Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

CFA 59

CFA Investment Banking Bank Banking 59

Wall Street Mojo

JANUARY 15, 2024

What Is Tax Accounting? Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. Table of contents What Is Tax Accounting?

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

OfficeHours

JULY 11, 2023

What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker. Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute.

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

FineMark

JANUARY 17, 2024

Go to top 2023 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: 2024 Resolutions and COLA Updates Download 2023 Q4 Newsletter Here This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting (..)

S&P 52

S&P Equities Valuation Investment 52

FineMark

JANUARY 20, 2023

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0

Economics 52

Economics Portfolio Equities Investors 52

FineMark

JULY 13, 2023

As reported in the June 27, 2023, Wall Street Journal article entitled, “ U.S. Go to top 2023 Second Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Sophisticated Have Online Scams Become?

S&P 52

S&P Bank Banking Investment 52