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The Path to Success: How to Become an Investment Banker

OfficeHours

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. Maybe even more important than your major is your GPA.

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How to Prepare for Series Exams

OfficeHours

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. What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker.

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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…

OfficeHours

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.

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How to Take Advantage of the Market Slowdown

OfficeHours

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.

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2023 First Quarter Review & Commentary

FineMark

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. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate.

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