Accountant CFA Portfolio 
Mergers and Inquisitions
OCTOBER 30, 2024
Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.
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?
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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. What About Compensation?
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.
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.
FineMark
APRIL 13, 2023
To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. Again, it’s important to note that FineMark client portfolios are customized to suit each unique financial situation; therefore, these views may not be implemented in every portfolio in the same way.
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. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.
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