Job Descriptions

Learn what the skills and job requirements are for the most popular finance jobs

Credit Analyst Job Description

Credit Analyst Job Description Overview Below is a typical example of a credit analyst job description based on real postings from lenders such as HSBC, JPMorgan Chase, and Wells Fargo.     Credit Analyst Job Description – Key Responsibilities Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests,…

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Equity Research Associate Job Description

Equity Research Associate Job Description This equity research associate job description outlines the main roles, responsibilities, skills, and education required to be a successful equity research associate. To prepare for a career in equity research, launch CFI’s financial modeling courses now!   Equity Research Associate Job Description – Key Responsibilities Research securities of target industries and…

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Head of IR Job Description

Head of Investor Relations Job Description Overview This is a typical example of a Head of Investor Relations job description based on real postings from public companies.  To prepare yourself for this job, launch our financial analysis courses online!  See our Head of IR job description below.     Head of IR Opportunity Overview The Head…

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Personal Banker Job Description

Personal Banker Job Description Presented here is a typical example of a personal banker job description.  In this description, you will learn all the key responsibilities, skills, knowledge, and experience required to become a personal banker.  To help prepare for your career, start taking CFI’s free finance courses now!     Personal Banker Job Description –…

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Investment Banking Job Description

Investment Banking Job Description This investment banking job description was inspired by the responsibilities outlined by a list of investment banks including Goldman Sachs, Morgan Stanley, Credit Suisse, UBS, and Barclays. To ensure you have the skills required for the job, check out CFI’s investment banking courses now!     Key Responsibilities Development of various types of financial…

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