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Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. In early January , I predicted that the markets in 2023 would be “Bad, but not as bad as 2022.”
The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financialmarkets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.
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