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2. 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.

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

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

   At Morgan Stanley, a leader in global investment banking and trading along with JPMorgan and Goldman Sachs, employees have gravitated toward AskResearchGPT, using it instead of getting on the ...

4. Portfolio manager - Wikipedia

   en.wikipedia.org/wiki/Portfolio_manager

   A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund , endowment fund , or education fund. [ 1 ]

5. 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.

6. Vertiv's Earnings Estimates Raised By Analyst Amid ... - AOL

   www.aol.com/finance/vertivs-earnings-estimates...

   This enhanced margin outlook is despite an increase in R&D and capacity investment, which is now expected to reach $150-200 million per year, up from the previous $75-125 million range, Obin adds.

7. Chartered Financial Analyst - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Analyst

   The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.