Successful Acquisitions

NOVEMBER 30, 2023

Capstone Partner John Dearing, CFA shares some thoughts on the year ahead for the credit union industry in a new article for CUInsight.com. Read the article here.

CFA

The TRADE

JANUARY 11, 2024

Athina Trika Speaking to The TRADE, Athina Trika, CFA, execution sales at Kepler Cheuvreux, explained: “KCx’s Analytical Suite is a significant step toward increased transparency, opening up a broad prospect of opportunities for flexible and agile data sharing.

Asset Management

Global Banking & Finance

JUNE 29, 2023

Agile and proportionate: regulatory reform and digital transformation in the UK banking sector By Jonathan Philp, CFA Principal Specialist in Banking and Financial Markets at NTT DATA UK&I We have learned that bank failures can be contagious and very costly to fix, both in terms of immediate stabilisation measures and the impact on the wider […] (..)

CFA

Successful Acquisitions

AUGUST 24, 2023

Join Capstone Partner John Dearing, CFA and his guest, 2aDays Founder and CEO Keirsten Sires as they discuss how credit unions can effectively reach out and connect with younger generations to expand their future membership.

CFA

OfficeHours

JULY 11, 2023

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Where can I learn more about these exams?

Investment Banking

OfficeHours

MAY 24, 2023

Further, you can consider obtaining relevant professional certifications, such as the Chartered Financial Analyst (CFA) designation, to enhance your qualifications and demonstrate your expertise in finance and investment analysis. Further, investment banks source much of their Associate class from top MBA programs.

Investment

OfficeHours

JULY 11, 2023

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Where can I learn more about these exams?

Investment Banking

OfficeHours

FEBRUARY 26, 2024

This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. For instance, becoming proficient in Python for financial modeling can distinguish you as an indispensable team member.

Economics

Mergers and Inquisitions

DECEMBER 6, 2023

It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads. So, while a traditional IB background at a top bank helps, you don’t necessarily need it if you start early or get relevant experience elsewhere.

Funds

Mergers and Inquisitions

MARCH 27, 2024

It’s like the downsides of studying for the CFA : The certification won’t hurt you, but it’s not necessarily worth the time and money required. Also, completing a spring week mostly helps when applying to one specific bank for the same role.

Investment Banking

Peak Frameworks

MAY 17, 2023

In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry. For instance, a private equity analyst can use VBA to build a custom function for calculating internal rates of return, ensuring consistent results across multiple analyses.

Financial Models

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.

CFA

FineMark

JANUARY 20, 2023

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0 Although we experienced our fair share of “Minsky Moments” in 2022, we’re hopeful that the New Year will bring a more positive outcome for all.

Economics

Mergers and Inquisitions

JANUARY 31, 2024

If you have the right background – IB/PE at top firms or possibly equity research or CFA / asset management experience – the interviews and case studies are fairly standard. Expect 3-statement modeling or valuation tests, stock pitches , and combined exercises where you do both (e.g.,

Funds

FineMark

OCTOBER 17, 2023

As always, we appreciate and thank you for your trust in us as the stewards of your capital. If there’s anything we can assist you with, please reach out. We’re always happy to help!

S&P

FineMark

APRIL 13, 2023

We appreciate the opportunity to assist you and thank you for your continued trust and confidence.

Bank

Mergers and Inquisitions

FEBRUARY 28, 2024

As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm.

Equities

Wall Street Mojo

JANUARY 15, 2024

Along with Bachelor’s and Master’s degree in accounting and taxation,they are CPAs, and along with that they may also be Certified Forensic Accountants(CFA) or Certified in Financial Forensics (CFF). They need to provide legal testimony on public records. They earn quite a lucrative salary.

Accountant

FineMark

JULY 13, 2023

Go to top 2023 Second Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Sophisticated Have Online Scams Become? Thank you for your continued confidence and trust in us.

S&P

FineMark

JANUARY 17, 2024

Wishing you and your loved ones a prosperous and healthy 2024. We look forward to seeing you soon!

S&P