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Jerome Wong

This course will improve your financial literacy so that you can speak with confidence when starting or advancing your career in Investment Banking and Finance.

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This course will improve your financial literacy so that you can speak with confidence when starting or advancing your career in Investment Banking and Finance.

You will learn about the different sectors and sub-sectors across the financial industry. In addition to industry jargon, you will also learn how hiring decisions are made and the strategies to control the narrative and tell your story in the most compelling way possible.

Taught by instructors with decades of experience on Wall Street, this course will equip students from a wide range of backgrounds, including business, economics, engineering, sciences, and mathematics with the much-needed career skills to prepare for a future in Investment Banking and Finance.

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What's inside

Learning objectives

  • Engage with industry professionals like an experienced practitioner.
  • Expand your knowledge of the various financial institutions.
  • Learn the industry jargon.
  • Find your professional fit.
  • Elevate your eq.

Syllabus

Module 01: Investment Banking (Audit this module for Free)
Module 02: Buy-side Institutions
Module 03: Alternative Investments
Module 04: Related Finance Opportunities
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Module 05: Career Prep Strategies
Module 06: Overcoming Generational Stereotyping
Module 07: Your Authentic Story
Module 08: Your Personal Brand
Module 09: Cover Letters/Emails
Module 10: Elevator Pitch
Module 11: Impact Interviewing

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Course is instructed by Jerome Wong, who has decades of experience on Wall Street
Suitable for learners with a wide range of backgrounds, as it will equip them with much-needed career skills to prepare for a future in Investment Banking and Finance
Helps learners expand their knowledge of the various financial institutions and industry-specific jargon
Teaches learners different sectors and sub-sectors within the financial industry
Covers industry-specific topics and provides strategies for navigating the job market in Investment Banking and Finance

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Essential Career Skills for Investment Banking and Finance with these activities:
Review the financial industry
Reintroduce yourself to the financial sector before this course begins
Browse courses on Banking
Show steps
  • Read the current news
  • Review online company profiles
Organize your notes and resources
Organize your notes, assignments, and quizzes to make it easier to refer to later
Show steps
  • Use a binder or notebook
  • Use a digital note-taking app
Meet virtually with classmates
Partner with a classmate to strengthen knowledge and explain topics to each other
Show steps
  • Establish a meeting schedule
  • Prepare questions
  • Prepare different topics for each meeting
Five other activities
Expand to see all activities and additional details
Show all eight activities
Create a financial glossary
Create a glossary of financial terms to help in recalling jargon learned in this course
Show steps
  • Find a template
  • Include the financial terms you are struggling with
  • Include definitions
Practice financial modeling
Complete online or offline drills to improve financial modeling skills
Show steps
  • Find a financial modeling course
  • Complete the excercises
Attend industry webinars and workshops
Attend workshops and webinars to expand knowledge on the financial industry
Show steps
  • Search for webinars and workshops
  • Register for the events
  • Attend the events
Mentor a high school student
Help someone else build skills related to this course
Show steps
  • Find a local high school
  • Ask if you can help tutor students
Volunteer at a financial literacy organization
Volunteer at an organization focused on financial literacy
Show steps
  • Find a local organization
  • Inquire about volunteering
  • Attend training
  • Help with events

Career center

Learners who complete Essential Career Skills for Investment Banking and Finance will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts are responsible for evaluating companies and making investment recommendations. This course can help you develop the skills you need to succeed in this role, such as financial literacy, industry knowledge, and communication skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in financial analysis.
Investment Banker
Investment Bankers help companies raise capital and advise them on mergers and acquisitions. This course can help you develop the skills you need to succeed in this role, such as financial modeling, valuation, and presentation skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in investment banking.
Private Equity Analyst
Private Equity Analysts evaluate companies for potential investment and help manage private equity funds. This course can help you develop the skills you need to succeed in this role, such as financial modeling, due diligence, and presentation skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in private equity.
Venture Capital Analyst
Venture Capital Analysts evaluate startups for potential investment and help manage venture capital funds. This course can help you develop the skills you need to succeed in this role, such as financial modeling, due diligence, and presentation skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in venture capital.
Hedge Fund Analyst
Hedge Fund Analysts evaluate investments and help manage hedge funds. This course can help you develop the skills you need to succeed in this role, such as financial modeling, portfolio management, and trading. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in hedge fund analysis.
Equity Research Analyst
Equity Research Analysts evaluate companies and make investment recommendations. This course can help you develop the skills you need to succeed in this role, such as financial modeling, valuation, and writing skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in equity research.
Investment Management Consultant
Investment Management Consultants help clients with their investment portfolios. This course can help you develop the skills you need to succeed in this role, such as financial planning, portfolio management, and communication skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in investment management consulting.
Corporate Finance Manager
Corporate Finance Managers oversee the financial operations of a company. This course can help you develop the skills you need to succeed in this role, such as financial planning, budgeting, and forecasting. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in corporate finance.
Financial Risk Manager
Financial Risk Managers help companies manage their financial risks. This course can help you develop the skills you need to succeed in this role, such as financial modeling, risk assessment, and communication skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job in financial risk management.
Financial Advisor
Financial Advisors help clients with their financial planning and investment needs. This course can help you develop the skills you need to succeed in this role, such as financial planning, portfolio management, and communication skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job as a financial advisor.
Portfolio Manager
Portfolio Managers manage investment portfolios for clients. This course can help you develop the skills you need to succeed in this role, such as financial planning, portfolio management, and trading. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job as a portfolio manager.
Wealth Manager
Wealth Managers help high-net-worth individuals and families with their financial needs. This course can help you develop the skills you need to succeed in this role, such as financial planning, portfolio management, and communication skills. Specifically, the modules on Investment Banking, Buy-side Institutions, and Alternative Investments will provide you with a strong foundation in the financial industry. The module on Career Prep Strategies will also help you develop the skills you need to land a job as a wealth manager.
Business Analyst
Business Analysts analyze business processes and develop solutions to improve efficiency. This course may help you develop some of the skills you need to succeed in this role, such as problem-solving, analytical thinking, and communication skills. Specifically, the module on Career Prep Strategies may be useful for developing the skills you need to land a job as a business analyst.
Data Analyst
Data Analysts collect, analyze, and interpret data to help businesses make better decisions. This course may help you develop some of the skills you need to succeed in this role, such as data analysis, data visualization, and communication skills. Specifically, the module on Career Prep Strategies may be useful for developing the skills you need to land a job as a data analyst.
Software Engineer
Software Engineers design, develop, and maintain software applications. This course is unlikely to help you develop the skills you need to succeed in this role, as it does not cover software development or engineering.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Essential Career Skills for Investment Banking and Finance.
Provides a comprehensive overview of the private equity industry. It covers topics such as fund structures, investment strategies, and exit strategies.
Provides a comprehensive overview of the investment banking industry, offering insights into the various roles that are available. It contains information on how to get into investment banking, as well as how to succeed in the field.
Provides a comprehensive overview of the investment banking industry. It covers topics such as the different types of investment banks, the different roles within investment banks, and the different types of transactions that investment banks work on.
Provides a comprehensive overview of the basics of finance. It covers topics such as financial statements, financial analysis, and financial management.
Provides an excellent overview of fundamental investing. It is an excellent resource for anyone who wants to learn more about investing.
Provides an in-depth look at security analysis. It is an essential read for anyone who wants to learn more about investing.
Provides an insight into the future of finance. It is an excellent resource for anyone who wants to learn more about the future of the financial industry.

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