OfficeHours

JULY 11, 2023

Hey All — Rohit here and it’s been a busy couple of days – word has gotten out about Diversity Events at Megafunds already starting for On-Cycle 2025… needless to say we’ve been pretty swamped with inbounds and LOTS of calls happening. It’s business that caters to the U.S. 4 = 6.125x Revenue, what was NTM?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

OCTOBER 30, 2024

Within a company, there are also roles such as corporate development and business development, but these also focus on external entities. The CPA is probably the most relevant certification , but it’s overkill for entry-level jobs, and while the CFA won’t hurt you, it’s also not the best use of time/money.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Peak Frameworks

MAY 17, 2023

In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

APRIL 13, 2023

This scenario will have a disproportionate, negative effect on both commercial real estate borrowers and small-to-medium-sized businesses that aren’t large enough to access the public debt markets. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate.

Bank 52

Bank Banking Investment Economics 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

CFA 59

CFA Investment Banking Bank Banking 59

FineMark

JULY 13, 2023

This scenario would largely impact small-to-medium-sized businesses that rely on regional bank lending for their capital needs. Go to top 2023 Second Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Sophisticated Have Online Scams Become?

S&P 52

S&P Bank Banking Investment 52