Successful Acquisitions

AUGUST 24, 2023

Join Capstone Partner John Dearing, CFA and his guest, 2aDays Founder and CEO Keirsten Sires as they discuss how credit unions can effectively reach out and connect with younger generations to expand their future membership.

CFA 52

CFA 52

OfficeHours

JULY 11, 2023

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Where can I learn more about these exams?

Investment Banking 100

Investment Banking CFA Bank Banking 100

OfficeHours

MAY 24, 2023

Further, you can consider obtaining relevant professional certifications, such as the Chartered Financial Analyst (CFA) designation, to enhance your qualifications and demonstrate your expertise in finance and investment analysis. Further, investment banks source much of their Associate class from top MBA programs.

Investment 147

Investment Investment Banking Finance Finance 147

OfficeHours

JULY 11, 2023

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Where can I learn more about these exams?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

OfficeHours

FEBRUARY 26, 2024

This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. For instance, becoming proficient in Python for financial modeling can distinguish you as an indispensable team member.

Economics 130

Economics Finance Finance CFA 130

Mergers and Inquisitions

OCTOBER 30, 2024

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. Lateral Hiring: You could move into corporate finance from plenty of other fields (Big 4, investment banking, other divisions at a company, and maybe even non-finance roles).

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

DECEMBER 6, 2023

It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads. So, while a traditional IB background at a top bank helps, you don’t necessarily need it if you start early or get relevant experience elsewhere.

Funds 104

Funds Management Recruitment Portfolio 104

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 instance, a private equity analyst can use VBA to build a custom function for calculating internal rates of return, ensuring consistent results across multiple analyses.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

FineMark

JANUARY 17, 2024

Wishing you and your loved ones a prosperous and healthy 2024. We look forward to seeing you soon!

S&P 52

S&P Equities Valuation Investment 52

FineMark

JANUARY 20, 2023

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0 Although we experienced our fair share of “Minsky Moments” in 2022, we’re hopeful that the New Year will bring a more positive outcome for all.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

JANUARY 31, 2024

If you have the right background – IB/PE at top firms or possibly equity research or CFA / asset management experience – the interviews and case studies are fairly standard. Expect 3-statement modeling or valuation tests, stock pitches , and combined exercises where you do both (e.g.,

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

FEBRUARY 28, 2024

As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm.

Equities 59

Equities Asset Management Debt Recruitment 59

Wall Street Mojo

JANUARY 15, 2024

Along with Bachelor’s and Master’s degree in accounting and taxation,they are CPAs, and along with that they may also be Certified Forensic Accountants(CFA) or Certified in Financial Forensics (CFF). They need to provide legal testimony on public records. They earn quite a lucrative salary.

Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

Mergers and Inquisitions

MARCH 27, 2024

It’s like the downsides of studying for the CFA : The certification won’t hurt you, but it’s not necessarily worth the time and money required. Also, completing a spring week mostly helps when applying to one specific bank for the same role.

Investment Banking 105

Investment Banking Banking Bank Investment 105

FineMark

APRIL 13, 2023

We appreciate the opportunity to assist you and thank you for your continued trust and confidence.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

As always, we appreciate and thank you for your trust in us as the stewards of your capital. If there’s anything we can assist you with, please reach out. We’re always happy to help!

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

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? Thank you for your continued confidence and trust in us.

S&P 52

S&P Bank Banking Investment 52