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SPOTLIGHT: Asset Management Powow Rules and FAQsThe goal of Wall Street Oasis’ Asset Management Powow is to give our users the best possible snapshot of life in asset management, from internships and recruiting to compensation and career progression. Working towards that goal, we’ve created a Frequently Asked Questions page for Wall Street in...
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Fiduciary Capital ManagementDoes anybody have any insight on this firm? I'm applying for an internship but the website looks a little sketchy and I haven't seen too many mentions of it on this. Here's the link to their site:http://www.fcmstablevalue.com/about.htm ...
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As a buy side research associate/analyst in China/HK, do I ever have any exit opportunities back in the U.S.?I'll be starting as a junior on the research team of a large U.S. AM firm based in China. I'll be working both on companies listed in China, and also Chinese companies listed abroad - mainly in HK and the U.S. Will I ever have the chance to transition back to the states also in an AM/HF research rol...
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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? ...
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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...
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Boss threatens to fire me because "your brain has a problem"Hi guys: As you can understand, i'm posting this from a throw-away account...i'm 6 months into my new job and my boss threatened to fire me because my "brain is too stupid and has a problem". the issue that caused it was that I didn't calculate a number correctly because i was new to the asset clas...
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BlackRock Interview (FMA)Hey, Has anyone interviewed for the FMA group with BlackRock? I am wondering what the first round interview is like for the financial markets advisory analyst position and what's the best way to prepare? Thanks a lot. ...
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Institutional vs. Private Wealth Does anyone have any thoughts on which might be more popular (read: "more lucrative")? I used to work as an equity analyst for a $24B mutual fund company. Like many other funds, we were a small fund compared to the $24B and our fund was subsequently closed. I was somewhat forced into the private ...
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Entry into AM/Equity Research - With an Engineering Ph.DI am a Researcher working in the field of Computational Sciences in academia. I have a Ph.D in Engineering. 36 yrs old with family and salary around hundred grand. Recently, I have become highly fascinated with financial markets and I am purely attracted to AM/EQUITY RESEARCH part of the finance and...
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BlackRock Client Businesses Summer AnalystHi all, I recently accepted a summer analyst position within BlackRock's Client Businesses division. I have yet to be placed into a specific group, and would like to hear more about the different groups, business management, product management, and relationship management. Does anyone have experien...
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BlackRock 2015 Analyst SalariesDoes anyone have insight on what first year Investment/Advisory Analyst make at BlackRock this year? I know most BB IB's rose their salaries to 85K. I got an offer in BB AM division and it was prorated at 85K, too, but went with BLK because it was a better group. Did BLK have a similar rise in 1st...
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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 ...
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Recommended Resume for fixed incomeHi guys, I am from Brazil and would like to work in US with Fixed Income. As I am in the 3rd year of college (major in finance/economics), I am asking for advices for get a good resume in the next year to get a interview. Nowdays, on my CV, I had a intership at a investiment boutique in Philadelphia...
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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...
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Starting a PWM FirmHello all, I wanted to pick your brain on this. So I am currently in IBD but want to do something entrepreneurial while still sticking to my finance roots. I was considering starting a pwm firm. I like how its very client facing and the fact that I will be helping so many affluent families manage t...
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Which should I take - the job at the ETF shop or Mutual Fund shopI recently have been given an offer to start as a wholesaler on the internal sales desk for both a prominent mutual fund shop and leading ETF shop. Room for growth is exponential and money is about the same starting out for each, maybe slightly less at ETF desk. I eventually want to be an external ...
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AM Summer Analyst CompDoes anyone know what AM SA comp is currently? I feel like my offer is below market value... ...
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Asset & Liability Manager vs Execution TraderHi, I'm working for a big Asset Management company as a quantitative analyst on structured products. Today I have opportunity to evolve. I have the choice between: - ALM: calculating the solvability, establishing the objective letter of the Direction (done with the projection of our balance and the ...
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Pros/Cons of Working in a Very Small AM/HF ?Hey all, I may have the opportunity to work as an analyst for a very small asset manager (half a billion AUM). The opportunity sounds amazing in terms of learning their process of top-down analysis. Furthermore the hours are good, and I am willing to accept what it is to pay. The firm is small (abou...
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Salary Progression - Asset Management or Hedge Fund?Hello All, I just wanted some advice on salary + bonus. I am currently a 1st year at a $10B AUM mutual fund in an insurance company and I came straight here from undergrad last year. What is the average comp (base + bonus) in the market like for the following positions I will get in the future? As a...
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Institutional vs. Private Wealth ManagementDoes anyone have any thoughts on which might be more popular (read: "more lucrative")? I used to work as an equity analyst for a $24B mutual fund company. Like many other funds, we were a small fund compared to the $24B and our fund was subsequently closed. I was somewhat forced into the private ...
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What are the best value screens/filters to use?I know everyone has their own set to monitor companies. Just wondering if anyone could share what they use and why. I am wondering about the filters after the standard P/E or EV/EBITDA. Thank you ...
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Which Summer Internship to takeSophomore Semi-target in the South. I am really interested in PB and I was curious as to which of these internships will set me up best for next summer's recruiting. I can choose b/w 1) a really laid back Summer Analyst spot at Boutique IBD where I will touch some M&A and S&T if I want 2) A...
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Value of CFA Program: Do I really know what I am doing? I think the value of CFA is wasted on some people. My conclusion is that there is no point in doing CFA to get a job and the CFA institute statistics seems to confirm that. The value of CFA - again I am not discussing the exam specifics - is unlocked only when practitioners study them. Unfortunatel...
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Anyone here have access to financial models from bulge brackets?I'm preparing a stock pitch and need some models from a couple of bulge bracket banks. Anyone have access? I will pm you if you're able to help ...
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