Best advice/resource/book to be a valuable partner to corporate finance and investor relations depts at public companies?

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Curious about career opportunities with Fidelity. I am a banker/relationship manager at an investor center branch for a BB. My main responsibilities are handling banking/lending for a book of business, discovery convos with prospects, creating financial plans and referring business to financial advisors. I have a series 6/63, life accident health insurance license. My goal is to get to a position as an FA. What fidelity roles would be most logical to apply for? Right now I make about 75-80k.

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Looking for resources to understand macroeconomics and how they affect venture capital. Variables like interest rates, oil prices, policy (think IRA for climate investing). Young person in VC here - unfortunately can't seem to find anything on these topics so any books, lectures or podcasts would help.

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I want to Learn Investment/tax saving 101, As I am new to tax saving

Can anyone suggest some helpful Youtube channel/Books or any Website

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Hi, how do I get started? Like from rock bottom zero (explain to your grandma) level? Courses? Classes? Books? Platform?

If I invest 8-10 hours a week, what timeline am I looking at before I'm a decent day trader? Don't need the cash, focused on building skill & technique.

I'm remote and have the time & flexibility in my work life to take on something I can do from my computer intermittently. I've always wanted to do this, so highly motivated.

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whats a good book for learning all the different options for investing?

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Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

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Looking for good books on investing. Open to anything- real estate, stock market, etc. please leave any suggestions on what to read and anything to avoid - thanks fishes!!

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Anyone have suggestions for books on investment banking?

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Good book recommendations about investments, trading, stocks, ETFs, mutual funds, crypto, etc?

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I’m a pretty risk averse person i would say, more so in relationships and investments. Are there any books that have helped others become better an being open at risks and opening up?

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Hi everyone! I am very new to investing I don’t know much. What would you suggest for someone like me? 1) YouTube to learn ( if yes let me know if you have someone in mind who is a great teacher 2) Read books ( if yes drop some suggestions) thank you in advance

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I’m in real estate tax group and looking for good books about RE fund/investments/accounting during non busy season. Any recommendations? Thanks!

What is a good introduction book on investing?

My soon to be 15yr old son did a big job for me (staining the stair banisters) and I told him I would pay him $100. He now told me he doesn’t want the cash but want me to invest the money for him. I could do it for him but this could be a great learning opportunity for him t learn about investing ! Anyone have any recommendations on how best to help him learn about investing? Books, videos, you tube channels??

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Moving to PE post MBA in 6 months as a Sr. Associate, with a background of 4 years in MBB consulting and 1 year in Equity Research. What resources would you recommend me to use to get prepared for the role? Books, courses, podcasts, etc?
I got the LBO part covered and would like to learn more about the industry, investment process, thesis, etc. Any feedback is appreciated

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Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

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How much do you invest in your self (developing skills, executive coaching, education out of your own pocket, books, etc)?

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I don’t like my career, I don’t like working. Any tips or ideas how to transition to the investment life to make a living ? Long term or trading ? Individual stock or indexes ? Any courses / books I should look into ?

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I've found myself in a position and mindset to invest in a rental property. I'm pretty flexible and truly can live anywhere.

What is good guide or starting point to learn as much as I can? From market analysis to buying to actually renting out -- any articles, sites, books that you would recommend would be greatly appreciated. Thanks!

Being given far more responsibility and a new title. How to ask for a salary bump?

I work in a niche industry (citizenship by investment) and was brought on as relationship manager for those clients. Bosses learned that I own a company in citizenship by descent (related industry) and have brought a book of business to them. They're now opening a citizenship by descent department + placing me as director with reports. How to broach topic of substantial salary increase? How much to ask? Double?

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McKinsey & Company Bain & Company I’m looking to break into management consulting and want to begin prepping. What courses, tutorials, books/cases should I invest in. I want to prep as efficiently as possible.
McKinsey & Company Bain & Company Boston Consulting Group

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What could I be making in NYC - looking for RIAs.

9 years experience, CFP, CPWA,CRPC, 7, 66, insurance. Experience with UHNW planning and investments. Currently at RIA. Starting to grow a book but mostly service current clients and help capture additional wallet share. Also designed planning practice for old school stock picking firm.

Thanks

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I just graduated from college and I recently started my first full-time job. I would appreciate any advice/tips with credit cards, investing, and personal finances. Also, I want to learn more about finances so would love any books, podcasts, or youtube video recommendations! TIA :)

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Hi there!

US Immigrant here and trying to navigate the financial/retirement landscape.

Could someone kindly explain to me why I keep hearing people talking about maxing out their HSA and then using it to invest? I thought HSA was just a way to have pre-taxed dollars available for medical expenses?

Any books or resources I could learn about this stuff? Kind of like US retirement and investing for dummies haha.

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Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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What companies are holding (in their BS) the debt to finance the 2020-2021 boom for used RVs, used light aircrafts, luxury cars (used cars in general), used boats, art, etc.

Typically these type of loans are securitized and sold to 401k/mutual fund investments. However, that is not always the case (e.g. Carvana). I also heard yesterday from finance expert that BOA holds all loans thry issued.

Any companies in the industries above that are holding 2020-2021 financing in their books?

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Any recommendations on secondary sources or books to learn about investment funds? Recently I am getting more investment fund formation assignments as a tax associate. Looking to some materials to learn the basics. Thanks!

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Best books for investing/saving? I've already read I will yeach you to be rich and rich dad poor dad

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Side hustle or startup ideas for someone who isn’t technical/doesn’t code? Where should I look or where to begin? I don’t have any strong passions or specific skills that I’m confident in. What books, articles, blogs, orgs, events, people I should follow for inspiration that has helped you? I have some cash to invest and am looking for a part time hustle that can cash flow at least a little bit of money on the side.

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Hi Fishes - real estate investing newbie here. My level of knowledge is essentially at the rich dad / poor dad level. Any recommendations for best books to read / best YouTube channels to follow to get deeper knowledge? If it helps, I live and hence will probably invest in the NY/NJ area… TYIA!

Hi I am 23 , I have salary around 1LPM after tax, I paid 15k in rent, but every month end I left with very less money like 10-20k, I have very fucked up finances, I don't have any investment.

Every month I left with very less money.
I read book about spending , tried to maintain a ledger in excel, but nothing seems to working, I think I got lot money than I can handle so I am blowing that up. So just wanna know how much you spend invest and save.
I don't have to send any money home.

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Considering a move from government (policy/litigation) to firm, but the uncertainty of comp. has me spinning. Me: Single mom, 22 YOE. Now: $180k with good (not great) benefits, e.g., HD ins with emp.-paid premium, $1.2k/year emp. HSA contrib., 401k with no emp. match, small contrib. to pension, etc. Firm: Benefits TBD, 401k match, salary of $130k (all attys), Q and YE bonuses they say will far exceed current salary. Big $/time invest. in building book. 1900 hours. Qs to ask? Pts to nego.?

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

Has any one booked any FD via platforms like Groww, ETmoney which gives slightly high interest rates? In Groww, Bajaj finance giving fd rate of 7-7.5percent. Is it safe? Or should we book via banks and take lower rates.
P.s- I do invest in Mutual funds. I just want to park some money hence looking for FD.
Any suggestion is appreciated.

Hey everyone,

Hope you all are doing great.
I want to get into Deloitte USI. Anyone from the company can help me with the HR's I'D?

PS- I am from investment banking. Knows financial modeling, valuation, pitch book, investment teasers, information memorandum, etc. Currently working on an M&A deal.

Thanks

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So much crap going on in the world, recession, potential war outbreaks and this is before any issues with natural resource issues such as the impending water crisis and soil nutrient degradation. I have started to invest into apocalyptic prepping, is anyone into that stuff? I want to make my basement full of 50 years worth of food for my family complete with guns and tradable items just in case. I also want to buy survival books just in case as well because if internet down, knowledge is power

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Are their any good books, sites, materials for beginners to real estate investing?

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Related Posts

Recommendations on the best podcast, book, or other medium to learn more about “entrepreneurship through acquisition”?

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Trying to get a 45 y/o sibling in to consulting (was an entrepreneur prior in the restaurant industry). No college degree but willing to bust his but to learn. Books/online courses recommended pls

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Desi ppl , struggling a bit with verbal communication since I moved to US. Sometimes can’t find words during client meeting so do a lot of ‘aaa’s , ‘Kind of’s and ‘sort of’. How can I improve it? I do watch English series a lot and read books but looking for other ideas that may have helped you all . Are there are classes which helps with fluency ?

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What courses would you recommend (or avoid) to improve my overall management skills? I am reading books, articles and my company provides me with a career coach. I am 38, and don't really want to go back to school. I have my BS in Psychology, but am a Director in Finance. Don't necessary want the cost that comes with an MBA.

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Anyone know any good book recommendations that help improve your financial analysis skills?

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looking for good PBL book recommendations (teacher book club options)

If anyone has read “Who moved my cheese?”, doesn’t that seem like a great book to read right now for everyone especially current leaders/partners?

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📚 Resource Thread 📚
Use this thread to drop your favorite books, courses, podcasts, channels, and other resources you find valuable as a Sales Engineer!

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My background isn’t in marketing/branding/PR but I’m being thrown into an engagement for a small organization who has many different sub-brands. I now how to give them high level guidance on how to ensure their branding and message is consistent. Any resources/books you’d recommend I could crash course this on?

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Interested in perspectives on training a very inexperienced person (high school graduate) to be the assistant you want them to be (requiring patience and training to develop skills the person may or may not be able to develop) versus hiring an experienced executive assistant (20+ years experience known to be excellent) for a partner slowly developing book but rapidly developing leadership (on executive level) at the firm.

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Any book recommendations for managing post grad depression? I am really upset seeing myself losing friends and then having a hard time navigating full time working life during a global pandemic. Or any advice is appreciated!

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Is there a market for lawyers to add expertise In crisis management or reputation management? My goal is to counsel clients on how to respond to media inquiries without saying or posting something detrimental to a potential litigation while still maintaining communication with their client base. If so, how to break into that industry? Courses? Books? Certifications?

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Any good books for someone trying to understand the business side of marketing? Just got my review an they're asking I bring more of that MBA mindset to projects I'm on.

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Want to improve my verbal and written communication skills. I hear reading more would help but I don’t read as much as I used to. So I’m wondering what books would help with that? Should I just read books that tickle my fancy like suspense and true crime novels? Help! Welcome to all book recommendations!

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Does anyone have recommendations on books or courses that do a really good job explaining step-by-step on how to start and run a mid-size business (local marketing agency, self storage real estate business, call center for third parties, etc.)

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Which books would you recommend to a product counel for tech startup about strategy, management, and leadership?

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McKinsey & Company Bain & Company Any recommended prep, books, skills etc. before joining? McKinsey & Company Boston Consulting Group Bain & Company

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Does anyone have motivating/good sales books to recommend?

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Good cook book recommendations? Healthy preferred. No Chrissy Teigen pls

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Anyone good marketing books recommendations or online certifications?

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Additional Posts

I thought that this space was for search a relationship 😅🤣😅🤣😅

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Did everyone take a day or two off to celebrate the holiday? Does anyone feel pressure to work on the holidays? It seems like major meetings get schedules with no thought about the high holidays

I need to let some things off my chest but please be kind.
I’ve been dating my bf for the last 1.5 years. Before we started dating, I got date raped by someone else and my bf was there by my side. After a few months of just being friends, we started dating. I later got diagnosed with PTSD because of rape and other trauma from 2020 and my mental health was really bad. I was very depressed, had very high level anxiety and was always crying. (Cont)

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I manage a team of UI designers. They have expressed wanting to get more into Lottie animations which I think is a great idea. Are there any resources out there that would be great to learn how to design a Lottie animation file and/or get certified?

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