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Portfolio trading is on the up but only some can make it pay

The TRADE

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level.

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Private Equity in China: The Worst of Both Worlds?

Mergers and Inquisitions

poor stock-market performance, slowing growth rates, and an aging population. Investment Banking Experience at Bulge Bracket or Top Domestic Banks – As with PE anywhere, you need a few years of IB experience to be competitive in most cases. This may change due to factors like the “decoupling” with the U.S.,

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Lower Middle Market

Wall Street Mojo

When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange. Monomoy observes less competition in the LMM as the primary lenders have enormous diversified portfolios. The primary sources of LMM companies are primarily different forms of debt and credit line lending systems.

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Sovereign Wealth Funds: The Full Guide to the Industry, Recruiting, Careers, and Exits

Mergers and Inquisitions

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests. How would you invest in Industry X?” “Why

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The Full Guide to Pre-MBA Internships: Are They Worth It?

Mergers and Inquisitions

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. With case studies, stock pitches, and modeling tests, focus on breadth over depth. It’s just that you’ll need to learn the skills more quickly in this case.

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Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Mergers and Inquisitions

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Banks do not appear to offer many internships in this area, so if your goal is a bulge bracket bank , you’ll likely have to work in other credit roles first and network your way in.