Please note: The Add/Drop period has been extended to two weeks.  The new Add/Drop deadline is Feb. 7th.

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.

New Internships Being Posted Daily in Handshake

Winter break is a fantastic time to search for and apply for summer internships!  New opportunities are being added all the time.

Of particular note right now, NPR summer internships in all subject areas have deadlines in January.  Also – …

By Carol Sharick
Carol Sharick Director of Career and Professional Development for Undergraduates, College of Social and Behavioral Sciences Carol Sharick
Read more »

Hot Job: Director’s Financial Analyst Fellow – Consumer Financial Protection Bureau

The Director’s Financial Analyst Fellow position at the Consumer Financial Protection Bureau is now open, with a deadline of Jan. 3rd.

This is an excellent entry level opportunity and SBS has had numerous successful candidates in the past five years.

By Carol Sharick
Carol Sharick Director of Career and Professional Development for Undergraduates, College of Social and Behavioral Sciences Carol Sharick
Read more »

BMO Capital Markets Lime Connect Equity Through Education Scholarship for Students with Disabilities

The future of banking starts with you. The BMO Capital Markets Lime Connect Equity Through Education Scholarship can help you do big things. Lime Connect is pleased to be an Equity Through Education partner of BMO Capital Markets to provide …

By Carol Sharick
Carol Sharick Director of Career and Professional Development for Undergraduates, College of Social and Behavioral Sciences Carol Sharick
Read more »

Sidebar

Explore Outcomes

The SBS Office of Career & Professional Development annually surveys graduating seniors in order to provide a snapshot of their post-graduation plans.  The survey begins just prior to graduation, and continues until six months after graduation.  Our data collection process is guided by the industry standard put forth by the National Association of Colleges & Employers, and includes information collected by the SBS Office of Career & Professional Development, the Office of Institutional Research at UMass Amherst, and by various academic departments, as well as from information that is made publicly available by students.  The SBS undergraduate outcomes knowledge rate for 2020 was 60%, though knowledge rate varies among departments.

The SBS Office of Career & Professional Development annually surveys graduating seniors in order to provide a snapshot of their post-graduation plans.  The survey begins just prior to graduation, and continues until six months after graduation.  Our data collection process is guided by the industry standard put forth by the National Association of Colleges & Employers, and includes information collected by the SBS Office of Career & Professional Development, the Office of Institutional Research at UMass Amherst, and by various academic departments, as well as from information that is made publicly available by students.  The SBS undergraduate outcomes knowledge rate for 2020 was 60%, though knowledge rate varies among departments.

  • First Destination
  • Top Employers
  • Starting Salary
  • Employment Locations
  • Top Universities
  • Degree Types
  • Fields of Study

First Destination

SBS graduates pursue a range of plans after graduation, including employment, continuing education, and volunteering/service, among others.  This graph depicts what recent SBS graduates tell us they are doing within six months after graduation.

Relevant Courses

Excel: PivotTables for Beginners

Dave Ludwig
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ECON 394FI – Finance and Society

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ArcGIS Pro Essential Training

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Introduction to Graphic Design

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Graphic design is a complex art. To become a graphic designer, you need to master many different skills and tools.…

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…

Six Sigma Foundations

Richard Chua
Learn how to apply Six Sigma to drive improvements in the performance of your processes, products, and services. Dr. Richard…

Learning to Write Marketing Copy

Ian Lurie
Copy is the heart and soul of almost every marketing endeavor. Get a great foundation for all your campaigns with…

Cert Prep: PMI Agile Certified Practitioner (PMI-ACP)®

Kelley O'Connell
The agile approach to project management can help companies respond faster and more effectively to change. As a result, having…

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…

Google Ads Essential Training

Brad Batesole
Learn the foundations of pay-per-click (PPC) advertising with Google Ads (formerly known as AdWords) the industry-leading PPC platform. First, explore…

Sales Foundations

Jeff Bloomfield
What makes someone effective at sales? A genuine desire to help others solve problems. In this course, former Genentech senior…

Learning Bitcoin and Other Cryptocurrencies

Tom Geller
Bitcoin is a form of money that only exists online. While it’s making headlines around the world, many people don’t…

LEGAL 465 – Globalization

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

Media Relations Foundations

Jessica Chen
If you want your business to succeed, you need as much brand recognition as you can get. In fact, getting…

Creating a Business Plan

Mike Figliuolo
Looking to build a business or expand one you’re already running? You’ll need to build a business plan before you…

Cryptocurrency Foundations

Jonathan Reichental
The digital revolution has impacted almost every aspect of our lives, including the way money is made, stored, and used.…

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…

Learning Excel 2016

David Rivers
This beginner-level course will introduce new users to Excel 2016. Author David Rivers covers the interface, creating and opening workbooks,…

Customer Service Foundations

Jeff Toister
Do your customers feel valued? When they do, they keep coming back. When they don’t, your business suffers. In this…

SOCIOL 347 – Corporate Crime

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

Professionals In-Residence / Industry Experts

Cristina Sunkel

Professionals In-Residence / Industry Experts
  • Washington, DC
  • Independent Consultant

Featured Resources