Financial Services

Careers in the financial services industry are some of the most dynamic and challenging available. Williams students thrive in these roles by applying their critical thinking skills, adaptability, strong work ethic, and curiosity. With plenty of resources available to develop technical skills, interested students should embrace the finance recruiting process and know their value-add as a Williams student.

Opportunities in finance are vast, from corporate banking to private equity and everything in between.  If you’re considering investment banking it’s best to get an early start, the application process begins as much as a year in advance and junior year internships are extremely important.

  • Investment Management is the managing the assets (cash, investments etc.) on behalf of clients. An asset management firm has dedicated portfolio managers as well as access to internal, detailed equity research reports which should give it an edge over investors controlling their own money. Private Equity Funds, Hedge Funds and Mutual Funds are different types of investment management firms. 

    Breaking Down Private Equity

    Breaking Down Hedge Funds

    Breaking Down Wealth Management 

    What to Read

    • Buffet (Shareholder letters, Lowenstein’s book, Cunningham)
    • Graham (“Intelligent Investor”, Greenwald’s book)
    • Greenblatt (“Stock Market Genius”, “Little Book”)
    • Bogle (“Common Sense on Mutual Funds”)
    • Fisher (“Common Stocks, Uncommon Profits”)
    • Klarman (“Margin of Safety”)
    • Lynch (“One Up on Wall Street,” “Beating the Street”)
    • Barron's, Forbes, Wall Street Journal, etc.


  • Considering finance in the non-profit world?  Check out our Microfinance resource page.

  • Winter Study Courses
    Finance Trek, New York, NY (January 2019)
    Women in Investing (WIN) Conference (Fall 2019)

2016 Williams Career Center Staff

Robin Meyer, Associate Director/Director of Employer Relations

Set up an appointment with Robin.

Email Robin.