Mergers and Inquisitions

JULY 17, 2024

If you have the option to work in finance in different parts of the world, investment banking in India should be at the bottom of your list. I always advise students that it’s best to start in a global financial center, such as New York or London , and that is part of the rationale here as well.

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American Banker - Investment Banking

JANUARY 30, 2024

Generative artificial intelligence could streamline numerous operations across the financial services landscape, from building investor presentations to processing regulatory and legal documents.

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Global Banking & Finance

SEPTEMBER 10, 2024

The financial services industry is at a critical juncture. Despite staggering investments, banks are still struggling with digital transformation. Let’s dive into the tangled web of challenges banks face, the failed promises of past solutions, and take a look at what I believe to be the […]

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OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. When it comes to investment banking, there are only so many investment banks that you can choose from. GTCR has invested more than $8.5

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Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? billion).

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OfficeHours

JUNE 2, 2023

When you are a junior at a financial service firm, your job is to complete deliverables and take orders – nobody cares about your opinion, because quite frankly, you do not have enough seniority and experience in the field to the point where your opinion could be justified in any capacity. investment banking, private equity , VC, etc.)

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Razorpay

MAY 23, 2023

Regular retail banks provide financial services to individuals but are not equipped to service businesses. Corporate banking provides businesses financial services like account holding, loans, capital, vendor management, and more. Check out RazorpayX!

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The TRADE

SEPTEMBER 19, 2023

David Lackenby, an event driven sales trader based in London, has left the bank, as has Mark Brodie, a trader, also specialising in event driven strategies, the people said. Lackenby joined the bank two years ago from broker Market Securities. Prior to this he worked at financial services firm Cantor Fitzgerald for thirteen years.

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Accenture Capital Markets

APRIL 3, 2025

This blog explores a practical use case for leveraging such agents in middle and back office operations of investment banking. Challenges to automating exception handling in Financial Services Financial Services is a regulated industry. It tasks the SSI recommender agent to find the correct SSI.

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OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. From my personal experience, securing an investment banking internship in my junior year of college set me up for a full-time offer and launched the rest of my career. and how our process works.

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American Banker - Investment Banking

MARCH 28, 2024

Mariya Rosberg is named Americas head of banking and financial services at Marsh McLennan's Oliver Wyman unit; startup ZayZoon raised $15 million in a new funding round; and more in the weekly banking news roundup.

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Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.

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The TRADE

SEPTEMBER 10, 2024

Across the investment lifecycle, investment and operations teams can increase revenue, reduce costs and better manage risk, the firm claims. “I Santander Corporate and Investment Banking (Santander CIB) acted as the exclusive financial advisor to FINBOURNE in this transaction.

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OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. From my personal experience, securing an investment banking internship in my junior year of college set me up for a full-time offer and launched the rest of my career.

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The TRADE

SEPTEMBER 20, 2023

Switzerland’s largest bank UBS has cut a number of positions in its cash equities business in London following the forced takeover of its local rival Credit Suisse, according to two people with knowledge of the matter. Roles were cut in sales and research, the people said, who spoke on condition of anonymity as the matter is private.

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Growth Business

AUGUST 15, 2023

So says Lee Chin Jian, vice-president at boutique investment bank DAI Magister , which has offices in New York and in London, and has advised tech startup clients which have been sold to Apple, Nokia, NVIDIA, Shell, Ziff Davis and others.

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The TRADE

APRIL 8, 2024

Previously in his career, Siegel served as head of European credit sales and trading at MUFG, as well as head of investment grade credit trading at RBC Capital Markets. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

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The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales.

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The TRADE

SEPTEMBER 25, 2023

Previously in his career, he served as president and chief executive of TD Ameritrade Holding Corporation for eight years and as vice chairman of TD Bank Financial Group. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Lackenby joined the bank two years ago from broker Market Securities.

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The TRADE

SEPTEMBER 2, 2024

Didier Gaffinel Through the partnership, Kepler Cheuvreux has established a local presence in the UAE through the opening of a new office in the Dubai International Financial Centre and will initially cover equity research and distribution in the Gulf region including the UAE and Saudi Arabia.

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The TRADE

NOVEMBER 15, 2023

Brodie was employed by brokers BTIG and United First Partners, and investment banks Jefferies and Bear Stearns, prior to joining Citi. Citi and Switzerland’s largest bank UBS, also both made cuts to their respective equity divisions in September. The new hires started this week.

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Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Innovation in financial services: Freed from stringent regulations, institutions can develop new products and services.

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The TRADE

AUGUST 2, 2024

Benefiting from a critical size in public and alternative assets, BNP Paribas would serve its customer base of insurers, pension funds, banking networks and distributors more efficiently,” said Jean-Laurent Bonnafé, director and chief executive of BNP Paribas.

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Solganick & Co.

FEBRUARY 16, 2022

was the exclusive financial advisor to Waypoint in its completed M&A transaction. with expertise in the healthcare and financial services industry sectors. Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. Solganick & Co.

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4Degrees

JANUARY 30, 2023

For deal-driven teams (venture capital, private equity, financial services, real estate, etc.), it’s all about who you know. And keeping track of your network is crucial for success. Unfortunately, traditional relationship management systems have not been designed with dealmakers in mind.

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Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.” is better for domestic funds. for a few years.

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The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

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Funds Broker Bank Banking 69

Peak Frameworks

JUNE 27, 2023

For instance, Goldman Sachs , a prominent investment banking giant, asserts in its mission statement: "Our mission is to provide superior returns to our shareholders." for example, succinctly outlines its commitment to its customers and stakeholders in its mission statement: "To be the best financial services company in the world."

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The TRADE

NOVEMBER 6, 2023

Prior to joining Aquis, Clelland was chief operating officer at HSBC Investment Bank corporate finance division and of Shearman & Sterling in London. Stevens joined Aquis in 2021 and had previously held various senior roles across financial services and technology.

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Sale Equities Trading Electronics 64

Solganick & Co.

DECEMBER 27, 2023

AI in Financial Services : AI’s application in financial services, such as for fraud detection, algorithmic trading, and personalized financial planning, is growing. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

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MergersCorp M&A International

NOVEMBER 1, 2024

Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations. Their value is determined not only by their financial metrics but also by qualitative factors, market position, and growth potential.

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Solganick & Co.

DECEMBER 21, 2023

The company went after verticals it believed might be especially underserved, like healthcare, financial services, advertising, retail and entertainment — and claimed to count several Fortune 500 brands in its customer base. A native app on Snowflake, Samooha provides a no-code UI customers can use to access and build clean room apps.

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TM Capital

AUGUST 8, 2024

Fitt remarked, “Figuring out how to be effective [as an investment banking advisor], with what level of insistence, with what level of data and with what level of support from other people, was difficult for anybody. Fitt shared her own experience of being nudged into investment banking by a professor who saw potential in her.

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The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. He began his career in program trading sales at London-based investment bank SG Warburg.

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The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. Will we see more M&A? The list goes on.

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Focus Investment Banking

SEPTEMBER 3, 2024

In addition to Corcentric, he had also served as CEO of Global Software Corporation and Perfection Equipment Company, as founding director of a national bank, and as Vice President of business development for a major real estate developer. Doug is also a jet qualified pilot, attended the U.

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Mergers and Inquisitions

MARCH 13, 2024

From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity. Also, you can get in more easily from a middle-market or boutique bank.

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