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

likefunny

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

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Related Posts

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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Any good books recommendation on effective client communication/business writing?

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So I’m an undergrad starting as an associate in consulting at PwC without a business background, I have really strong clinical knowledge and have been hired for healthcare consulting but I honestly don’t know the basics of accounting/finance/data analytics. I feel way over my head, any tips on how to give myself working knowledge or books I could read would be GREATLY appreciated!

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Looking for an art partner to come in at the ACD or what my agency calls “group art supervisor” level. Fair warning: it’s pharma, but business is really healthy and leadership usually fights really hard for creative that doesn’t involve couples strolling down the shoreline hand-in-hand :) Hit me with your book if interested

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Let's do a #Resources thread! 📚
Drop any courses, books, mentors, podcasts, videos, articles, or certifications that you've found helpful while becoming or trying to become a Product Manager!

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Could someone explain what finance closing process is? I passed CPA and have audit experience but I don’t really understand how industry accounting cycle works :( What does it mean to close the books? Are they referring to 12/31 deadline? Do all JE have to be recorded within this date? How does one close it?

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Anybody have system architecture book recommendations that’d be useful for PMs?

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What is fastest way to improve both structured communication and thinking? Any helpful books or drills?
It’s the one consistent feedback I get while casing , “to be more structured” I’m there for math ability , business logic , creativity.

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Book recommendations for new executives?

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Good book recommendations on the basics behind M&A deals and the DD process? Asking for a friend who is looking to start a search fund and has operational experience but no finance.

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Just downloaded the Audible app. Does anyone have any good book recommendations?

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Hey all. Seeing a lot of posts here of people sharing their "books". As a marketing strategist looking for a new opportunity, what is essential to include in a book? My work isn't exactly flashy like a designer's might be. Should I put some of my case studies together? Do you all host your books online? Any tool recommendations for creating these?

helpful

Hiya! I was wondering if anyone here has any good recommendations in terms of books or learning material that I can pick up to learn about sales and marketing relevant to the consulting industry?

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What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

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Hoping for help w/ studying. TRANSACTION CYCLES?? I see inconsistent lists online and in books: (Revenue, Purchasing, Inventory, Payroll) vs (Sales, Purchasing, Payroll, Financing) vs....

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Any book recommendations? Mid 20s interested in health, neuropsychology, finance, leadership, and Christianity

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It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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I once read a book called the Psychology of Everyday Things and fell in love with the concept of engineering design from a person-centered perspective.

Is this a part of what I/O psychologists do?

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I’m moving from implementation consulting - where details are super important - to a strategy role, working with C suite executives. Got the feedback that I need to think and work less detailed and way more high level/abstract. Any book recommendations to train this skill or get insights how to best think on an abstract level?

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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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Additional Posts

Hi fishes,
Please suggest best among below offers
Exp 6 yrs
Technical Microsoft Dynamics CRM developer
Offers: need to join 26 th only two days more to go timely response helps me
BIRLA SOFT 22 LPA - hp client
Wipro 21 LPA - HSBC client
Robert Bosch - 21 lpa
Cognizant - 22 LPA
HSO 21 .5 LPA

Thanks

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Looking for a referral for data analyst position my experience : 3.6 y as senior analyst , skills : python sql numpy , matplot library.

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Any one aware of Echelon solutions. Please let me know.

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Travel opportunities in SAP SDC?

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I have a question for my fellow PI paralegals in Texas. TPCIGA requires that we submit all medical bills through the clients insurance before proceeding further. The client in question has Aetna. I sent the bills with a cover letter to Aetna via certified mail. I am having so much trouble getting a status on said claim. Does anyone here have experience with that and can assist me? Any help or guidance is appreciated.

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Did any of you hear what Kenya‘s school plans are for this year!? They are canceling the whole year and everyone will start next year in the grade they’re supposed to be in this year.😳

What is a reasonable mid level art director salary in Chicago?

I’m about to get a promotion soon but also about to get another job offer at a different agency and would like to weigh my options.

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I had HR round discussion on last Saturday with Mphasis, they told me that they will release offer letter on Monday or Tuesday but today is Friday I didn't receive offer letter yet, only received selection mail from talent team on Wednesday.

My joining date in other organization is 13-sept.

Should I wait for offer letter or start joining formalities with other organization?

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Heyy fishes. Can anyone refer some BA intern or a reference as I'm a fresher when related to BA. All my experience is in marketing.

Best resoures for realtors just starting out in their career?

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How important is having a “name brand” on your resume? For context, undergrad at a top 10 non ivy that typically gets less name recognition and work experience at a T2 (LEK, P-EY, Kearney, etc). Feeling like my resume has a lot of silver but not gold. Thinking about switching jobs 2 years into consulting to either startup or small tech company (don’t want to be at FANG). Will adcoms / future job interviewers view this as a downgrade?

likefunny

I would love to start teaching and learning outside the classroom walls. I would like to start working with middle school U.S. SS classes in other parts of the US. I'm in NJ, let me know if interested

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Anyone with experience going from in house to BL? I’m in tech (M&A, debt finance, securities, general corporate) with 9 YOE but not getting bites when applying to the next tier of jobs at other tech companies. Thinking it may be due to lack of law firm experience and wondering about trying to go to a firm for ~3 years to check that box. Feedback welcome.

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Interesting discussion with agency CFO recently. Client-agency contracts are becoming performance based, less execution. Looks like if your spot won't bring in 💰💰 for the client, it's dead on pitch.

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Been working at an agency my whole career and the breakneck speed of work stresses me out. Would love to hear about the day in the life of someone in-house. I can’t decide if I want to switch environments or just pivot my career away from marketing at this point.

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Client demands we remove 2 different people from their account in 2 months — for nit-picky pretty ridiculous reasons. One month later complains that there is too much turnover on the team.

likefunny

Hi,

I am an HR Business Partner with 2+ years of experience. Looking for opportunities as HR Business Partner in Bengaluru, India.

Do help me in finding a job! Thanks in advance.

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