CFA Institute

MARCH 31, 2023

"Neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market."

Financial Analyst 137

Financial Analyst Investments Marketing Economics 137

CFA Institute

MAY 21, 2024

Peer benchmarking is a vexing task for financial analysts but one that is critical for forecasting earnings. This straightforward measure can help find peers for relative performance, compensation, and valuation benchmarking.

Benchmarking 52

Benchmarking Forecasting Financial Analyst Valuation 52

CFA Institute

JANUARY 12, 2024

In the Financial Analysts Journal , Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes” engagements resulted in 8% to 10% in cumulative abnormal returns.

Financial Analyst 52

Financial Analyst Performance Measuring Economics Investments 52

CFA Institute

MAY 1, 2025

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

FEBRUARY 16, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

APRIL 16, 2025

For financial analysts and investors, the rise of defense spending in Europe is more than a policy shift -- it’s a structural re-rating of risk and opportunity across the continent.

Marketing 52

Marketing Financial Analyst Economics Investments 52

CFA Institute

JUNE 25, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

DECEMBER 4, 2024

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

DECEMBER 16, 2024

He holds the Chartered Financial Analyst® (CFA) designation. Klos graduated with a bachelor of arts degree in English from the University of Illinois at Urbana-Champaign and with a master of business administration degree in finance and economics from The University of Chicago, Booth School of Business.

Nonprofit 52

Nonprofit Financial Analyst Healthcare Financial Modeling 52

CFA Institute

APRIL 9, 2025

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

AUGUST 26, 2024

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

JANUARY 30, 2025

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

DECEMBER 15, 2023

Schumacher is a chartered financial analyst (CFA). Schumacher is actively engaged with various local nonprofits and guest lectures to graduate students about the global economy and financial markets. Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting.

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

CFA Institute

MAY 18, 2023

He was awarded the Chartered Financial Analyst (CFA) designation in 2015 and is a member of the German Advocacy Committee of the CFA Society Germany e.V.

Auditing 52

Auditing Financial Analyst Accounting Risk Management 52

CFA Institute

MAY 12, 2023

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

MARCH 20, 2024

He has been actively involved in the chartered financial analyst program, from leading the curriculum committee to chairing the CFA Institute Board of Governors and the Board of Trustees of the CFA Institute Research Foundation. . | Brian Singer, CFA, is co-founder and co-CIO of ViviFi Ventures.

Performance Measuring 52

Performance Measuring Financial Analyst Economics Investments 52

CFA Institute

JUNE 26, 2024

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

AUGUST 30, 2023

He earned his chartered financial analyst (CFA) designation in 2015. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

SEPTEMBER 9, 2024

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Investments 52

Investments Construction Financial Analyst Economics 52

CFA Institute

JULY 14, 2023

He earned his chartered financial analyst (CFA) designation in 2015. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

OCTOBER 18, 2023

He formerly worked as a senior analyst for Primatics Financial where he served as a consultant primarily for large banks, advising them on credit risk, among other matters. Hughes is a chartered financial analyst (CFA).

Marketing 52

Marketing Credit Risk Financial Analyst Investments 52

CFA Institute

FEBRUARY 22, 2024

He is also a chartered financial analyst. Livingstone holds a first-class honors degree in economics and business (UWE) and a master's of science degree in economics, accounting, and finance from the University of Bristol.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFO News Room

JANUARY 11, 2023

Financial Analyst. Being a financial analyst at a bank requires more than just crunching numbers. Analysts use their skills to monitor trends, assess risks, create strategies, and recommend investment opportunities. Average Salary: $91,580 per year.

Banking 130

Banking Financial Analyst Budgeting Investments 130

CFA Institute

DECEMBER 8, 2023

He earned his chartered financial analyst (CFA) designation in 2015. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFO Talks

FEBRUARY 20, 2025

The ability to challenge the surface-level narrative is what separates a routine financial analyst from a truly insightful one. A culture of insightful financial analysis means that instead of passively accepting numbers, finance teams become active participants in shaping the business strategy.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

CFA Institute

JUNE 6, 2024

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

JANUARY 8, 2024

He has been actively involved in the chartered financial analyst program, from leading the curriculum committee to chairing the CFA Institute Board of Governors and the Board of Trustees of the CFA Institute Research Foundation. . | Brian Singer, CFA, is co-founder and co-CIO of ViviFi Ventures.

Investments 52

Investments Performance Measuring Financial Analyst Economics 52

CFA Institute

JULY 8, 2024

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

OCTOBER 18, 2023

He holds the chartered financial analyst (CFA®) and chartered alternative investment analyst (CAIA®) designations and maintains his FINRA Series 7 and Series 63 registrations. Outside of work, Moore enjoys spending time with his friends and family, playing golf, and reading.

Investments 52

Investments Construction Leadership Financial Analyst 52

The Finance Weekly

FEBRUARY 26, 2025

Contribution Insights enable users to identify key factors contributing to variances in financial data, facilitating more informed decision-making. Virtual Financial Analyst The platform features a Virtual Financial Analyst that leverages natural language processing and machine learning to automate routine tasks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Modeling Forecasting Budgeting 52

The Finance Weekly

OCTOBER 29, 2024

Types of Financial Models We've categorized the following financial models into internal and external use cases: Internal Financial Models These models aid in planning, budgeting, and forecasting within an organization. If the income statement shows a profit, it boosts the equity on the balance sheet.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Financial Analyst Insider

AUGUST 1, 2024

While it can seem overwhelming at first, taking some time to acquaint yourself The post Optimizing Your Investment Strategy with MT4 Automated Trading: A Financial Analyst’s Guide appeared first on Financial Analyst Insider.

Investments 52

Investments Financial Analyst 52

CFO News Room

DECEMBER 16, 2022

Financial Analyst. If you’re excellent with numbers and have a background or interest in finance, working as a financial analyst may be the perfect job for you. Financial analysts aid businesses and individuals by providing advice about how to invest money wisely. Average salary: $70,677 per year.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFA Institute

SEPTEMBER 27, 2024

He holds the Chartered Financial Analyst® (CFA) designation. He is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group and has served as the vice president of the Interfaith Employee Business Relations Group. Dall graduated with a bachelor of science in finance from Penn State Erie, The Behrend College.

Investments 52

Investments Planning Leadership Education 52

CFO Talks

JANUARY 7, 2025

Morgan Edevbie Senior Vice President & Head, Business Performance & Product Controller, Africa Finance Corporation (2018-present) Previously: Associate Vice President, Financial Controls & Budgets, Africa Finance Corporation (2014) Group Financial Reporting & Planning Manager, UNITED BANK FOR AFRICA PLC (2011) Head of IRFS Project (..)

CFO 52

CFO Leadership Financial Analyst Finance 52

The Finance Weekly

JULY 14, 2024

A common pitfall of traditional LRP is the reliance on manual modeling in custom Excel spreadsheets—a frustration any financial analyst knows all too well. These improvements ultimately make long-range planning more efficient, accurate, and less of a headache for financial analysts responsible for crafting the plan.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Financial Analyst Insider

NOVEMBER 25, 2024

The Master of Business Administration (MBA) has long been regarded as a traditional pathway for aspiring business leaders, providing essential skills in management, finance, and The post How MBAs Are Shaping the Future of Entrepreneurship appeared first on Financial Analyst Insider.

Financial Analyst 52

Financial Analyst Finance 52