What the best material to improve investment team know how on the job and why? CFA, Wallstreetprep, CAIA, Corporate Finance Institute,…?

like
Posting as :
works at
You are currently posting as works at

I found CFI to be the most efficient if you aim to learn stuff quickly without extensive detail

Related Posts

How would you rank in order of prestige/ease of getting in: UCLA, Cornell, and NYU ??

Looking to transition to MBB if that matters.

Hi Guys,

I have offers from Amadeus Labs, and Powerschool similar roles, same package. Any recommendations based on work culture, growth, salary hike?
Thanks in advance.

like

Hi! I’m Head of Insights at an agency in London. I built a team of 4 and oversee and train junior and mid-level insights analysts. I’ve been told that I’ll be promoted to Director next year but I might need to move to NYC because of my husband’s job. I’m a bit worried about finding a job similar to the one that I have now in NYC, especially because I’m Latin and I know how competitive New York can be. Any thoughts and recommendations?

Is anyone currently pursuing the CIA certification or recently passed? I am having trouble passing part 2. Any advice is welcomed. I passed part 1 over a year ago and haven’t been able to accomplish the next hurdle.

like

Planning to exit tech firms as a mid to senior level roles. What are some possible sources I can reach out at to make this happen?

like

Emirates group has its in-house consulting unit. Is this a good exit option from Big4?

like

Any advice on networking to find a new role? I've worked in the same place for so long and I'm not sure how to get started.

like

A colleague told me today that Google separates Product Manager and Product Owner as two separate roles. I believe that one PM role is preferred in the industry and most modern software companies, especially FAANG companies, only have PMs. Just curious what others have experienced and if I'm correct in my assumption.

like

Need help!
EY GDS or Accenture or IQVIA? Role: Manager YOE: 10.9 CTC: Almost same Domain: Lifesciences, Data Management I am looking for a 4-5 years of stint, kindly suggest accordingly in terms of: Quality Work WLB Salary hikes and annual bonus Career Growth IQVIA EY Accenture

like

Who loves their job? Where do you work PM me, looking to make a move as a full life cycle recruiter. 10 years technical recruiter & love what I do. Time to move in from what AWS has become. PM me or just let me know what great company you work for.

like

Hello Fishers,

I have YOE - 5 Y and PGDM as highest education. CTC - 9.35 and have received 3 offers -

Globant (Service) - 15.6 LPA Fixed

TIAA (Product) - 16 LPA Fixed (In Discussion)

Xcaliber (Service) - 16 LPA Fixed

Which will be a better offer considering WLB and growth? Is the salary as per industry standard or should I negotiate for more? Also is it worth moving from product to service company?

like

YOE: 6.6
Offer:
JPMorgan Chase
Career level: Associate 601
Is the above designation justified? Or should I discuss with HR for senior associate or AVP designation?

like

Has anyone successfully proposed and negotiated a move from full-time at an agency to freelance? Would love to hear about both positive and negative experiences!

like

I am having 2 years of experience as windows and VMware admin. currently serving the notice period.
Can someone suggest what all the companies to look for job opportunities for better growth

like

I just got into reading books, any suggestions to start with? Which could help to increase media/marketing knowledge.

like

What is your take on the PROSCI certification (on the company's dime of course)?

like

Any recommended study material for CIPP and/or CIPM (still debating the two)?

Anyone who is an SDET? How much coding do you do?

like

Any advice for a young engineer trying to land their very first job out of college?

likesmart

Hello all,

I have joined Capgemini on last week they took for development project and now they assigned to admin related projects.
I am not interested in admin related projects.
What can I do ?
And if I quit from cg need to serve notice period?

like

More Posts

What % increment did you get in Oct cycle?

like

Best neighborhoods to live for a young adult in San Diego budget of 3k ish for a 2 bedroom

Just arrested a drunk driver with an “I back the blue” bumper sticker on their car. The way I see it, one of the best ways to support us is to not commit crimes but here we are…

like

Any agencies in LA looking for a mid level/early senior art directors?

How much package can UBS provide for tech skills like Java, spring boot, microservices, Cloud and having 7 years of experience?

I have offers from Chubb, Legato and IQVIA. CTC almost similar. Which one would be a better option considering better wlb, job security and wfh flexibility.

please help me in this, my DOJ is on frst week october

like

I am currently working as a telecom consultant. What should I be learning if I want to get better job opportunities in better companies.

like

Counterpoint: I’m one of the few POC at a large agency and it’s really dope to be seen as an example of why agency diversity makes the work better. Any struggle outside of that is minor.

likeuplifting

What are some good resources you use to expand your skill sets and stay knowledgeable?

Context: I did a career switch from finance into marketing and am constantly looking for ways to improve and learn more

like

Hi all, looking for a referral for product marketing or social media at Microsoft, can anyone help me out?

like

Does anyone work for Biogen or BMS I have a free questions on a couple of positions I'm interested in.

I love Secret Santa exchanges at work. Bahaha

Post Photo
likefunny

I passed the coding assessment and got invited to do a technical phone interview at Amazon. Any advice on how I can ace it? It's for a software development engineer role

like

About to start work in ME, with the office being in Business Bay. Any recommendations on the areas I should look for accommodation? With pros and cons if possible

like

Anyone work for a mortgage lender that offers competitive pay and flexible schedule? Fine with commish only but prefer to come and go as I please. Thanks in advance!

like

What’s a typical AE salary (mid market / enterprise) in London?

like

Hey All,
Exp : 8.6
Exp On Mulesoft : 4.8
CTC : 20 LPA
Offer holding :
31 Fixed Infinite Computer Solutions
32 fixed from @Nahil (Saudi based gave 32 fixed (no TDS))

Current company: Infosys
I am waiting for the offer letters from
EPAM Systems asked 35, but selected for D3 role so 31/32 LPA.
Genpact (Enquero global) asked 35, not sure they can give or Match?

Which one to join, I am planning for long term commitment. Please provide your thoughts.

like

What’s a fair salary increase after a year of inflation?

like

When giving your resignation notice, do you ASK to work for more days? Anyone here been told to quit right there and then? I’m giving a 20 days’ notice given the holidays instead of the typical 2 weeks

like

Guys if you have any doubts feel free to reach out to me or send out a post, I'll surely try to clarify your doubts

Additional Posts in Private Equity and the Buy Side

I'm launching a small PE firm and need advice on structuring equity for early founding team members.

I don't want to give up equity in the firm for several reasons but I do need to incentivize my team.

Should I offer phantom stock or form a subsidiary LLC and issue stock in that but always own the parent co? Or just offer carried interest for deals they each manage?

like

Any PE firms buy up mom and pop businesses or firms with valuations of the 10's of millions?

I am an AI consultant and have a data set of potential opportunities. I would like to partner with your firm.

Insurance, medical, restaurant, and others.

Does anyone know salary estimates for an Associate role at Norwest Venture Partners?

like

Got to a modeling round for a PE Firm and it’s later today. Really like the people but not a big fan of the investment strategy. Wondering if withdrawing from the process right now would hurt my relationship with the HH’s?

I’m working with them for a few firms I’m way more interested in but aren’t kicking off for the next week or two. Should I just do the model test and withdraw, or would beforehand work as well? Any insight would be helpful

like

What free PE news sites/blogs do y’all follow

like

Do Climate and impact investing roles at MF pay less than the regular PE roles (Eg Apollo climate, KKR impact, TPG rise)?

like

What is a % range bump you can see in comp as you progress from Associate to SA at an MM firm? How about within Associate years (A1 vs. A2)? Got an offer from a secondaries firm and curious to know what the jumps are.

like

Is it okay to check in with HHs if you haven’t heard from them in a while?

like

Hi all. I’m looking into potentially transitioning to PE with a background in Finance Transformation consulting @KPMG of 4yrs. Do I stand a chance? Any advice on how to best approach this would be super helpful, thanks.

like

I’m considering investing into a special purpose vehicle (SVP) that would invest into a first round capital raise for a cannabis saas company...what are some of the key questions I should ask/consider? The company has already received seed capital from a couple big names.

like

If you had 30 minutes to look at a CIM what would you look for?

like

Nyc family office associate comp expectations? They manage about $5B

like

Does anyone know when London on cycle will be? Have seen a lot of posts for the US…

like

I have my first PE interview for an associate role coming up. Can anyone provide some guidance on what to expect?

like

What kind of consulting did you all do and where if you exited to PE investing roles? Every single head hunter I’ve spoken to says these MM firms want banking experience

like

Any tips on how to get started on prepping for VC interviews

like

Any recommendations for the best monitor to buy for PE?

funny

Anyone here broken into real estate private equity from big 4 consulting? What steps did you take to jump into RE PE? What gaps in knowledge did you have and how did you fill them? Outside of the knowledge gaps what other things do you think you needed in order to get into RE PE?

like

Hi, I need a referral for an internship
in Financial Advisory Team
Valuation, M&A, FDD, or Financial
Consulting - at
Big 4 in Germany,
can anyone help me?
I did my bachelor's degree at the
University of Mannheim.
I would appreciate any kind of
support and advice.
I'm not above reaching out to alumni
directly via Linkedln, but l'd prefer to
bug as few as possible. So if you
want to help, guide, or mentor,
please pm me.
PwC Deloitte KPMG EY

like

Can someone transition into PE Ops from an M&A background focused in ITDD, IT Value Creation, etc? Thank you.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal