Career: Finance & Investing

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

About the Industry

Vault Online Career Library

Available to SMG majors, minors and alums only. For access, see the  SMG Career Link.
See ‘Industries‘ tab, and click on ‘see all industries’ for information on Commercial banking, Financial Services,  Investment Banking, Investment Management.
- See ‘Download 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.

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

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

 

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.

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 SMG majors, minors and alums only. For access, see the  SMG Career Link.
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.

Interviewing

Vault Guide to Finance Interviews

Available through the Vault Online Career Library on the Career Services web site.
For access, see the  SMG Career Link.
Available to SMG majors, minors and alums only.
Also available in print, Pardee Reference – Career: Interviews
X HG 173 B479 2001

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

The following databases index articles from finance and investment related journals and magazines

Note: Covers over 1,500 publications including general business magazines and leading industry-specific trade journals.

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

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