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

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.

Investment 147

Investment Investment Banking Finance Finance 147

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.

Investment Banking 100

Investment Banking CFA Banking Bank 100

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.

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

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.

Economics 130

Economics Finance Finance CFA 130

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.

Funds 104

Funds Management Recruitment Portfolio 104