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

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Are you attending any PE On-Cycle Diversity Events in the coming weeks?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Speaking with customers, suppliers, management teams, and market participants.

Funds 59

Funds Management S&P Recruitment 59

Peak Frameworks

MAY 17, 2023

In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career. In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

FEBRUARY 28, 2024

see the fixed income trading article for the full list ). We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds. Rate Changes: If interest rates are set to rise over the next year, how would you structure your portfolio?

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

OCTOBER 30, 2024

For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director. The CPA is probably the most relevant certification , but it’s overkill for entry-level jobs, and while the CFA won’t hurt you, it’s also not the best use of time/money. Potentially, yes.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105