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  2. Investment banking - Wikipedia

    en.wikipedia.org/wiki/Investment_banking

    Investment banking has also been criticized for its opacity. [51] However, the lack of transparency inherent to the investment banking industry is largely due to the necessity to abide by the non-disclosure agreement (NDA) signed with the client. The accidental leak of confidential client data can cause a bank to incur significant monetary losses.

  3. Financial analyst - Wikipedia

    en.wikipedia.org/wiki/Financial_analyst

    Financial analysts in the investment banking departments of securities or banking firms often work in teams, analyzing the future prospects of companies, and selling shares to the public for the first time via an initial public offering (IPO), or issuing bonds; this task is often identical to that of a securities analyst.

  4. AI on the trading floor: Morgan Stanley expands chatbot tools ...

    www.aol.com/ai-trading-floor-morgan-stanley...

    Morgan Stanley is expanding the use of OpenAI-powered, generative artificial intelligence tools to its vaunted investment banking and trading division, CNBC has learned.. The firm, which launched ...

  5. Quantitative analysis (finance) - Wikipedia

    en.wikipedia.org/wiki/Quantitative_analysis...

    In sales and trading, quantitative analysts work to determine prices, manage risk, and identify profitable opportunities.Historically this was a distinct activity from trading but the boundary between a desk quantitative analyst and a quantitative trader is increasingly blurred, and it is now difficult to enter trading as a profession without at least some quantitative analysis education.

  6. JPMorgan reshuffling creates new questions about who succeeds ...

    www.aol.com/jpmorgan-reshuffling-creates...

    JPMorgan elevated Jennifer Piepszak to COO as part of a new management reshuffling announced Tuesday, but the nation’s largest bank said that Piepszak doesn’t want to succeed Jamie Dimon as CEO.

  7. Investment Banking Exam - Wikipedia

    en.wikipedia.org/wiki/Investment_Banking_Exam

    The Limited Representative – Investment Banking Exam, commonly referred to as the Series 79, is an examination administered by the U.S. Financial Industry Regulatory Authority (FINRA) for investment banking professionals.

  8. Product control - Wikipedia

    en.wikipedia.org/wiki/Product_control

    [1] [2] The function is an important risk management element within investment banking, and is also often employed by corporate treasuries, hedge funds, and more recently, crypto trading firms. Given its responsibilities, [2] Product Control will straddle Finance and Risk Management, reporting into both the CFO and the CRO.

  9. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    In addition, successful investment management requires adherence to ethical standards, compliance with regulations, and effective communication with clients. The term investment management is often used to refer to the management of investment funds, most often specializing in private and public equity, real assets, alternative assets, and/or ...

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