The TRADE

OCTOBER 26, 2023

The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk. The trading team work closely in tandem with portfolio managers when preparing a strategy.

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Trading Asset Management Management Electronics 98

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

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Portfolio Portfolio Management Insurance Risk Management 52

Peak Frameworks

SEPTEMBER 12, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. As the financial world evolves, so will VaR, and staying updated on its advancements will be a cornerstone of effective risk management.

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Portfolio Private Equity Risk Management Finance 52

The TRADE

AUGUST 14, 2023

Although I had been trading for a long time my background had been mainly in equities so moving to multi-asset was quite a shock to the system and a steep learning curve. Sitting on the desk as an assistant was exciting, listening to the different styles used by the traders and hearing how they interacted with the sell-side.

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Trading Asset Management Equities Management 52

The TRADE

OCTOBER 31, 2024

There are few in this industry – and outside of it – that haven’t heard about the events in the late 90s and early 2000s that saw the dotcom bubble burst and send markets into disarray. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

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Portfolio Trading Management Asset Management 52

The TRADE

DECEMBER 8, 2023

Following the height of Covid, we’ve had the memestock saga, the collapse of Archegos Capital and the war in Ukraine impacting the space in concurrent years as unprecedented events seem to have become the norm, driving market volatility in each of the post-pandemic years.

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Peak Frameworks

MAY 17, 2023

Additionally, if you’re interested in refining your Excel skills and recruiting for private equity, you should check out our , Private Equity Course. VBA for Excel: A Basic Understanding Definition of VBA VBA, or Visual Basic for Applications, i s an event-driven programming language developed by Microsoft.

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Financial Models Financial Modeling Finance Finance 52

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. This is followed by 13% being accounted for by alternatives and 12% by active equity.

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Trading Portfolio Management Asset Management Management 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. At the helm of the team is global head of trading Cathy Gibson who oversees trading across the asset manager’s offices in London, the US, Asia Pacific and South Africa.

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Trading Bulge Bracket Asset Management Bank 59

Razorpay

DECEMBER 15, 2024

This consolidated approach simplifies financial management and helps clients achieve their long-term objectives. Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds.

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Banking Bank IT Management 52

The TRADE

MAY 1, 2024

Core values After two years at RBC, Papanichola landed himself his first hedge fund role at Elliot Management Corporation as a multi-product manager and arbitrage portfolio manager mentored by Jon Pollock, Jean Luc Harnay, and Phil Streeton. As Elliot has gotten bigger, those jobs have become much more pigeonholed.

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Trading Capital Funds Investment 59

M&A Leadership Council

MARCH 1, 2024

And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms. See event info pages for details.

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Mergers and Acquisitions M&A Acquisitions Business 52

The TRADE

OCTOBER 18, 2024

Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. billion in 2023.

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Funds Broker Bank Banking 69

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” Sometimes there are events, but this is a typical day.”

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Capital Book-building Investment Portfolio 52

The TRADE

OCTOBER 9, 2023

Events from the last three years have translated otherwise dormant interest rates into a hive of activity for fixed income traders as global economies work to combat the threat of inflation and recession. One way of doing this is by using an execution management system (EMS).

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Trading Electronics Portfolio IT 64

Transactional Delights

DECEMBER 6, 2020

Disclaimers: [link] There’s been some talk regarding the convergence of shareholder activism and private equity. In the same press release, they also announce that they will be reducing their economic position “ as part of our ongoing portfolio management ” which includes settling cash-settled swaps equal to 135,376 shares of common stock.

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Investors Shares Stock IT 40

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. They’re typically used in equities given that this asset class trades on exchange unlike fixed income and some foreign exchange assets.

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Trading Investors IT S&P 120

Peak Frameworks

JULY 20, 2023

Perhaps you're an investment banker advising a client on the restructuring of their portfolio or a private equity professional evaluating various investment opportunities. While Modern Portfolio Theory has its limitations, it remains a fundamental tool in finance , providing valuable insights into managing investment risk and return.

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Portfolio Investors Finance Finance 40

The TRADE

AUGUST 25, 2023

Over recent months, historical Level 3 data provider BMLL has seen a surge in activity as it continues to expand its equities and ETF data coverage. From now, users of TDN are able to securely replicate and store all trading activity at any exchange connected to the network, resulting in speedier recovery in the event of a systemic outage.

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Business Trading Electronics IT 52

The TRADE

FEBRUARY 17, 2025

Among the new appointments is Luke Holmes, former head of equity sales, US clients at Kepler Cheuvreux, who joined the firm as managing director, sales trading. Also from TD Cowen is Tarquin Orchard who was named global head of event-driven strategies. Clear Street also named Matthew Cyzer head of markets execution.

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The TRADE

APRIL 10, 2025

Benjamin Lucas The partnership combines Amundi Technologys platform for asset managers, insurers, pension funds and family offices, ALTO Investment with Murexs OTC front-to-back solution. The two firms have worked together since 2007, and Amundi manages its OTC derivatives portfolios front-to-back through leveraging MX.3.

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Asset Management Portfolio Investment Manager Management 59

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. While plenty of bankers and equity research professionals from healthcare teams enter biotech hedge funds, people with advanced degrees (M.D., or Ph.D.),

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Funds Healthcare Mergers and Acquisitions Valuation 64