What Finance Job is for You? Explanation of 14 Finance Roles

By an Award Winning MBA Prof, IVY League MBA, former Goldman Employee with Hedge Fund & Venture Capital Experience
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  • Lectures 59
  • Length 4 hours
  • Skill Level All Levels
  • Languages English, captions
  • Includes Lifetime access
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    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2016 English Closed captions available

Course Description

** Chris is the author of the #1 best selling business course on Udemy called "An Entire MBA in 1 Course." ** 

** ACCORDING TO BUSINESS INSIDER: "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education." **  

This course will help you understand and choose the finance career that you are most passionate about pursuing. The course gives an explanation of 14 different finance analyst roles, including: 

  1. Investment Banking Financial Analyst Role
  2. Venture Capital Financial Analyst Role
  3. Hedge Fund Financial Analyst Role
  4. Mutual Fund Financial Analyst Role
  5. Private Equity Financial Analyst Role
  6. Private Wealth Management Financial Analyst Role
  7. Sell Side Research Analyst Financial Analyst Role
  8. Sales Trader Financial Analyst Role
  9. Buy Side Trader Financial Analyst Role
  10. Sell Side Trader Financial Analyst Role
  11. Large Non Finance Company Finance Analyst Role
  12. Equity Capital Markets Financial Analyst Role
  13. Equity Sales Financial Analyst Role
  14. Tech / Artificial Intelligence Financial Analyst Role

Professor Chris Haroun has been profiled in Forbes Magazine and Business Insider and has raised and managed over $1bn in his finance career. He loves teaching students about real world practical concepts with no theory. 

Professor Haroun has 20 years of finance analyst experience in several different finance sectors, including 5 years at Goldman Sachs, 8 years in the hedge fund industry at firms that include hedge fund giant Citadel and his own firm, 7 years in the venture capital industry (a venture firm he started had a private investment years ago in Facebook) and 4 years in the finance/tech industry at Accenture where he worked on the merger of Bank of America and Nations Bank as well as setting up an offshore bank for the Canadian Imperial Bank of Commerce. His finance work experience has been all over the world in countries that include the United States, England, Scotland, Canada, Japan, China, India and France. He has taught students in more that 160 countries and he is a well known business author of many books. His popular business book: '101 Crucial Lessons They Don't Teach You in Business School' was written up in Forbes Magazine as "1 of 6 books that all entrepreneurs need to read right now." He also has his own column in Inc. Magazine. He has met with many finance icons in his career and he profiles many of these executives in this course so you can learn and use their winning career tips/advice.

Professor Haroun also has an MBA from Columbia University where he majored in Finance. 

After taking this course, students should be able to understand how many different finance roles work and have a good idea what finance role they are most passionate about. 

What are the requirements?

  • Nothing. Professor Haroun has a good reputation for making it VERY easy to understand complex or advanced topics as he has worked in many finance industries and taught many students how to excel in finance (and enjoy the process too)!

What am I going to get from this course?

  • Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
  • Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
  • Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
  • Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
  • Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
  • Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
  • Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
  • Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
  • Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
  • Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
  • Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
  • Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
  • Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
  • Equity Sales: Understand from a high level perspective what as Equity Sales’ firm is as well as what the role/job is of a Equity Sales Financial Analyst, including the pros and cons.
  • Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
  • Learn what finance role you are most passionate about pursuing.

What is the target audience?

  • Anyone interested in learning more about 14 different finance roles, including Investment Banking, Venture Capital, Hedge Funds, Private Equity, etc.
  • Students that are potentially interested in finance, but would like to learn what the different Financial Analyst roles are and how they overlap.
  • Finance professionals that want to switch to a DIFFERENT finance industry from the current one they work in.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Finance Roles Introduction
Course Introduction
Preview
01:28
What Are the Major Differences Between the Different Financial Analyst Roles?
11:30
04:28

We will cover 14 different Financial Analyst roles in this course, including an overview of the role, the pros and cons as well as a day in the life. This section introduces 7 of the roles. We will cover all 14 roles throughout this course. 

04:52
  1. How much do finance professionals in hedge fund, mutual fund, investment making, sell side research and venture capital roles make?
  2. What is the base and bonus structure?

What Are the Pros and Cons of Working as a Financial Analyst?
03:32
Section 2: Decide What Financial Analyst Role Interests You the Most
How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy
01:32
Article

This exercise will help you decide what financial analyst role makes most sense for you. 

Practice Activity Results Analysis: Congratulations!
03:52
Section 3: Hedge Fund Financial Analyst Role
11:28
  1. What is a hedge fund?
  2. What are some of the most successful hedge  
Quick disclosure: The comments on Apple, Google and GoPro are all hypothetical/ficticious comments (not real) for the exercise in the video! Thanks : )
Hedge Fund Pros and Cons
02:26
Hedge Fund Day in the Life
11:12
Section 4: Mutual Fund Financial Analyst Role
08:35
  1. How does the mutual fund sector differ from the hedge fund sector?
  2. Who are the larger players
Mutual Fund Pros and Cons
03:00
A Day in the Life of a Mutual Fund Analyst
00:53
Section 5: Investment Banking Financial Analyst Role
Investment Banking Overview
Preview
11:57
04:10

So you want to be an investment banker? Make sure you understand the pros and cons!


09:00
  1. What do investment bankers What mean by conducting an "IPO Roadshow?"
  2. What role does the investment banking Analyst play in an IPO Roadshow?
Investment Banking Day in the Life Part 2 (Working on 'Pitch Books')
08:38
Section 6: Sell Side Equity Research Financial Analyst Role
Sell Side Equity Research Overview
11:08
Sell Side Equity Research Pros and Cons
03:48
A Day in the Life of a Sell Side Analyst
06:32
Section 7: Venture Capital Financial Analyst Role
Venture Capital Overview
12:49
Venture Capital Pros and Cons
03:43
Venture Capital a Day in the Life
03:33
Private Wealth Management Overview
00:46
Section 8: 9 Other Roles Explained (Please watch this before starting Sections 9 to 18)
02:32

Please watch this entire section before moving on to the next section(s) of this course. An introduction to 9 other types of Financial Analyst roles (many are similar to roles we have already discussed).

Quick Accounting Review
01:20
What are Growth and Value Investors and Why this is Important to Your Success
04:43
What Financial Statements and Valuation Methods Matter Most to Which Analysts?
Preview
04:00
Section 9: Large Non-Finance Company Financial Analyst Role
Financial Analyst at a Large Non Finance Company Overview
01:19
Financial Analyst at a Large Non Finance Company Pros and Cons
01:19
Financial Analyst at a Large Non Finance Company Day in the Life
02:29
Section 10: Private Wealth Management Financial Analyst Role (Part of an Investment Bank)
Private Wealth Management Pros and Cons
01:37
Private Wealth Management Day in the Life
02:42
Section 11: Sales Trader Financial Analyst Role (Part of an Investment Bank)
Salestrader Overview
01:03
Salestrader Pros and Cons
02:09
Salestrader Day in the Life
03:26
Section 12: Sell Side Trader Financial Analyst Role (Part of an Investment Bank)
Sell Side Trader Overview
05:05
Sell Side Trader Pros and Cons
01:44
Sell Side Trader Day in the Life
03:12
Section 13: Equity Sales Financial Analyst Role (Part of an Investment Bank)
Equity Sales Overview
Preview
02:16
Equity Sales Pros and Cons
02:53
Equity Sales Day in the Life
05:50
Section 14: Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
Equity Capital Markets (ECM) Overview
01:05
Equity Capital Markets (ECM) Pros and Cons
01:58
Equity Capital Markets (ECM) Day in the Life
05:07
Section 15: Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role
Buy Side Trader Overview
02:02
Buy Side Trader Pros and Cons
02:43
Buy Side Trader Day in the Life
04:02
Section 16: Computer / Artificial Intelligence Financial Analyst Role
Computer / Artificial Intelligence Overview
01:10
Computer / Artificial Intelligence Pros and Cons
03:29
Computer / Artificial Intelligence Day in the Life
04:11
Section 17: Private Equity Financial Analyst Role
Private Equity Overview
01:34
Private Equity Day in the Life
03:45
Private Equity Pros and Cons....and a Surprise!
03:04
Section 18: Case Study Involving All Finance Roles & How they Work Together + Conclusion
05:04

This video shows how the different finance roles cooperate and overlap. 

01:05

Now that you have a good idea what Financial Analyst role you are most passionate about, I am excited to say that I am going to be releasing a number of new Financial Analyst courses very soon that will focus on how to be the best Financial Analyst in many of the 14 Financial Analyst roles mentioned in this course. Examples of lectures from the courses I will be releasing soon are in the next section of this course. 

Section 19: Bonus Lecture: Coupons/Discounts on Other Courses I Teach
13:00
  1. What are technicals?
  2. What do you do if you are losing a lot of money on a position?
  3. What is a stop loss and when does it make sense to use it?
Bonus Lecture: Coupons/Discounts on Other Courses I Teach
Article

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Instructor Biography

Prof. Chris Haroun, Award Winning MBA Professor, Venture Capitalist and Author.

** Chris is the author of the #1 best selling business course on Udemy called "An Entire MBA in 1 Course," which has been purchased by more than 50,000 students in 187 countries so far in 2016 in 7 languages. **  He has also published 25 other courses on Udemy.

** According to Business Insider  "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education." **

Chris is also the author of the book "101 Crucial Lessons They Don't Teach You in Business School," which Business Insider wrote is "the most popular book of 2016 according to Business Insider readers." In 2015 Forbes called this book "1 of 6 books that all entrepreneurs must read right now."

Chris is also the founder and CEO of Haroun Education Ventures, which has 3 areas of focus: 1: Edtech Venture Capital, 2: Education Charities and 3: Education Online Business & Self Development Courses. In addition he is an award winning business school professor, MBA graduate from Columbia University and former Goldman Sachs employee. He has raised/managed over $1bn in his career.

Chris is passionate about educational charities and he is on the board of directors of several tech companies and ‘The Lemo Foundation’, which offers scholarships and mentoring to East Palo Alto students where the high school graduation rate is only 40%. He is also on the board of Providing Opportunities for Women (P.O.W.) which was founded by a few of his business school students. 

He also has work experience at hedge fund giant Citadel, consulting firm Accenture & several firms that he has started, including an investment firm that had a venture capital investment in Facebook several years before the Facebook IPO.

He is a a frequent lecturer at several Bay Area business schools including Berkeley, Stanford, The Hult International School of Business and San Francisco State University. Chris also has an undergraduate degree with a major in Management Information Systems and International Business from McGill University where he is a McGill University Dobson Fellow (awarded for his work mentoring McGill students with venture capital start up business models).

Chris has written numerous articles and has been interviewed or profiled in Forbes, Business Insider, Entrepreneur Magazine, VentureBeat, Wired Magazine, AlleyWatch and several television, podcast and radio interviews, including one with Radio Television Hong Kong (RTHK) which is Hong Kong's oldest and sole public service broadcaster. He has his own entrepreneurship column in Inc. magazine.

Chris Haroun's goals are:

1: Access: To help make education accessible and affordable to every person in every country (and without firewalls) by investing in disruptive edtech companies through his company (Haroun Education Ventures).

2: Give: If you work for a charity, Chris is more than happy to give you all of his online business and self development courses for free to every employee at every charity in the world; simply send him a LinkedIn message and he will send you coupons for all of his courses at 100% off.

3: Edutainment: His passion is to "make business education impactful and entertaining with no boring theory; edutainment works!"

Chris is very passionate about education, education related charities and edtech start-ups/companies as he believes that all problems in the world can be solved via education. He lives in Hillsborough, California with his wife Christine and 3 sons who are also passionate about baseball…especially the Toronto Blue Jays! : ) 

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