Accountant CFA Investment Banking 
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.
OfficeHours
MAY 24, 2023
Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance. Maybe even more important than your major is your GPA.
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OfficeHours
JULY 11, 2023
When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. 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.
OfficeHours
JULY 11, 2023
Written by a Top OfficeHours Female Coach When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. The Series exams refer to a variety of licensing exams that are commonly associated with investment banking and related fields.
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. investment banking, private equity , VC, etc.) You can also check our various course curriculums for different careers (i.e.
Mergers and Inquisitions
OCTOBER 30, 2024
Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms).
Mergers and Inquisitions
DECEMBER 6, 2023
So, while a traditional IB background at a top bank helps, you don’t necessarily need it if you start early or get relevant experience elsewhere. It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads.
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