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 Banking Bank 59

OfficeHours

JULY 11, 2023

If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. 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 Banking Bank Middle Market 130

Wall Street Mojo

JANUARY 15, 2024

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Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

Mergers and Inquisitions

JANUARY 31, 2024

A Day in the Life of a Single-Manager Hedge Fund Analyst At most single-manager hedge funds, an average day is like the one described in the Hedge Fund Analyst article : Market research on specific companies and assets. Expect 3-statement modeling or valuation tests, stock pitches , and combined exercises where you do both (e.g.,

Funds 59

Funds Management S&P Recruitment 59

FineMark

JANUARY 17, 2024

FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share. We look forward to seeing you soon!

S&P 52

S&P Equities Valuation Investment 52

FineMark

JANUARY 20, 2023

The phenomenon is likely to play out over several years with various ramifications, including valuations. As shown in Figure 3, below, from 1950 through 1989 (a period that was also less globalized and national interest and security were more heavily considered), equity valuations were expectedly lower.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

APRIL 13, 2023

These two factors paint a valuation picture that is less attractive than it had been. The only change in this positioning from our last quarterly letter was our decision to cut our overweight position in large cap US equities to neutral weight. We appreciate the opportunity to assist you and thank you for your continued trust and confidence.

Banking 52

Banking Bank Investment Economics 52