This pathway is about deciding where to invest money so it grows over time. That could include stocks, bonds or real estate. The goal is to balance risk and reward while helping people reach their financial goals.
If you enjoy working with numbers, spotting trends and finding smart ways to invest, this could be a great fit for you.
Entry-level
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Investment Analyst
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Junior Portfolio Analyst
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Research Associate
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Performance Analyst
Established
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Portfolio Manager
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Senior Investment Analyst
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Fund Manager
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Asset Allocation Strategist
High-level
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Chief Investment Officer (CIO)
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Head of Asset Management
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Partner – Investment Firm
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Director of Portfolio Strategy