Mergers and Inquisitions

MAY 29, 2024

This article will focus on careers and recruiting , while the accompanying YouTube video will discuss the technical/modeling aspects in more detail. You may still consider the entire portfolio when making decisions, but there’s less of a direct connection than in corporate finance roles.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. These tend to be the funds that pay better , actively recruit new entry-level hires , and do at least some direct investing. and supporting your Portfolio Manager ’s ideas and requests. If you are a U.S.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

MARCH 13, 2024

Growth Equity vs. Venture Capital vs. Private Equity On the Job: Growth Equity Careers Growth Equity Recruiting Growth Equity Interviews and Case Studies Compensation and Exits Pros and Cons and Final Thoughts What is Growth Equity? Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Can You Recruit into Healthcare Private Equity and Win Jobs? As you’ve probably already guessed, there’s nothing “special” about private equity recruitment for healthcare firms or groups. in biology.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

JULY 19, 2023

Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations. Turnover is also high, especially at the large multi-managers.

Funds 52

Funds Asset Management Management Equities 52