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We are proud to be leading the way in what financial planning will look like in the future. Check out this article by Financial Planning to learn more about what's in store for financial planning as a profession.

Financial planning is a great, rewarding career but it can be very tough to break into the profession. To look at the reasons for the difficulty and the industry's need to create more pathways for the next generation of planners, I spoke with Dominique Henderson, CFP®-Financial Planner and Consultant of DJH Capital Management and Jumpstart Coaching Lab, Luis Rosa of the BLX Internship Program and Build a Better Financial Future LLC, Brandon Kawal of Advisor Growth Strategies LLC, Hannah Moore, CFP® of Amplified Planning and Guiding Wealth, Dinon Hughes, AIF® of Nvest Financial, LLC, Julie Genjac of Hartford Funds, Kris Carroll of Wealth Enhancement Group and Nate Lenz of Concurrent. There are signs suggesting wealth management is progressing toward solutions. Still, the sobering raw numbers show how far the industry has to go. Check out the story below. #professionaldevelopment #financialadvisors #careers #wealthmanagement https://lnkd.in/gfzNf_dW

Private Equity Skills Checklist (Free PDF Download)🏆 ✅ Looking to break into private equity in 2025? Whether you're at intern, analyst or associate level - make sure you have all of these skills checked off! You can download this PDF by clicking in the top right of the document ✅ Visit Financial Edge Training to develop the practical skills needed to break into a high-finance role in the new year👇

It’s not every day you see a world leader mix up 𝗕𝗹𝗮𝗰𝗸𝗥𝗼𝗰𝗸 and 𝗕𝗹𝗮𝗰𝗸𝘀𝘁𝗼𝗻𝗲, but that’s exactly what happened this week!🌍 UK prime minister Sir Keir Starmer posted a photo of LARRY FINK, CEO of BlackRock, when thanking Blackstone for their multibillion-pound investment in a new AI data centre. The post was quickly corrected, but it's not a great look! 👀 I’ve seen new grads and interns confusing the two. But it’s a different story when you’re making IMPORTANT announcements on the global stage. Attention to detail matters. 🔍 So, just to clear things up: 𝗕𝗹𝗮𝗰𝗸𝗥𝗼𝗰𝗸: 🌐 A global asset management leader, overseeing trillions in investments. 𝗕𝗹𝗮𝗰𝗸𝘀𝘁𝗼𝗻𝗲: 🏗️ A private equity giant who have recently announced a £10B investment to create one of the largest AI data centres in Europe, based in Northumberland. They may share a “Black” in their names, but they operate in very different worlds. 🌏 Whether you're a fresh hire like an intern or grad, or a prime minister, getting the details right is key! ✅ #FinanceInsights #BlackRock #Blackstone #AttentionToDetail

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.

🔔 FREE Investment Banking M&A Deals Newsletter by Krugman Insights – Top M&A Deal Breakdowns! 🚨🔔 SIGN UP NOW! Building stellar commercial knowledge is crucial for success in investment banking applications. 🔎 Get weekly exclusive insights into deals brokered by leading investment banks like Goldman Sachs, J.P. Morgan, Morgan Stanley, Rothschild & Co, Evercore, and more. 🔎 What you’ll get: - Transactional Details - Financial Advisors - Legal Advisors - Key Stakeholders - Motivations and Strategy How to Sign Up: ✅ Like this post ✅ Comment your email below ✨ Share this post with friends who are also interested in investment banking. #InvestmentBanking #MergersAndAcquisitions #FinancialNews #GoldmanSachs #JPMorgan #MorganStanley #KrugmanInsights #3DealSundays #Deals #Analyst #internship

Looking to break into high finance and curious about the path ahead? Our latest blog post, “Your Guide to Elite Finance Roles,” breaks down the top 8 high-paying and high-impact careers—from Investment Banking and Private Equity to Hedge Funds, Growth Equity, Venture Capital, Corporate Development, and Private Credit. Discover each role’s compensation ranges, key skill sets, and proven success frameworks. Whether you’re exploring new opportunities, interviewing for a top-tier firm, or planning your long-term career strategy, this guide offers the insights and real-world tips you need to thrive. Read the full guide here: https://lnkd.in/eyJpTZ4c

Welcome to Our New Summer Analyst! We are thrilled to introduce our newest team member at Imvest, who brings a fresh perspective on impact investing. Here’s a message from our intern Harshit Kumar Singh: “I am passionate about impact investing because it represents a new frontier in finance, blending profit with purpose. The realm of impact investing offers immense potential for positive change, addressing societal and environmental challenges while generating financial returns. My belief is that money should not only serve personal gain but also contribute to the greater good, and impact investing embodies this ethos perfectly. By allocating capital towards enterprises that create measurable social and environmental benefits, I see it as the ultimate manifestation of achieving the greatest return, both ethically and financially. Pursuing a career in Investment Management, I aim to leverage my experiences in impact investing to drive meaningful change while delivering competitive financial results, aligning my professional aspirations with my personal values.” We are excited to see the positive impact our intern will make and look forward to their continued contributions to our team. Julia Wilkinson

An Unforgettable Day in the Finance Capital of the World – New York City! Networking is not just a buzzword; it’s a game-changer. As an aspiring finance professional, I firmly believe that growth happens when you step out of the classroom and into real-world conversations. This past Friday, I had the incredible opportunity to immerse myself in the vibrant energy of New York City—the global epicenter of finance—and it exceeded every expectation I had for my first visit. The day was packed with invaluable learning experiences as I engaged with industry leaders and professionals from some of the most prestigious organizations, including JPMorganChase, Morgan Stanley, Artemis Real Estate Partners, Bloomberg, and Goldman Sachs. Each interaction was a treasure trove of insights, providing a deeper understanding of the finance landscape, from cutting-edge innovations to enduring challenges. What stood out to me most was the openness of these professionals to share their journeys, the lessons they’ve learned, and advice on navigating the complexities of the finance sector. Their stories emphasized resilience, adaptability, and the importance of lifelong learning—qualities I aspire to embody as I continue my journey. This experience was made possible by the unwavering support and opportunities provided by the American University - Kogod School of Business. I am constantly inspired by the commitment of our program to foster holistic development, build meaningful industry connections, and prepare us for impactful careers. I am very thankful to my wonderful coach Caroline F., Professor Octavian Ionici, Professor Robert Hauswald, Ray Ruiz and Cynthia Velazquez O'Brien for facilitating this! A key takeaway from the trip: Networking is about more than collecting contacts—it’s about building relationships, asking thoughtful questions, and gaining perspectives that challenge your current understanding. You learn, you unlearn, and most importantly, you grow. To my fellow students and young professionals: seize every opportunity to step out of your comfort zone, be curious, and immerse yourself in spaces where you can learn from the best. You never know how one conversation can shape your outlook and aspirations. Here’s to more opportunities, more learning, and more growth in this exciting journey! #Finance #Networking #ProfessionalGrowth #KogodMBA #FinanceCapital #Gratitude #NewYorkCity #CareerDevelopment

Today marks half a year since I embarked on my journey with BlackRock. Reflecting on these past months, I feel proud of the progress I’ve made, excited by the challenges I’ve tackled, and grateful for the incredible people I’ve had the privilege to work with. In just 6 months, I’ve: • Strengthened my understanding of risk management in a fast-paced, dynamic environment. • Built on my skills in data analysis and risk assessment, which are core to my role. • Connected with mentors and colleagues whose guidance has been invaluable to my growth. Each day here reaffirms the importance of resilience, curiosity, and teamwork, and I’m excited to keep growing and contributing to meaningful projects. Here’s to more opportunities, challenges, and milestones ahead! #Innovation #Technology #RiskManagement #ContinuousLearning #Teamwork #Growth