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SPOTLIGHT: Asset Management Powow Rules and FAQsThe goal of Wall Street Oasis' Asset Management Powow is to give our users the best possible snapshot of life in asset management, from internships and recruiting to compensation and career progression. Working towards that goal, we've created a Frequently Asked Questions page for Wall Street in gen...
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Career Advancement for Service Associate?If you've been working on a planning team working with clients / transferring funds / placing trades, what other career options do you have if you're licensed / pursuing a CFP designation? Is the only way to break out to go to a firm and try building your own book? How do you transition from a stabl...
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Most sophisticated fund-of-funds? What are some of the most sophisticated fund-of-funds out there in terms of the rigor of their approach towards evaluating managers? Some that come to mind are BAAM, PAAMCO, Mesirow, KKR Prisma, and Magnitude. Any others? ...
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JPMorgan Private Bank - Compensation Ladder & Lifestyle?Hello fellow primates. This is my first post on WSO. I've done lots of searches on this site and elsewhere on the web concerning this topic already and I've found very little information concerning salary and bonus levels for Private Banking, specifically at JPM as you move up the ladder. I've been ...
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First year associate base salary - BB and BlackRock?I wanted to know what the first year base should be for the different firms (and generally across different LOBs) for a first year associate with three years of work experience under their belt (Class of 2012)? BlackRock says it is $90k with ~$25k in bonuses (from a marketing business management st...
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Clearbridge InvestmentsAnyone know much about this firm? Reputation on the street? Well known PMs? ...
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AM vs HF: The Business of Our BusinessHedge funds get all the glory... and now they're even going to get all the press, courtesy of the JOBS Act, and I'm more than excited to see who thinks they actually need to advertise to bring in the flows. However, while a hedge fund is structured to make one man insanely rich and a few others rel...
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AM vs HF: The Business of Our BusinessHedge funds get all the glory... and now they're even going to get all the press, courtesy of the JOBS Act, and I'm more than excited to see who thinks they actually need to advertise to bring in the flows. However, while a hedge fund is structured to make one man insanely rich and a few others rel...
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Starting off on the sellside research vs buyside (with long run buyside aspirations) - Help NeededSo this summer I'll be applying for full time positions as a London based grad at a top target university. Will be applying primarily for fixed income functions at BBs and top asset managers. I would like to work buyside eventually but straight out of uni sellside research seems pretty attractive gi...
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Starting off on the sellside research vs buyside (with long run buyside aspirations) - Help NeededSo this summer I'll be applying for full time positions as a London based grad at a top target university. Will be applying primarily for fixed income functions at BBs and top asset managers. I would like to work buyside eventually but straight out of uni sellside research seems pretty attractive gi...
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JPM Investor Services Sales vs. BlackRock Marketing Business Management (Princeton) - associate levelI am interested in breaking into portfolio management and I currently live in NJ. I commute into the city and was wondering which position would be best for me. Is it easy to switch roles within a year or so at BlackRock? How much do first year associates in the Global Marketing and Communications ...
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Mirae Asset Financial Group Just curious if anyone has any insight on Mirae Asset Financial Group in NYC. I know they are pretty resepected in China, but what is there presence in the U.S.? Any one know about salary, experience, exit opps, culture, etc? Thanks! ...
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CFA vs Actuary level of difficultyFrom what I've read on here and other sites both have extremely difficult tests. In your opinion which is more difficult? ...
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Total investment dollarsKind of a broad question - What are the largest sources of investment dollars and what is the total value of investable securities? Some quick googling came up with total worldwide equities market cap ~$52 trillion, pensions having ~$15 trillion total assets (not just equities) and insurance compan...
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What is a realistic goal as a career switcher to AM post MBA?I'm trying to break into Equity research and eventually the buyside. What are realistic options coming from an MBA program in the 5-20 range? I've been told to forget about buyside initially so what would be a stepping stone ? I've heard Investment banking, ER sellside, or a trading desk are good o...
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Life at a Top Asset ManagerSo I've seen a few posts lately asking about mutual funds, asset management gigs, and alternatives to the sell-side out of college, and hopefully my experience taking the asset management route to hedge fund rather than banking can help people get a better idea of what the expectations will be like....
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Life at a Top Asset ManagerSo I've seen a few posts lately asking about mutual funds, asset management gigs, and alternatives to the sell-side out of college, and hopefully my experience taking the asset management route to hedge fund rather than banking can help people get a better idea of what the expectations will be like....
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What positions in AM have these qualities?Is there a role that combines my background well with my strengths? - I want to build upon and apply my technical skills in SQL, VBA, databases, FactSet, Bloomberg, other programming, etc. - I recently took the CFA level 3 and also have an MBA in Finance - I have an engineering undergraduate degree,...
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What positions in AM have these qualities?Is there a role that combines my background well with my strengths? - I want to build upon and apply my technical skills in SQL, VBA, databases, FactSet, Bloomberg, other programming, etc. - I recently took the CFA level 3 and also have an MBA in Finance - I have an engineering undergraduate degree,...
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FINALLY headed to work in FO After my career started in BO and MO roles for ~3.5 years I finally received the offer for a FO role. (granted I move like 20 feet away given the size of my company). I will be supporting the PMs/Analysts in various capacities, whether helping on research, or re-balancing and other account trading...
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FINALLY headed to work in FO After my career started in BO and MO roles for ~3.5 years I finally received the offer for a FO role. (granted I move like 20 feet away given the size of my company). I will be supporting the PMs/Analysts in various capacities, whether helping on research, or re-balancing and other account trading...
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[Advice Needed] Senior Interested In The Asset Management FieldHi, I am a current rising senior studying Math and Econ. I am currently working at an Asset Management company that specializes in the insurance industry (both P & C and Life & Health). I am not in the asset management team though; I am working in their insurance research team where we forec...
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Merill Lynch Financial Advisor ProgramWhat is everyone's thoughts on this 43 month development program? You're supposed to pass all your series exams and get your CFA by the end of it. I am assuming you can start you own book day 1 of the program? Is it the best and fastest way to start your own book? Pros/Cons? ...
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Engineering to Asset Management?I studied engineering in college and worked for 3 years in manufacturing/project management at a top consumer products company. I'm starting MBA at MIT this fall and wanted to explore Asset Management as a possible career option. It seems that most successful candidates are coming from IB/PE though....
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Internship Title for ft recrutingI'm currently interning at a large AM firm and am wondering whether to write my role as a Summer ER Analyst or summer investment analyst. The firm formally calls us Summer analysts but I don't think that is clear enough on my resume. Potentially want to move into banking and was wondering what would...
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Internship Title for ft recrutingI'm currently interning at a large AM firm and am wondering whether to write my role as a Summer ER Analyst or summer investment analyst. The firm formally calls us Summer analysts but I don't think that is clear enough on my resume. Potentially want to move into banking and was wondering what would...
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