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Career Information, Company Profiles and Contacts

Harvard Business School Career Guide: Finance 1999

Lists job descriptions in various departments of major investment banks, commercial banks and Fortune 500 firms including contact persons, addresses and phone numbers. An invaluable resource.

The WetFeet Insider's Guide to the Mutual Fund Industry

More people have invested in mutual funds than there are homes with personal computers. There are twice as many stock funds as there are stocks listed on the New York Stock Exchange. What has caused this tremendous growth in the asset management industry? What kind of careers does the industry offer? What differentiates careers in mutual funds from careers in other financial services industries? WetFeet has searched high and low to answer these questions and many more in their exclusive Mutual Funds Industry Insider guide.

Bloomberg

A financial information station that is increasingly appearing in good business schools. Check out the jobs section to obtain listings of hundreds of current jobs in finance (mostly investment banking). A great and current resource.

America's Best Money Managers

Nelson Publications

This annual publication ranks money managers. Gives you a sense of who the top players are. Good background on finding a fund that might be hiring.

Careers for Financial Mavens & Other Money Movers

By Marjorie Eberts and Margaret Gisler, NTC Publishing Group, October 1998.

A good overview of career possibilities for those with an interest in investing and Wall Street.

Directory of Pension Funds and their Investment Managers

Money Market Directories, Charlottesville, VA. Lists pensions funds around the United States. Regional editions also available.

Finance Professional

Provides advice and links on careers in investment banking and other areas. Their 10 Job Tips is well worth the read if you are trying to break into Wall Street.

Jobs In the Money

A service focused on the needs of those interested in finance jobs. You'll find job postings, info and a place to post your resume.

Nelson's Directory of Investment Managers

Nelson Publications, Port Chester, NY.

This is the definitive guide to money managers which lists names and addresses of managers around the United States along with additional information such as amount of funds under management.

Organizations

Association of Investment Management and Research

P. O. Box 3668, Charlottesville, VA 22901, 1-800-247-8132 or 804-980-3668 (outside of the United States and Canada). Offers programs leading to the Chartered Financial Analyst (CFA) designation which is increasingly important in getting into money management. Very international and accepts global members. Also operates a free phone job hotline for members only.

Entertaining and Informative Tales

Reminiscences of a Stock Operator

By Edwin Lefevre, John Wiley & Sons. Reprinted: 1994.

This is probably the best book on this list. It's engrossing, very well-written and 75 years old. If you interested in investment banking or investing, you should to read this book. It talks about the life of Jesse Livermore, who started investing in bucket shops as a kid. He went on to gain and lose fortunes several times. The lessons learned and stories told are enduring.

Ideas and Know-How

The Analysis of Portfolio Management Performance: An Institutional Guide to Assessing and Analyzing Pension Fund, Endowment, Foundations, and Trusts

By Timothy Haight and Stephen Morrell, McGraw-Hill. The Analysis of Portfolio Management Performance is the first and only book to provide an all-encompassing treatment of the knowledge and policies necessary to evaluate the performance of professional money managers, investors and others charged with overseeing your organization's investments.

Beating the Street

By Peter Lynch, Simon and Schuster.

This book by one of the leading investors of our time gives a good overview of what investing is all about and approaches that individuals can take. A good, educational read.

"The Biggest Fund You Never Heard Of: Pension Heavyweight TIAA-CREF is Retailing Mutual Funds"

Business Week, September 13, 1999, p. 152-153.

TIAA-CREF is the world's largest pension system. Starting in 1998, it was free to enter new businesses. It is now aggressively pursuing a variety of retail products.

Capital Ideas

By Peter Bernstein. Vaishno Rajesh, MBA at the University of Michigan Business School writes: "I found this book extremely rich in providing background in all the modern financial theory in a lucid fashion. I think anyone who wants to consider a career in finance will find it useful."

Suggested Courses

Professor Campbell Harvey of Duke University suggests courses for those interested in portfolio management.

Essentials of Investments

By Zvi Bodie, Alex Kane and Alan Marcus, Published by Richard D. Irwin.

This popular textbook explains investments, money management and performance evaluation. If you haven't read a book like this yet and the interview is approaching, now is a great time to start.

The Intelligent Investor

By Benjamin Graham, 1949, Harper & Row. An investing classic by one of the greats describes a value investment approach which inspired Warren Buffett. Pick stocks with low price-earnings ratios and solid business prospects and you've got a winner is the message.

Mutual Fund Fact Book.

Produced by the Investment Company Institute. Describes important trends in the mutual fund industry. Good background reading if you are preparing for a job interview with a mutual fund.

Investment Management

By Frank J. Fabozzi, Prentice-Hall (Uppper Saddle River, NJ). Does a nice job of covering investment practice and principles of asset and liability management for insurance companies, pension funds, banks and investment companies.

Marketing Investment Management Services: Meeting the Needs of Today's Plan Sponsors and Corporate Treasurers

Philip Halpern, Probus Publications, Chicago, IL. Jobs marketing money management services are potentially more lucrative than those managing the funds. This is a good book to use to start learning how it's done.

The Wall Street Journal Guide to Understanding Money and Investing.

This handy fact-filled book initiates you into the mysteries of the financial pages -- buying stocks, bonds, mutual funds, futures and options, spotting trends and evaluating companies. An excellent, well-illustrated overview of the markets. Good prep for an interview if you haven't had a bunch of finance courses yet.

Finance Site List

An online compendium of web sites of interest to students and those who follow finance. Courtesy of the Journal of Finance.

Magazines and Newspapers (Online and Off)

Economist

Widely read weekly covers world of investment banking, politics and art quite well. You have to read this if you plan to go into the field.

Financial Counseling and Planning

A journal aimed at financial planners. Published at Ohio State University.

Financial Technology Network

Covers what's going on in technology on Wall Street and the financial sector.

Institutional Investor

New York, NY (212) 303-3300. This monthly publication describes key trends in portfolio management, talks about people in the area and carries numerous ads which give a good feel for the business of money management.

Institutional Investor Newsletters

BondWeek, Corporate Financing Week, Derivatives Week, Emerging Markets Week and others are widely read on the Street. You can catch much of the action online.

Investment News Online

Source of info on what's going on in the worlds of mutual funds, pensions and investing.

Pensions and Investments

Crain Communications, (800) 678-9595. This is a leading resource in the field of investment, institutional money management and the markets.

Pensions and Investment Age, New York, NY

(212) 210-0120. This is the source of news for money managers, administors of pension plans and trends in investing. This is required reading if you are interested in money management.

Pension World

Communications Channels, Atlanta, GA (404) 256-9800. Provides information on the pension fund industry.

Wall Street Journal.

The most widely read business periodical in the world. And it's on the net! You must register for the net version. Great way to keep up with what's going on in the markets and the world. Following tombstones and ads is also a good way to see which banks are involved in what types of activity this year. You may also be interested in Careers.wsj.com.

Bill Sharpe's Home Page

Professor of Finance at Stanford Graduate School of Business. Has a textbook in development on Macro-Investment Analysis which would be good reading for anyone interested in money management.

Web Finance

This magazine covers many recent trends on Wall Street and lists recent security issues. Good way to follow the industry. From Investment Dealer's Digest.

People and Their Stories

100 Minds that Made the Market.

By Kenneth Fisher, A great book which describes different approaches to money management.

Bernard Baruch: The Adventures of a Wall Street Legend.

By James Grant. John Wiley, 1997.

An inspiring story of a savvy, hare-brained investor who went on to serve his country.

Market Wizards: Interviews with Top Traders.

by Jack Schwager (also New Market Wizards).

This book is a classic which features viewpoints from a variety of Wall Street Superstars like Bruce Kovner and Michael Steinhardt.

Soros on Soros.

By George Soros, Byron Wien, Krisztina Koenen, John Wiley, 1995. Investment wizard, speculator extraordinaire, and magnanimous philanthropist, Soros talks in the form of two extended interviews, with questions softly lobbed by German journalist Krisztina Koenen and Soros' friend and Morgan Stanley investment strategist Byron Wien. With Wien, Soros talks about his personal background, his career, and his philosophy of making and spending money.

Soros.

By Robert Slater, Irwin Professional Publishing, 1995, $25.00. This book illuminates the unique investment philosophy, strategies, methods and tactics that have created one of the world's wealthiest men.