Finance Career Paths: Find Your Ideal Role & Succeed

Explore top finance roles step‑by‑step and choose the career path that fits your strengths

Explore top finance roles step‑by‑step and choose the career path that fits your strengths

Overview

How to confidently shortlist 2–3 finance roles that match your interests, Understand day-to-day responsibilities for major finance functions to help you shortlist career roles, Create a personalised prep-up plan to start skilling yourself and get ready for the chosen roles, Build talking points to explain why a chosen niche fits you (useful for interviews and CVs), Investment Banking: Understand a high level perspective of an Investment Banking role and the pros and cons, Equity Research: Understand the role of an Equity Research Associate and Analyst and the pros and cons, Corporate Finance: Understand the various sub-roles within the Corporate Finance stream and the pros and cons, Corporate M&A: What are the key activities of a Corporate M&A Manager and the pros and cons of the role, Credit: What the Credit Rating Analyst and Bank Credit teams do and what are the pros and cons of the role, Investor Relations: What do the IR professionals do and what are their responsibilities plus pros and cons of the role, Private Equity: Role of a PE analyst and what the role involves, plus pros and cons of the role, Corporate Banking: What is the role of a Corporate Bank Relationship Manager and what are the pros and cons of the role

Final-year students and recent grads deciding which finance role to pursue (IB, Corp Fin, M&A, PE, Credit, IR, Corporate Banking, etc), MBA applicants and early MBA students looking to choose Finance specialisations, Early-career finance professionals evaluating a function switch, Career-switchers (for eg. consulting, engineering, IT and others) who want a clear path into finance, Job / internship seekers who want a clear targeted prep-up plan

No technical prerequisites — basic familiarity with generic finance terms helps but isn’t a prerequisite, The course is structured in a layman's language - just a keen intent to understand, act and choose the specialisation is sought

Struggling to decide which finance career is right for you?

  • Investment Banking, Equity Research, Corporate Finance, M&A, Credit Rating, Investor Relations, Private Equity, Corporate Banking — the choices can feel overwhelming.

  • This step‑by‑step course gives you a clear roadmap to explore and compare the top finance roles, so you can confidently choose the one that fits your strengths and goals.


What You’ll Learn

  • Pinpoint the most in‑demand finance jobs and career paths worldwide

  • Compare roles side‑by‑side and identify which ones match your interests and strengths

  • Understand the day‑to‑day work and skill sets for each major finance niche

  • Build a clear preparation plan — internships, certifications, networking, and skill‑building

  • Save time and gain clarity with a structured guide instead of piecing info together online


Who This Course Is For

  • Students, recent graduates, or career‑changers exploring finance careers

  • Anyone unsure which finance job or niche best matches their goals

  • Professionals looking to switch into investment banking, equity research, corporate finance, private equity, or related roles


Why Take This Course

  • Most people spend months scrolling through blogs, forums & social media trying to figure out which finance role suits them.

  • This course puts everything in one place — giving you a clear, proven roadmap to discover your ideal niche and start preparing with confidence.

  • You’ll get a downloadable self‑assessment questionnaire to help you shortlist roles and build your personalized career plan.


About Your Instructor

  • Amey brings to you deep industry insight and a passion for guiding aspiring professionals.

  • Amey is a seasoned corporate finance leader with nearly two decades of experience across fundraising, M&A, strategic finance, and mentoring.

  • He’s led landmark transactions totaling over $7 billion, including ESG‑linked bonds, equity buybacks, and cross‑border acquisitions.

  • Amey was earlier also listed in Finance 40 Under 40 by BusinessWorld.


Your finance career clarity starts here. Enroll today — and choose the role that truly fits you.

Amey K

Amey is a seasoned corporate finance leader with about two decades of experience spanning fund raising, financial planning, M&A and strategic initiatives. He has been mentoring young finance professionals for over a decade. 

Amey has spearheaded landmark transactions: raising over $3.5 billion in bonds and over $ 2 billion in foreign-currency monies. Amey’s notable contributions include securing over $ 1 billion of liquidity during COVID, arranging sustainability-linked loans and bonds tied to ESG metrics, and leading his organization to obtain an above sovereign credit rating. He was involved in executing a $1 billion worth of equity share buyback, $1.5 bn worth of IT acquisitions and in raising long-term project finance for challenging sectors and companies, consistently reducing borrowing costs and enhancing value.

Amey was recognized by BusinessWorld magazine as Finance 40 under 40, for a track record of executing complex strategic deals that are one of its kind in the industry. Before starting his career in finance, Amey took up a non-finance Bachelors degree in Engineering where he ranked first in the University of Mumbai and then went on to pursue an MBA in Finance.

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