A Step By Step Guide on How to Become an Equity Analyst

Equity analysts, also referred to as stock analysts, focus on stock markets and research how companies perform in the securities market. Moreover, equity analysts in corporate finance assess companies within their portfolios. Other roles of equity analysts include preparing reports…

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What are the Duties of a Research Analyst?

Research analysts from a financial perspective, also known as equity research analysts, work on either the sell-side or buy-side investments. Financial research analysts analyze data on factors that affect financial markets such as industry changes and news, economic trends, political…

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All You Need to Know About the Portfolio Manager Designation

As the name suggests, portfolio managers manage investment portfolios on behalf of various clients; for example, individual clients, companies, or employed by larger financial institutions and firms. Let us look at the duties, specializations, and management skills of portfolio managers….

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Research Analyst career Options: What is the Difference between Buy Side and Sell Side?

Research analyst designations in the investment industry have roles that can vary considerably. The main difference in research analyst career positions is whether it is on the buy-side or sell-side. However, although both sides require you to research different firms…

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What is the Difference between the CFA® Charter and CAIA Charter?

There are various financial designations, and two of the most common are the CAIA Charter and CFA charter. If you are considering a career in financial analysis, earning a CAIA Charter or CFA Charter will help you advance your career….

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Reasons Why Investment Management is a Great Career for You

You should consider a career in investment management if you are passionate about helping individuals earn interest in investments, business acquisitions, or risk analysis. A career in investment management will give you plenty of opportunities, unlike what you see in…

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What are the roles of an Investment Banker?

You have probably heard about investment bankers, and you are considering a career in finance. Let us explore what investment bankers do. What does investment banking mean? Investment banks are intermediaries between investors such as companies and financial markets. They…

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What Jobs can I get after Passing Level I of the CFA Exam?

The CFA Level I exam is challenging, and passing is a milestone that you should celebrate. However, you are probably wondering if this can help you kick start or advance your career. This article explores the possibilities. Jobs positions that…

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How do I become a Financial Analyst?

A career as a financial analyst is an excellent option if you are interested in helping firms and individual clients make sound investment decisions. Financial analysts gather information through analyzing market trends such as the performance of stocks and bonds….

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Is Earning the CFA Designation Worth it?

If you consider starting your journey to earn a CFA designation, you might wonder if the investment is worth the potential benefits. Becoming a charter holder requires dedication and commitment because you need to put in at least 300 hours…

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