Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? You cover quarterly earnings and send updated models and notes to clients and other teams.

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

JANUARY 10, 2024

Think: benchmarking portfolios rather than modeling companies. You will very rarely get exposed to the type of financial modeling that bankers complete: 3-statement models , DCF models , M&A models , LBO models , and so on.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. The approval process might take longer (say, 2-3 months rather than 1 month) because more people need to weigh in.

Recruitment 59

Recruitment Funds Private Equity Investment 59