Commercial lending is all about relationships. You can automate the grind, but don’t forget: Bob the Banker is still your best asset (for now).
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OTC derivatives: custom contracts for hedging risk. Think private bets with rules only two parties know. Super complex. Super vital. Always a little wild.
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Banks need to make you prove you’re not a villain—over and over—with docs, forms, and all kinds of fact checking. It should be a goldmine, but feels like a grind.
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Big funds loan out their stocks and bonds for extra income. Borrowers use them to settle trades, short the market, or make bets. Everyone wins.
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Hedge funds = snowflakey investment machines. Prime brokers? They’re backstage—clearing trades, safekeeping assets, lending leverage, providing research, intros, and crisis support.
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Wealth management is about listening, life planning, and building your ideal mix of investments and services. Useful unless you’re rich enough to have your own family office.
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Understanding earnings reports is important because they help you see how a company is really performing so you can make smarter decisions about investing or doing business with it.
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Learn about how investors pool their money to buy and improve private companies (not traded on the stock market), aiming to sell them later for a profit.
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Fund accounting is the art of calculating and recalculating all the numbers for a fund… basically providing evidence daily for how all the puzzle pieces fit, end-to-end.
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Custody banking is a service that securely holds and manages assets—like stocks or bonds—on behalf of clients, making sure they’re kept safe and properly accounted for.
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