At a smaller bank doing financing on middle market LBOs, what’s the best way to jump over to a private lender?

Just gained some shares of a new stock due to a spin-off. I have owned the original company for years. Can I sell these shares now or would they be counted as short term capital gains?

What are the key things we should consider when investing in a downturn? I aim to buy when stocks are cheap, but I want to make sure I'm thinking through this properly. Here's what I have (comment)...

I have my Masters in HR and my PHR but I don't think HR is for me, or I may not have the confidence for this role. I want to quit my job and live off my savings which can hold me over about 6 months, but then what??

Anyone took personal loan from HDFC !!
What are their interest rates and charges ?
Which bank is best for personal loan considering all charges/ interest rates and all ??

What are the top UMM funds?

Any car enthusiats here? Looking for recommendations on what to buy for under 20 lakhs

Going through a closeout. 50-50 profit share allocation, but my business partner has been using the venture money at their personal piggy bank (hence the breakup). My accountants say because we agreed to 50-50 shares, the leftover money has to be divided equally.

They spent $100k in the last month on random "work stuff" but bought a new car, etc. Now I have to pay for it with less equity return!

Just wanted to rant, I'll probably never go into a partnership again.

-32% on MSFT calls. Ride through ER it cut losses? 6/19 200c.

Folks who invest in broad index funds and plan to purify their investments: how do you calculate the percentage of haraam vs halal investments? Haven’t found a ton of good resources for doing so

We have 60 employees and growing quickly. Looking into a possible new insurance broker. Where do I start??

Anyone have luck wig Amex Plat renewal waiving the fee?

How long after making partner did you buy a new home? Value? If you didn’t why not?

I get credit alerts from Experian/ TU & was told two email addresses were found on the dark web. Have been hit w fraudulent charges in FL via Chipotle app; rec'd email that said sender knew my password (was partially correct) & was going to send nude pics of me to my contacts; rec'd email from Best Buy about my email being used to reset my pword (don't have BB acct) & today was notified of a declined transaction in Canada (I'm in TX). Besides changing pwords/ replacing cards what should I do?

What is the easiest money you've made?

Currently I am working as a realtor after being in tech for 10 years. Real estate seemed to offer greater opportunities. Any words of wisdom for me?

Has there been a time where you had a hard time selling a property? If so what made it hard to sell and how did you finally sell it?

Do you ever feel like life is just a giant rat race? I don't know what to do with all this money as there isn't a lot of material things I want to buy. So why do we work so hard, to what purpose? 😔

Got married in December 2019. Do I file taxes my taxes jointly? Also, if I do file as Married, I would have exceeded my Roth IRA income limit. How do I go about this?
Thanks.

Is american express odc in phase 3 pune?

A coworker at non-work HH said something antisemtic to me. Do I talk to him about it or should I tell my manager and HR? I'm nervous about retaliation because I've experienced it before when reporting something to HR.

Any solo CPAs out there? I’m a sole proprietor and have my own practice, I currently have too much work and would like to give some work to others. I’m looking for someone who has corporate tax returns experience Fed + States.

Salary adjustments for FDD in December?

Alright - time for a little accountability! What are you all doing this weekend to stay on track for your fitness goals?

Anyone ever dealt with eyebrow hair loss? Labs ruled out thyroid and the only advice the doctor gave me was to try a multivitamin and biotin.

Who decided COVID was no longer a thing we need to think about and discuss and on what basis? Is everyone okay with the way it just disappeared from this bowl and news in general?

What's your advice to break into Tech?

I have been having trouble breaking into Tech with my experience and education.

Background
Associate degree
PMP

Experience
7+ years of traditional excel analysis (pricing strategy, sales optimization, business strategy on product allocation)
1+ years of analysis dashboard product owner

Currently an analyst at about 70k USD

Getting burnt out. When am I supposed to justify taking pto?

During screen I had asked the recruiter what was their interview process is. He said 1. Screen 2. Technical Interview. He said that it becomes clear to them after the technical and that there is a 3rd round with director but their process never goes to that. passed the technical very successfully but now i have been invited for the 3rd round to present a project .Have they made a decision and I’m invited just as a backup choice?

What are the best tech focused Slack communities out there? I’d love some new recommendations!

Some managers are really good. Some managers have 0 idea how to drive any impact. They literally do absolutely nothing and somehow get paid?

Selling the full Manhattan Prep book set in NJ/NY area. Let me know if you’re interested. Books are in perfect condition.

Anyone knows how to convert a t4 contractor rate to a permanent equivalent?

Hi, I had my 3rd round of interview with US Hiring Manager on 6th July. How long should I wait before I reach out to HR team ? I had reached once after 2nd round.
I have 25 days left in probationary period which would enable 1 month but after confirmation it's 3 months. What to do ?

Random question, has the govt shutdown affected anyone’s work/business?

What’s the fundamental difference between PE sponsor finance at a bank and direct lending? Is it just risk tolerance or do the deals/lending products change as well?

Has anyone left a career in banking? What do you do now? I feel like I “fell” into banking and I’m not so thrilled about it anymore. Looking for a career change but not sure what I want to do or where to start.

Anybody in with Discover? Looking at their AML / fraud risk roles (both remote and in South Dakota).

Is there any interesting exit ops for someone from Markets Operations? I’ve been in operations for 5 years, most of that time in a Prime Brokerage Market risk support team and now moved into risk and settlements space. My roles have all been very analytical, strategic and excel modelling heavy. Any one have any ideas of interesting exit ops? Open to anything really - just struggling to find a viable exit.

Has anyone tried to leave their job but was given a fat retention bonus to stay? Seems like banks are reeling from junior banker departures.....

Any particular segment of sales good for ex-finance? Currently 3 years in at fortune 100 bank on business development side (on commercial loan originations team but no commission/targets at the associate level, basically do credit analysis and build pitch books for the producers) This role has been great as I have gotten both analytical experience and tasted sales experience (I say taste bc I’m not the producer) but would potentially like to transition to a sales role that is less analytical

Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

I’m a banker with almost 4 years of specialized industry time. Healthcare for profit side, I finished my MBA and I am looking to pivot.

I’m stuck comp and title wise due to re org and other things out of my control so I am getting fairly burned out.

Have you guys ever worked a role and thought you could do see yourself doing this forever?

A recruiter reached out to schedule an initial call. After I responded, I was ghosted. No real question just seems so strange since they reached out to me.

Anyone here to the Georgia tech online masters in analytics degree, I just had some questions….

I’m trying to transfer departments at my company and I talked to the MD of the department i wanna transfer to, and told him working remotely is a requirement to me, and he said he’s not sure if that’s possible, and that would depend on HR and the hiring manager. He still forwarded my resume to HR and I got an interview. How should I negotiate to make the role fully remote?

What is the FIT team at Kroll? Can someone shed some light

Is anyone familiar with post IB exit into something like IR? Still new to the game and other than PE (due to the herd mentality), I don’t know much about other exits for better work/life balance. If anyone has insight on type of work, recruiting process, and comp it would be super appreciated. TIA

Looking for advice: been at my new job for about 6 months and absolutely hate it. I’m overworked and underpaid. A friend is a VP at a fund that I’m interested in joining and has offered to refer me but he won’t be involved in the hiring process past that point. Do I take the referral now and risk them thinking I’m a job hopper or do I suffer for 6 more months and hope they’re hiring then?

Currently in manager research at an investment consultant. Anyone move out of research? What’d you pivot to?

This is a long shot, but does anyone know someone who’s looking for a Financial Analyst (I specialize in Real Estate)? I’m based in LA and looking to make the move; any advice/thoughts would help

I’m a third year analyst in PE in NY and really want to transition to tech, but am having a hard time even landing an interview. I’m getting interviews at financial firms. Any tips on how I should present myself for tech industry finance roles?