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 Bank Banking 59

Mergers and Inquisitions

JUNE 5, 2024

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. I have covered finance careers for ~20 years, and I can think of exactly one person who has made this move directly.

Investment Banking 59

Investment Banking Management Bank Banking 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. These pre-MBA internships give you an advantage because MBA-level hiring is still based largely on work experience before your degree.

IT 59

IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

MARCH 22, 2023

First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article. So, if you’ve accepted an offer at CS, all you can do at this point is network around and look at fields outside of IB (Big 4, corporate banking, valuation, corporate finance, etc.),

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

SEPTEMBER 11, 2024

Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.:

Investment Banking 59

Investment Banking Bank Banking Investment 59