Asset Management Powow

Topic	Replies	Created	Last reply
The 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 <a... SPOTLIGHT: Asset Management Powow Rules and FAQs	0	2 years 1 week ago by WallStreetOasis.com	n/a
Hello everyone, I am interning at an AM and I only use Bloomberg Terminal to get interest rate and some industry reports. Since everyone usually leaves at 5, I have a plenty of time to play around with BT in the evening. I will be graduating next summer so in coming fall, and will try to apply... Best use of Bloomberg for an intern?	5	3 days 11 hours ago by kamikade	9 hours 11 min ago by kamikade
Basically, what is expected out of an intern in asset management? Particularly, at a mutual fund? Think about 10-15 billion in AUM. Am I expected to generate ideas, get coffee, work on models? What happens if I mess up? I'm planning for next summer and was wondering if anyone's... what is expected of an intern?	3	14 hours 25 min ago by swingingfromthe...	11 hours 23 min ago by roymondito
Was curious if anyone has any idea what National Sales group does at BB PWM. Obviously it involves sales, but how do BB National sales groups stand out from different more regional teams within the BB PWM groups. Anyone have any experience with these types of... Group Placement	0	13 hours 22 min ago by surferbarney	n/a
How much AUM do you need before it becomes a worthwhile proposition? I realize this is a broad question but use your own subjective... Question for people who run RIA's	1	16 hours 30 min ago by PBateman1	14 hours 18 min ago by WalMartShopper
I used to believe in technical analysis. It went against the mainstream, it was easy to implement, and it had strong, compelling arguments to support its validity. Or so I thought. For example, if Stock A is selling for $8 on Monday and goes up to $12 by Wednesday, many investors will regret not... Is Technical Analysis For Real?	33	1 year 7 weeks ago by hdavid57	15 hours 15 min ago by Melnik
... What is the vertical and horizontal mobility for a Performance Analyst?	1	9 weeks 6 days ago by John Daggett	15 hours 42 min ago by jkkeinc
I would be interviewing for junior role in a securitization buy side firm. This is the role: We are looking for a junior guy...booking trades....monitoring our portfolio of investments...working with the trustees....providing investor reporting stats. It is not glamourous...but there is room to... job profiles opinion	2	1 day 4 hours ago by pss2125	21 hours 30 min ago by runthetown
Hey guys, interviewing tomorrow for a sort of mixed MO/FO position at a fixed income fund (long/short credit, interest rate hedging, etc.) what sort of questions can i expect? I've only ever had IB interviews before so I'm a novice here.... Fixed Income fund interview tomorrow - need advice!	1	1 day 9 hours ago by tequilazombie	1 day 8 hours ago by pktkid10
Hi guys: I write (for myself) market recap newsletters covering overall market conditions and news for fun (pathetic... I know). Is this something that I should bring to my private banking interview? Thank... Should I bring work I've written (on my own time) regarding the markets to my interview for Private Banking?	5	2 days 14 hours ago by PierreC	1 day 16 hours ago by floppity
Any current/former employees? Anyone have insight about this division of the... Is anyone familiar with BNY Mellon asset management?	2	3 days 16 hours ago by jeffsmonte	1 day 22 hours ago by ReagansUnderpants
Hi guys, I received an email from JP with the aforementioned subject inviting me to an on-site 1 hour interview. My question is the following: I have already interviewed with the entire team at this location for the role under consideration, so is there a reason as to why they would need to have... Received an email from J.P. Morgan: "Invitation: JP Morgan PB Analyst Interview" -- but already interviewed?	4	2 days 20 hours ago by PierreC	2 days 17 hours ago by Beny23
Hi guys, I received an email from JP with the aforementioned subject inviting me to an on-site 1 hour interview. My question is the following: I have already interviewed with the entire team at this location for the role under consideration, so is there a reason as to why they would need to have... Received an email from J.P. Morgan: "Invitation: JP Morgan PB Analyst Interview" -- but already interviewed?	6	3 days 8 hours ago by PierreC	2 days 18 hours ago by Markov
Hi guys, I received an email from JP with the aforementioned subject inviting me to an on-site 1 hour interview. My question is the following: I have already interviewed with the entire team at this location for the role under consideration, so is there a reason as to why they would need to have... Received an email from J.P. Morgan: "Invitation: JP Morgan PB Analyst Interview" -- but already interviewed?	4	3 days 10 hours ago by PierreC	3 days 8 hours ago by ct banker
What is The Street/Monkeys' opinion of Dreyfus Funds in the realm of AM and WM notoriaty/prestige?... What is The Street/Monkeys' opinion of Dreyfus Funds?	1	1 week 1 day ago by jeffsmonte	3 days 17 hours ago by jeffsmonte
Bill Gross wrote an article saying that he is not a great investor. Luckily for him, most of his clients won't believe that. I don't have enough bananas to link the article properly, so you can fix the dot yourself to read the... Bill Gross NOT a Great Investor?	5	7 weeks 2 days ago by YouareNOTtheFather	3 days 17 hours ago by Pwsb62
Does anybody know the email format for Northern Trust, particularly for the asset management division, i.e. the mutual funds? Silver banana goes to the first correct... Northern Trust Email Format	6	4 weeks 5 days ago by ikemblem	3 days 17 hours ago by Pwsb62
If the ultimate goal is to be a PM, which path should one take when starting right out of undergrad? Post MBA? What are the differences in their career progression? And how do the tasks differ as an entry level... Asset Management vs. Equity Research	8	2 weeks 1 day ago by Y2A	3 days 19 hours ago by Y2A
Hi guys, I have an interview for client services at a large asset management company tomorrow (think Fidelity, Third Ave Management, Vanguard), and was wondering what I should be expecting in terms of the interview, job duties, and comp. A friend of mine is in a similar role at a hedge fund... Client Services at Large Asset Management Firm	2	4 weeks 4 days ago by fluff head	3 days 19 hours ago by Pwsb62
http://blogs.hbr.org/fox/2013/05/just-how-useless-is-the-asset-.html Thoughts on this? Professors have been basically telling me to put my money in index funds. I think that one of asset management's roles is to pretty much make the markets more efficient through the... Just How Useless is the Asset-Management Industry? - HBR	21	1 week 2 hours ago by Dreamgazing	3 days 22 hours ago by floppity
To those who used to (or are currently) working at JPM Private Banking: could you answer these questions? 1. Is it true that gaining the promotion from analyst to associate (by your third year) is extremely difficult? I've gotten mixed reviews on this - some say to those who choose to... The truth behind JPM Private Banking.	3	5 days 6 hours ago by crucifix.	4 days 4 hours ago by crucifix.
What are some exit opportunities for those who have completed 2 years as a Financial Analyst in the PWM division of a top BB (GS,MS,JPM)? Does anyone know if Hedge Funds look to hire any Financial Analysts from solid PWM divisions? I decided that PWM was what interested me most when compared... Exit opportunities from PWM	14	4 years 51 weeks ago by Investor1	5 days 14 hours ago by SouthernPanda
So I got an offer from a boutique consulting firm. It mainly does project management for a number of F500 tech companies. It starts in august. What I originally wanted was to work in AM but I couldn't get an offer. Any ideas about how I should go about getting a job in finance? I have a few... Graduating senior, need a finance job! MSF?	3	6 days 2 hours ago by same0	5 days 16 hours ago by TNA
So 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... Life at a Top Asset Manager	141	8 weeks 3 days ago by BlackHat	1 week 6 hours ago by BlackHat
Just got set up for last minute AM/PWM internship interview, literally three hours before an interview if anyone can just call me and give me 20 or 30 minutes of prep over the phone I would be eternally grateful! PLEASE PM... EMERGENCY LAST MINUTE INTERVIEW, HELP NEEDED	1	1 week 17 hours ago by Harshman	1 week 14 hours ago by WalMartShopper

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<strong>[Note: Sorry for the long post, TL;DR at bottom]</strong> Hey everyone, I've been lurking on this site for sometime, and figured that it would be better for me to post a question directly pertaining to my situation rather than hitting the search button every time....
MFin Plan Review
I'm starting an internship with a business casual dress code, so I'm looking for some pants to rotate. Where can I buy some slacks and chinos that taper, preferably to a 14'' circumference leg opening? I'd rather not pay more than $100 per pair, but less is...
Slim Chinos & Slacks
My resume might not fit on one page unless I have the entire upper section in size 11 (Education), but then the second and largest section on work experience in size 10.5 font. Is this an issue as there will be inconsistent font size in the body of my resume? Of course headings and those sorts of...
Different Font Sizes in Different Sections?
LBJ was the reason miami won game 1... and LBJ was the reason miami lost game 2... I am the biggest fan of LeChoke, and I'm loving...
Once again... LeChoke vs. Pacers game 2
I've been posting here for a while now, and it's been just under a month since I secured my first SA offer and I realized that I still hadn't taken the time to thank the WSO community for how much they helped me. So, get comfortable because this will be a long...
Thank you WSO
Wall Street Oasis is looking for several hard working individuals to join our intern team to help with online-marketing tasks, specifically Search Engine Optimization (SEO) and link-building... ...
Wall Street Oasis SEO Interns Needed NOW
What do you guys think of / know about GS's private equity group within PIA? I'm a rising second year analyst at a top group / top BB trying to stack it up against other...
GS PIA / Private Equity
Here's my resume, critique/destroy it all you want. I already know the big thing against me is I didn't get involved in any school clubs and shit, is that really a huge...
Looking to get into strat consulting
hi, I am currently a rising sophomore at a non target(rutgers), I am interested in a career in equity research. I know rutgers is a nontarget school, but does anyone have any advice on breaking in? anything would be much appreciated. thanks in...
need advice on equity research
Hey all. I will be recruiting this coming fall for a full time strategy consulting position and wanted to know your thoughts on my resume, my background, my chances at getting interviews, etc. I've thoroughly read both Case in Point and Case Interview Secrets, and have also networked quite a...
Future consultant? Critique me!
Hi Monkeys, The WSO community has been such a help for me since my sophomore year when I learnt about investment banking and has been a huge support throughout my entire recruitment process. I've never done a post but the topics and resources that I have read have been fruitful. All of the...
GOT AN SA OFFER!!! THANK YOU WSO
...
Is it cheesy to buy your MD cuban cigars for his birthday
Finished freshman year...working in finance dept. of country club. Resume is deplorable, no work experience or even relevant qualities that are hirable, let alone desirable. Can I spin this garb any more? I need an internship for fall but the chances may be slim and none. Let me know what you think...
You might shed a tear...laughable.
I've heard that you should not do this because it is exhausting, you should stick to what you really want, etc. But how feasible is this? Do the major MF headhunters do both PE and HF or mostly specialize? I start later this summer and just wanted to get a feel for my options. Really...
Recruiting for PE and HF at the same time

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Financial and Valuation Modeling Seminar (Washington DC)

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I was writing an email to a fellow monkey who is about to start as a banking analyst in the summer. It's been a little over 5 yrs now since I was a wee young first-year analyst in restructuring for one of the Moelis/Houlihan/Evercore type firms (I call them the firms where most people will... 15 things I wish I knew as a first year banking analyst
This is the reaction any analyst who has ever worked in banking has when you say you want to leave banking for business school then come back as a post b school associate... <img src="http://epicpinterestfail.com/wp-content/uploads/2012/11/how-i-met-your-mother-barney-why.gif"... Why You DON'T Leave Banking for B School Just to Come Right Back...
I get a ton of emails and answer a ton of posts asking similar questions so I thought I would answer the most common ones I get here and allow others to post their questions so everyone can see them and the subsequent answers. Hope this helps. <strong>Summer Analyst... MSF Question and Answer
Inspired by comments from this: http://www.wallstreetoasis.com/forums/basic-guide-ramping-up-on-a-company-with-public-information-part-1-of-3 Lets just jump in. <strong>Technology:</strong> In this space there are really two metrics that matter the most, sales growth and EPS... Beginners Guide to Valuation and Metrics By Sector
I work as a currency volatility trader and manage one of the bigger G10 blocs in London. I've been lucky enough to get responsibility early in my career. I started off managing a single currency book a few months into the job, and have steadily been granted more responsibility to where I am... Ask Me Anything: I'm a Currency Volatility Trader
I'm currently a Private Equity Analyst in Shanghai, China. Academically, I graduated from a target school majoring in Economics and Chinese. I also spent my time at college as the president of an on-campus student organization related to Finance and Economics and a volunteer for a local... Ask me anything… I'm a Private Equity Analyst in Shanghai
<em>Mod note: Best of Bankerella - this was originally posted 10/1/12</em> I occasionally get PMed by people at colleges I’ve never heard of before, asking if they have a shot at IBD. Folks, why IBD? The finance world is broad and varied, and there are a million ways to... My Biggest Career Mistake to Date: Prestige
For better or for worse, there’s a very unique feeling when everything goes completely according to plan yet nobody seems to care or notice. Such is the case with our favorite company of the moment, Tesla Motors. For those unaware, TSLA has rocketed upwards since its Q1 earnings release,... A Perfect Storm
I work as a long/short equity analyst at a large hedge fund. I've been lucky enough to be more than just a model monkey early on in my career, but have also been exposed to the stress of being measured on returns. I primarily cover consumer and TMT names. I went the typical path (target... I'm a Hedge Fund Analyst - Ask Me Anything
Fellow Primates, We are looking for 1-2 students on each campus to help WSO in its sales efforts to student clubs/career centers, and overall promotion at your school both online and on the ground. Below is a description of the position and benefits...thanks in advance for your help! <a... WSO is Looking for Campus Reps For Summer/Fall 2013 (and beyond)

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