New Member Education

Finance Career Paths

Build a broad foundation in finance, then explore the work, skills, and decisions that distinguish investing, transactions, research, and corporate finance.

Current Areas of Focus

Explore the Industry

Four Ways to Think About Finance

Each track connects practical skills with the roles where those skills are used, helping members understand where their interests may fit.

Investments

Investment Management & Alternatives

What new members will learn

Learn how institutional investors allocate capital and evaluate investments across public and private markets. Members will explore portfolio construction, asset allocation, equities, fixed income, alternative assets, private credit, risk and return, macroeconomic drivers, and investment thesis development.

Potential career paths

  • Asset Management
  • Wealth Management / Private Banking
  • Hedge Funds
  • Private Credit
  • Alternative Investments
  • Investment Strategy
  • Portfolio Management
  • Real Assets

Deals

Investment Banking & Private Markets

What new members will learn

Build the technical foundation required to analyze and execute transactions and private investments. Members will learn financial statement analysis, accounting, valuation methodologies, DCFs, comparable companies, precedent transactions, M&A, LBO modeling, debt financing, and transaction structures. Members will learn how companies, financial sponsors, and lenders approach transactions from different perspectives.

Potential career paths

  • Investment Banking
  • Private Equity
  • Private Credit
  • Growth Equity
  • Venture Capital
  • Restructuring
  • Corporate Development

Markets & Research

Capital Markets, Sales & Trading & Research

What new members will learn

Understand how financial markets operate and how institutions develop, communicate, and execute market views. Members will explore equities, fixed income, credit, rates, FX, and derivatives; equity and credit research; financial modeling and valuation; macroeconomic drivers; trading and risk management; and how companies raise capital through public markets.

Potential career paths

  • Sales & Trading
  • Equity Research
  • Credit Research
  • Equity Capital Markets (ECM)
  • Debt Capital Markets (DCM)
  • Leveraged Finance
  • Global Markets
  • Macro / Market Strategy
  • Institutional Sales

Corporate

Corporate Banking & Finance

What new members will learn

Understand how companies finance their operations, manage capital, and interact with financial institutions. Members will learn credit analysis, lending fundamentals, cash-flow analysis, capital structures, budgeting and forecasting, FP&A, treasury and liquidity management, financial controls, and risk assessment. Members will also explore how banks evaluate corporate clients and structure financing solutions across different industries.

Potential career paths

  • Corporate Banking
  • Commercial Banking
  • FP&A
  • Treasury
  • Corporate Finance
  • Credit Risk
  • Enterprise Risk
  • Internal Audit