What is Private Wealth Management? Private Wealth Management (PWM) involves the management of assets of high-net-worth individuals (HNWI) or accredited investors. Private wealth managers create a close working relationship with wealthy clients to understand their financial needs and to help build a portfolio that achieves the client’s financial goals. They provide a range of services,…
Overview of Investment Banking Internship Programs Most investment banks offer an investment banking internship program each year, hiring a number of summer Analysts and Associates to work for 9-12 weeks in their offices. These programs are great for both parties – the interns get phenomenal experience and get to see what it’s like to work…
What is a Research Analyst? A research analyst is responsible for researching, analyzing, interpreting, and presenting data related to markets, operations, finance/accounting, economics, customers, and other information related to the field they work in. A research analyst is typically very quantitative, analytical, logical, and good at managing numbers and data. This guide will break down…
What is a Search Fund? A Search Fund is an investment pool aspiring entrepreneurs use to raise capital from investors in order to acquire a business and step in as CEO and operate the company. Search funds mainly search and acquire companies that are valued between $5 and $30 million. The funds used to purchase…
What is the Financial Institutions Group (FIG)? The Financial Institutions Group (FIG) is a group of professionals that provide advisory services to financial institution clients. Some of the services that the FIG offers include mergers and acquisitions, recapitalization, capital raising, financial restructuring, corporate valuations, expert financial opinions, and other advisory services. Companies that may represent…
The Fit Question Investment banking is an exciting and lucrative career, but it isn’t right for everyone. You may have a desire to earn over $100,000 a year as a first-year analyst in New York City, but you need to remember that investment banking is not just a high-paying job, but is also a high-stakes,…
What is Private Banking? Private banking is personal financial services for high net worth (HNW) and ultra high net worth (UHNW) individuals and their families. Services include, but are not limited to, deposit accounts, money transfers (like wires), mortgage and other lending solutions, financial planning, as well as tax and other advisory services. While the…
E-commerce has transformed digital transactions, reshaping how businesses and consumers engage online. Our comprehensive guide covers the evolution of e-commerce, as well as revenue models, benefits, challenges, and more. You’ll learn what e-commerce is, key industry trends, and expert tips for building a successful online business. Whether you’re a business owner or a professional looking…
What is Financial Planning and Analysis (FP&A)? Financial Planning and Analysis (FP&A) teams play crucial company roles by performing budgeting, forecasting, and analysis that support major corporate decisions of the CFO, CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow…
What’s the Difference Between the Buy Side vs Sell Side? Buy-Side vs Sell Side. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. Sell-Side firms have far…
