Happy Hope Factory’s Post

Greetings connections! I'm thrilled to announce that I've successfully completed the Bloomberg Finance Fundamentals Course from Bloomberg! It's been an incredibly enriching journey, and I'm eager to share some highlights of what I've learned: 🔹 Personal Finance: Delving into retirement savings strategies and gaining insights into risk aversion across different life stages has equipped me with invaluable knowledge for securing financial stability. 🔹 Entrepreneurship: Learning about financing sources, crafting business plans, and understanding the intricacies of taking a business public has broadened my understanding of entrepreneurial ventures and their financial dynamics. 🔹 ESG Investing: The course introduced me to the critical dimension of Environmental, Social, and Governance (ESG) factors in investment decisions, emphasizing the importance of responsible and sustainable investing practices. 🔹 Career Guidance: From distinguishing between buy-side and sell-side finance careers to receiving expert advice on job interviews, the course provided indispensable insights to enhance my professional skills and marketability in the finance industry. 🔹 Additional Topics: Exploring areas like financial journalism, fraud prevention, and portfolio management has further deepened my understanding of the intricate financial landscape, empowering me to make informed decisions. Completing this course has not only expanded my knowledge base but has also sharpened my skills to navigate the complexities of the finance world with confidence. I'm grateful for the opportunity and excited to apply what I've learned to drive meaningful impact in my future endeavors! #FinanceFundamentals #BloombergCertification #ProfessionalGrowth

Day 10/30 🏆 : MARKING A MILESTONE: BLOOMBERG MARKET CONCEPTS CERTIFICATION Today marks my 10th consecutive day going through this 30-day series of strengthening my industry knowledge. I'm excited to announce that I've earned my first milestone on this journey, the official certificate of completion for Bloomberg Market Concepts! When I set out to spend 30 days enhancing my industry skills at the start of 2024, I knew diving deeper into core finance principles would be a priority for me. And Bloomberg has provided an immense wealth of practical concepts I can apply in tech. Topics like equities, fixed income, and foreign exchange already feel far less intimidating. I may not be ready to trade on a desk tomorrow, but I feel galvanized to expand how I incorporate finance across products and solutions. There is always so much new terrain to explore! As I embark on the next 20 days of my journey, I welcome any connections or opportunities where I can intersect my new finance learnings with technology as I am currently seeking a full-time opportunity. Please reach out if you have insights on roles leveraging both of these worlds. Here's to taking small wins while maintaining momentum! Portfolio: https://lnkd.in/eaV_YzXp #todayilearned #30dayschallenge #finance #Fintech #Bloomberg #markets #investment #technology #skillbuilding #professionaldevelopment #financefundamentals #10daystreak  

Fantastic to be in NYC last week at BlackRock’s offsite for new Managing Directors (promotes and new hires) – a great forum to connect with this cohort, pictured below! While in town, I also had the opportunity to join Bloomberg Brief with Manus Cranny and Dani Burger (congrats on the programme!), where I spoke about US equities. I shared my view that the AI trade has further to run (recent tech earnings supporting this conviction), and commented on the home bias among European investors leaving many underexposed to US stocks – a trend that appears to be changing, however, based on conversations with clients around increasing international exposure and making more frequent asset allocation changes. #futureportfolios #assetallocation #ETFs #macro #tech #AI #Europe #markets

I'm excited to share that I've finished the Forage simulation of the New York Jobs CEO Council Financial Analyst and received my completion certificate! 🎉 With the significant practical experience this program offered, I was able to hone my financial analytical skills in a real-world environment. Many thanks to Koushik Chowdary N. for Your advice and support. I accomplished the following during the simulation: ✅Finished a financial analysis simulation in which I played the role of an analyst on an investment bank's technology team.  ✅played a crucial influence in helping senior bankers assess if forming a collaboration with BigTechCompany was feasible.  ✅Effectively communicated results and viewpoints to top bankers, displaying great communication skills. #UB #FINANCIALMEDELLING #FINANCE #SCHOOLOFMANAGEMENTUB #FINANCIALANALYSIS #FINANCEINTERN #COMMUNICATION #EXCEL

“Such grunt work has long been a rite of passage in investment banking, an industry at the top of the corporate pyramid that lures thousands of young people every year with the promise of prestige and pay. Until now. Generative artificial intelligence — the technology upending many industries with its ability to produce and crunch new data — has landed on Wall Street. And investment banks, long inured to cultural change, are rapidly turning into Exhibit A The jobs most immediately at risk are those performed by analysts at the bottom rung of the investment banking business, who put in endless hours to learn the building blocks of corporate finance, including the intricacies of mergers, public offerings and bond deals. Now, A.I. can do much of that work speedily and with considerably less whining. “The structure of these jobs has remained largely unchanged at least for a decade,” said Julia Dhar, head of BCG’s Behavioral Science Lab and a consultant to major banks experimenting with A.I. The inevitable question, as she put it, is “do you need fewer analysts?”” The Worst Part of a Wall Street Career May Be Coming to an End https://lnkd.in/dWTrgBMq via Instapaper

As the corporate world evolves, so must our approach to equity research. Institutional Equity Research (IER) is no longer limited to crunched numbers and spreadsheets📈. It's about understanding diverse business dynamics and gleaning insights from every interaction, even those outside the confines of a boardroom. 🏭 The role of an Institutional Equity Research Analyst plays in the Institutional Broking business has become such that it demands a comprehensive understanding of different industries and even the geographical nuances of business practices. It stresses on the importance of face-to-face meetings🤝, onsite visits, and active participation in road shows. Constant adaptation is key to staying competitive. It's paramount to stay ahead of market developments📊, regulatory changes, and emerging trends. Enhanced analytical capabilities, complete with correlation and regression analysis📚, can fuel competitiveness in this evolving space. Lastly, this role calls for a higher degree of collaboration🤝. Working closely with institutional clients to understand their preferences, investment goals, and risk tolerance is essential.💼 #ResearchAnalyst #EquityResearch #FinancialAnalysis #CareerOpportunities #FinancialModelling #RoadShows #ClientMeetings #IndustryTrends

💡Buy-Side vs. Sell-Side Analyst: Demystifying the Investment World.💸 ❓Ever heard the terms "buy-side" and "sell-side" thrown around in finance circles? They might sound like opposites, but they're two sides of the same coin in the world of investments. ▶️Buy-Side: The Investment Powerhouse 🔹Who they are: They are hedge funds, mutual funds, and private equity firms. 🔹What they do: Invest capital from institutions and individuals, aiming to generate returns. 🔹Focus: Deep dives into specific companies, valuation analysis, and long-term investment horizon. 🔹Skills needed: Strong analytical thinking, research prowess, and a keen eye for spotting undervalued opportunities. 🔹Lifestyle: Long hours can be common, but the potential for performance-based bonuses is high. 🔹Companies: BlackRock, Fidelity Investments, Vanguard Group, State Street Global. ▶️Sell-Side: The Dealmakers 🔹Who they are: Investment banks, brokerage firms, and advisory companies. 🔹What they do: Help companies raise capital, facilitate trades, and provide research to investors. 🔹Focus: Industry research, creating presentations for clients, shorter-term investment outlook (to generate trading commissions). 🔹Skills needed: Excellent communication, salesmanship, and a deep understanding of financial markets. 🔹Lifestyle: Fast-paced environment with intense deadlines, but opportunities for networking and deal exposure abound. 🔹Companies: Goldman Sachs, JP Morgan, Morgan Stanley, Citi Bank. ✅In-depth research & portfolio management: Buy-side might be your fit. ✅Communication & client interaction: Sell-side could be a good choice. ✅Remember: Buy-side analysts are all about value investing for their specific portfolio, while sell-side analysts focus on generating interest in a broader market. P.S. What other finance topics would you like me to break down? Share your thoughts in the comments! #finance #financecareers #buyside #sellside #investmentbanking #investing #investmentanalysis

Fall forward, drive forward and escalate further 🚀 I feel delighted and fortunate enough to share that I have been selected as Financial Analyst (full -time) by Capital One. Every time I have failed, I searched for more opportunities regardless of the probable outcomes and past failures I worked hard and now it seems as if the actual journey begins now. Realising the fact that building of something beautiful comes with breaking of something beautiful. 💫 Six years back I dreamt to become a hard core coder, but your all dreams aren't your strengths and passion. Few are atmosphere driven and from there my journey into finance became impeccable!! It's not about the strength, it's always about the ambition. It's not about the power, it's always about the hunger!! Looking forward to learn more, grow more:) #FinancialAnalysis #investmentbanking #dreams #reality

🎓 Excited to Announce Completion of FINANCIAL ANALYST EQUITY MARKETS ANALYST & INVESTMENT BANKING ANALYST Course! 🚀 I am thrilled to share that I have successfully completed a comprehensive two-month course! 🌟 Throughout this enriching journey, I delved deep into the intricacies of equity markets, mastering essential concepts, techniques, and analytical tools. From understanding market dynamics to conducting in-depth financial analysis, this course has equipped me with the skills and knowledge necessary to thrive in the ever-evolving world of finance. 💼💹 I want to extend my heartfelt gratitude to Finlatics for providing such an insightful and immersive learning experience. Their expert guidance, hands-on projects, and real-world case studies have truly broadened my understanding and prepared me for the challenges ahead. 📚📈 During the Course I also had an opportunity to Manage 2 Lakhs Virtual funds and Successfully managed the funds. MY Finscore is 100 which is awarded for my Portfolio Management skills. However at the end of the course i also received Letter of Recommendation for based on the performance. #finance #financejobs #equityresearch #equitymarkets #stockmarket #shares #indianeconomy #investmentbanking #financialmodeling #researchreport #analyst #finlatics

The latest chapter in my finance journey has been an incredible experience, culminating in the completion of the Summer Analyst program with AmplifyME, where I earned a Level 6 Diploma in Applied Finance with Distinction! 🏆 The program allowed me to dive deep into three fascinating areas: 🔹 Asset Management & Hedge Fund Trading: I had the exciting challenge of managing a $20M Global Macro portfolio. It was a real test of my ability to use technical analysis tools and implement long/short strategies to not only maximize returns but also hedge against risks. 🔹 Investment Banking & Corporate Finance: I got hands-on with real M&A valuations, crafting pitch decks, and seeing the IPO process from the inside—from planning the roadshow to the intricacies of book building. The experience of producing Equity Research reports and building Private Equity leveraged buyout models also expanded my understanding of the industry and provided me with invaluable insights. 🔹 Sales & Trading and Market Making: I improved my skills in understanding trade flows and optimizing bid/offer pricing. One of the most thrilling parts was trading commodity derivatives, where I used strategies like straddles and strangles to navigate market volatility effectively. 💡 Some Personal Takeaways: The Joy of Learning: The more I explore the world of finance, the more I realize how vast it is. Every day brought something new, and it reminded me to stay curious, be humble, and always be ready to absorb knowledge like a sponge. Handling Chaos: The program wasn’t without its challenges, especially when market chaos hit. But I learned the importance of cutting through the noise, staying focused on what truly matters, and only adjusting when it’s absolutely necessary—being mindful to avoid commitment bias. Embracing Imperfection: I started with the mindset of doing everything perfectly, but I quickly learned that perfection isn’t the goal—growth is. Making mistakes and learning from them turned out to be one of the most valuable parts of the journey. 🙏 I’m truly grateful to my amazing professors—Silvia Magni, Stephen Barnett, Emre Ekim, Joseph Winstanley, Will de Lucy, Piers Curran—and our careers mentor, Anthony Cheung. Each of you played a significant role in shaping my experience and helping me grow. Your guidance, support, and wisdom made all the difference, and I feel incredibly fortunate to have learned from you. Thank you for believing in me and for being there every step of the way.