Global Banking & Finance

OCTOBER 24, 2023

Nuant Boosts Digital Assets Platform with MSCI Datonomy™ Capabilities: Pioneering a New Chapter in Digital Asset Sector Classification Zug, Switzerland, October 24th, 2023, Chainwire Nuant, a leader in Digital Asset Portfolio Management Systems, is pleased to announce its collaboration with MSCI Inc.,

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Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

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The TRADE

JANUARY 17, 2024

I completed an internship in finance and fast forward to 10 years later, I am now a trader. After my internship, I explored a few different roles before choosing an operations position, specific to cash management. What has your journey to the trading desk been like? Anything but straightforward!

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The TRADE

JUNE 24, 2024

UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan. as a fund manager for the passive and quantitative investment management department.

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Peak Frameworks

JUNE 29, 2023

Strategic analysis is crucial in the world of finance, helping professionals make informed decisions to drive growth and maximize returns. Developed by the Boston Consulting Group , this matrix offers a systematic approach to analyzing a company's portfolio of products or business units. What is the BCG Matrix?

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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.

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Peak Frameworks

JANUARY 15, 2024

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. UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support.

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The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

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Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. These funds are usually multi-strategy as well. you lose 10% from your peak AUM).

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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. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Not much has changed since then. This is a fair point. GPA (for example).

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The TRADE

OCTOBER 2, 2023

Speaking to The TRADE, Julian Butterworth , h ead of s ales, European e quities and derivatives for Nasdaq European Markets, said: Investors are showing an increasing appetite for customised equity exposures that mirrors their stock portfolios; however stringent regulation along with operational complexity of OTC products limit their feasibility.

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Peak Frameworks

MAY 17, 2023

Visual Basic for Applications (VBA) is a powerful programming language that can elevate your skills as a finance professional. In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career.

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Intrepid Banker Insights

NOVEMBER 16, 2022

Issuers, lenders and sponsors are facing a reality of elevated interest rates that are heading even higher, consumer spending softness translating to lower earnings, and a significant resetting of expectations on how deals can be financed. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

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OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Take your finance skills to the next level with OfficeHours.

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The TRADE

OCTOBER 31, 2024

I was part of the generation where computers were a big part of growing up so I thought I would join that industry, but then the tech bubble burst in college and I couldn’t find an internship in that field,” he explains. “[After finding an internship in finance] I thought ‘these are really big dollar amounts that people are moving around.

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Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. This enables them to focus on their businesses, personal lives, or other priorities, knowing their finances are in expert hands. Flexible credit lines for liquidity needs.

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The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

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The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

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OfficeHours

JULY 20, 2023

This generally means that the interviewer already has confidence that you can handle the basic technica l aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. as many times as you possibly can.

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Recruitment Private Equity Equities Investment 130

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. The first step should be assessing a project’s suitability for debt financing by aligning its risk with its potential return and estimating its profitability while considering interest payments. million for 5 years.

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Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management.

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Portfolio Management Private Equity Investors Risk Management 52

The TRADE

NOVEMBER 14, 2023

While asset managers were concerned with slow data delivery, 41% of investment banks highlighted limited variety when it came to the data they are able to consume, and the same percentage of wealth managers confirmed that for them volume was the primary consideration.

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Peak Frameworks

AUGUST 24, 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. Service Sector In the service sector, distribution channels often involve digital or human networks that connect service providers to consumers.

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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.” According to Indeed, the first step is to get a finance-related degree.

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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. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

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The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

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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. But divestitures have other benefits, such as allowing a business to refocus on its core competencies.

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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.

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The TRADE

OCTOBER 18, 2024

In addition to the billion dollar-plus launches, CIBC Mellon also points out to us the noteworthy increase in scheduled fund launches with assets under management of $500 million or greater – up almost two-fold on what was observed in 2023. They need a financing platform to support all of that.

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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.

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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., But lock-up periods are longer than most long/short equity funds.

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The TRADE

OCTOBER 9, 2024

Having a cohesive team globally has proved an increasingly essential tool for institutions in light of the ongoing globalisation of finance and the turbulence caused by market events in the last few years. For him, it is the correlation between real world events and the markets that drew him to his role in finance in the first place.

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The TRADE

JANUARY 3, 2024

The banking giant hired Ian Power from Newton Investment Management a year ago, alongside Paul Christophorou, who previously spent 19 years as a senior global trader for Odey Asset Management and Gozde Yildiz, a multi-asset trader focusing on fixed income, equities and derivatives trading. The list goes on.

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Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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The TRADE

DECEMBER 24, 2024

In the investment management sector, the diversity of challenges allows us to identify some of the most promising applications of GenAI. These are likely to result from a collaborative approach between technologists and their end users including investment professionals, legal, compliance and finance teams, among others.

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The TRADE

NOVEMBER 14, 2024

“FICC is the leading provider of trade comparison, netting and settlement for US Treasury transactions, and we continue to innovate and provide increased transparency to meet the needs of the industry as the markets evolve,” said Laura Klimpel, managing director, head of DTCC fixed income and financing solutions.

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The TRADE

OCTOBER 28, 2024

He has previous experience across multi-asset trading and his past roles include stints as a multi asset trader at Manulife Investment Management and BNP Paribas Asset Management. Mark Cleary joined GBM Securities as managing director, head of equities following two and a half years at BCS Global Markets in the same role.

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