Finance & Insurance

Careers related to managing money, investments, and financial risk.

12 roles
Cluster overview

What this career cluster covers

Careers related to managing money, investments, and financial risk.

Roles included

12 career roles

Review each role to understand typical responsibilities, skill expectations, education routes, growth paths, and demand indicators.

Accountant Actuary Compliance Officer (Finance) Credit Analyst Financial Analyst Financial Planner Forensic Accountant Insurance Underwriter +4 more

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Accountant

Commerce
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Records, analyzes, and reports on financial transactions for businesses and individuals.

Actuary

Science
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Analyzes financial risks using mathematics, statistics, and financial theory, primarily for insurance companies.

Compliance Officer (Finance)

Commerce
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Ensures financial institutions adhere to laws, regulations, and internal policies.

Credit Analyst

Commerce
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Assesses the creditworthiness of individuals or organizations applying for loans or credit.

Financial Analyst

Commerce
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Analyzes financial data, provides insights, and makes recommendations for investment and business decisions.

Financial Planner

Commerce
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Helps individuals and families create strategies to manage their finances and achieve long-term financial goals.

Forensic Accountant

Commerce
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Investigates financial fraud, white-collar crime, and disputes using accounting skills.

Insurance Underwriter

Commerce
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Evaluates the risk associated with insuring a person or asset and determines the appropriate premiums.

Investment Banker

Commerce
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Advises corporations, governments, and other entities on raising capital and financial strategy.

Portfolio Manager

Commerce
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Manages investment portfolios on behalf of individuals or institutions to achieve specific financial goals.

Risk Manager (Finance)

Commerce
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Identifies, assesses, and mitigates potential financial risks that could impact an organization.

Treasury Analyst

Commerce
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Manages an organization's cash flow, liquidity, and financial risk exposure.