article thumbnail

Unlocking Success in Investment Management technology industry: Key Takeaways for Young Professional

Global Banking & Finance

Swapnil Kognole, CFA is a seasoned leader in wealth management technology, currently serving as Director at UBS technology department. With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector.

CFA 52
article thumbnail

The Path to Success: How to Become an Investment Banker

OfficeHours

Gain Relevant Work Experience If you are currently looking for internships or full-time roles, you can gain relevant work experience outside of investment banking. Investment banks highly value prior experience in finance-related roles like consulting, investment management, or sales and trading.

article thumbnail

2023 Second Quarter Review & Commentary

FineMark

Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. Additionally, many of the S&P 500 components we noted above as generating outsized returns are beneficiaries of AI, either directly or indirectly.

S&P 52