Finance / Investment / Real Estate / Insurance

Are you an analytical thinker?  Enjoy working with data to tell a story?  Good with numbers and intrigued by financial markets and investment vehicles? You can explore this dynamic sector which offers opportunities to work in public, corporate or personal fields in a variety of roles that are as broad as the markets themselves.

Welcome to the Finance / Investment / Real Estate / Insurance Community

Students who have an interest in numbers, money management and business may find banking, finance and investment to be a good direction to take. Commercial banks take deposits from individual and institutional customers, which they then use to extend credit to other customers. Corporate Finance professionals manage an organization’s money, including forecasting where it will come from, knowing where it is, and making recommendations for spending to ensure the greatest return. Investment banking is the term used to describe the business of raising capital for companies. When firms need cash in order to grow and expand their businesses, investment banks sell securities to public investors to raise this cash. Investment banks may work with corporations, governments, institutional investors and/or extraordinarily wealth individuals to raise capital and provide investment advice. Consulting firms and insurance corporations also hire for financial positions.

Relevant Courses

Depending on your main area of interest, your academic pathway will shift. To explore this field, you can take courses that will provide you with knowledge and skills in:

  • Critical and creative thinking
  • Problem solving
  • Effective communication
  • Research
  • Quantitative Analysis

Below are a few examples, but we urge you to talk to your major/departmental advisor and explore available courses in SPIRE. Remember not to constrain yourself to classes within your major.

Check SPIRE for full course descriptions and availability. These are abbreviated descriptions, and details may change at the discretion of the instructor.  Courses may not be offered every semester.

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This article is from the Management Consulted website.  We encourage you to read their materials, but do not recommend that you pay for their services.  Please reach out to your UMass career advisors for help with resumes, cover letters, networking, …

By Carol Sharick
Carol Sharick Director of Career and Professional Development for Undergraduates, College of Social and Behavioral Sciences Carol Sharick
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Carol Sharick Director of Career and Professional Development for Undergraduates, College of Social and Behavioral Sciences Carol Sharick
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Carol Sharick Director of Career and Professional Development for Undergraduates, College of Social and Behavioral Sciences Carol Sharick
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Relevant Courses

ECON 311 – Money and Banking

ECON 311 – Money and Banking: The nature and functions of money and the significance of monetary circulation, commercial banks, the…

ECON 394FI – Finance and Society

ECON 394FI – Finance and Society: Students will sharpen and bring together knowledge they’ve gained about basic economic theory and apply…

POLISCI 281 – Comparative Political Economy 

POLISCI 281 – Comparative Political Economy: This course introduces core political economy concepts from both classical and modern thinkers while engaging…

RESECON 314 – Financial Analysis for Consumers and Firm

RESECON 314 – Financial Analysis for Consumers and Firms: Foundations of interest rate theory and fundamentals of finance. A problem-solving approach…

LEGAL 465 – Globalization

LEGAL 465 – Globalization: The globalization of law, culture, and politics. Competing arguments about the meaning and effects of globalization.…

POLISCI 388 – Corporate Lobbying & the Global Economy

POLISCI 388 – Corporate Lobbying & the Global Economy: The governance of the global economy by private actors. Theoretical and empirical…

SOCIOL 347 – Corporate Crime

SOCIOL 347 – Corporate Crime: The rise of the “corporate actor” in terms of social organization and social policy, and concerning…

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