Silver BananaTopicAuthorRepliesFreshnesssort ascending
0
Harvard Endowment Losing Its LusterUnder Jack Meyer, Harvard's record-setting endowment averaged returns of almost 16% annually. His reign, from 1990 to 2005, included changing the investment landscape of the school's fund, looking more like a hedge fund than a traditional endowment. However, since his departure, the fund has been s...
Nick Naylor
225 min 40 sec ago
+3
Fintech is going to kill Private Wealth Management jobs?So it has been clear to me that algorithms will eventually be capable of doing everything that a traditional wealth manager is. Given this trend, I, rising junior, am a bit worried about being able to even have a job in the industry, and am even considering starting a robo-advisory as a method of m...
Fintechiscomming
481 day 2 hours ago
+8
My boss just tore me a new one and I don't know what to do differentlyI'm working with a rather large alternative asset manager in Boston - no glamour in the name, but still a pretty good place to be summer before junior year (semi target in chicago). Today, I got absolutely reamed by my effective boss (junior PM) because apparently I told the senior PM in another div...
LizLemon
341 day 13 hours ago
0
Asset Management Exit Opportunities?Hey guys, I have recently grown interested in AM -- particularly in portfolio management -- and have been wondering what sort of exit opportunities this industry entails. In my opinion it seems to me that you can do 2-3 years as an analyst for a MUTF then go and get your masters and CFA and move to ...
Futures Trader Man
111 day 15 hours ago
0
Neuberger Berman - Junior Portfolio Manager thoughts?Hi all, I'm a junior trader at a reputable prop firm in Europe. My goal has always been to move into the portfolio management realm, and I was hoping somebody could shed some light on the position/compensation/exit ops of NB. Thanks ...
David-Woroniuk
01 day 15 hours ago
0
Prefered Reading MaterialsHello fellow nerds, I'm getting ready to start working as an associate PM at a regional bank. I'm pretty excited about the position; but I realized that none of my leisurely reading ever directly talks about portfolio management. I'm looking for any of your personal favorite books in portfolio mana...
FailedMusician
21 day 20 hours ago
+9
Workaholics vs. Successaholics: Working Hard vs. Working SmartGreetings fellow monkeys: By way of introduction, I have been a shadow-user for quite some time, please excuse my lurking, and I want to thank everybody for all of the thought and effort that is put into your posts. I have learned a great amount from the WSO community and the content is often just a...
Jay_Gatsby_CFA
282 days 1 hour ago
0
Why insurance companies need a credit rating?Hi all, I am wondering what is the purpose for the insurance companies to pay for the services of credit rating agencies? For the corporations and banks the purpose is quite clear: they need ratings in order to attract investment. But in the case with insurance companies they do not need to attract ...
Role
43 days 1 hour ago
0
Internal Wholesaler SalaryI am thinking about taking an internal wholesaler role with a large Asset Management firm on the east coast. Their pay scale is all over (some people I have heard are all in at $140k and some are all in at $85k). I am currently in the CFA process (level III candidate), have previous internal experie...
StreetSweeper
13 days 18 hours ago
0
AM vs. IB?I'm a rising junior at a top 25 university, but non-target. I'm currently interning with the AM group of a bulge bracket investment bank and recently received a return offer. I've absolutely loved my summer, my team, and everything that I have learned. However, I have always planned on doing investm...
vn0610
43 days 21 hours ago
0
Where are my buyside CMBS people atAny fellow NYC-based buyside CMBS traders/PMs/analysts lurking around here? I need someone to talk shop with. First round is on me *No axe murderers please ...
Lizard Brain
14 days 2 hours ago
0
Insurance Company Investment DivisionWanted to start a new thread on investment management arms of insurance companies since posts on the topic are scarce. I'm sure some of you work at such shops and could share your experiences and perhaps insights on career progression, compensation, interviewing, whatever comes to mind..... About m...
HLT
134 days 10 hours ago
0
Investment Management/Am I on the right track?Hello, I am now a rising junior who's currently working as an wealth management intern in New York City, and I was wondering what Investment Management divisions look for when it comes to 1st round interview applications. I don't know if I am asking the right question here, but I have kinda lost at ...
jkc395
04 days 13 hours ago
0
BlackRock Financial Markets Advisory QuestionsI've been searching for information on BlackRock's FMA division, excluding what is already posted on their website. Haven't been very successful at finding anything on WSO about this field. Can someone preferably with experience provide an overview of the responsibilities? How similar is to investm...
DamnStraight
25 days 20 hours ago
0
Is the university of Melbourne a target school for Asset Management/ER firms in Asia-Pacific?I'm thinking of going to study at the University of Melbourne since it looks like it is one of the best finance unis in Australia and I want to leave Sydney to study. title ...
Wolfofgeorgestreet
26 days 6 hours 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
76 days 13 hours ago
0
Buy Side Asset Manager vs Asset Management arm of BB Investment Bank.Hey all, Had a couple general questions about the AM side of the industry. 1. Is it "significantly" harder to break into a buy side Asset Manager like BlackRock vs the AM arm of a BB Investment Bank like GSAM out of undergrad? What differentiates the two? (Im guessing its just the size of AUM?) 2. ...
proptrader101
16 days 15 hours ago
0
How do you get a job in asset management?I am a current junior at Claremont McKenna College. Econ/Fin major with 3.2 GPA. VERY interested in finance. What can I do to strengthen myself as a candidate to get into this field? Reading specific articles? Buying WSO financial modeling tools? I've had an internship in Wealth Management at a bulg...
joshuayeager
61 week 19 hours ago
0
Juggling a couple offers?Just wanted to check in. I have finally narrowed down my job search and done many apps and interviews and now I'm down to 1 offer with my #2 company, and 1 final interview with my #1 company. i feel confident I will nail #1 company's interview but obviously they haven't made an offer. My question is...
Ryanjosepht5
81 week 20 hours ago
0
Top tier asset manager vs. boutique asset managerHi guys, Having trouble on deciding between sticking with current firm or jumping ship. Interested in hearing feedback from people who have had to make similar choices Background: 2-3 yrs long only Asset Management experience as a equity research associate straight out of university Ideally would wa...
eviloctal
51 week 1 day ago
0
wealth management cover letter helpI am an incoming sophomore currently applying to fall internship opportunities. I'm particularly interested in finding an internship in wealth/Asset Management. My top choice right now is Venn Wealth Management Group, a small UBS financial services team located in Virginia. How should I format my co...
koalalove
01 week 1 day ago
0
Investor services exit opportunitiesHi WSO Forum members, I am based in Eastern Europe and am finishing my undergrad. Decent GPA, experience with startup and in Risk and reporting at a major BB in Frankfurt. I have been offered the role of Investor Services associate at a major bank here that I am starting next month, but I do not wan...
Pstronk1
01 week 2 days ago
0
Does an MBA really provide value for the buy side?I am in my relatively young career on the buy side as an analyst for an institutional AM. The expectation is of course to obtain a CFA during your first years. Then, to be considered for senior analyst or PM, you need to attend business school at a top 10 school. Right now the MBA just seems like th...
BondBull
71 week 2 days ago
0
Justifying large Wholesaler salaries/Is wholesaling kind of a scam? I am currently a college student Majoring in Finance with a Minor in International Business. I have been doing research into what branch of Finance I would like to get into. I am think I am interested in the sales side of the financial service world and I have to admit the lifestyle paired with the ...
scbig4dollarsign
11 week 3 days ago
+2
2017 AM/PWM FT RecruitingI know there is a 2017 FT recruiting thread for IB, but I wanted to create a dedicated thread for AM/PWM. I was wondering how the BBs usually recruit for full time analysts. Is it like IB in that there isn't a set timeline for recruiting, or will it be more like SA positions where they go to target ...
michaellewis
21 week 4 days ago
0
PIMCO Business Development AssociateI have an interview this Thursday at PIMCO and am curious if anyone has any insight to what is on the Excel and written assessment. I do not know VBA programming however am well versed in the other aspects of excel. Please help me if you have some tips as to what to study for this assessment. ...
jgoldie
01 week 4 days ago
0
[Experience Sharing] Freshman in AM Industry seeking the next big playAs a new hire at a FOF, what should I do in next 2 years to enter the AM Dept. of a big bank? CFA? ...
Mr.Lucky
11 week 6 days ago
0
Portfolio Management service - AM, HF or PWM?Hi, I am from India and would like to know how would the US categorize the portfolio management Services business in India. Key features of the business: Only investments of size larger than $37k (large amount in Indian terms) are allowed. Threshold of eligible investors is the investment commitment...
Rohit-2016
02 weeks 22 hours ago
0
Networking // freshmanIm in touch with an apprentice at a local UBS Wealth Management office. How can i make the most of it? ...
Zohaib-Sadiq
02 weeks 1 day ago
0
Interview Question - How would you invest 10 million dollarsI was wondering if anyone could provide some insight into good answers for the following asset management interview question! Thanks! If you had 10 million dollars to invest, how would you invest it in the current market environment? ...
intelligentinvestorMA
32 weeks 1 day ago
0
Analyst in BB PB/PWMHey guys, I was wondering what the career path for a BB PWM/PB analyst looks like. I've read that at the associate level, you are normally given 2 years to build a book which would generate revenue resulting in a similar salary to what you would earn in the first 2 years on a fixed salary at the ba...
makemoneymakemoney
02 weeks 1 day ago
0
Goldman Sachs - IMD Investment Strategy GroupCan anyone tell me a little more about this group? The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management has responsibility for strategic and tactical asset allocation views and advice for the firm's high net worth clients and certain institutions. The role of an ISG m...
robertzcheng
02 weeks 1 day ago
0
Anyone know recruiting firms in Texas, (Dallas, Houston, etc.)Does anyone know of any Recruiting Firms that focus on Asset Management jobs in Texas in general, Dallas or Houston? I'm in the process of moving out to Texas, currently a Fixed Income Analyst in Philadelphia. Any suggestion are much appreciated ...
gasanchez4
12 weeks 2 days ago
0
Long only asset management,,,,,,,PERKSWhat are some of the most common and uncommon perks in the long only word? ...
bcom
12 weeks 2 days ago
0
Back Office Position at Goldman Sachs SLC Office I have a phone screening with HR this week. This is for a back office associate position. I understand that this office is used to save costs in salaries but what is a rough estimate on what they would offer for this position? I have nearly 10 years of back office GSE experience. Also, has any one n...
Clemente14
02 weeks 2 days ago
0
Need Career Advice BadlyHello all. I was wondering if I could get some career advice according to my current situation. I am going to be a senior this fall at a top business school in the Midwest. I am involved in school, decent grades but not great (3.3 but 3.6 finance GPA), consider myself a social person (Greek life and...
sdin95
72 weeks 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
52 weeks 4 days ago
0
AllianceBernstein's ReputationHey guys, I am interested in joining an asset manager out of school. I have an offer to join AllianceBernstein in their rotational program. I was just wondering what is AB's reputation? Even though AB is huge (they manage almost half a trillion) it seems like most people know places like BlackRock...
juniorfinancier
22 weeks 4 days ago
0
Legal trouble: help requiredI am in serious trouble. I have been charged with filing a false police report - a misdemeanor in california. This is in regard to filing a false hit and run with the police. I got deferred adjudication with 80 hours of community service, no conviction but a guilty plea. I am about to disclose every...
Prabhu
23 weeks 38 min ago
0
what does pimco look forjust wondering, what kind of internship experience would be most relevant for an entry level product analyst role at PIMCO? specifically internship experience in s&t (credit derivative trading) or ib (lev fin/m&a) or finance (corporate m&a & product control)? ...
Sushi Burrito
03 weeks 1 day ago
0
Analyst QuestionsHey guys so just to introduce myself I am currently going into my 3rd year at Laurier (in Canada) and also got into the co op program, I want to go into Asset Management. My co-op program consists of 3 terms (4 months each) that alternate with school. So when searching for my first co op job, i didn...
WManagment
03 weeks 1 day ago
0
Asset management in the NetherlandsI'm planning to apply to UvA for a Msc in econ and want to gain an understanding of what the Dutch job market is like and how hard it is to break in to. I have completed all three levels of the CFA program and have 2+ years in sell side ER. Planning to learn Dutch but i doubt if i can acquire busine...
hemaka
33 weeks 2 days ago
0
A few questions from an internI am a rising junior and currently interning at an Asset Management firm that specializes in collateralized loan obligations (CLOs) for the summer. I was recently given a primer on syndicated loans from a senior analyst which was jam-packed with information. After reading the primer, I have some q...
mrgreen10
13 weeks 3 days ago
0
FIG Experts: What percent of a bank's cost of capital is determined by the 'discount rate'?FIG experts: the idea is that the Fed raises the overnight borrowing discount rate. This raises the cost of capital of a bank. The bank then charges their Borrowers a higher interest rate. Right? Problem is, the bank's cost of capital is ACTUALLY determined by what they have to pay their Depos...
bortz911
43 weeks 3 days ago
0
UBS Chicago vs. Citigroup ChicagoAnyone have any insight to the Chicago offices of UBS and Citi? Exit or lateral opportunities within to NYC or viability of growing your career at each firm in Chicago? Comp for 1st yr. analysts? Much appreciated, couple of interviews coming up. ...
TippyTop11
53 weeks 4 days ago
0
From Investment Advisory to AM London - AdviceHi all, What advice would you give to someone trying to step over to AM from IA (low percentile IA shop) in London? Background: US and Asia education - MSC Finance - Washington University in St. Louis and Singapore Management University. 3.9GPA. CFA 1 (likely CFA 2 in a few months) but no relevant i...
DropG
13 weeks 4 days ago
0
I'm looking for Career Adviceam looking for some career advice so I'll start by giving a brief outline of my experience in chronological order, my interests and then I'll cover off career paths that I'm considering. Opinions on my current thoughts and other possible career paths are welcome. FYI I'm mostly looking for advice fr...
roboInvestor
03 weeks 4 days ago
0
Passive > ActiveI notice a theme that people rank active funds higher in terms of prestige rather than passive funds. Why is that? Why bust your balls coming in at 6 AM, leaving at 9 PM, when you can follow the index, go golfing during the day, and still have 4% better returns year on year? Why should passive-drive...
levia
83 weeks 5 days ago
0
Should I quit my back office paid summer internship to study for the CFA/GMAT/something elseI am a rising senior at at non-target majoring in STEM who has recently started a back office internship in a small Asset Management firm. When I was interviewing for the internship, I was led to believe that if I finished a set of back office work, I could do more "interesting" front office work, ...
BlockLord
133 weeks 6 days ago
0
BlackRock Strategic Product Management - Product DevelopmentHi, Does anyone here have an insight into BLK's Strategic Product Management Group? It seems that it's quite a small team & I'm having a bit of trouble learning more about them. Is it of strong importance to the business itself, is it mostly back office, etc.? Thanks, ...
-Imperator-
03 weeks 6 days ago
0
A few questions fixed incomeHi guys. I'm looking to get some general indication of answers to these questions. Would really appreciate help from anyone in the industry. - Are bond indexes used for anything but benchmarking investment performance? - What percentage of a bond portfolio is typically actively managed? - Main info...
Edinburghmonkey
14 weeks 17 hours ago
0
getting into PBIm currently an undergrad weighing out career choice options. Im trying to figure out if its possible to get into PB straight from undergrad while making my own book. If it is how would one do so? Is it as simple as doing a couple of internships in pb or pwm and then going from there or is it more c...
EJ Entertainment
04 weeks 1 day ago
0
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
104 weeks 1 day ago
0
BB Internship as a rising Junior (Career advice for Finance & Accounting Major) I am a rising junior at a top 50 undergrad Business school. I have secured a BB internship for this summer through a close family member. I currently have a 3.3 CUM GPA and a 3.6 Major GPA. I am a business major concentrating in both finance and accounting. I am wondering how I am doing in terms of...
That one guy111
61 month 16 min ago
0
Family Office salary negotiationDon't have an offer yet, but I am a recent graduate and will be interviewing with a family office investment advisory firm that deals with UHNW multi generational families, endowments, and non profits. Don't have any other offers as of now, and the recruitment process initially started with a head h...
gridironceo
41 month 41 min ago
0
DOL's Latest Lame DuckNews Flash, more regulation. March of 2017 RR's and RIA's are legally liable for mutual fund losses for qualified IRA monies unless their is undeniable proof that (said investment) choice was THE best and ONLY option for the client, which is never the case because there are literally millions of inv...
ADC
91 month 4 hours ago
0
How to break into AM?I am a rising junior at a non target school interested in Asset Management. What should I do/ study to get and land interviews for internships for summer 2017. ...
WSOchimp
111 month 9 hours ago
0
Nuveen Asset Management Client Performance AnalystI have an interview coming up for the above role but I'm not entirely sure what the role entails. I'm also curious as to what the pay might be like? Any ideas? ...
IBoverYC
01 month 20 hours ago
0
Treasury Analyst at AM/buy side fundHey everyone, I recently got an interview for a treasury analyst position at a major AM. The reason I decided to ask about it even though I haven't gotten a offer is that I've never thought about going into treasury. I am currently in a middle office at BB as a control function, but what's unique ab...
mbskim
11 month 1 day ago
0
Merrill Lynch PMD ProgramCan anybody give me any insight into Merrill Lynch's PMD program? I'm currently going through the interview process but not sure it is something I want to do. How much training do they really give you? What is the starting salary like while you go through the training? Are you basically just col...
grant1021
101 month 1 day ago
+1
internal wholesaler interview tipsHello everyone, this is my first post...I have been interviewing for the role of internal wholesaler. my background: I am 3 years 7 mo in my role as a client associate and fully registered including insurance licensed. I was wondering if anyone can give me some helpful pointers to differentiate me...
rltoujours
31 month 1 day ago
0
AM Sales Role OverviewI have been searching for AM institutional sales opportunities for kids straight out of UG. Other than an Internal Wholesaler(I know IW is retail sales, but is there an IW type role for insti. sales), what type of roles exist at places like BlackRock/PIMCO/CAPgroup? ...
Jamie Deen
11 month 1 day ago
0
Asset Management vs IBDHello Everyone. I realize there are a few threads out there that deal with this already. But none to my knowledge goes that deeply into what I am looking for. 1. How difficult is Asset Management to break into than IBD? Everyone I know is always gunning for the BB Investment Analyst role and then s...
kkentson
91 month 2 days ago
0
s&t summer analyst contemplating buy-sideCurrently a sales and trading summer analyst at a BB. I want to possibly go into buy-side after graduation instead because I like how you're more compensated and measured by the performance of your ideas. Advice??? Do you learn as much on buy-side during first few years? What are exit opps like in ...
ilikebonds
01 month 2 days ago
0
Capital Introduction, Prime Brokerage Can someone shed some light on the day to day of someone in Cap intro, compensation, and future opportunities? ...
ronoc
01 month 2 days ago
0
Best Backteseting PlatformI have been playing around with some statistical arbitrage strategies, but have had some difficulty backtesting them. I have used Quantopian which appears to be my favorite so far, but I have also tried to use Oanda with a forex platform built in python with little success. What are some of your fav...
Marginal Benefit
11 month 3 days ago
0
how can bonds be yielding 0%?German bunds just hit 0%. How does that work exactly?http://thestockmarkettoday.com/german-10-year-bund... Suppose I have $100 of bond with a coupon of 2%. If the current bonds sell for 1%, I double my money. My bond is now worth $200 in the market. If the current bonds sell for 0.1%, my bond would ...
ericx5691
41 month 4 days ago
0
Accepted back office position with Goldman PWM- Possible to make switch to front office?Greetings, I just accepted a position for a back office front office. I know that making this switch is a seriously daunting task, and many fail at getting it done. Does anyone have any tips or insight as to how I can make this happen? I'm willing to go to as many networking events as needed and ...
BIG_SEAN
141 month 4 days ago
0
2017 Full-Time Analyst Hiring Timeline - AM/PWMHey, everyone! I'm new here and looking forward to learning from all of you. I'm mainly interested in AM/PWM, so I was hoping to find out more about when BBs begin recruiting for AM/PWM for entry level positions (class of 2017). Is it similar to the Jul/Aug IB timeline or later? Thanks for any help...
michaellewis
01 month 4 days ago
0
Chicago Asset Management FirmsHello Monkeys, I am a long time reader, first time poster in this forum and any insight would be appreciated! What is the presence of Citigroup, Lazard, and UBS in Chicago compared to NYC? Preferably within the AM divisions of each. Hours, team structure, level of Sr. leadership presence, and upw...
TippyTop11
01 month 4 days ago
0
Offered to move to NYC with current BB from Another Location Currently working in AM at a BB in a non-NYC location (think Salt Lake City, GS or Charlotte, BAML/WF) and was asked to move to NYC to be with the rest of the team. My question is for anyone else who has done this, what kind of negotiations were able to made regarding salary, relocation package, et...
korahd
11 month 5 days 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
01 month 6 days ago
0
Trials/Tribulations/Successes of starting your own fundI know starting your own investment fund is a dream of many but I was wondering if anyone on here could give me feedback on the trials/tribulations they faced when they went out on their own? What was the most difficult part? Is it even worth it to attempt, let alone have this "dream?" How long did ...
scbig4dollarsign
11 month 6 days ago
0
Need some analyst advice!Hey guys so just to introduce myself I am currently going into my 3rd year at Laurier (in Canada) and also got into the co op program, I want to go into Asset Management. My co-op program consists of 3 terms (4 months each) that alternate with school. So when searching for my first co op job, i didn...
WManagment
01 month 6 days ago
0
Anyone have any insight on commodity asset management?Just curious about who the big players are, how to go about getting into one of these firms. Currently an intern at a big physical ag trader, looking to get into the paper side. ...
pheasant11
11 month 6 days ago
0
Moving to NYCHi Everyone, I'm moving to NYC next year and I just wanted to get some views on salary expectations. I only have a years experience which I think will hinder my job search but just looking to get some rough estimates as to what I can expect salary wise in NYC? ...
Hayday
21 month 1 week ago
0
Any one have access to JPM research here?Looking for a JPM report published recently. Would be willing to trade something in return. Thanks ...
eric.sears.1985
41 month 1 week ago
0
Top Asset Managers LondonIt has been covered on this forum what some of the best US funds are: e.g. Dodge & Cox, Capital Group. I wonder if someone could tell me what are the best funds in London. To be specific, I am not looking for big names such as BlackRock or Fidelity, rather for smaller op (Boutique) funds. Extra ...
bankingahole
11 month 1 week ago
0
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
01 month 1 week ago
0
Blog for weekly/ monthly asset allocation insight/view/reallocationHi all, there are a lot of big asset manager (as BlackRock, axa, PIMCO..) which have a blog where post new investment ideas, new sector view, ecc. I am interested in finding blog where these asset manager review the asset allocation and change it in relation to the market (weekly, monthly) Then i a...
alessioto
01 month 1 week ago
0
Portfolio Value Vs portfolio total valueAre there any differences between the calculations of Portfolio Value Vs portfolio total value. thank you ...
Mo-Sakr
01 month 1 week ago
0
Fee consulting - good place to start, exit opps?Does anyone know more about what fee consulting entails? Is it possible to grow into an investment role? ...
bankingahole
01 month 1 week ago
0
Doug Swanson leaving JP Morganhttp://www.bloomberg.com/news/articles/2016-06-03/... Found this quite interesting. There still seems to be a NYC-is-on-top-of-the-world and the rest are second tier notion going around. I like it when the pension funds started pulling money out. Its always the clients who truly know the stars. Its ...
Asdaf
31 month 1 week ago
0
Investment ConsultingLong time lurker, first time poster here. I have recently accepted a job as a Performance Analyst at an Investment Consulting firm. I'm pretty excited for this opportunity, seeing as I just graduated undergrad. My job responsibilities will include assisting in Manager research and reconciling monthl...
JimmyBuckets21
11 month 1 week ago
0
PWC--Senior Associate (FSR): Approximate compensation after 4-5 years of experienceWhat is the approximate compensation package for senior FSR associates at PwC? Is 110-130k too much to ask for? ...
jobseeks121
11 month 2 weeks 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
91 month 2 weeks ago
0
Best approach to getting into JPM private banking I'm interested to trying to get into PB/PWM at JPM and curious as to what would be the best way for me to try to get it. My situation is that I go to a non target school but I have a bit of work experience. My work experience will be three internships with two large companies, one including a GS ope...
C.M.K
51 month 2 weeks ago
0
Assistant/associate Portfolio manager interviewHello, I have an interview soon for an associate portfolio manager at a large asset manager. What kind of interview questions should I expect? Also, what would a "day in the life" look like? Thanks! ...
N0DuckingWay
71 month 2 weeks ago
0
Virtual portfolioHey guys, I was wondering if you guys know an excel template where I can manage a virtual portfolio? I want to see the performance of each equity that I will "invest". Thanks ...
wallstreetnoob2008
11 month 2 weeks ago
0
Why is wealth management looked down upon?Why is wealth management/financial advising looked down by most people on Wall Street? It's one of the highest revenue generators for the banks. I understand it's a glorified sales position when starting out but after you've built your book, you pretty much have full control of your clients assets o...
tenbagger
331 month 2 weeks 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
21 month 2 weeks ago
0
Do I have a chance for Boston Consulting GroupI just finished my junior year and I'm interning fro GSAM right now. I went a state school and my GPA is a 3.7 I really want to work for Boston Consulting Group but I realized that they don't really take state school students. Will my GS internship help me land a full time offer with BCG or are they...
mmmm123
11 month 2 weeks ago
0
From HF in Asia to AM/PWM in EU??Hi guys, looking for some help here.. a bit of a background first.. I attended uni in Asia studying engineering, and then completed a Masters in Fin from Europe. Came back to my home country (in Asia) post Masters (wrong time to graduate in EU - 2012), and found a job providing valuation services to...
bsmonkey
11 month 2 weeks ago
0
Fidelity Equity Research - Which team to choose?Dear all, I am lucky enough to land a summer equity research offer at Fidelity International Hong Kong office. Thanks everyone for your great posts. I will be given a few sector teams to choose from. I was told by my friend that most of the attractive teams have already been chosen, so not many left...
Oscar RJ-J
21 month 2 weeks ago
0
Is it true that mutual funds dont hire sellsideHeard that some top mutual funds dont like to hire from the sell side, and prefer undergrads from targets or new mbas? I wanted to know if that is true? ...
eric.sears.1985
21 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
1941 month 3 weeks ago
0
Free Macro Strategy Reports?Hello fellow monkeys, is anyone aware of any source for some great strategy/asset allocation/macro picture reports. I know most the banks have economic reports widely available however I am looking for something that puts the rubber to the road in terms of turning those macro themes into investment ...
baystcheese
11 month 3 weeks ago
0
CFAMight be a stupid question, but I have access to all the schweser prep books for CFA from around 2009. From a strictly technical standpoint (ie financials analysis vs regulation), would I be safe starting to use them to study before I fully commit to the L1? Just started as an IB analyst and want to...
se_ib
31 month 3 weeks ago
0
Arrested but not chargedI was arrested 6 months ago for DUI but the DA has not charged me. I have series 3, 7, 63 and 65. Can I change employers or will FINRA hold u moving me licenses? ...
KingfishLA
11 month 3 weeks ago
0
Bellwether Asset ManagementI was wondering if anyone has heard of this off-balance sheet, real estate Asset Management firm, supposedly a newly formed branch of Oaktree Capital. No idea what the interview is supposed to be like (applying as an Intern), anyone heard of them, or can provide some insight? ...
Gollygeegravy
31 month 3 weeks ago

Pages

WallStreet Prep Master Financial Modeling