OfficeHours

JULY 11, 2023

Written by a Top OfficeHours Female Coach When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. The Series exams refer to a variety of licensing exams that are commonly associated with investment banking and related fields.

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. Whether it’s ESG investing, fintech, or regulatory compliance, becoming a subject matter expert in an emerging or newer field can safeguard your role.

Economics 130

Economics Finance Finance CFA 130

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. Many of these firms have performed quite well, but it depends on the specific funds you’re looking at (the large firms offer many different funds to invest in).

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

APRIL 13, 2023

Bank Failures, Rate Hikes and Market Mean Reverts As investment practitioners, we regularly encourage our clients to remain calm when reacting to unfavorable media reports about the economy or geopolitics. Note: These investments are suitable for clients with both significant financial wherewithal and an ability to bear illiquidity risk.

Banking 52

Banking Bank Investment Economics 52

Mergers and Inquisitions

FEBRUARY 28, 2024

Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one. a credit rating vs. an investment recommendation). see the fixed income trading article for the full list ).

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

JANUARY 31, 2024

In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

FineMark

JANUARY 17, 2024

In other words, the less one pays at the time of initial investment, the greater the forward returns. Historically, investing at such levels results in lower future returns. Understanding this, we believe that investing in equities today will likely result in lower returns than in the recent past.

S&P 52

S&P Equities Valuation Investment 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. In fact, at our most recent Investment Policy Committee meeting, we decided it was time to declare “Victory!”

S&P 52

S&P Investment Portfolio Corporation 52

Peak Frameworks

MAY 17, 2023

For example, an investment banker can use VBA to automate the extraction of financial data from multiple sources, saving time and reducing the risk of errors. In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

FineMark

JANUARY 20, 2023

Views and Investment Themes for 2023 and Beyond While the ability to predict market moves in the near term isn’t possible for anyone, we are able to identify themes that present risks and opportunities.

Economics 52

Economics Portfolio Equities Investors 52

Wall Street Mojo

JANUARY 15, 2024

The process focusses on revenue earned, deductions, donations, gain or loss from investment, etc. 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 earn quite a lucrative salary.

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

FineMark

JULY 13, 2023

In investing, we see clear corollaries to this statement. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As asset allocators, studying the past helps us see the investment landscape for what it is—not what we wish it to be.

S&P 52

S&P Bank Banking Investment 52