Recommended Security/Portfolio Analyst Reading

I am a second year MBA (Financial Management) student. My undergrad is marketing so I'm transitioning into a more technical world and still working on grasping the terminology and finer points of the finance world.

I hope to work in Asset Management upon graduation and work my way into portfolio management.

I want to supplement my classwork with additional reading, more technical than Wall Street bio. From what I gather 'Security Analysis' by Graham and Dodd is good.

Any other recommendations?

Preferably books that touch on both buy and sell side, corporate finance such as M&A, and portfolio management. It would be fantastic too if all were in the same book. If not any combination of 2 or 3 books you have read and would recommend. Again, I prefer more technical than entertainment.

Thanks.

 

I've found books that highlight the history of Wall Street helpful (IE too big to fail, when genius failed, house of cards, etc).

They might not give you concrete knowledge in one specific subject matter, but it'll help you understand all the moving pieces. And history always repeats itself.

I'm on the pursuit of happiness and I know everything that shine ain't always gonna be gold. I'll be fine once I get it
 

Dolor qui aliquid culpa excepturi quia error aperiam. Pariatur alias aut molestias voluptatem. Enim culpa qui voluptatibus qui animi. Et nam non aut dolores consectetur eveniet a.

Voluptatem culpa unde facere maiores consequatur et et. Quibusdam et illo facilis ratione et pariatur beatae. Molestiae provident consequuntur aut adipisci corrupti in tempora aliquam. Possimus rerum ad nemo dignissimos iure dolorem.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (145) $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

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...”