FINA 3311 UPDATED SCRIPT 2026
PRACTICE SOLUTIONS GRADED A+
● Broad Categories - Investments. Answer: • Distinction between Buy-
side and Sell-side
• Front office versus Middle office versus Back office
• Quantitative & Analytical Roles: Data Scientist, Data Analyst,
Research
Analyst, Risk Analyst & Manager, Forex Currency Traders
• Client-facing Roles: Financial Analyst, Private Wealth Manager,
Investment
Consultant
• Transaction-focused Roles: Investment Banker, Investment Strategist,
Stockbroker, Sales & Trading, Portfolio Manager, Private Equity
Associate,
Chief Investment Officer (CIO)
• Emerging areas: Fintech (AI, ML, Blockchain)
● Financial Institutions. Answer: Companies that specialize in financial
matters.
• Banks—commercial and investment, credit unions, savings and loans.
• Insurance companies.
• Brokerage firms.
, ● International Finance. Answer: • An area of specialization within each
of the areas discussed so far.
• May allow you to work in other countries or at least travel on a regular
basis.
• Need to be familiar with exchange rates and political risk.
• Need to understand the customs of other countries; speaking a foreign
language fluently is also helpful.
● Business finance. Answer: • Some important questions that are
answered using finance:
• What long-term investments should the firm take on?
• Where will we get the long-term financing to pay for the investments?
• How will we manage the everyday financial activities of the firm?
● Broad Categories - Corporate Finance. Answer: Corporate Finance
• Chief Financial Officer (CFO), VP Finance
• Financial Planning and Analysis (FP&A) Manager
• Financial Controller
• Treasurer
• Investor Relations Manager
• Financial Analyst, Cost Analyst, Pricing Analyst, Financial Modelers
• Real Estate Manager
PRACTICE SOLUTIONS GRADED A+
● Broad Categories - Investments. Answer: • Distinction between Buy-
side and Sell-side
• Front office versus Middle office versus Back office
• Quantitative & Analytical Roles: Data Scientist, Data Analyst,
Research
Analyst, Risk Analyst & Manager, Forex Currency Traders
• Client-facing Roles: Financial Analyst, Private Wealth Manager,
Investment
Consultant
• Transaction-focused Roles: Investment Banker, Investment Strategist,
Stockbroker, Sales & Trading, Portfolio Manager, Private Equity
Associate,
Chief Investment Officer (CIO)
• Emerging areas: Fintech (AI, ML, Blockchain)
● Financial Institutions. Answer: Companies that specialize in financial
matters.
• Banks—commercial and investment, credit unions, savings and loans.
• Insurance companies.
• Brokerage firms.
, ● International Finance. Answer: • An area of specialization within each
of the areas discussed so far.
• May allow you to work in other countries or at least travel on a regular
basis.
• Need to be familiar with exchange rates and political risk.
• Need to understand the customs of other countries; speaking a foreign
language fluently is also helpful.
● Business finance. Answer: • Some important questions that are
answered using finance:
• What long-term investments should the firm take on?
• Where will we get the long-term financing to pay for the investments?
• How will we manage the everyday financial activities of the firm?
● Broad Categories - Corporate Finance. Answer: Corporate Finance
• Chief Financial Officer (CFO), VP Finance
• Financial Planning and Analysis (FP&A) Manager
• Financial Controller
• Treasurer
• Investor Relations Manager
• Financial Analyst, Cost Analyst, Pricing Analyst, Financial Modelers
• Real Estate Manager
