The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level. We are nimble and agile.

Funds 59

Funds Capital Capital Market S&P 59

How2Exit

MAY 23, 2023

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio. After four years, in 1990, the economy was slow and the deal flow was slow.

Capital 130

Capital Investors Business Investment 130

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. For example, corporate banking would satisfy many of these goals.

Investment Banking 59

Investment Banking Management Bank Banking 59

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

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

FEBRUARY 28, 2024

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). Rate Changes: If interest rates are set to rise over the next year, how would you structure your portfolio? How would you analyze them differently?

Equities 59

Equities Asset Management Debt Recruitment 59

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.: What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59