OfficeHours

JULY 22, 2023

Understand there will MOST PROBABLY be an LBO modeling test, there will be a case study, you will be asked why you like PE, why you like XYZ firm, what’s your favorite portfolio company/maybe even least favorite… Interviewing earlier is better because spots fill up on a rolling basis.

Private Equity 130

Private Equity Recruitment Equities Financial Modeling 130

Mergers and Inquisitions

MARCH 13, 2024

Debt financing is much more common, and the GE firm is often the first institutional investor. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. But at other firms, you might spend more time on market/industry research or get more involved with portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Securities 98

Securities Investors Shares Financial Modeling 98

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Mergers and Inquisitions

DECEMBER 6, 2023

There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams.

Funds 104

Funds Management Recruitment Portfolio 104

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam.

CFA 59

CFA Investment Banking Bank Banking 59

Wall Street Mojo

JANUARY 17, 2024

in this detailed Swaps in Finance Swaps In Finance Swaps in finance involve a contract between two or more parties that involves exchanging cash flows based on a predetermined notional principal amount, including interest rate swaps, the exchange of floating rate interest with a fixed rate of interest.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Wall Street Mojo

JANUARY 15, 2024

CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. read more , etc. read more , etc.

Debt 52

Debt Bank Banking Investors 52

Peak Frameworks

OCTOBER 17, 2023

Here are some of the most common organizational structures and designs: Functional Organizational Structure This model organizes its workforce based on specialized roles or functions such as marketing, finance, or operations. Why is it Important for Finance Professionals to Learn About a Company’s Corporate Structure?

Corporation 52

Corporation Finance Finance Management 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

AUGUST 16, 2023

Government/Political Connections – Connections always matter in finance recruiting, but they are far more important in China because the government can make arbitrary decisions with no warning (see: Jack Ma ). It is a “sweatshop” culture, which is common in China even outside the finance industry.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Tyton Partners

FEBRUARY 3, 2025

Key areas of focus for investment include technology platforms that enhance learning outcomes, services improving operational efficiency, and innovative financial models that make education more affordable and sustainable.

Education 52

Education Sale Investors Medical 52

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

FEBRUARY 28, 2024

Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one. You cover quarterly earnings and send updated models and notes to clients and other teams. existing coverage” in ER.

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

APRIL 5, 2023

If you’ve read this site before, you know this set of goals is impossible for most finance careers: you take a lot of risk, work long/stressful hours, or both. The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. Take little-to-no risk. And work normal, stable hours.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. 5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Growth Business

AUGUST 3, 2023

Alongside the finance, an angel investor will mentor you and provide other support such as access to their network. It’s potentially a long relationship – the length of finance usually lasts between three and eight years, so they’ll get well acquainted with you, showing you how everything works and what to expect.

Funds 52

Funds Investors Investment Business 52

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. lower intensity).

Funds 52

Funds Asset Management Management Equities 52