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...
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...
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...
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...
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....