Job Descriptions

Learn the skills and job requirements for popular finance jobs

Finance Job Descriptions

CFI has compiled numerous finance services job descriptions so you can quickly learn what the most important skills, education, and qualifications are for the jobs you’re most interested in. By reading through these guides you’ll quickly see where you stand and what you can do to add the necessary requirements to your cover letter and resume to improve your odds of success!


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We recommend reading various job descriptions (even for jobs you may not be as interested in) so you have a broad sense of what employers are looking for across different positions. The more you read, the more educated you will be on what hiring managers are looking for.


Featured Job Descriptions

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...

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...

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. To prepare yourself for the credit analyst job, launch CFI’s Credit Analyst Courses online!     Credit Analyst Job Description – Key Responsibilities Conduct thorough...

Financial Analyst Job Description

Financial Analyst Job Description Guide The financial analyst job description below gives a typical example of all the skills, education, and experience required to be hired for an analyst job at a bank, institution, or corporation. Read this job description closely to see what it takes to have a career as a financial analyst!  ...

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