.

For more on the industry, see books below.

FB how the stock market

Books

For circulating books on Investment Banking, consult the BU Library Online Catalog; use the subject terms “Brokers”, “Investment Banking”, “Stock Exchanges”, and “Wall Street”.

Selected titles are listed below. All of these books are located in the Pardee Library stacks.

The complete guide to making environmentally friendly investment decisions
HG 4515.13 N67 2013
Warren Buffet invests like a girl
 HG 4515.15 L64 2011
Diary of a hedge fund manager  HG 4530 M39 2010
The billionaire’s apprentice   HG 4530 R337 2013
How the stock market really works  HG 4551 G68 2011
Equity markets and portfolio analysis  HG 4551 J645 2014
The battle for Wall St  HG 4928.5 G65 2009
Selected titles listed below are available online.

Compelling returns: a practical guide to socially responsible investing
Impact investing transforming how we make money while making a difference

Investing in India: a value investor’s guide to the biggest untapped opportunity in the world
The man in the arena:  Vanguard founder John C. Bogle and hos lifelong battle to serve investors first
The Warren Buffett way

 

The following books may be found in the Pardee Library Reference Collection:

Goldbook: Your Indispensable Guide to Commercial Real Estate X HD1361
Careers in Venture Capita
l X HD2341 .C37
Harvard Business School Guide to Careers in Finance X HG65 .F57
Glocap Guide to Getting a Job in Private Equity X HG4530 .K67 2007
Careers in Investment Banking X HG4930.5 .C37
Best’s Guide to Understanding the Insurance Industry X HG 8011 B475

FB Vault top 50  See Vault Online Career Library (below)

Company Directories

Boston Business Journal

Note: This site also provides access to business journals from 39 other major metropolitan cities across the U.S. Also includes a digital Book of Lists containing rank-ordered companies and organizations for each city.

Company Dossier

Note: (through LexisNexis Academic) Click on “Create a Company List” tab, to create list of international or U.S. companies by industry, geographic area and revenue. Rank U.S. companies by sales. For help, see Company Dossier Tutorial.

ReferenceUSA (1999?]-)
Note: Use custom search to find U.S. companies by industry, geography, number of employees, and revenue.

Vault Online Career Library

Available to Questrom School of Business majors, minors and alums only. 
See ‘Download Guides’ tab for premium  Company Guides:
Top Financial Services Employers,  Top 25 Investment Management Employers,  Top 50 Banking Employers, Top 25 Investment Management Employers, Top Banking Employers Asia Pacific Edition,  Top 25 Banking Employers, European Edition.

SEC Investment Advisor Search

Search for an Investment Firm’s Form ADV. Investment Advisors file Form ADV to register with the SEC and/or states. The form includes information about an investment firm and its business operations.

The following books may be found in the Pardee Library Reference Collection

Goldbook: Your Indispensable Guide to Commercial Real Estate X HD1361
Wetfeet Insider Guide: 25 Top Financial Services Firms X HG173 .W465
Vault Guide to the Top Finance Firms X HG181 .P79
Thomson/Polk North American Financial Institutions Directory X HG1534
Vault Guide to the Top 50 Banking Employers X HG4534 .V38
Corporate Finance Sourcebook X HG4057 .A1565
Vault Guide to the Top Private Equity Employers X HG4963 .V38
Massachusetts Venture Capital Directory X HG5128 .M3 M3
Best’s Guide to Understanding the Insurance Industry X HG 8011 B475

– For more information on companies see “Pre-Interview Research” in Useful Databases for Career Research, and “News” in this guide.

FB heard on the street

Interviewing

Vault Online Career Library

Available to Questrom School of Business majors, minors and alums only. 
See ‘Guides’ tab, and click on ‘Interviewing’ on left hand sidebar for premium Interview Guides:
Finance Interviews, Finance Interviews Practice Guide, Private Equity & Hedge Fund Interviews, and Advanced Finance & Quantitative Interviews.

The Fast Track: The Insider’s Guide to Winning Jobs in Management Consulting, Investment Banking, and Securities Trading

Pardee Reference – X HD 69 C6 N33 1997
(this book circulates)

Beat the Street:Investment Banking Interviews (Wetfeet Insider Guide)

Pardee Reference – X HG 4930.5 I585 2001

Heard on the Street: Quantitative Questions from Wall Street Job Interviews

Pardee Reference – X HF 5549.5 I6 C72

For Company Information see “Pre-Interview Research” in Useful Databases for Career Research and Company Directories & Information and News in this guide.

News: Magazines & Journals

Databases

ABI/INFORM GLOBAL

Note: ABI/INFORM GLOBAL indexes, abstracts, and provides full text of articles in business magazines, journals, and the Wall Street Journal. ABI/Inform covers more than 1,600 leading business and management publications and scholarly journals with full text for 700 of these titles. ABI/Inform Global also includes ABI/Inform Trade and Industry which covers more than 750 trade publications and ABI/Inform Dateline which provides coverage of more than 140 local, city, state, and regional business publications as well as business-oriented newswire services from the U.S. and Canada.

Factiva (2001)
Note: Provides articles from vast numbers of business and trade publications.

Magazine & News Titles

Barron’s

National business and financial weekly with excellent articles on prospects for industries and individual companies, and a wide range of other business and financial topics of interest to investors. Includes numbers from various national and international stock exchanges. Current issues available in paper until superseded by microfilm. Available full text in Factiva.

Financial Times

International business and financial newspaper, featuring news from London, Paris, Frankfurt, New York, and Tokyo. Includes worldwide stock and bond market data, commodity market data, and monetary/currency exchange information. Current issues at Reserve Desk until superseded by microfilm. Available full text through ejournals, Lexis-Nexis Academic Universe, Proquest and Factiva.

Investor’s Business Daily

Pardee – HF5001.I58

A national business newspaper. Includes statistical information and tables on companies and industries. Covers daily investment market reports and analysis plus company and industry news. Library has current three months.

New York Times

Comprehensive coverage of national, foreign, business and local news. Business section considered the most comprehensive of any US daily general circulation newspaper. Current issues at Reserve Desk until superseded by microfilm. Available full text in Lexis-Nexis Academic Universe and Factiva.

Wall Street Journal

Covers news and trends relating to business, industry, finance, the economy, and international commerce. Provides extensive price and other data for the securities, commodity, options, futures, foreign exchange, and money markets. Current issues at Reserve Desk until superseded by microfilm. Available through ejournals, ABI/Inforum and Factiva.

Websites: Associations & Job Listings

Associations

CFA Institute http://www.cfainstitute.org

An international, nonprofit organization of more than 49,000 investment practitioners and educators in over 100 countries.

New York Society of Security Analysts http://www.nyssa.org

Educational forum for investment professionals. Good career information.

Securities Industry Association http://www.sia.com

Trade association for North American Security firms, includes list of members with Web links, articles, and issue briefs.

United States Securities and Exchange Commision http://www.sec.gov

U.S. regulatory agency responsible for administering the federal securities laws. Web site includes the EDGAR Database and other relevant information. See also, Stock Exchanges in the Investing Research Guide.

Job Listings

Bloomberg http://www.bloomberg.com
Wall Street Journal http://www.careerjournal.com
Jobs in the money http://www.jobsinthemoney.com
P&I Careers http://www.pionline.com/section/careers
CitiBank http://jobs.citi.com/
Duff and Phelps http://careers.duffandphelps.jobs
Assurant http://jobs.assurant.com