What is the ESG Disclosure for Funds Regulation? The ESG Disclosure for Funds Regulation, also known as the “Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practice,” was presented by the US Securities and Exchange Commission (SEC) on May 25, 2022. These proposed regulations aim to enhance the…
What is Capital Markets Trading? Capital markets trading is a sell-side career path within the capital markets division at an investment bank. A trader is responsible for the buying and selling of financial markets instruments, such as stocks, bonds, foreign exchange, and derivatives, either on behalf of the bank’s institutional clients, for the bank using…
Working in Market Risk The Global Financial Crisis of 2008 sharply focused the attention of organizations, especially investment banks, on managing their market risk, significantly increasing demand for market risk professionals. Market risk has also transitioned from a support function of the trading desks to an independent function that reports directly to senior risk management….
Project Evaluation Career Overview Every organization must make important decisions about the tasks and projects they wish to pursue over the coming fiscal year. Project evaluation, as a job role within a financial planning and analysis (FP&A) department, refers to the process of assessing the financial viability of proposed projects and providing recommendations to senior…
What is a Debt Restructuring Professional? Debt restructuring is a complex process involving renegotiating the terms of existing debts to help companies and lenders face financial distress. As a job role within the advisory department of a financial services firm, the debt restructuring professional is responsible for advising clients on how to manage their debt,…
Venture Capital Career Overview Venture capital (VC) is currently one of the most attractive fields to work in. As technologies like artificial intelligence become more sophisticated, the demand for VC professionals will only grow. It is a fast-paced, exciting industry and ideally suited for someone who likes helping develop companies from the startup phase to…
Growth Equity Career Overview Growth equity is a type of investment opportunity in relatively mature companies with potential for dramatic growth. These investments usually take the form of a minority investment (i.e., non-control) in the target company. Businesses use growth equity to subsidize the expansion of their operations, entrance into new markets, and acquisitions to boost…
Overview and Job Description of an Institutional Asset Manager Institutional asset managers supervise and manage the investment portfolios of their clients, usually institutions, sovereign wealth funds, pension funds, corporations, and other large groups. The manager is responsible for having a clear understanding of their clients’ investment objectives and meeting those goals through strategic management of…
What is a Business Banker? Business bankers are financial professionals in client-facing advisory roles, specifically for businesses. They may be sales focused (i.e. business development), support focused (i.e. customer service), or a combination of both. Bankers offer business banking solutions and deliver a straightforward suite of banking products and services, the most common being business…
What is an Equity Capital Markets Banker? An ECM banker works in an investment bank on the sell-side and is the product expert that advises stock issuers and potential stock issuers on the best way to raise new equity and manage their outstanding equity. In most cases, an investment banker would be the first to…
