Sell-side
What's a more finance-y word for cash or money
What is Capital
What does AUM stand for?
Assets Under Management
The ownership value in an asset or business
What is the interview used in consulting firms to assess candidates problem-solving skills?
Case Interview
What does ESG stand for in impact investing?
Environmental, Social, and Governance
Name 3 careers on the sell-side
Investment Banking, Sales and Trading, and Equity Research
What is asset/portfolio management?
Asset management is the professional management of investments, including stocks, bonds, and real estate, to maximize returns for clients.
What is the goal of a PE investment?
Ultimately sell undervalued or underperforming companies companies they bought for a profit
What are the top 3 consulting firms (Hint:MBB)
McKinsey, Bain & Company, BCG
What is the primary role of a Quantitative Analyst (Quant)?
Using mathematical models and data analysis to develop trading strategies.
What is a bond?
A loan – a company or government entity issues bonds and pays interest payments until it reaches maturity
What is a mutual fund/exchange traded fund?
A mutual fund pools money from investors to buy a diversified portfolio of stocks, bonds, or other assets.
What is the main job of a Venture Capital/Growth Equity Analyst?
Sourcing potential investments
What does a SWOT Analysis stand for?
Strengths, Weakness, Opportunities, and Threats
AI in trading, impact investing, sustainability-focused roles, and digital assets like cryptocurrencies.
How do investments banks make money?
Investment banks generate revenue through advisory fees (M&A), underwriting fees (IPOs and bond issuance), trading commissions, and asset management.
What is the role of an analyst at an asset management firm?
Analysts research investment opportunities, analyze financial statements, and recommend securities to portfolio managers.
What is the difference between Venture Capital and Private Equity?
VC funds early-stage startups, while PE invests in mature businesses needing restructuring or expansion.
What is the current ratio?
Current Assets / Current Liabilities
What are the clubs on campus targeted towards Emerging Careers
NUImpact, Disrupt
What is an investment bank's role in M&A?
Investment banks advise companies on mergers and acquisitions by providing valuation, deal structuring, and negotiation support.
What are large institutional investors that manage retirement savings for generational growth by investing in stable, diverse assets?
Pension funds
Explain a Leveraged Buyout (LBO)
An LBO is when a PE firm buys a company using borrowed money, using the company's assets as collateral.
How does management consulting differ from in-house strategy roles? (Think back to the alumna panel!!)
Consultants advise multiple clients on business challenges, while in-house strategists work within a company to implement long-term plans.
What programming languages are commonly used in quantitative finance?
Python, R, MATLAB, C++, and SQL are widely used for data analysis, modeling, and algorithmic trading.