Knowledge Base
Investment banking firms, career paths, and the roles that drive the finance industry — from analyst to managing director.
21 articles in this category — page 2 of 2
The private equity back office handles every operational function that keeps a fund running after the deal is signed: NAV calculation, fund administration, LP reporting, tax compliance, regulatory filings, and cash management. For LPs writing checks of $1M or more, the quality of a GP's back-office
The chief of staff in venture capital sits at the operational center of a firm: managing deal flow infrastructure, running LP communications, coordinating portfolio support, and keeping the managing partners focused on sourcing and judgment rather than logistics. At funds managing $500M or more in A
Women in investment banking hold roughly 19% of senior leadership seats at major financial services firms globally, according to Deloitte's 2023 Women in the Boardroom report. That number has barely moved in a decade. At entry level, women comprise approximately 54% of the workforce, per Catalyst's
The accounting vs investment banking debate looks different when your goal is financial independence before 50, not just a respectable salary. Investment bankers reach $350,000–$700,000 in total compensation at the VP level in roughly 6–8 years. Big 4 accounting partners hit a comparable range in 12
The executive assistant in private equity operates in a different category from any other administrative role in finance. The scope is broader, the stakes are real, and the confidentiality obligations carry legal weight. For PE principals, family office operators, and anyone building out a high-func
The COO in private equity sits at the most operationally demanding intersection in finance: responsible for running the firm's internal machinery while simultaneously driving value creation across a portfolio of companies at different stages of transformation. This is not a back-office role. Accordi
The chief of staff in private equity sits at the intersection of strategy, operations, and principal authority. The role is not administrative support with a better title. At firms managing $1B+ in AUM, a well-positioned CoS controls information flow, owns cross-functional execution, and operates wi
If you own a business worth $10M or more and you're considering a sale, the investment banking pitch deck is not the banker's problem. It's yours. The quality of that document, and the process built around it, directly determines how many buyers show up, how aggressively they bid, and what multiple
Specialty finance investment banking covers the origination, structuring, and distribution of capital for asset classes and industries that fall outside conventional corporate lending: aircraft leasing, equipment finance, structured settlements, collateralized loan obligations, trade receivables, an