Silver BananaTopicAuthorRepliesFreshnesssort ascending
+1
WSO Hall of Fame: Asset Management ForumThe Wall Street Oasis Asset Management Hall of Fame provides a comprehensive collection of some of WSO's best discussions on the asset management industry. Keep in mind this Hall of Fame does not include Q&A sessions by WSO veterans. To view a full list of Q&A’s & Interviews please...
WallStreetOasis.com
07 months 1 day ago
+1
Jobs that lead to AMI was wondering if anyone knows of jobs, after undergrad, that can lead into AM? Is it common to break in from a MO or BO position? ...
James-Owens
530 sec ago
+3
BlackRock's Robot Stock-Pickers Post Record LossesRead an interesting article regarding BlackRock robot stock-pickers posting record losses. As we all know, more and more Asset Management companies are turning to artificial intelligence to help with stock picking. In the case with BlackRock, Laurence Fink invested $78 billion in a quant team to d...
imaginarynumber
91 hour 41 min ago
+6
AMA: Internal Wholesaler at a Mutual FundI work at a large MF in the Northeast as an internal wholesaler. For those of you who don't know what that is, it's basically inside sales. I make outbound dials to financial advisors to sell them our mutual funds among other things. I have over 4 years of work experience and am going for Level II o...
krazyk
10011 hours 50 sec ago
0
Opinion on Aberdeen Asset ManagementWhat do you guys think of Aberdeen Asset Management, its training program for graduates and overall "prestige"/reputation if my end goal is L/S equity hedge funds? I recently got offered a position in its London equities investment division, and although it is the 2nd largest UK asset manager behind...
smartguy94
112 hours 24 min ago
+1
Data scientist in AM start up vs quant equity research in IBI must pick one of the two options. My core competence is machine learning (ML) for finance. I'm interested in ML-based quant trading/investment. Asset Management: I would join in day 1. Managers very experienced from IB who will bring investors. I used to work with one of the future managers in the...
J.Souvrard
813 hours 53 min ago
+1
CFA materials: kaplan or wiley? I wanna start preparing for CFA asap, could you please give some suggestion which is the best material, where to buy? thanks ...
thinjack
1223 hours 15 min ago
+6
Is asset management underrated?I've noticed AM is kinda shoved aside as a post-MBA job on this forum when in reality it's an extremely steady cash flow for the firm. I really don't see why someone would pick banking over AM at the post-mba level either since the pay at a BB vs top mutual fund isn't too drastic. ...
BillBelichick37
681 day 3 hours ago
0
Salaries in Asset ManagementI am a Product Manager in the tech industry (silicon valley) with a base salary of 170K and all in compensation of 200K. I am looking into move into Asset Management post my MBA. I am particularly interested in finance post-MBA but I am curious about the salaries in asset management. Equity research...
sweta_sweta
52 days 1 hour ago
0
St James Place Wealth Management?Hi guys, just curious if anyone here has heard of SJP? They sound more like a fund of funds though. Just wondering what the exit opps etc are from joining a big wealth manager like these guys? ...
rockstarlive
62 days 3 hours ago
0
CBRE Capital Advisors info (UK)hello everyone I appreciate there are some forums on this but a lot of them miss the point or are focussed on the CBRE cap advisors group in the states. I have a super day at CBRE capital advisors in london this coming week and was wondering: 1) if anyone had experience (or knows someone who has) of...
tunza
12 days 6 hours ago
+1
How would you answer this mutual fund interview question - what is your best and worst investment?I have final rounds with a mutual fund next week. They have asked me to prepare my "best and worst investments" to discuss. Like my previous e-mail, I think that term is totally open to interpretation. How would people define their "best investment?" - Most P&L? - Best investment IRR? - Most m...
wahoowa1
102 days 9 hours ago
+21
AMA - Analyst at $1.5B Endowment FundI have been reading WSO for a few years now and would like to give back and help out all of the younger readers on here. When I was going through the interview process for my current role, I had a hard time figuring out what exactly I was getting myself in to, so hopefully I can provide some insight...
WpgJets
332 days 12 hours ago
+2
Blackrock Superday how long to hear backI had a superday at BlackRock last Friday (1/6) for a corporate division and haven't heard back since. This is my first time doing this, and I have no idea whether this is a bad sign or just me being paranoid. I've looked up other forums on wso about this, and it seems that BlackRock hr generally ge...
Kosus
72 days 12 hours ago
0
S&P Credit Analyst InterviewHi, I'm a junior at a semi/non target school (Tufts) and managed to land an interview for the credit analyst role at S&P. I have prior internship experience at a fund of funds where I did some financial modeling and at a private bank where I was working more on asset allocation, but have little ...
y2jerichoy2j
112 days 18 hours ago
0
What is GS Global Fund Reporting?Oddly enough got an email about a senior role for this group but it sounds more of a BO role than a pure AM? ...
1234bama
23 days 9 hours ago
+2
Blackrock SA Alternative Investments Interview Hi guys, just got an invite for a hirevue for the SA alternative investments position at BlackRock. Does anyone have an idea of what kind of technicals to expect for this position/have any experience interviewing at BlackRock? Thanks a lot ...
bob1375
53 days 13 hours ago
0
Move to Dethrone the Wall Street Messaging King?BlackRock is rolling out its messaging platform hoping it can be the new way to communicate on the Street. The platform is Symphony and it has received $100 million in funding last year. It appears that Goldman uses it the most, but besides that it's not very popular. Financial firms have always loo...
American Psycho
14 days 4 hours ago
0
Master's in Finance or Economics?All, Career switcher here. Based out of Western Europe and interested in entering the Asset Management industry, with the ultimate aim of working in portfolio management. The MBA is simply not an option at this stage due to the sheer cost of it. Out of these two masters, which one do you consider to...
Recap
15 days 9 hours ago
0
URGENT: Why do you want to work for this Asset Management Firm and not others?I was hoping if I could look for some advice on this particular question. When asked this question by the interviewer, what kind of distinction can you name that separates the Asset Management Firm that you're interviewing versus all the other ones that exist. Don't they all do the same thing? Thank...
llee255
35 days 20 hours ago
+1
Moving from IB to AM - ProcessHey guys, So most are familiar with the general process for moving from IB to PE/HF, but what about moving from IB to traditional long AM (equity space)? I'd love to hear if any of you made this shift, and how you went about it. I assume you didn't go through headhunters like with PE/HF, but how did...
therealgekko
106 days 8 hours ago
+1
Post MBA: PIMCO portfolio associate or Launch 10MM Hedge FundHi WSO monkies, Would like to get your thoughts on this choice. Currently a 1st year MBA student at top 5 B-School. Previous Experience: Macro FICC derivatives desk at top BB. Have an internship offer (not full time, yet) from PIMCO in their portfolio associate program. Dream here obviously is to d...
JZmonkey
76 days 11 hours ago
0
Regulatory reporting - exit opps?Hi, WSO - seeking career advice. My ultimate goal is to work in a wall street firm (even a little boutique firm would be ok). My background is as such: Ridiculously crappy school---> graduated in accounting --->work at a mid tier CPA firm as an auditor (not Big 4) Due to my language skills a r...
SirSmeagol
16 days 19 hours ago
+2
JPMorgan Global Wealth Management Analyst 2017I recently had a video interview for the Global Wealth Management Analyst position in Asia(Singapore/HK) where I had to send self-recorded responses. Did anyone else give it too and did anyone hear back? ...
Kathy96
146 days 20 hours ago
+3
6 months on the job in PWM: 3 things I noticed1. Performance is important - just not as important as you think Coming out of school I thought the formula for success in wealth management was simple; do your best to generate Buffett/Soros-like returns and watch the money roll in. Of course you'd still need people with the skills to manage relati...
The Boy Plunger
151 week 4 hours ago
0
Quantitative Investment SpecialistHello, What are your thoughts about Quantitative Investment Specialist role? Future prospects? salary? ...
SmartQuant
21 week 1 day ago
+1
Dimensional Fund Advisors (DFA) Portfolio Management Summer Internship Super Day?Hey Everyone, I have a superday coming up with DFA and was wondering what I should expect. I believe I have around 5 interviews with a lunch interview. This is for the portfolio management summer internship position. Does anyone have any idea on what I should expect? ...
WolfyWolfyWolfy
51 week 1 day ago
0
Interview with DFA(Dimension) in their Portfolio Management department for an SA positionHey everyone, I have a second round interview over the phone later with a PM from DFA for their portfolio management summer analyst position. Has anyone gone through this? What should I be expecting? ...
WolfyWolfyWolfy
31 week 1 day ago
+3
BlackRock FMA Super Day?Hi. I was wondering if any of you have had BlackRock FMA super day(either for SA/FA) & share your experiences & how long it took them to get back to you. Also, where else are you guys applying/heard back? I have several super days(w JPMC and Capital One) but no offer yet. ...
baconhater93
251 week 1 day ago
0
Future of Long AM & Comp Structures - Reason for Concern?So as most of you are all aware, returns for traditional long only AM has been depressed over the last couple years. Much of this is due to the fact that the factors that propelled outsize returns over the past 4 decades or so (declining interest rates, trade globalization, and a huge expansion of c...
therealgekko
01 week 2 days ago
0
Personal Portfolio Management SoftwareA lot of us here on WSO run personal portfolios. I currently use Excel to manage mine, but that's becoming increasingly inefficient. Any suggestions for alternatives? I heard that Personal Capital wasn't too bad. Portfolio123 is pretty good, although it's mainly used to manage quant investments. Fir...
Aerfally1
01 week 3 days ago
0
Lifestyle/Hours at different Asset Management groups?I am an undergraduate student looking to go into Asset Management, and I wanted to get some insight on the culture/lifestyle/hours at different AM firms. The most important thing to me is that I have a good work/life balance...I don't mind working a 70 hour week every now and then, but I don't want ...
patrick99
81 week 3 days ago
+1
Wealth Management Internship Interview Questions and Pointers?Hello! So I have an interview for my very first internship coming up in a few days...I'm getting really nervous. The internship kind of just fell into my lap, and I ran with it, but I'm still kind of clueless. Not too sure if I want to get into wealth management, I just wanna get out there and pract...
nyrangers30
101 week 3 days ago
0
Where do you start?Hi, I am currently a sophomore doing a "winternship" for 5/6 at an AM located in manhattan ($17+ bn AUM). I have noticed that people who work here are generally not "young" in the sense that no one is a recent undergrad graduate. Everyone is probably at the earliest late late 20s or early 30s at lea...
klax6632
41 week 3 days ago
0
BlackRock HoursHi, I recently received an internship offer from BlackRock's Multi Asset Strategies Group. I was told it is a FoF as opposed to direct investing. I wanted to know if that seems accurate to anyone familiar with the group? I was also wondering what the hours for a summer analyst would be for a group l...
jbiZZLE
11 week 4 days ago
0
RAROC, Risk-adjusted return on capital, expect return/ VaRHey all! I assume that guys in Asset Management knows something about RAROC. (Risk-adjusted return on capital) Expect return/ VaR How does your firm implement RAROC ? or allocate VaR in relation with expect returns. What is a good RAROC ratio on a position or a portfolio ? I would appreciate any ins...
Addax
11 week 4 days ago
+1
Presented a 50 page stock writeup at a final round interivew - no response at all?I certainly understand that many first round interviews in person or over the phone don't go anywhere, so I'm not surprised when you get no response from a company or a hiring manager. However, a recent situation has got me peeved. I made the final round interviews at a large mutual fund company 5 ...
wahoowa1
131 week 5 days ago
0
Vanguard investment role: Good place to learn?Hi All, Looking for opinions on Vanguard career development potential. Do investment roles in credit research, fixed income investment teams in Vanguard provide not-so-good / good / great learning opportunities? Anyone know or have been an investment professional in Vanguard? If so, can you comment ...
cocktailking
21 week 5 days ago
0
MBA program asset managementI am thinking about transitioning into a career in Asset Management, with limited experience in finance... I am thinking about doing an mba at nyu, cornell (johnson) or dartmouth (tuck).. would any of these programs help me to break into the industry? (I understand that there "might" be other progra...
alucar2000
11 week 6 days ago
0
Fixed Income Portfolio Analyst Comp/ProgressionDoes anyone have insight into the comp/progression of a fixed income portfolio analyst (not research) at a top mutual fund (T-Rowe/Wellington). What does comp start out at as and how does it progress with years of experience. ...
Killabeez
82 weeks 7 hours ago
0
How would you have handled these two interview questions from a high yield fund?I interviewed yesterday with a large high yield fund. There were two questions I got which I was thinking about afterwards. I don't think there are any right or wrong answers for these per se, but I do think that they are sneakily "loaded" questions, so I'm curious as to what the group thinks: 1)...
wahoowa1
22 weeks 10 hours ago
0
UBS Client Advisor Assistant LATAM I continue studying and I go in my last year, is a good opportunity to start do not believe? Below is the description for the position: You will: - support Client Advisors - be the point of entry for processing client orders - make sure that administrative arrangements and client-related processes a...
financialboy
02 weeks 11 hours ago
0
BlackRock Trading and Liquidity StrategiesFor those of you who completed the superday: Has anyone heard back from the Trading and Liquidity Strategies team at BlackRock? If so, how long did it take for them to get back to you and what was your offer like? ...
doubleand
22 weeks 1 day ago
0
Future of Active Management We all know the industry is currently going through a huge transition. Active management --> passive management. There will always be room for true, absolute return, alpha generating funds (whatever shape that may take) but the space is obviously shrinking. What do you guys think is going to happ...
MarginCallMe
22 weeks 2 days ago
0
PIMCO Account Analyst Interview?I have an account analyst first round phone interview coming up that'll consist of both technicals and behavioral...what technicals should I expect? ...
jewelrose
32 weeks 2 days ago
0
JPM Private Bank v.s Barclays SnTFortunately I got summer intern offers from JPM private bank and Barclays SnT, now kinda struggling between these two offers. SnT certainly provides a steeper learning curve and the knowledge/skills I will learn is probably more sophisticated . But JPM is surely better in terms of bank development a...
barrywwh
02 weeks 2 days ago
0
Value investor insight subscriptionAnyone subscribe/have an opinion? I did the free trial and thought it was ok, but it seems like it might be a little over priced. ...
se_ib
02 weeks 4 days ago
0
How can I make a move from F100 Corporate Finance to Asset Management?I recently just graduated from undergrad with a degree in Economics and have entered a FLDP with a F100. The rotational program is for 4 years, but I have always dreamed of working in Asset Management especially after having discussions with a distant uncle who is the Chief Investment Officer at a R...
tutorialwe
02 weeks 5 days ago
0
Sandford Bernstein Internship. Reputation?I have recently received offers for ER in Sandford Bernstein, as well as S&T in Citi. Both are internships. I was inclined towards SCB, as I was interested to move to buy side in the future. I was told SCB (from internal sources) that it is easier. What do you guys think? Have you heard of SCB a...
Infernus
03 weeks 9 hours ago
+25
JP Morgan Winning Women 2016 threadThis thread is for people applying to the bank's AM Winning Women events this October in NYC and Chicago. But feel free to follow and/or post if you're in another division. Mod Note (Andy): Best of 2016, this post ranks #40 for the past year ...
Potryasayushi
3053 weeks 10 hours ago
0
North American Asset Management SalaryHello guys, soon I am expecting to negotiate my salary in one of the Canadian asset management firms and I am looking for some ballpark estimate of what should I ask for. The shop is around $20B AUM, with like 20 people in the investment team, the firm is investing in equities. My background is some...
Paper Plane
113 weeks 1 day ago
+6
J.P Morgan Asset/Wealth Management Video InterviewI have a interview with J.P Morgan where I have to answer 4 questions on video, but there is not an interview on the other side. Has anyone had any experience with this? ...
dk24
623 weeks 1 day ago
0
West Coast Hours for a Research Analyst?What are the hours like in the west coast for a research analyst? I've heard portfolio managers usually are there ~5, and while research isn't exactly operating on NYSE hours I would imagine they have to show up early as well. Do research analysts have to come as early as them (will this vary also b...
Skirts
03 weeks 1 day ago
0
How to best prepare for a WM internship?Hi WSO, I'm a sophomore who has landed an internship doing PWM at a Big 4 this coming summer, and I just wanted to hear from those who have either gone through internships/gone into the profession. What would be the best things to do in my free time to prepare for the internship? I'm trying to teach...
NotSoLightweight
23 weeks 2 days ago
0
PIMCO Account Analyst SAIs the PIMCO Account Analyst position basically an Investor relations position? Does anyone know what they do on a day-to-day basis? I have an offer but I'm trying to figure out what exactly the role entails. ...
HLdream
83 weeks 5 days ago
0
Blackstone Real Estate Asset Management Interview - Anyone have prior experience?Hi, I am interviewing for Blackstone's Real Estate Asset Management division and it is the Real Estate Debt Strategies group. Anyone have any idea what might be asked? Thanks! ...
whartoncompsci
83 weeks 6 days ago
0
Investment Analyst Exit OpsI have a final interview at a small investment management firm (2B AUM). clients include high net worth individuals, foundations, and corporations. the firm invests in public and private equities. responsibilities include: - investment due diligence - asset class research - investment manager perfor...
6221_analyst
44 weeks 1 day ago
0
Hartford Investment Management vs Janney Montgomery ScottHey, I was wondering which would be better: a portfolio management internship at HIMCO or a capital markets internship at Janney. Thanks! ...
Jos1p
01 month 8 hours ago
+1
Switching from economist at Amazon to AMIf you work as an Economist doing forecasting at Amazon, would it be possible to later switch to AM? I have a finance background (education-wise) but no experience working in finance. ...
financelove
51 month 9 hours ago
0
Vanguard College to Corporate Internship What to expect in the initial phone interview? Just behavioral? Exit opps? Do they ask for transcript at any point? Have one bad grad and cannot afford for it to affect the final decision! If anybody that has already gone through the program can offer their insight- that would be v helpful!! ...
tombraider96
11 month 1 day ago
+2
Need some Personal Guidance.... Bad positionHello, I am currently a Junior at a State School with a 3.1 GPA (I know). I had one internship this past summer at a boutique PWM (I know). I am part of a finance group, but I only hold a position in a non-finance club. My other experience includes a part-time job and some volunteering/being a baske...
HMatta
251 month 1 day ago
+1
UBS WM or VanguardHi all. Just wondering about thoughts between UBS and Vanguard as for reputation? I am considering going to UBS GTP WMA for a summer internship but also for Vanguard's College to Corporate (C2C) internship program. Both programs feed into the companies' respective rotational programs. I know pay of ...
capatan21
51 month 1 day ago
0
Negotiating asset management feesHello, So there's this firm that charges 1% annual management fee + 0.40% custody fee charged by the bank where the account will be opened. The firm asks for $1 million minimum and they said that they offer discounts for larger amounts. How much can you negotiate down these fees for a $50 million ac...
Jeffry
01 month 1 day ago
0
Did you use headhunters to break into long-only?I was in contact with a few headhunters for long-only AM, but really have only gotten hedge fund employment listings. I was wondering if there are specific recruiters who do better for long-only positions? or if these rely more on internal recruiters as opposed to headhunters? ...
eric.sears.1985
21 month 2 days ago
+1
Background check helpAny advice on my situation please? I got a job offer from a BB bank, and currently in the process of getting my background check. The problem is that I can't get a verification letter from one of my internships back in 2012. It was a consulting firm in Korea, and unfortunately I didn't sign any cont...
Brandonl
81 month 3 days ago
0
What companies are still hiring for summer analyst programsCan someone give me some insight on what portfolio management summer analysts are still open or hiring and giving out first round interviews. Don't know much about the field, any advice or a previous link related to this topic would be v helpful! ...
tombraider96
01 month 4 days ago
+1
Goldman Sachs IMD Super DayAnyone hear back from Goldman Sachs IMD after super day? I've yet to receive any notification in regards to the summer ...
vlogser
71 month 4 days ago
0
Aberdeen InterviewsAnyone interviewed with Aberdeen for their Philly location? Or got an offer? Have a skype interview coming up, not sure what to expect. Also, if anyone has interned with them, what do you actually do during the internship? Their website is pretty vague, hopefully it's the same old rotate through the...
bbusy
01 month 4 days ago
0
Goldman Sachs Asset Management HongKong Office Summer Analyst Hey, guys! I have finished my final round interview with GSAM HK on December 8th. However I haven't heard back from them. The specific team is institutional sales. Do you have any suggestions for me? I really treasure this opportunity. ...
Zean-Liao
01 month 4 days ago
0
Private Banking Relationship Manager QuestionsHey guys, I'm interested in looking into a Sales related career. I think that I would have the qualities to succeed in a sales-type position and I think that talking to people seems a hell of a lot more interesting than looking at charts and numbers and shit. I was hoping that someone could answer a...
my man
91 month 5 days ago
+1
Basic question on corporate bondsSorry for asking a basic question, but it has been couple of years since I learnt institutional details of bond market and I forgot some basic facts about coupon payments, I have a panel data on corporate bonds (FINRA Trace) and need to calculate yield to maturity for each bond. The problem is that ...
Aaron1488
11 month 5 days ago
0
Blackrock Alternative CreditHi guys, wanted to know if anyone knows any bit of detail on the BlackRock credit alternatives team / division. On their website they seem to call it special credit opportunities, but from what I understand they mostly deal with high yield. Just wanted to get thoughts / views from anyone that knows...
hmmsk
81 month 5 days ago
0
What to expect as a "Portfolio Manager"I landed an interview for early January at a smaller Asset Management firm with offices in London and Prague. (20-25 people) Anyone have any insight into how I should prep for the interview, what the job will be like? I did a summer internship at a boutique investment bank and was able to work on tw...
Michael J-Nash
01 month 5 days ago
0
Comp. and Lifestyle in Sales for Asset ManagementI'm thinking of applying to BMO for a sales role for their Asset Management division in the new year. While I haven't had financial experience before, I have a few contacts who might give me a nudge in the interview process. Before I dive head into this process, I'm hoping to understand what the com...
Iceshift
01 month 6 days ago
0
Career Path for Quant Analyst in Risk Modeling?Hi, I'm starting a new position working as a quant analyst in the investment risk modeling team of a top tier buyside institutional investor. The main responsibilities are modeling and analyzing the risk for the entire fund. All models are built in-house from scratch using Matlab, VBA, Python etc. T...
ac420
01 month 6 days ago
0
Product Management interview Hi, I have a product management interview coming up (generalist position). Does anyone know what questions will come up? ...
Biz
01 month 6 days ago
0
J.P. Morgan Private Bank Summer Associate interviewGood evening everyone, I have an upcoming interview at J.P. Morgan for a Summer Associate position in their Private Banking division. I was wondering if anyone here has interned at J.P. Morgan (in private banking) and could give me some tips on how to prepare for my interview. Thank you. ...
khaykin89
11 month 6 days ago
0
Shift from Active to Passive InvestmentsWith this ongoing shift in investment strategy, I feel as if there will inevitably be a somewhat major shakeup in the job market throughout the coming years. Does anyone with specific knowledge about this have any opinions they could offer? ...
gli21
31 month 1 week ago
+2
salaries database: direct investment @ pension fundsif this has already been shared here, feel free to ignore or delete but you can see what direct investment guys are paid (can search by the person's name, title, etc) at public pension funds across the nation: http://pension360.org/pension-staff-salary-database/ ...
prospie
31 month 1 week ago
0
JPMorgan Institutional Asset ManagementCan anyone expand on JPMorgan institutional Asset Management and exit opportunities? One group in particular seems to provide a broad range of alternative asset solutions including hedge funds, private equity and real assets, which seems interesting. If end goal was to end up at a HF, would this typ...
valentine14
01 month 1 week ago
0
Salary Progression in Asset ManagementWhat is the salary progression at a traditional asset manager (e.g. BlackRock, Fidelity, M&G)? As far as I can tell, first year base is around PS40,000 and 20 - 40% bonus. How does this change as you move up the firm? From reading a few threads here, it seems the pay is quite low even as a PM. ...
L_STAR
31 month 1 week ago
+1
Choosing between Financial Analyst at IBM and Broker Trainee at Charles Schwab - Advice? Opinions?Hello monkeys, I'm a new user here - just stumbled across the website and wow, I wish I would've found this a few years ago. My question is on a transition into the financial world. I want to get into equity research or Asset Management and i have two job offers: Financial Analyst at IBM - entry lev...
Mikealaddin
61 month 1 week ago
0
M&G Online TestsHi, I have been invited to complete M&G Investments' online verbal, numerical, critical reasoning and situational strengths tests. I would like ask anyone who has done them, how were they? How many questions does each of the 4 tests contain? I would also like to ask if anyone has any advice of h...
slatif92
01 month 1 week ago
0
JP Morgan Global Wealth Mangement Summer Analyst Hello. I recently got selected for the super day for this position, and was wondering if anyone can give me tips for the super day? What type of questions will be asked? Please let me know ASAP because I really want this position. Thank you ...
benzo777
01 month 1 week ago
+1
Fixed Income Asset Management Interview questionHi All, I am currently interviewing with a Fixed income Asset Management firm for a credit analyst role. During the process I have been asked to prepare a 1 page summary report on a company (With no precisions of what aspects should I highlight), I would need some help in order to know what do you t...
yb25
71 month 1 week ago
0
CFA or CAIASo I've seen similar discussions started but responses have been diluted by a number of other certifications and degrees thrown into the mix. My current employer sponsors (Picks up the expenses) for the CFA and CAIA. My role now is more heavily focused on performance analysis and asset re-allocation...
Investments are cool
21 month 1 week ago
0
Two JP Morgan Internship Offers.. Help!Hi WSO, I am currently sitting on two JP Morgan Offers for next summer. I am currently a junior in college so this will my summer going into senior year. The first offer is within JPM's Global Investment Management. It is in their Alternate Assets group (JPMAAM) and with their Hedge Fund Solutions G...
jarich
31 month 1 week ago
0
Goldman Sachs Credit AlternativesI'm interested in learning more about what GS's credit alternatives group does. I believe they were previously called Liberty Harbor, but transitioned over to just being known as GS Credit Alternatives or GS BDC. Do they primarily make senior debt investments, and if so, what % of their portfolio is...
blkponda
21 month 1 week ago
0
Special dividends and income projectionHi, An investor has a MF portfolio which mostly invest in dividend paying stocks. He is trying to find out if there is a way to automatically exclude the special dividend payment from income projection. The present situation is that all dividends including the special dividends are included in the i...
Mo-Sakr
01 month 1 week ago
+1
Two quant interview questions (one stat, one programming) - need help!!!In statistics, linear regression refers to an approach for modeling the relationship between a scalar response variable and one or more explanatory variables. a) How would you construct a small data set (less than 50 data points) with 2 explanatory variables, such that both explanatory variables and...
sellisa
41 month 1 week ago
+1
Early graduation or not?I am currently in my third year at a top 30 university in the US with an econ and german double major. My gpa is somewhere around a 3.9, I've been abroad (twice), and I have the leadership/fun experiences for my own memories and resume. Thus, I have had the "college experience" and am fortunate to h...
CosmicYogaTeddyBears
101 month 2 weeks ago
0
A Day in the Life of A Financial Risk AnalystHi Everyone, After scouring the web and finding little to no relevant information, I figured I would share the following: A Day in the Life of A Financial Risk Analyst Great content for anyone looking to enter the risk management field as an analyst. ...
Ajit94
01 month 2 weeks ago
0
Fee Only Financial PlanningDo we have any Fee only Financial Planners out on this forum? I currently am working with the President of a fee only firm with roughly 75M in assets under our management. We have 60 clients currently who have yearly fees ranging from 4k all the way to 25k per year, with the average around 10k. W...
mwolf92690
01 month 2 weeks ago
+1
Fair Comp AdviceHi All, Getting a promotion soon because I'm 2 years in. I want to make sure they aren't going to promote just for the title and there will be a fair comp associated with it. I know in the banks they do 10k raises every year, but I won't compare Asset Management to investment banking/trading. Can yo...
shootersix66
61 month 2 weeks ago
0
Performance of you names/coverage, career progression, and compHey all - I'm just rounding off my first full calendar year as an analyst at a concentrated value shop and it has me wondering how much the performance of the names you recommend should effect your career progression and comp. While I realize one year isn't long term and I don't want to come off arr...
CaucasianAsian
31 month 2 weeks ago
0
Asset Management Firms/Hedge Funds sponsoring overseas hiresHi guys, This is my first post here. To introduce myself, I hold an MBA from a reputed business school (IIM) from India. Post my graduation, for a couple of years, I worked at a bulge bracket bank in its Asset Management division (think GS, JPM, MS). Apart from regular college education, I am a CAIA...
india007
01 month 2 weeks ago
+4
Plan on Buying a House in 3 Years - What to Invest in Until ThenHello hello, Against my better judgement I recently got married and I am now planning on buying a house in ~3 years. I wanted to solicit advice from the wise, powerful, and good-looking WSO board as to how to best shift around my investments given I now have a rather large cash outlay expected in a ...
DAD
211 month 2 weeks ago
0
Can I get a job in a global Asset Management firm if I don't go to a target school? (Australia)Hi guys. I am currently in high school and I want to pursue a career in Hedge Funds. The pathway I want to use to get into Hedge Funds is through AM, ideally in Fixed Income research or Equity research in an AM. Now I am going to keep it short and sweet. If I get a good internship with a Hedge Fund ...
Wolfofgeorgestreet
121 month 2 weeks ago
0
Book recommendation - new job in asset management?Hello I come from the investment banking world, mostly fixed income (project manager, 16 years experience in capital markets), and I was just offered a a new job implementing IT projects in the Asset Management world. As I had limited prior exposure to the asset management industry, or to equities, ...
AMNG
01 month 2 weeks ago
+1
What are your thoughts on pension funds?Hi everyone, First time posting in this section, but been an active reader. I'm currently a mid-level associate at a BB, and I'm increasingly looking to move to the buyside before its too late. I've been approached for associate roles at large pension funds (think CPPIB/CDPQ). Given I don't know any...
Kh3ats
71 month 2 weeks ago

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