OfficeHours

JULY 11, 2023

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Develop a study plan that includes specific goals of what content you want to cover and when and break down all of the topics on each test into manageable chunks.

Investment Banking 100

Investment Banking CFA Banking Bank 100

OfficeHours

JULY 11, 2023

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Develop a study plan that includes specific goals of what content you want to cover and when and break down all of the topics on each test into manageable chunks.

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

Peak Frameworks

MAY 17, 2023

In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry. For example, a corporate finance manager can use VBA to develop a dynamic dashboard that tracks key performance indicators, providing real-time insights for decision-making.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

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? Also, it can be quantitative or fundamental – or both! –

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

MARCH 27, 2024

Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. It’s like the downsides of studying for the CFA : The certification won’t hurt you, but it’s not necessarily worth the time and money required.

Investment Banking 105

Investment Banking Banking Bank Investment 105

FineMark

JANUARY 20, 2023

As we exit this period and enter a more normalized rate regime, we believe active management will outperform passive indexing. As shown in Figure 3, below, quantitative easing rendered active management less effective. We saw this manifest in 2022 and we believe it’s the beginning of a multiyear trend.

Economics 52

Economics Portfolio Equities Investors 52

Wall Street Mojo

JANUARY 15, 2024

They should be able to manage their time effectively and efficiently because of multiple tasks they need to handle. These professionals should be able to organize and maintain records and reports related to tax payment of their clients and recommend procedures to manage tax payments efficiently. They earn quite a lucrative salary.

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

FineMark

JANUARY 17, 2024

Recall our CTA managers are bi-directional and generally focus on recent trends, so reversals can prove costly. Meanwhile, reversals in the bond and currency markets drove losses in commodity trading advisors (CTAs) for the period, as CTAs had been both long the U.S. Dollar and short bonds. We look forward to seeing you soon!

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. As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

APRIL 13, 2023

To take advantage of this condition, we’ve sourced investment opportunities with private credit managers and non-bank lenders who can fill this void. 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

FineMark

JULY 13, 2023

This type of market bifurcation has made it challenging for active equity management to add value. Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. As reported in the June 27, 2023, Wall Street Journal article entitled, “ U.S.

S&P 52

S&P Banking Bank Investment 52