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.

  • What to Read: 

    Learn Excel:

    There are many online resources to learn about Excel modeling and/or expand your skill set.  Many are free, although some charge a nominal fee.  If cost is an issue for you, the Career Access Fund (up to $500 per year for students who qualify for financial at Williams) may cover the cost of the course.  For more information on the fund, contact the '68 Center for Career Exploration before you sign up for the course to determine your eligibility.

    • - This a great resource and it's FREE for Williams students through the OIT campus subscription.  The above link provides log in directions for Williams students.  Simply search for Excel in the topic box.
    • Udemy.comUdemy has a free short course here.  They do charge a small fee for additional courses.
    • edX - Classes are taught by colleges and universities throughout the country in a similar price structure as Coursera.
    • Coursera - Classes are taught by colleges and universities throughout the country and priced at anywhere from $29 to $99. 
    • Microsoft Help Center - Not a full course, but mini tutorials.
  • 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.