Book-building Business Portfolio Management 
The TRADE
OCTOBER 4, 2023
As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.
Growth Business
SEPTEMBER 21, 2023
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Venture capital jobs are rare to come by. This means that in VC you are also constantly learning and honing your perspective on how to scale a business.” Build expertise in a certain area Pitching isn’t just a one-way street in the world of VC.
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The TRADE
OCTOBER 26, 2023
While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.
Peak Frameworks
MAY 17, 2023
For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy. In 2015, Goldman Sachs used VBA to automate the process of updating pitch books, cutting the time spent on the task by 50%. To access the VBA editor in Excel, press Alt + F11.
The TRADE
JULY 24, 2023
He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. With the Russian invasion there was a lot of attention to the OTC derivative side of our business. You had the gilt crisis.
The TRADE
OCTOBER 18, 2024
Not that the seemingly never-ending list of aforementioned market occurrences had noticeably hindered the prime business. Those are the relatively commoditised parts of the business. So you can see how this growth and momentum just starts to really build over time.” They need a financing platform to support all of that.
The TRADE
OCTOBER 9, 2023
Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much. Ruffles says.
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