Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Private Equity 147

Private Equity Portfolio Management Portfolio IT 147

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. This includes questions related to LBO modeling, multiples valuation, and basic accounting / financial statement analysis.

Private Equity 147

Private Equity Equities Investment Valuation 147

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Accountant Portfolio 59

The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

Accountant 64

Accountant Portfolio Management Management Asset Management 64

The TRADE

SEPTEMBER 9, 2024

Risk analytics are combined with portfolio management, trading, operations, and accounting tools on a single, unified platform. “As

Portfolio Management 69

Portfolio Management Trading Accountant Portfolio 69

The TRADE

OCTOBER 10, 2024

Our mission is to optimise the transaction chain, provide comprehensive insights into trading processes and order flows within financial markets, and ensure accountability in order execution. These components are the backbone of the PGGM trading analytics desk. How can TCA use be further optimised/automated on the trading desk?

Trading 59

Trading Portfolio Management Portfolio Management 59

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income.

Capital Market 64

Capital Market Capital Investment Portfolio Management 64

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.

Bank 52

Bank Banking Business Underwriting 52

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% In our faster money "Active Opps" account, we hold a 5.23% allocation.

IT 73

IT Portfolio Stock Investment 73

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. Practice, Practice, Practice Run through your story, deal experience, etc.

Private Equity 130

Private Equity Recruitment Equities Accountant 130

The TRADE

DECEMBER 5, 2023

The SaaS also enables traders to free up time to dedicate to more illiquid and esoteric instruments which require more maintenance and to liaise with their portfolio managers.

Trading 72

Trading Broker Portfolio Management Collaboration 72

The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

Trading 59

Trading Capital Broker Portfolio Management 59

Mergers and Inquisitions

DECEMBER 6, 2023

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. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. How Does Private Banking Work?

Bank 52

Bank Banking IT Management 52

The TRADE

JANUARY 24, 2024

In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As Typically, as volatility increases, liquidity decreases, resulting in an increase in impact. They’ve identified what can be successful and unsuccessful in those different conditions.

Trading 128

Trading Electronics Broker Portfolio Management 128

The TRADE

OCTOBER 31, 2024

He subsequently moved into a role on the money market and short duration team focused on multi-asset accounts, money markets, and enhanced cash funds, among other products, serving in this capacity for eight years before moving over to the investment grade credit team. Raymond was starting a family and looking for a new opportunity.

Portfolio 52

Portfolio Trading Asset Management Management 52

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

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.

Sale 64

Sale Management Trading Equities 64

The TRADE

AUGUST 21, 2023

Miller is a Bloomberg veteran having spent over 20 years at the company, holding several senior positions, including: global head of sales and account management (global markets electronic trading); global head of fixed income, currencies, commodities electronic sales; and global head fixed income electronic trading sales.

Trading 52

Trading Electronics Sale Equities 52

The TRADE

OCTOBER 6, 2023

EMSs were always built to be more of a trader-centric workflow, whereas OMSs are bigger pieces of software that fill a lot more infrastructure, accounting and portfolio management needs.

Trading 69

Trading Portfolio Management Asset Management IT 69

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading 59

Trading Equities Asset Management Portfolio Management 59

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.

Recruitment 130

Recruitment Private Equity Equities Investment 130

Accenture Capital Markets

JUNE 18, 2024

We would recommend starting by looking across the below categories (non-exhaustive examples) for exploring use cases: Revenue generation: Summarization of sell-side research, personalized investment strategies, portfolio manager assistant, product ideation Stakeholder engagement: Smart account planning, client onboarding automation, know-your-customer (..)

Asset Management 73

Asset Management Management Capital Market Government 73

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.

Trading 52

Trading Portfolio Management Asset Management Management 52

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.” They carry out due diligence on start-ups.

Capital 52

Capital Book-building Investment Investors 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me.

Trading 59

Trading Capital Funds Investment 59

Mergers and Inquisitions

JULY 23, 2025

GPA, and maybe a previous accounting or credit internship. Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters.

Investment Banking 69

Investment Banking Recruitment Bank Banking 69

M&A Leadership Council

MARCH 1, 2024

Despite these differences, many of the fundamentals of effective M&A also apply to divestitures, and the key corporate staff involved in M&A will typically be chartered to also drive and manage divestitures. Divestitures are a natural part of a robust growth strategy.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

The TRADE

DECEMBER 8, 2023

Axes are no longer the preserve of the trading desk at asset managers. The use of this data by the portfolio management function means they can better represent their investment process by taking liquidity into account. Dealers still need to get better at distributing their data and managing where it goes to.

Trading 52

Trading IT Electronics Portfolio 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swap accounting is often used for speculation and has also been attracting fixed income groups because it shows the expectation of the market regarding interest rates. The interest rate swap works as an amazing portfolio management tool. It helps in adjusting the risk related to interest rate volatility.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” This context is crucial for our day-to-day operations.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Already in EMEA, we have six valid trading days.

Equities 52

Equities Trading Asset Management Management 52

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%

Trading 52

Trading Investors Broker IT 52

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.

Portfolio 40

Portfolio Investors Private Equity Finance 40

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. If you’re starting early, it would be far more useful to take an accounting or finance class, do some self-study, and leverage these skills to win internships. This is a fair point.

CFA 59

CFA Investment Banking Bank Banking 59

Global Newswire by Notified: M&A

JULY 7, 2025

Modaxo invests in products and people for the long term, and we’re thrilled to welcome Intelliscape’s customers and employees,” said Laurent Eskenazi, Portfolio Manager at Modaxo. Contact Data Contact close Contact With a Reader Account, its easy to send email directly to the contact for this release. Already have an account?

Transportation 40

Transportation Accountant Portfolio Management Management 40