The TRADE

OCTOBER 18, 2024

Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. That’s why the money’s with them and they will probably attract even more capital.

Funds 69

Funds Broker Banking Bank 69

Mergers and Inquisitions

MARCH 22, 2023

I made the same mistake the regulators did: ignoring shifts in the Credit Suisse deposit and cash base because its regulatory capital ratios looked “fine.” First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article. ” So, what happened? a year ago?

Banking 98

Banking Bank Government Investment Banking 98

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

FEBRUARY 28, 2024

the appropriate debt vs. equity mix, and additional capital needs over the next few quarters. Do something else in finance first , such as corporate banking , capital markets , or a credit rating agency role (any job with the “ Credit Analyst ” title works). Would investment-grade or high-yield bonds show more of an impact?

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests. You can get into good business schools in the U.S.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Banking Bank Investment 59

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. If you’re targeting an informal venture capital internship , private equity internship , or search fund internship , focus on smaller, local firms.

IT 59

IT Investment Banking Recruitment Finance 59

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. While perhaps not one of the most exciting aspects of the trade lifecycle, settlement is a central process that acts as a pillar for the capital markets.

Trading 120

Trading Investors IT S&P 120

Cooley M&A

FEBRUARY 1, 2024

billion sale of portfolio company Adenza to Nasdaq – PE-backed tech exits also took a hit in 2023, with total deal values declining 35% versus 2022. [2] 5] The pull-back in mega cap tech and sponsor activity was sorely felt in the venture capital backed tech M&A market. in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). Portfolio Companies: You need to know the firms companies, deals, and strategies very well.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98