What Does a Managing Director Do?
Managing directors (MDs) are pivotal in the investment banking industry. As high-ranking executives within investment banks, they oversee their financial institutions’ strategic direction, daily operations, and financial performance. From business development and client relationship management to team leadership and transaction execution, the responsibilities of a managing director are vast and multifaceted, requiring years of experience...
What's New at CFI | Intro to M&A
In today’s episode of What’s New at CFI, we are talking about one of your favorite topics: Mergers and Acquisitions, or better known as, M&A! We’re so excited to be bringing you a more bite-sized course on the topic so join us as we talk about how we’ve tailored this course and what you can...
Investment Banking Associate Salary Guide
What is an Investment Banking Associate? An Investment Banking Associate is a mid-level professional who serves as the critical link between junior analysts and senior bankers. Typically joining after completing an MBA or working 2-3 years as an analyst, these professionals are crucial in executing complex financial transactions such as mergers and acquisitions (M&A) and...
Careers in Finance | Alex Yuditski – Investment Banking
In this episode of Careers in Finance on FinPod, we talk to Alex Yuditski, a growth investor at Bessemer Venture Partners. Starting with a pivot in college from history to economics, Alex’s path led her from investment banking at Regions Bank and William Blair to working on pre-IPO growth equity deals at Blue Owl Capital. Now at...
Introduction to Risk Management Planning
For organizations working within the financial services industry, risks are an unavoidable reality. Market volatility, regulatory changes, technological disruptions, and operational inefficiencies can all pose significant threats to a company’s financial health. To navigate these challenges, organizations within the financial services industry must develop a robust risk management plan in order to manage risk effectively....
Careers in Finance | Zane Tarence
In this episode of Careers in Finance on FinPod, we sit down with Zane Tarence, Partner and Managing Director at the investment banking firm, Founders Advisors. Zane has over 20 years of experience guiding businesses through high-stakes deals and has built a high-performing firm known for its sector specialization and strategic expertise. Starting his career as...
What is Bulge Bracket?
What is a Bulge Bracket Bank? Bulge bracket is a slang term used in banking and the financial services industry to describe the world’s largest investment banks. These banks are known for handling large corporate clients and deals, and they have the most recognizable names in the banking sector — Goldman Sachs, Bank of America...
A Guide to Investment Banking Analyst Salaries
What Does an Investment Banking Analyst Career Entail? Investment banking is a key part of the financial services industry. Investment banking involves facilitating and raising capital for companies, governments, and other institutions. Investment banks essentially act as liaisons between businesses seeking funding and investors seeking to fund new, lucrative opportunities. Investment bankers also advise companies...
Target Schools
Where Should You Study? Navigating the highly competitive world of finance and banking often starts with a crucial decision: where to study. This decision can heavily influence one’s career path, which is why the concept of a “target school” holds significant weight in this sector. In this article, we’ll explore what a target school is,...
Asset Management vs. Investment Banking: Which Career Path is Right for You?
Though asset management and investment banking share the common goal of enhancing financial outcomes for clients, their approaches, methodologies, and client interactions differ significantly. This comprehensive guide breaks down the similarities and differences between asset management and investment banking and explores the career paths they offer. What is Asset Management? Asset management is a service...
