Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. In my view, corporate finance jobs are not ideal “stepping stone roles.”

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

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

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 corporate finance manager can use VBA to develop a dynamic dashboard that tracks key performance indicators, providing real-time insights for decision-making.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

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

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JANUARY 17, 2024

Charles Munger, vice chairman of Berkshire Hathaway Corporation, expressing why he thought he and his business partner, Warren Buffett, had been such successful investors for so long. Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio.

S&P 52

S&P Equities Valuation Investment 52

FineMark

APRIL 13, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors. AI automation is likely to be used with administrative or clerical roles in corporate and legal environments rather than jobs requiring physical, outdoor work in the agriculture or construction industries.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation, expressing his view on those who make short-term market prognostications. Fortunately, the FineMark playbook includes alternative investments that, with their low correlation to traditional asset classes, have proved their value as portfolio diversifiers.

S&P 52

S&P Investment Portfolio Corporation 52