OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Where can I learn more about these exams?

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. Factor Requirements: Some teams also structure their portfolios based on “ factors ,” such as quality, momentum, value, etc., These funds are usually multi-strategy as well.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

OCTOBER 30, 2024

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. Lateral Hiring: You could move into corporate finance from plenty of other fields (Big 4, investment banking, other divisions at a company, and maybe even non-finance roles).

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Some of these funds have 100+ employees; Viking has 275+ with 45+ investment professionals.

Funds 59

Funds Management S&P Recruitment 59

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

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 portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 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. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52