Silver BananaTopicAuthorRepliesFreshnesssort ascending
0
Asset Management Full-Time RecruitingI 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 as I like the structure of these programs more. Does anyone have any knowledge on AM/PWM full-time recruiti...
ska212
010 min 27 sec ago
0
Med school to Asset Management? Rework my planI am indeed a med school dropout. I need that Wrong Way post more than the chimp who posted that, perhaps. My friend in finance (actually the only person I knew in finance) is dropping high finance for nursing. More power to her. I'm female, incidentally. Can you evaluate my plan below? Suggestions ...
zxcib
311 hours 46 min ago
0
Grad School What is better for a hedge fund career, MS Finance or MA Economics with a BS Economics from state school? ...
carlo19martin
41 day 18 hours ago
0
Recommend your fav. consultant for breaking into Asset Management postbaccalaureate!Recommend your favorite consultant for breaking into Asset Management postbaccalaureate! I am local to D.C. (D.C. preferable) but travel to NYC not a problem Please see my related content in IB forum, particularly "Med School to IB?", of May 27, 2016. ...
zxcib
12 days 24 min ago
0
Wharton to Asset ManagementHey all, I'm a high school senior who will be attending Wharton in the fall and I'm looking for advice on how to get a job/internships in Asset Management, specifically one in equity research. I've seen some internship opportunities, but it seems like there aren't nearly as many available as there a...
GreyWind
52 days 18 hours ago
0
Performance Analyst in HKDoes anyone know more about the career path , growth and long term potential of beung a Performance Analyst in Hong Kong? What I am looking for is to perform attribution analysis, performance calculation and reporting stuff and probably GIPS at a higher level. I wonder if there is a good prospect in...
liz216
13 days 13 hours ago
0
Any chance to get a job without MBA?Hi everyone. Couple of quick questions: 1. Do asset management firms hire people without MBA? 2. Do they hire foreigners? I have over 10 years' experience in finance, but never worked for US companies. Is that bad? :) Thank you! ...
margozhiznevskaya
04 days 4 hours ago
+4
Why are Equity Research and Investment Management looked down upon?It seems like there is a lack of content on WSO outside of the IB and PE forums on here. I would guess that this is because of the site's general focus toward IB, but I also noticed that are no WSO ER or AM guides? Personally, I would definitely get them if they were available but I guess there isn'...
billbelichick69
775 days 1 hour ago
0
Stern AM placement & adviceHey everyone. I'm a rising freshman at NYU Stern this fall. Lately when trying to consider what aspects of finance I would be interested in trying to pursue, I've been interested in trying to break into AM. I have a few questions: 1. I know Stern is a powerhouse for IB, but does anyone know of its N...
fraoz02
35 days 14 hours ago
0
What my next steps should be to get into asset managementTo some I may seem naive and to others just lost in terms of what to do, and I'd agree on both of those claims but here I am anyway. I'm currently a student double majoring in finance and business economics with a 3.84 gpa from a non-target private college. I'm pressed for time considering I'm alrea...
Christoph151
35 days 15 hours ago
0
Merrill Lynch - Wealth Management DivisionHello WSO community, Does anyone know the specific groups within the Wealth Management Division at Merrill Lynch? I'm not finding too much information online. For example, some specific groups within PWM at Goldman Sachs include Regional Management, Equity solutions, Strats, Private Lending, Strateg...
HF1776
105 days 20 hours ago
0
Looking for advice: Operations vs Client ServiceHi, I currently am working in a back office Ops role and a position just opened up in Client Service. I am contemplating if I should apply or not. Positions don't open up very often at my firm and I feel like this is a good opportunity. I enjoy my current role and it is very easy to get comfortabl...
jxm11
85 days 21 hours ago
0
AM operations, what is pre post trade monitoring and rule coding? Hi guys after applying to alot of front office jobs, I decided to apply for back-office internships, and have managed to secure an interview for this week. Now the job description seems somewhat vague, and I haven't been able to gather much information, but was hoping for any advice. The role states...
sam619
16 days 20 hours ago
0
1st year Bulge Bracket Asset Management pay (from undergrad)Hey, I haven't really seen much pay scale info for Bulge bracket bank Asset Management pay for the 1st year out of undergrad. Any body have an idea what base and bonus looks like for the first couple of years? Thanks ...
proptrader101
151 week 3 hours ago
0
Asset Management career in CanadaWhat are the best AM firms in Toronto for fresh MBA graduates of top Canadian B-schools? ...
Newbee6652
01 week 8 hours ago
0
Asset Manager Valuation / Middle Office Hello All! I'd be interested in hearing from folks who work within the Controller's group inside Asset Management and private firms. I currently work within portfolio valuation at a Big 4, and I'm considering making the switch from Big 4 (ie, the services side) to working in the valuations/Contro...
Pipster31
01 week 13 hours ago
0
Unpaid internship at small asset management firm - boss doesn't like me - what should I do?I've been doing this unpaid internship at a small Asset Management firm for the past few months. I have prior work experience but wanted to 1) help out the firm and 2) to get a good reference. However, lately, I've noticed the boss doesn't like me b/c I seem to have a lot of views about the market/i...
henryleeknightsofren
91 week 18 hours ago
0
Product manager - thoughts?I have an interview at a well known independent Asset Management firm for a Product Manager role in the company's alternative investments team. Currently in equity research with a long term goal of becoming a portfolio manager. Been in research for a little over three years now covering FIG. The dow...
lionheart
41 week 22 hours ago
0
Is it wise to join a brand new capital management company ?Hi folks. I graduated this month from a humble state university in a totally not finance oriented city in the USA. My finance internships on my CVs aren't with heavy hitters either. I recently got a call from a company with ~3 people that is in the Asset Management field and has a few million in A...
nellore
111 week 1 day ago
0
Private Bank Superday Anyone at Citi Private Bank superday last Friday? ...
Taroon007
51 week 3 days ago
0
Credit Suisse Alternative InvestmentsCan anyone provide me info on what this group is like and what the work entails? I can't seem to find anything online. Also, any insight on how the interview process would also be incredibly helpful. PM me please! Thanks! ...
dare34
111 week 3 days ago
0
job advice given the shifting future of the AM industryI am now a SS equity research analyst completing my 2nd year stint in a regional place in Europe. Time to go to the buyside - for some personal reasons I had to postpone the decision - for which I have some opportunities - always in fundamental equity - in some big funds (several hundred billions i...
Goodwill11
31 week 4 days ago
0
carlo19martin
01 week 5 days ago
0
Looking for some adviceWhat's up Monkeys. I was hoping to get a little advice as to how I could best position myself to enter an AM/HF/ER firm given my unique background. So I'm a bit of a late bloomer, didn't start (no name) college until I was 25 (29 now) and didn't really know what I wanted to do long-term until abou...
BizCycles
31 week 5 days ago
0
Insurance careersI am looking for view points and shared experience working in this sector, please share yours. THX ...
Winning related
31 week 6 days ago
0
Bond Prospectus/Offering MemorandumWhere would one go to find a bond prospectus or offering memorandum? I have been tasked with finding either or both of these documents for three different new issues. No luck so far with company investor relations pages or combing through their most recent SEC filings. Please help! Thnx ...
EazyMuthafuckinE
11 week 6 days ago
0
Masters Degree in the UK as an AmericanHey all. I am thinking about doing a masters degree in the UK (I am American) for various reasons (money, time etc). However, my grades are not good enough to get into the top tier schools (Cambridge, Oxford, LSE, St. Andrews). I was just curious as to your thoughts whether or not firms (national ...
JJmast1
22 weeks 3 days ago
0
AM Exit OppsI currently work at an AM that isn't a very recognizable name in the space, but has a very strong name for elite IB (Evercore, Lazard, etc.). I'm interested in learning some of the exit opps for AM besides other AM shops and hedge funds. My minor worry here is that I'm not in an entirely investing ...
gryphus
62 weeks 3 days ago
0
Requesting a plan of action for a future LSE postgrad - all opinions welcome Hello all, To put it briefly, i'm a student that wishes to break into Asset Management post graduation, but unfortunately I wasn't quite on the ball from the get go (like some students). Profile: Education: Starting MSc Finance at London School of Economics this September Graduating from a mid tie...
LSEguy
02 weeks 3 days ago
0
How to become a Stockbroker? I'm interested in becoming a stockbroker. I am NOT talking about trading. I want to sit at a desk and sell stocks. I'm currently a high school Junior. What are the steps to becoming a stockbroker? Does one HAVE to go to an Ivy League college? ...
PaleoConPrep
222 weeks 4 days ago
0
CFA - useful for which groups/sectors in banking/finance?I have met someone who (independently) studies for the CFA (level 1) with the goal to strengthen his profile, in order to move from his work as an engineer to finance/banking. However, he did not have a very clear idea of how the CFA would help him. -Is there anyone who could provide me some insight...
Banking01
42 weeks 4 days ago
0
Internal WholesalerI was looking at a internal wholesaler position at Cap Group and was wondering if anyone had any experience in internal wholesale at Cap Group or another company like AB or Blackrock? From what I gather it involved pitching their funds to financial advisors and pwm firms. Is that right? Is it mostly...
WallStreetGirl27
132 weeks 4 days ago
0
Equity research to product management?Currently have an product manager interview request at a well-known asset manager in their alternative investments division. I am currently a writing analyst in ER. Long term, I am interested in switching to the buy-side in an investment role (analyst or PM). Do you think product manager would give ...
lionheart
02 weeks 4 days ago
+1
PWM/Private Bank industry lowdown- who has it?I'm looking for anyone with experience either personally or through connections to give a run through of some of the top PWM firms (Goldman, ML, JPMorgan, MS, Deutsche, UBS, Credit Suisse, Citi, any others I forgot). Specifically I want to know how their teams are set up (how many analysts, associ...
kenny powers 55
72 weeks 5 days ago
+5
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
812 weeks 6 days ago
0
Boutique Asset Management FirmsI am starting to look more and more into a career in Asset Management. I was wondering if people knew anything about these three firms: The Royce Funds, Harris Associates, and Dodge & Cox. I can tell what their strategy is from their websites, but does anyone have insight into their culture? Do ...
hockey34
23 weeks 1 day ago
0
Goldman Sachs PWM: Wealth Management Professional vs. Private Wealth AdvisorOn the Goldman Sachs website these two job descriptions seem quite similar. Could anyone provide some insight as to the differences between these two positions i.e. daily duties and responsibilities. Ideally would love to hear from someone who worked at GS PWM or knows someone that did!! Thanks in a...
ScienceMan
113 weeks 2 days ago
0
Investment Strategy Job PreparationI start working (my first job) as a sell-side investment strategist in 3 weeks, and am looking for any suggestions on how I can best prepare for the role. I am posting this to the AM forum because I understand that many of you may have worked in sell-side strategy or currently deploy similar skill s...
Hazza7
03 weeks 3 days ago
0
BB asset management firms sell-side or buy-side?Can someone elaborate on BB asset management firms? For example, JPM manages money for institutional clients. So are they considered buy-side or sell-side? Do undergrads have an opportunity to work as an intern for the fund management or only in sell-side equity research? ...
monkey1011
33 weeks 3 days ago
0
Got an offer at a no-name Long only AMFounded in 2007, the company(long-only) has grown from $100 AUM in 2010 to around $1bn today. I am relatively young in my career, and I wanted to know what things to watch out for when joining something like this? I know a big name firm doesnt exactly give you better job security, but what can be p...
eric.sears.1985
33 weeks 5 days ago
0
Fixed-Income and futures settlement questionI recently received an offer from a small buy-side firm. It's a settlements administration job. My current job is in equities operations where I work on the trade life cycle in between execution and settlement. The new role will allow me to continue this plus doing fixed-income and futures booking a...
brooksbrotha
13 weeks 6 days ago
0
Goldman Sachs Equity Solutions Group (PWM)Got an email from HR to set up an interview for a position in this group (See link below for job descrption). Anyone know anything about this group? Currently in an MM IB analyst program and looking to make the move into a more market oriented role with long term aspirations in the HF/AM space. Is t...
M_As_In_Mancy
13 weeks 6 days ago
0
CFA: Shweser vs. CFA bookHello everyone, Can you please share your experience on which materials are better for preparing for CFA Level 1. I have 100 days left before the exam and I want to prepare as productively as I can. Thank you! ...
natalia_kova
123 weeks 6 days ago
0
Freshman with Interviews at Asset Management Firms, any advice?Hello, I am completing my freshman year at a business school in Canada and got two interviews at relatively small asset management firms in Toronto. I got these interviews from cold calling and emailing, etc. Anyways, I'm just looking for advice on what to expect at an interview. I know I am a fres...
YLL
44 weeks 10 hours ago
0
Back Office to Middle Office moveHi guys, I recently went for an interview for a middle office role (fund analyst) at one of the largest banks in Canada. I currently work at a global Asset Management company in the back office (fund accountant). The company got back to me within a few days with an offer. However, here are the cavea...
ceres0305
64 weeks 10 hours ago
0
Would you ratherWould you rathe get a position as an external wholesaler with a shrinking fund family (still top 30 but let's face it a lot of long only shops are hurting) or a position as a senior internal at a rapidly growing large fund family that offers passive. External would pay more initially but the territo...
Davycrockett
04 weeks 1 day ago
0
path to wall streethey guys, i am currently going to enroll in columbia univsersity for my bachelors and i am majoring in economics, i always wanted to work on wall street. I have been for as a project manager for 6 years now since i was 16 and want to land a great paying job on wall street as maybe a portfolio manage...
MikeyTheGent
11 month 12 hours ago
0
Blackstone First Round Interview (BAAM and BREDS) - AdviseHey guys, I have two first round phone interviews with Blackstone this week (SA positions) and am hoping to get some insight. One is for their Alternative Asset Management Group (BAAM - hedge fund solutions) and the other is for Real Estate Debt Strategies (BREDS). Has anyone interviewed with either...
investmentbiz
61 month 2 days ago
0
CFA Level III Too Late?Is it too late to start studying for level 3? I've already signed-up but have yet to really crack open the books. I am also starting a new job next month. Does it makes sense to even attempt it at this point? ...
janderson51
141 month 3 days ago
0
From wirehouse to independentI'll start by saying I am currently an FA with one of the big wirehouses but have contemplated going independent for a while now. I'm at the point where I know this is what I plan to do and intend to execute that plan in the next 4+ months. I have been an FA for a little under 2 years now and my AUM...
RiskManagement
151 month 4 days ago
0
PWM/PB/RIA in FloridaCurious if anyone knows the PWM/PB/RIA industry in Florida. Obviously a lot of money is migrating there from the northeast as older folks retire. Does anyone have a good understanding of the job market in Florida for the PWM/PB/RIA industry? A lot of demand? Lack of supply/talent? If analysts genera...
Baseball12
41 month 4 days ago
0
Comparing Spread-Implied Probability of Default with Realized Default RatesHi Everyone, I am trying to calculate spread-implied probabilities of default (POD) for the iTraxx Xover index and compare with actual, realized default rates to analyse the correlation. I'm using the spread/(1-Recovery Rate) formula to determine approximate PODs. Today Xover is trading at 302bp, an...
mplar
81 month 5 days ago
0
Case question for RIAHi All, I have a final round interview coming up with a small, but growing RIA for an entry level analyst position. I have been informed that there will be a "case question" in this round of the interview to see how I think through a problem. What kind of question can I expect? ...
SMHA
91 month 1 week ago
0
job choice, seeking advice and opinion I am soliciting opinions on two opportunities I have that are apples and oranges in function. 1st opp is a first year external wholesaler with a top 25 fund family. The territory is tbd as well as channel (though probably independents). Higher starting salary but I have long term concerns with margi...
Davycrockett
61 month 1 week ago
0
AM to PMHey guys, So im in my first year of uni at the moment in the UK and will be applying to internships later this year and ive been doing some research into Asset Management recently and its really taken my interest as a career path and in the long term maybe working my way up to becoming a Portfolio ...
studentstreet
01 month 1 week ago
0
KKR Prisma - Investment Analyst Interview PrepSo I applied to an Investment Analyst position in KKR Prisma, the hedge fund solutions division of KKR. I sort of just speculatively applied and I don't really have any background in finance being a Stats/Comp.Sci. double major. So do you guys have any suggestions on preparing for the interview? ...
EquityResearchPro
61 month 1 week ago
0
JOB OFFERS Big 4 or PWM Investment AnalystI would like to get some advice one my current offers. I am a senior at the University of New Hampshire. I currently have an offer for financial services audit at a big 4 ($57,000) and an offer with a smaller PWM firm $6B AUM ($65,000 + $6-$12k bonus). My major is Accounting and Finance with a minor...
AF_DCF
161 month 1 week ago
0
BO at top AM or FP&A at Med Tech with better experiencelong time lurker, first time poster here... currently trying to decide between two junior year internships. -The first is a BO job at a top Asset Manager (think BlackRock, vanguard, SSGA) where the work sounds essentially meaningless, but the guy I interviewed with insisted that internal mobility wa...
mcdonouo
11 month 1 week ago
0
Reputable Private Banks? + Questions for CanadiansI was wondering if someone could provide me with a list of the most reputable private banks in the US and in Canada? I have been doing a lot of research, but am having a hard time differentiating between something like JP Morgan PB and Goldman Sachs PWM. Ultimately, I want to be going into the PB i...
jonnywhy
61 month 1 week ago
0
Fingerprints - Have others done this as well? I recently started working at an investment management firm and they are requiring me to submit fingerprints to FINRA. I was wondering how common is it for an undergrad analyst to submit fingerprints? Have others had to get this done as well? ...
Eruadan
71 month 1 week ago
0
An interesting story about Fidelity...Posted w/o comment:http://www.bloomberg.com/news/features/2016-04-20/... ...
Martinghoul
11 month 1 week ago
0
Quantitative Modeling: Point Me In The Right DirectionHey monkeys, I'm interested in learning more about and developing my own quantitative model to help predict future returns on indexes, currencies, derivatives, or individual stocks. I have a firm grasp on multivariate regressions and advanced hypothesis testing (Significant difference in mean retur...
SaltySpitoon
01 month 1 week ago
0
Dress Code at BB AM Office?I'm going to be interning at a BB firm's Asset Management division this summer. I was wondering if anyone from the industry could tell me about the dress code their offices have (ideally FO). I'm having a tough time figuring out exactly what to expect, whether it's all suit and tie or is more busine...
TheBoss786
71 month 1 week ago
0
Umich (LSA) econ & Georgetown econ, which should I choose?Umich (LSA) econ & Georgetown econ, which should I choose for graduate studies? I am a little afraid of the cold weather and the remote area of Umich. In Umich, I will have fall semester and winter semester in one year, being free from April to August. I wonder if I am able to find internships ...
HongZ
31 month 1 week ago
0
Is it better to start in a BB Asset management Firm or Hedge Fund as a graduate? Goal is Hedge fund partner.As per the title, let's say I have AM offers as a graduate level analyst from BlackRock and JP Morgan Chase, and also an internship at Man Group. I've read reviews online that state it's harder to move up the chain if you start at the bottom of a hedge fund than if you start at a BB firm then transf...
wannigans
61 month 1 week ago
0
asset management- outsourced CIOHi all, I was wondering if anyone had information regarding outsourced CIOs? Are the skills developed in that position directly transferable to Private Equity? How does the job compare to other groups in the industry such as wealth management (or as stated above PE)? Any advice is appreciated! ...
aba12
21 month 2 weeks ago
0
Am I stupid to try this?Despite having prior experience in Asset Management and current experience as an analyst with a boutique IB, I'm finding it hard to get back into asset management or into equity research. Would I be crazy to become an RIA and start my own firm? My biggest worry is that I would probably start with l...
RobberBaron123
51 month 2 weeks ago
0
Question about asset management/Private Wealth Management Do you need to attend a target school in order to break into Asset Management/Private Wealth Management? ...
lofty12345
51 month 2 weeks ago
0
GSAM AIMS Client Portfolio Solutions Analyst/AssociateCan anyone give me some info on this role? Thinking about applying to the program. It is my understanding that the role would be in Salt Lake City/New York, and within GSAM AIMS. That means that the analyst role could be a subset of GS's Private Equity Group, Hedge Fund Strategies, etc. Is this a FO...
frieza777
21 month 2 weeks ago
0
FoF compensation structureWould like to inquire about the compensation structure for a mutual fund FoF. Part of the job includes secondary investing and portfolio construction/tactical allocation. Some searching showed 70k + 20-30% bonus for PE FoFs, so I wonder how different this is. ...
bobjoebill
01 month 2 weeks ago
0
UBS Asset Management Global Distribution - Sales and Business Strategy Summer AnalystBelow is the description for the position: * Facilitate new business development by assisting the US institutional sales team in their projects and day-to-day tasks including: * Strategic Targeting: Research, build and deploy competitive and market intelligence by identifying market trends and oppor...
dontbugme
21 month 2 weeks ago
0
Most efficient way to learn about an industry?Hi all. I'm meeting with a PM at a large fund covering US pipelines & utilities in 3 weeks. The problem is whilst I have experience dealing with equities, insofar my background as a value investor dealing with micro/small-caps. I don't have ANY clue in regards to the infrastructure, O&G, pip...
lioncub
41 month 2 weeks ago
0
Which is the best course, Corporate Finance or Investment Analysis?I am a student in a non-target university who studies Economics and Mathematics with a business minor that allows me to take one more finance-related course, corporate finance or Investment Analysis. As a person who is pursuing a career in Asset Management, Investment Analysis seems like the better ...
Upman
31 month 2 weeks ago
0
dunkindonutsfv
21 month 2 weeks ago
0
Lawyer -> Investment ManagementIs it possible for a lawyer to break into investment management (e.g., PIMCO, Wellington) without MBA? I realize that even if possible, getting an investment role at a top Asset Management shop would be difficult. Want to see if the idea might pass the laugh test before starting to network. Basic ba...
NickEdelton1987
21 month 2 weeks ago
0
Stock Pitch Interview Advice Hey all, So two days ago I had an interview with a small family office with one of the head portfolio managers. I aced the fit part, but the interview came to an abrupt stop when the stock pitch came up. This is my first ever pitch, so I knew I was going to make some mistakes and was ready to field...
prospectivemonkee21
01 month 3 weeks ago
0
Not learning anything about investingI am 10 months into a sell side ER job and am not enjoying it one bit...a lot of the analysis we do is just meant to fit the beliefs of the senior analyst plus I don't see myself learning anything... I like the consumer sector and wanted to switch over to that sector (versus my current sector which ...
eric.sears.1985
81 month 3 weeks ago
0
Portfolio Construction Analyst Interview Help!!I have an interview for a BB in their PWM business for a portfolio construction analyst role. It's entry level for a team within the division. Won't be part of an advising team, but an internal team that helps advisers with asset allocation, quant analyses, manager selection, creating reports, etc. ...
georgebest
21 month 3 weeks ago
0
AM firms with a systematic/quantitative approach to investing?What are the good ones? Any with a systematic approach but too quantitative? ...
brianklk
11 month 3 weeks ago
0
Help: FIrst PWM Interview So I'm a freshman at a non-target and I have my first ever interview tomorrow morning. Its a small private wealth management firm. What questions do you guys think I will be asked? What should I study? Any advice? ...
spie2005
11 month 3 weeks ago
0
Should a young value investor choose Dartmouth or Berkeley?'m a high school student who'll start college in the fall. My passion in life is value investing, and I've been deeply interested in it since I was about 12 or 13. My goal in life is to one day have my own fund, like Allan Mecham or Monish Pabrai. I was lucky enough to be accepted into Dartmouth and...
seneca11235
71 month 3 weeks ago
0
"I am a bad investor" realizationI've been working in buyside equity research for almost a year now at a well known value shop. I really enjoy the work but am curious to know what I would think if 10 years from now I realized I just didn't have what it takes (ie long term under-performance vs benchmark). Not saying I think this wil...
stay thirsty my friends
81 month 3 weeks ago
0
Asset management exit opportunities - should I swap industry now?Hi Monkeys, Long-time stalker, first time posting. Hopefully, you can help me with the questions I have. For some background: Background removed after 1 week to preserve anonymity 1) While I like the idea of working in AM now, I'm aware that this may change at some point in the future. As such, I...
Omeg
11 month 3 weeks ago
+3
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 ...
noblehouse
1931 month 3 weeks ago
0
Investing advice - $200kI'm a 40 year old freelancer in the film business. My gross annual income averages $150,000 (though since I'm self-employed, work can be sometimes volatile and inconsistent). My wife and I own a house (purchased for $800,000, 5 years ago. Now estimated worth over $1.3M). We have $590,000 left on the...
ChrisThomas
31 month 3 weeks ago
0
Need help!! 2 offers - Blackrock or EYHi All, Need an advice from all of you experienced people. Currently I am working in EY as an analyst in risk management team and this year I am expecting promotion. My profile is basically to manage risk through various processes. on the other hand, I am getting a good offer from BlackRock risk com...
aku650
101 month 3 weeks ago
0
Questionable Internship Worth Continuing at All? (possibly illegal)Currently I am a student in my junior year, fortunate enough to have secured a decent internship for the summer at a company that I may want to work for post grad in an area that interests me. In the mean time while taking classes I have also been doing a part time internship with a small independen...
qwerty123456789
21 month 3 weeks ago
0
CFA Q-Bank QuestionsHi All, It's that time of year again, so I'm posting one of the hundreds of CFA questions. In addition to normal reading, video sessions, etc., I'd assume many are using the q-bank to determine where they're at with respect to being up to speed. How do these questions stack up compared to the exam i...
pktkid10
391 month 3 weeks ago
0
Fixed income to equities? Is it possibleLong time lurker on this site. Currently work on the credit side and looking to make the jump to an equity analyst role at an Asset Management firm. Possible? ...
benjb
61 month 4 weeks ago
0
Analyst Training Programs??I'm graduating in May 2017 and am looking for buy-side equity analyst firms that have strong training programs. So far I know of BlackRock who has a 2 year program and Wells Fargo who has a 1 year program. The reason why I am looking for firms with training programs is because I will graduate with ...
rising millennial
111 month 4 weeks ago
0
Poll: 85K or 70K salary as AM analyst? This question is to all 1st year, 2nd year, 3rd year, and Incoming analysts in AM. Applies to both non-BB and BB analysts. Is your salary 85k or 70k? And if it is 85k, was it moved up from 70k previously? ...
blackjack21
61 month 4 weeks ago
0
JP Morgan Investor Services 1/22/16 SuperdayHas anyone heard back from the IS superday that was on the 22nd yet? Haven't heard back yet and I'm a sophomore. Thanks guys ...
hellowhatsuphello
52 months 1 day ago
+7
AMA: Asset Management BO to FO and everything in betweenMod Note (Andy) - as the year comes to an end we're reposting the top discussions from 2015. This was originally posted 11/17/2015. I mentioned a while back my transition from various back office/support roles to the Asset Management side and that I wanted to share my story. I figured it would be ...
cubsfanatic8228
362 months 1 day ago
0
Venture Capital v IBD at BB banksWhich is better as a career starter after a master's? Do either measure up to working at places like the World Bank IFC? In terms of MBA chances, exit-ops, prestige (not what Jim on the street thinks but what future HR people might think) ...
Jao
12 months 1 day ago
0
Asset Management fair in my city next week. Any suggestion before i go?Who am I: 21, live in Europe, Undergraduate, studying Finance in a non target school and i will get bachelor's degree in September, had 2 years of working experience in sales (back and front office - not related to finance) while studying at school that caused low Gpa, but i'm currently improving it...
Perry7
12 months 1 day ago
0
Morgan Stanley Wealth Strategies Group?Hey all, Anyone know anything about the Wealth Strategies Group (WSG) at MS? It's within their PWM business and helps advisers and advising teams with investment strategy and performance, I think. Not much information on it online so hoping someone here has information on this. What are some exit o...
georgebest
02 months 2 days ago
0
AM or IBDDo people usually break into AM and leverage up to IBD or vice versa? Also, which is harder to break into? ...
nijjar10
52 months 3 days ago
0
UBS Wealth Planning Analyst 3yr program salary?What is the salary for UBS Wealth Planning Analyst (WPA) 3yr program? Is this a well-known group? I did research and the office for the opening manages $1.5B (is this small?). Whereas PWM office is in NYC. Is Wealth Planning=PWM? ...
juklano
12 months 4 days ago
0
Investment Trust Hostile TakeoverThere is probably a simple answer that I'm not seeing, so I'm prepared for the Monkey Shit on this one! Investment Trusts (closed-end investment companies) that are traded on an exchange often trade at large discount to their NAV (sometimes 20%+). Unlike more traditional companies that trade below t...
bluepenguin
22 months 4 days ago
0
MBA Applicants with little preMBA experience and chance for FT offers? It's a no-brainer that MBA students with limited pre-mba work experience (wither shorter experience than the usual 3-5 years or experience not directly related to the sector that they intend to do postMBA) are at disadvantage compared to traditional MBA students, when they are applying for summer MB...
RenaissanceGeek
12 months 4 days ago

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