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Candidate Resources
Resources for Candidates
Last checked July 2026
Resources you might find helpful.
Wherever you are in the process, weighing an offer, prepping for an interview, or just curious what a certification is actually worth, we hope these are useful. Bookmark what you need, share it with a colleague, come back anytime.
Every link goes straight to the source. Provided as a courtesy by Ramax. No sign up. No paywall.
Federal Data
Career exploration and labor data
Before you decide a role is or is not worth pursuing, this is where the government's own occupational data lives.
O*NET OnLine
Detailed profiles for over 900 occupations, built by the Department of Labor. Search by job title to see real skill and task breakdowns.
onetonline.org
CareerOneStop
A Department of Labor tool for comparing wages, growth, and training paths across occupations.
careeronestop.org
BLS Occupational Employment & Wage Statistics
The government's own wage data by role and by state. A useful reality check before you accept an offer.
bls.gov/oes
BLS Occupational Outlook Handbook
Plain-language descriptions of what a role actually involves, typical entry paths, and where demand is headed.
bls.gov/ooh
BLS JOLTS
Monthly data on openings, hires, and quits. A good gauge of whether it is currently a candidate's market or an employer's.
bls.gov/jlt
Certifying Bodies
Credentials and certifications
Straight from the organizations that actually grant these designations, not a prep-course sales page.
CFA Institute
Official information on the Chartered Financial Analyst program, plus the Institute's own compensation research by role and seniority.
cfainstitute.org
CAIA Association
The Chartered Alternative Investment Analyst designation, for anyone weighing a move into private equity, private credit, or hedge funds.
caia.org
GARP
The Global Association of Risk Professionals, and the official home of the Financial Risk Manager (FRM) certification.
garp.org
CFP Board
The official standards body for the Certified Financial Planner designation, including its own compensation study.
cfp.net
NAPFA
The professional association for fee-only financial advisors, useful context if you are weighing that side of wealth management.
napfa.org
FASB
The Financial Accounting Standards Board, the source for current US GAAP updates. Relevant if you work on the credit or valuation side.
fasb.org
IFRS Foundation
International Financial Reporting Standards, useful if your role or your target firm touches international accounting.
ifrs.org
Before You Say Yes
Employer and market research
The same public filings and registries employers use to check candidates work the other direction too. Look up the firm before you accept.
SEC EDGAR
The federal repository for every public company's financial filings. Useful for sizing up a prospective employer's fund or parent company.
sec.gov/edgar
SEC Investment Adviser Public Disclosure
Look up a prospective employer's own Form ADV, including Part 3, the client relationship summary that shows exactly how they charge and where conflicts of interest sit.
adviserinfo.sec.gov
IRS Tax Exempt Organization Search
If you are interviewing with a foundation, endowment, or family office tied to a nonprofit, this shows their filings and asset size directly.
irs.gov/charities-non-profits
FINRA BrokerCheck
Check the regulatory history of the team you would be joining, not just the firm's name on the door.
brokercheck.finra.org
NFA BASIC
If the role touches futures or derivatives, this is where you verify a commodity pool operator or trading advisor's standing.
nfa.futures.org
Federal Reserve Board Data
Bank-level and system-level data, useful context if you are interviewing at a bank or a firm that lends against bank balance sheets.
federalreserve.gov/data.htm
FRED
Chart almost any macro series that might come up in a market-facing interview.
fred.stlouisfed.org
Speak Like an Insider
Industry context
The trade associations and research groups whose numbers come up constantly in this world. Good reading before a case study or a market-facing interview.
SIFMA Research & Statistics
The securities industry's own data on the health of the broker-dealer and asset management world.
sifma.org/research/statistics
ICI Research
Data on mutual funds, ETFs, and the broader asset management industry.
ici.org/research
MFA Research
Research from the alternative asset management industry's own trade association.
mfaalts.org/research
American Investment Council
Private equity investment data by sector, useful for speaking specifically about deal flow in an interview.
investmentcouncil.org/research
AIMA
The global hedge fund and private credit trade body's research on operations, regulation, and industry trends.
aima.org/educate/aima-research
McKinsey Financial Services Insights
Ongoing coverage of banking, wealth management, and private equity from one of the field's most-cited consultancies.
mckinsey.com/financial-services
Beyond the Paycheck
What good work actually looks like
Comp is one part of a decision. This is the research on what makes a workplace, and a manager, actually worth working for.
Gallup Workplace
The research behind what actually drives engagement, and what a genuinely good manager does differently.
gallup.com/workplace
SHRM State of the Workplace
A yearly look at what employees actually want, and where most employers still fall short.
shrm.org/state-of-the-workplace
Harvard Business Review, Leadership
Ongoing coverage of what separates a good manager from a bad one, worth reading before you evaluate who you would report to.
hbr.org/topic/subject/leadership
MIT Sloan Management Review, Leadership
Research-driven writing on leadership, hybrid work, and culture from one of the country's top business schools.
sloanreview.mit.edu/leadership
Coverage
Where else this conversation is happening
Financial press worth following if you are actively thinking about a move.
Forbes, Wealth Management
Ongoing coverage of the wealth management industry.
forbes.com/wealth-management
Forbes, Hedge Funds & Private Equity
Forbes' dedicated section for the alternative investment world.
forbes.com/hedge-funds-private-equity
Forbes, Personal Finance
Broader personal finance coverage, useful beyond the job search itself.
forbes.com/personal-finance
Barron's Advisor
A Dow Jones property built specifically for wealth management professionals.
barrons-advisor.com
Why these sources? Over thirty years in this industry, these are the ones we have found most useful, with the most up to date information. Our ongoing client and candidate interactions confirm the utility of these sources, but this list is by no means complete. As you come across additional sources that you think could benefit others in our space, please let us know.
Thinking about a move?
Once you have done your own homework here, if you want a second opinion from someone who actually knows this market, we are easy to reach.
Talk to UsHiring instead of job hunting? See our resources for employers.
Curious what the market actually looks like right now? See our quarterly Market Intelligence report.
