Life on the Buy Side

DECEMBER 24, 2022

I have a confession: I failed the CFA Level II exam the first time I sat for it. Back then, they only gave the CFA Level II exam once per year, so I had to wait until the next June to retake it. To set the stage for my failure, I started a new job as an equity analyst after getting my MBA and had just passed Level I in December.

CFA 130

CFA Finance Finance IT 130

OfficeHours

JULY 11, 2023

The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US. The SIE was first introduced in 2018 as a mandatory exam for people seeking to be employed in the securities industry. 4 = 6.125x Revenue, what was NTM?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

OfficeHours

JULY 11, 2023

The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US. The SIE was first introduced in 2018 as a mandatory exam for people seeking to be employed in the securities industry. What are the SIE and Series exams?

Investment Banking 100

Investment Banking CFA Bank Banking 100

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. Networking isn’t just about securing a new position; it’s about cultivating relationships that offer support, advice, and insights.

Economics 130

Economics Finance Finance CFA 130

FineMark

JANUARY 20, 2023

After three consecutive quarters of simultaneous losses in both equity and fixed income markets, investors received a reprieve during the fourth quarter. The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. Maximum Drawdown Limits: Because the multi-manager hedge funds are highly leveraged , they do not tolerate drawdowns.

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500.

S&P 52

S&P Investment Portfolio Corporation 52