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.
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?
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OfficeHours
MAY 24, 2023
If you would like a leg up in the recruiting process, consider pursuing courses that focus on finance, accounting, statistics, mathematics, engineering, and economics. Maybe even more important than your major is your GPA. Investment banking hiring managers are looking for students who have high GPAs for what they signal about the candidate.
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.
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.
OfficeHours
FEBRUARY 26, 2024
This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. For instance, becoming proficient in Python for financial modeling can distinguish you as an indispensable team member. investment banking, private equity , VC, etc.)
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.
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