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. Level I was easy to pass as I liken it to an undergrad finance degree, which meant I had all of that curriculum down. Like, really bad.
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.”
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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.
Global Banking & Finance
OCTOBER 29, 2024
Swapnil Kognole, CFA is a seasoned leader in wealth management technology, currently serving as Director at UBS technology department. As a CFA Charterholder and IEEE Senior Member, Swapnil combines deep financial expertise with […]
OfficeHours
MAY 24, 2023
Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance.
OfficeHours
FEBRUARY 26, 2024
For those of us embarking on careers in finance, including myself, the unease accompanying economic downturns and market volatility is all too familiar. 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.
Global Banking & Finance
JUNE 29, 2023
Agile and proportionate: regulatory reform and digital transformation in the UK banking sector By Jonathan Philp, CFA Principal Specialist in Banking and Financial Markets at NTT DATA UK&I We have learned that bank failures can be contagious and very costly to fix, both in terms of immediate stabilisation measures and the impact on the wider […] (..)
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