Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? And if you are interested in long-only investing, should you target asset management firms instead? This second trade would be much less likely at a long-only asset management firm.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. Distressed / Restructuring – These funds invest in the debt or equity of distressed companies or ones entering the bankruptcy process.

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Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

SEPTEMBER 13, 2023

If a merger arbitrage fund holds an average of 100 positions, a distressed fund might hold only 10-15 (or even fewer). How to Recruit for Distressed Debt Hedge Funds The best background is restructuring investment banking because the skill set is directly relevant. A few of these funds specialize in distressed (e.g.,

Debt 103

Debt Funds Investment Equities 103

Mergers and Inquisitions

MARCH 8, 2023

Finally, on the investment banking side , the “top 3” banks (GS, MS, and JPM) all have a good presence in commodities, as do BofA and Citi. at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself. Around 10% had wealth management experience.

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Funds Finance Finance Trading 119

Mergers and Inquisitions

APRIL 24, 2024

But then recruiting moved up, the MBA process became more structured, and now we have 4-year-olds aiming for “Target Kindergartens” so they can eventually get into investment banking ~15 years in the future. Interestingly, there are not many investment banks on these lists. How Do You Apply for Pre-MBA Internships?

IT 59

IT Investment Banking Recruitment Finance 59

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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Funds Management Recruitment Portfolio 104

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? Also, it can be quantitative or fundamental – or both! –

Equities 59

Equities Asset Management Debt Recruitment 59

Peak Frameworks

OCTOBER 30, 2023

For example, Wells Fargo and Bank of America are giants in this space. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Investment Banks: Institutions like Goldman Sachs and J.P. The profit-making strategies differ across these banks.

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Bank Banking Proprietary Trading Investment Banking 52

Mergers and Inquisitions

JANUARY 31, 2024

The Top Single-Manager Hedge Funds Single-manager funds far outnumber multi-manager funds, but they’re also much smaller. Think: “Hundreds of millions in AUM up to a few billion” – a lot of money, but tiny by the standards of the largest hedge funds and asset managers.

Funds 59

Funds Management S&P Recruitment 59

Peak Frameworks

SEPTEMBER 19, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course. Whether it's the European Union's MiFID II regulations affecting asset managers or Dodd-Frank in the U.S., Consider the negotiation nuances during AT&T's merger with Time Warner.

Finance 52

Finance Finance IT Financial Modeling 52

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. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

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Investment Banking Equities Bank Banking 64

Razorpay

DECEMBER 15, 2024

A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

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Bank Banking IT Management 52

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. So, your best option in most cases is to gain traditional investment banking or private equity experience and use that to move in.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. That’s a shame because “how to get into commercial real estate” is a much easier question than “ how to get into investment banking ” for many people.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

The TRADE

DECEMBER 23, 2024

FIS acquires post-trade platform Torstone Technology Coming in at number 10 in our 2024 most read countdown was a major merger and acquisition scoop announced at the start of the year. Torstone is a global SaaS platform for post-trade securities and derivatives processing technology, originally built by and for a global investment bank.

M&A 52

M&A Trading Asset Management Mergers and Acquisitions 52

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. You could come up with dozens of other potential trades if you also consider call and put options, biotech indices/ETFs, and merger arbitrage ideas.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64