Personal financial investment in the upcoming bearish markets

Hello everybody,

As an upcoming full-time M&A Analyst next Summer, I wanted to have your views on personal finance, investment and savings. I guess the general feeling points towards an upcoming recession in the very next years. I will be in a high-paying position and never had to manage such amounts of money before.

I know financial literacy is crucial and I am continuously trying to learn about it. In this sense, what are your advice for young people in my situation? When I say "advice" I mean sources to learn, products to look up, potential investments to research... Anything in a nutshell!

Looking forward to discuss this with all of you.

Cheers, Rorshak

5 Comments
 

How the hell does an M&A Analyst not know how to manage money? Do you receive allowances all the way to graduation?

Cash and cash equivalents: $138,311 Financial instruments and other inventory positions owned: $448,166
 
Most Helpful

Qui vel est distinctio aut optio. Expedita in quod quis accusantium dolorem. Asperiores qui ut sint et facilis reprehenderit earum.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Goldman Sachs 01 97.8%
  • Guggenheim Partners No 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (23) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (81) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”