Bulge Bracket Portfolio Management Presentation 
Mergers and Inquisitions
JULY 23, 2025
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. potentially over a 2x difference at the top levels).
The TRADE
OCTOBER 18, 2024
Some of the aspiring players are present in the Prime Brokerage Survey, with outperforming scores set by players including Pershing, CIBC Mellon, Marex, Cantor and TD Securities. This is an ongoing pattern that we suspect will continue for some time.” And we’ve seen some significant launches this year in that space.
Mergers and Inquisitions
APRIL 5, 2023
and supporting your Portfolio Manager ’s ideas and requests. Presentations – Traditional PE: The “deal review” pace above means that you could make several presentations to the investment committee or Board each month. And each one will take a fair amount of time and effort.
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