Blueprint to Success in Finance and Investment Management: Navigating New-Age Career Options

The world of finance is rapidly evolving. Traditional career paths are giving way to innovative, new-age opportunities. This dynamic field offers financial prosperity, rapid growth, and an exciting array of career options. Emerging technologies and the explosion of fintech startups are making success in finance more attainable than ever.

To help young professionals navigate these opportunities, Jagran Josh hosted an enlightening webinar titled ‘How to Prepare for New-Age Career Options in Finance and Investment Management’. The event featured practical advice and insights from industry experts, equipping participants with the knowledge and skills necessary to excel in modern finance careers.

Expert Insights

A distinguished panel of CFA Charterholders and finance experts shared their insights during the webinar. Sandeep Gupta, CFA, CIPM, Co-Founder of BHIVE Alts and Director at CFA Society India, discussed alternative investments and fintech. Anantharaman S, CFA, a veteran in Risk Management and Ex-Chief Risk Officer at Bank of Baroda, highlighted both traditional and new-age finance roles. Preeti Chheda, CFA, Chief Financial Officer at K Raheja Corp Investment Managers LLP, shared her expertise in corporate finance careers.

These experts emphasized the in-demand skills for success in the new paradigm of finance, including digital proficiency, analytical skills, and a continuous learning mindset. They stressed the importance of continuous skill development through courses, internships, workshops, and training programs. Practical experience, coupled with theoretical knowledge, enhances understanding and competence, making candidates job ready and agile. Building a strong professional network is also crucial for career advancement in the industry.

Essential Skills for Success: To thrive in finance and investment management, professionals must develop key skills including technical proficiency and a curiosity to learn data analytics, artificial intelligence, blockchain technology, and financial modelling. 

The CFA program and other courses offered by CFA Institute provide a strong foundation for building these skills and staying competitive in the job market.

Career Paths in New-Age Finance: With the advent of technology and multitude of financial instruments, the finance sector now offers exciting career paths, such as tech consulting, risk management, real estate investment trusts (REITs) and real estate investment groups (REIGs), environmental social governance (ESG) and sustainability. These opportunities abound in promising careers within fintech startups, robo-advisory services, and sustainable finance.

Expanding Opportunities with the CFA Program: The CFA program and related certificate courses offered by CFA Institute along with other new-age finance certifications open doors to global career opportunities in areas like risk management, artificial intelligence, financial planning, securities markets, real estate equity management, data analytics, and ESG. Enrolling in these programs equips professionals with the expertise needed to thrive in the evolving finance landscape.

For those aspiring to build a successful career in finance and investment, embracing continuous learning and networking is key. To learn more from industry experts, watch the insightful webinar hosted by Jagran Josh.

Note: The article is written by the Brand Desk.