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

Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. These funds are usually multi-strategy as well.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

OCTOBER 30, 2024

For example: Early-Stage Startup: Can we raise more VC funding? 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. The key questions that corporate finance teams answer also vary. Will the government raid our offices?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? closer to the work at a quant fund ). Also, it can be quantitative or fundamental – or both! –

Equities 59

Equities Asset Management Debt Recruitment 59

Wall Street Mojo

JANUARY 15, 2024

It is a complex process, even though there may be usage of tax accounting software , where thorough analysis is done regarding when and where the fund is spent and whether it is taxable or not. These professionals can also become Forensic Accountants, who point out illegal activities like fraud, embezzlement of funds, etc.

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52