Banking Performance Measuring Risk Management 
CFA Institute
FEBRUARY 12, 2025
For financial analysts, understanding bank liquidity risks is essential not just for assessing individual banks but also for evaluating broader market conditions.
CFA Institute
OCTOBER 8, 2023
Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CFA Institute
JULY 23, 2023
He started his career working for Citigroup in investment banking in London and New York. Rabener holds an MS in management from HHL Leipzig Graduate School of Management, is a CAIA charter holder, and enjoys endurance sports (100km Ultramarathon, Mont Blanc, Mount Kilimanjaro).
CFA Institute
MARCH 15, 2024
Lucia Catalan is a Managing Director in the Client Solutions Group within Goldman Sachs Asset Management, serving as head of the Iberia Client Business. She is responsible for coverage of clients in the region including pension funds, banks and insurance companies.
CFA Institute
SEPTEMBER 10, 2023
With 20 years of experience in international banking, Mohammad Ali Shaikh, CFA, is currently working on setting up a macro fund through Ilqa Investments, a firm he co-founded. He is a graduate of McGill University, where he majored in finance, and holds an executive MBA from INSEAD.
CFA Institute
DECEMBER 21, 2023
De Andrade has over 10 years of global real estate experience, having previously worked at JLL Securities, where he was a vice president focused on real estate investment banking and private equity real estate capital raising.
CFO Talks
MARCH 20, 2024
The completion of bank reconciliations and management reports falls under the Controller’s purview, who also prepares and issues financial statements. They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses.
Expert insights. Personalized for you.
Let's personalize your content