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+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
08 months 1 week ago
0
Missed HR CallHey guys I had interviewed at the final round with a large Asset Management firm in early feb. they were still holding interviews and still are so I sent an email asking for updates a few days ago and yesterday i got a missed call and then an email telling me to schedule a call on monday to provide ...
daygreko
249 min 24 sec ago
0
Robo Equity ResearchHi guys, So I have been thinking a lot about how technology is going to eat up jobs in the Asset Management industry. I want to know what everyone's take on this is. Do we think that asset management firms are going to be relying on algorithms more and robo research and have less of a need for buy s...
MKEfinance028
117 hours 9 min ago
0
PE FoF Compensation QuestionNot sure if this is the right place to post, but did a search and didn't come up with much info on this in recent years. I think I may be getting paid below market for my role as an analyst at a PE FoF, so wanted to hear what others in the space think. Some details - Location - major east coast city...
kcs
31 day 2 hours ago
+1
Do you look at high school results from undergradsDo you look at the results undergrads got in high school? My dad said they do in general in Finance. And if so could it determine who you give the job to? ...
Wolfofgeorgestreet
91 day 2 hours ago
+5
20 balance sheet ratios every investor should be aware ofWhether you're managing your portfolio for yourself or for someone else, here are 20 balance sheet ratios you may want to be aware of. Thoughts? Solvency Ratios 1. Quick Ratio = (Current Assets - Inventories) / Current Liabilities 2. Current Ratio = Current Assets / Current Liabilities Debt to Eq...
tgi-finance
141 day 9 hours 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
121 day 22 hours ago
+1
Picking up sectors ASAPHi all, just wondering if any of you have any advice in learning a unknown sector in the shortest amount of time other than reading news-related, firm-related, outlooks. maybe these are the few, but if it was to be in order? will be working as a generalist so there is a need for me to broaden my sco...
nickyyon
61 day 23 hours ago
0
BB AM vs Sovereign wealth fundI will graduate this summer and I have one offer from a large SWF (think of GIC/KIA/NBIM/QIA) and almost one from a BB AM (GS/MS/JP). Both jobs are based in London and focus on Infrastructure / Real Estate investments. Which one would you choose and why? ...
Rainmaker101
42 days 47 min ago
0
High Yield Are there any good books or blogs to learn about high yield investing? Would be for a buyside job at a mutual fund company. I've read about Moyer but it seems more valuation/restructuring than what an analyst looking for high yield securities at a PIMCO/BlackRock mutual fund would be doing. Thanks ...
sondmon
32 days 1 hour ago
0
Info on GIC, US OfficeLooking for insight on culture, pay and career advancement for an investment role in the US. I've seen them in the market so know what kind of an investor they tend to be. Heard the place was bureaucratic and pay was subpar based on very limited data points, so want to validate this. ...
MidtownParkAve
12 days 4 hours ago
+1
Asset Management - Analyst Path Questions Hey everyone, looking for some quick career guidance from some AM professionals on the street. Currently (a URM) in undergrad semi/non-target in NYC, and as of now my goal is to end up at an institutional Asset Manager like BlackRock/GSAM/Fidelity. Realizing how few spots and competitive it is t...
proptrader101
292 days 22 hours ago
0
Co-op offersGood Morning guys, I just need a little bit of advice. I am a sophomore at Drexel University and I got a few offers for my first co-op. For those of you who don't know about Drexel, it's not a target but the co-op system gives students great exposure to their fields. It is a five year three co-op pr...
BArinze
33 days 23 hours ago
+1
How can AM survive the move to passive indexing..Almost everyone young i know avoid funds with huge costs. They only go for passive or very low cost funds. This makes me wonder if AM can really survive (over a generation), if the younger people keep moving towards low-cost choices. Obviously if you are a complete baller and getting 30%> per yea...
eric.sears.1985
194 days 5 hours ago
0
Interested in Wealth Management Lifestyle/CompIB/Consulting pay is said to be good, but is not really that good when adjusting for cost of living and amount you have to pay for schooling. I'm assuming anyone charming and hardworking enough to work in IB/Consulting can absolutely crush it Wealth Management. Why is wealth management a good choice...
xgozax
14 days 23 hours ago
0
MBA for Immigration, worth it?Hi guys, I did my undergrad at a top Indian college (think #1) and then straightaway enrolled at an MBA program in India (Indian Top 5). I had interned at a top consult (think McK, BCG) and subsequently joined Goldman in their Asset Management division as a multi asset macro trader. After a couple o...
India_IM_007
25 days 45 min ago
0
Bonus range for analysts in PB @ GS/MS/JPM tier firm.Anyone have any idea for the range of bonuses in PB for 1st/2nd/3rd-year analysts at GS/MS/JPM type US BB banks? It'd be very much appreciated, as I have no idea. Thanks ...
ctownballer03
25 days 9 hours ago
+2
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
205 days 19 hours ago
0
Source for annual TSR dataI have a list of energy companies that I'm trying to benchmark, and need a data source that provides total shareholder return (TSR) info by year for the past 5 years. It's too much work to calculate it myself, since I have 20+ companies. Also, I may need to do this again, for a different set of comp...
StratDev
06 days 12 hours ago
0
Can Internships Pigeonhole you?Hey, Guys. New to WSO. Wanted to gauge everyone's thoughts around here on this - Current Junior Undergrad at small private Non-target. Had summer internship with Mid/small-size Asset Management firm assisting PM team with models and ad hoc projects for Investment Services/Sales/Ops. I managed to lan...
StillDRE
36 days 23 hours ago
0
Investment Strategist Exit Opps?Background: Work at an Asia-US Joint Venture AM, as an Investment Strategist currently. Without giving too many details away, I'm based in Asia and the AUM is about 50B-100B USD. If I were to compare my role to a sell-side role, it would be Global Macro/Cross-Asset Strategist. The key difference is ...
ubiquitous
01 week 12 hours ago
0
"Framework" for building a portfolioHello, I am currently studying the Modern Theory of portfolio management and I'm having some troubles with the "workflow" of building a portfolio. Here's what I've got so far: 1. Choosing the assets with best growth potentials. 2. Choose a benchmark to compare the portfolio to 3. Calculate the covar...
n0ovice
11 week 20 hours ago
0
Private Banking: Banker role vs. Investment Mangement rolepost-MBA Associate PB gig: Banker(Relationship Manager) vs. Investment Management Can anyone share color on exit opps. from the IM side vs. the RM side? The forum keeps saying that PB Bankers can only move to another PB Banker role, it's about the book of clients, etc. What about the Investment Ma...
cj20085
31 week 20 hours ago
0
Job interview at single family officeIs it polite to ask during the interview what their AUM is? Fairly new family office. Besides allocation, should I ask anything else? ...
Redsoxfan95
31 week 21 hours ago
0
Financial Analyst within WM or full-time MBAI currently work in wealth management at a mid-size firm in the Midwest. My work is mostly client service, but I have limited exposure to investment analysis. I would like to transition into AM. As such, I've been networking, working toward CFA, and I'm also getting my MBA at a top 15-25 program on ...
pwk5512
01 week 1 day ago
+6
AMA: Current junior quantitative researcherHi everyone, I've enjoyed this forum a lot, despite it mostly being about IB. Overall career advice here has been really good for the most part. @thebrofessor suggested last week to do an AMA so I thought I would give it a shot. A little about me: I went to a target/semi-target and studied math and...
DeepLearning
251 week 1 day ago
+7
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
701 week 1 day ago
0
BlackRock Division QuestionJust wanted to ask you Asset Management experts, do you think BlackRock Client Solutions is back office? ...
financeyoot
41 week 1 day ago
+1
MBA or CFA (moving from fx trader to mutual funds)Hi, I'm working in one of major US bank as FX trader (VP), but would like to move to Asset Management companies such as BlackRock/PIMCO/Fidelity/Templeton/etc. I think it will not be that easy to smoothly move to the industry, so I'm thinking of below.. going to MBA getting CFA both Which one would ...
crow8308
51 week 1 day ago
0
Barclays Wealth vs Deutsche Bank WealthHello everyone. Which firm would you choose between Barclays Wealth Management and DB Wealth Management for a summer internship in London? And why? Thanks ...
lanadg93
31 week 2 days 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
71 week 2 days ago
+1
Correct index to compare student portfolio returns to?Hi all, I'm involved with a student run portfolio at my university. The portfolio is made of 30 equities in the S&P 500 and we currently compare our return to the S&P 500 price. However, there is controversy as to whether this is the correct measurement of performance. The argument is whethe...
WeMadeIt
51 week 2 days ago
0
Share your experience working on an analytical project!For the benefit of everyone, I thought it would be helpful if the WSO community would be kind enough to share their experience and responsibilities with analytical projects in any finance field; Trading, Equity research, fixed income, portfolio management, client service, etc. If possible, can the c...
llee255
01 week 3 days ago
0
Looking for a bit of adviceHey guys, hope all is well! I recently received an offer for an analyst position at a smaller AM firm of a couple billion AUM - institutional clients, etc. They're located in a financial center in the South and do non-performing mortgage and mortgage-related securities investing. I really like the f...
shmalo72
41 week 4 days ago
0
Shift from MS Wealth Management to MS Investment Management?I'm currently a wealth management intern with MSWM, but not like usual cold calling works, I'm working with an analyst and working for some investment strategies. Daily job includes equity research, portfolio management. But since I will graduate this May and I seriously want to work for Asset Manag...
Yao-Ding
41 week 5 days ago
0
Stick with WM long term after college?Hello, I'm a 23 year old recent student-athlete graduate from a tier 3 school that is currently a trainee in WM at ML in a program to get 7, 66 and insurance licenses along with CFP and CRPC. If successful after the two year program I join a book as a FA. Also in a suburban city. A few days ago a co...
Bubs23
11 week 5 days ago
0
BlackRock Corporate Strategy & DevelopmentGeneral thoughts about this position at BlackRock? Thinking about applying to this role for SA 2015 and it seems like a sweet role. It seems like a global strategy and business development role. Is it FO? As good as FO? Is it usually seen as a prestigious role? Would business school be feasible with...
BlakeCole
332 weeks 4 hours ago
+1
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
52 weeks 18 hours ago
0
Trust Company of the West (TCW)How's it going everyone. I am currently in my last semester at a state school in California majoring in finance and I was looking to get some information on TCW. Apparently there is an internship position available for their LA office, but there really isn't much information on the culture and the f...
Finance Brah
42 weeks 1 day ago
+1
Salary pay cut when changing careers?I wanted some advice on a career change I am working towards - I am an engineer and want to move into either Asset Management or investment banking, also open to management consulting. I've completed both a masters in electrical engineering and recently completed a masters in Finance from Harvard ex...
tmathew
82 weeks 1 day ago
+1
MS Wealth Management ?I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA, FRM. I want to land a job at Asset Management company and I know MS has investment management.I'm ...
Yao-Ding
192 weeks 1 day ago
+1
Dimensional Fund Advisors - experiences? General questions inside.Hi guys. I'm a 1Y MBA and I recently got an offer to intern at dimensional in FAS. Wanted to see if anybody here has worked at DFA. Comments on glassdoor seem to hit both ends of the spectrum. I'm leaning towards accepting this offer, but want to hear feedback from you guys. Some of the things I've ...
careerswitch86
82 weeks 1 day ago
0
Morgan Stanley NY office or branch?Hi all: I'm currently a Wealth Management Intern with Morgan Stanley NJ branch office. I'm helping wealth management analyst do some research and portfolio construction works. Since it's a branch office and my team has only 13 people now, usually everyone is so quiet working on their own work and li...
Yao-Ding
02 weeks 2 days ago
+1
Looking for Advice: Banking SA to Asset Management Full Time I just started my internship in corporate/investment banking at a MM in NY and although its early, I don't believe this is the right path for me. I've started looking into for full-time roles in asset managementas I like the structure of these programs more. Does anyone have any knowledge on AM fu...
ska212
72 weeks 2 days ago
0
Call with GSAM for institutional sales role tmr? Plz helpHv just got an email from recruiter asking for an phone interview tmr for GSAM institutional sales role, anyone hv idea on what questions to expect & can share on how to get through? Thz a ton! ...
Tsubasa
02 weeks 2 days ago
0
Markets Group, anybody ever heard of them?Has anyone heard of the company Markets Group/has anyone worked there? Seems like a cool business (investor conferences/expert network type place). Has some terrible glassdoor reviews so I was wondering if anyone can give me some input. Thanks.https://www.marketsgroup.org/ ...
john malkovich
12 weeks 2 days ago
0
Need tips/advice ahead of summer internship with JPM AMStarting a summer internship with JPM Investment Management this summer. Don't know what team will I be in exactly yet though. How should I better prepare myself? What are the kind of technicals that I should better familiarize myself with? Are there any specific sites for AM where I can read up on ...
chirmurri
22 weeks 3 days ago
0
Lateral Into AM Division from ER Division of a BBHey all, I will be starting at a NYC BB in July in ER coming out of undergrad. Ultimately I think I want to move into AM/HF longer term and wanted some opinions about lateraling to AM within my firm. 1) How are the different BB AM divisions ranked? Any idea of what teams are best? 2) Is it feasible/...
stormy54
02 weeks 3 days ago
0
UBS Asset Management Summer Analyst ProgramHas anyone heard back yet? For some reason they opened this application up really late (a few weeks ago). I was under the impression that all banks were done recruiting for the summer of 2017 but I guess UBS AM filling positions? Anyone else apply for this..? ...
HendrixBanker
02 weeks 3 days ago
0
Cambridge Associates vs Prominent FoF (Grosvenor, Pantheon)Hello all, If I were hypothetically fortunate enough to receive offers for FO positions at Cambridge Associates (prominent investment consulting firm) and a FoF like Grosvenor/Pantheon, which would you recommend I choose in regards to better Bschool and lateral exit opps? In regards to pre-B school ...
Kdur35
32 weeks 4 days ago
+1
First Rejection - Any Advice?Hey, I applied for several summer internships and got my first rejection today. Just as a bit of background I am not going into this blind. I have traded privately for 4 years and upon discovering a reading list from Goldman actually realised I have already read most of it under my own volition. I t...
DaveLister
52 weeks 4 days ago
0
Is Adventis Financial Modeling course worth it for a sophomore in college?I am a sophomore looking for a way to differentiate myself and stand out from the pack. My goal is to obtain a summer internship next year in Asset Management. Is the $295 for a financial modeling class worth it? How can I use a financial modeling certification to my advantage? ...
Sparty21
02 weeks 5 days ago
0
Will AM compensation go down?So with many returns of mutual funds such as T. Rowe Price and Fidelity going down (downwards of 6%) and the market becoming far more efficient, do you believe mutual fund compensation (currently at 1% of AUM typically) decrease over the next few years? Especially as people are moving to index funds...
therealgekko
02 weeks 5 days ago
0
Stocks volatility - What factors make stocks more volatile? Hi folks, anyone can tell me please why stocks like LVS (Las Vegas Sands), HAL (Halliburton), and X (US Steel) are the most volatile, I am talking about daily periods, the C (the Citigroup) for instance was not suitable for daytrading, however after making a reverse split 1 to 10, it had become the ...
Cromwel
62 weeks 5 days ago
0
Will the Dodd-Frank appeals affect us on the buy-side?The title pretty much says it all. I've been pondering if we will also receive some of the benefits from deregulation depending on what actually is pulled back. ...
SeekingSpread
03 weeks 22 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? ...
Opslivesmatter
33 weeks 2 days ago
+2
Harvard Endowment to Lay Off Half Its StaffHarvard announced that they will be shutting down their internal hedge funds and letting go their traders half way through the year. Only managers of Natural Resources and passively managed funds will stay. All in all, about half of the 230 staff members will be let go. ...
EagleFA
203 weeks 2 days ago
0
JP Morgan Asset Management ChallengeJP Morgan is holding an asset management challenge this time for three locations; Hong Kong, Singapore and Taiwan http://careers.jpmorgan.com/careers/programs/asset-management-challenge Has anyone joined this competition before? Anyone familiar with the format, tips, tricks, anything, really! ...
Dealova
03 weeks 4 days ago
0
Merrill Lynch TFA / Investments and FinancingI'm looking for some personal insight into the Merrill Lynch TFA program (Investments and Financing role). If you are currently in this role I would appreciate any insight into the program. First, how has your experience been? What are some pros and cons? On a typical day, what do you spend most o...
Chebyshev
03 weeks 4 days ago
0
DOL Fiduciary Rule - Thoughts?Just wanted to hear people's thoughts on the DOL Fiduciary rule that is scheduled to be phased in April. Some questions I had for experienced folks in the AM industry.. How much of an impact will this be in the AM industry? Are financial professionals now forced to increase fees due to the strict li...
seville
43 weeks 6 days ago
0
What industries should I choose to cover? Buy-Side research.I work for a large, long only, asset manager within alternative fixed income and have been here for 3 years - during my year end review I was told that management wants to look at moving away from industry specialists and toward a broader knowledge generalist format. I will have the opportunity to l...
DBW521
34 weeks 1 day 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
61 month 17 min 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
41 month 1 hour 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
71 month 21 hours ago
+1
RBS - Coutts Bank- Private banking/ wealth management graduate scheme assessment centreHI, I have been invited to an assessment centre at RBS- Coutts Bank on Wednesday. This is my first banking/ finance assessment centre and I am very nervous as I have no background in finance. I was wondering if anybody has taken part in the RBS/ Coutts bank assessment centre for Private banking? If ...
CFlores
11 month 1 day 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
21 month 2 days ago
+4
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
141 month 2 days 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
81 month 2 days 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
131 month 3 days 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
61 month 3 days 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
91 month 4 days ago
0
Career Advice needed - Merrill Lynch PBIG or Morgan Stanley PWM?I'm new to Wealth Management and have an opportunity to join a team for either Merrill Lynch Private Banking and Investment Group or Morgan Stanley PWM. Which one would you recommend that would be best for someone just starting, in regards to training, longevity etc.. I already have a roledex that i...
jayeperry
91 month 4 days ago
0
Operations Management or Portfolio Manager AssistantHi all, I am currently working in the Ops Mgmt team of a top tier AM firm as an Associate, basically working on metrics reporting, Internal Control and Ops related projects. Currently there is a chance for me to move to FO as an Assistant PM, the role does not involve investment decisions but only i...
Thinker1516
01 month 5 days 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
21 month 5 days ago
0
More active management under TrumpIf Trump continues to be as consistent as he was on the campaign trail and has been since being elected, do you guys think that increased volatility in the markets will lead to an at least temporary reversal of the trend towards passive management? ...
DeepLearning
01 month 6 days 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
1001 month 1 week 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
61 month 1 week 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
11 month 1 week 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
101 month 1 week 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
331 month 1 week 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
111 month 1 week 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
11 month 1 week 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
11 month 1 week 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
31 month 1 week 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
101 month 1 week 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
11 month 2 weeks 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
141 month 2 weeks 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 month 2 weeks ago
0
Quantitative Investment SpecialistHello, What are your thoughts about Quantitative Investment Specialist role? Future prospects? salary? ...
SmartQuant
21 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks 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 month 2 weeks ago

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