Silver BananaTopicAuthorRepliesFreshnesssort ascending
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
52 min 12 sec 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
04 hours 41 min 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...
jm1212
016 hours 23 min 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
71 day 1 hour 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
101 day 3 hours 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 day 5 hours 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 day 5 hours 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 day 8 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 day 13 hours 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
21 day 15 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
02 days 1 hour 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
42 days 17 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
12 days 20 hours 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
103 days 2 hours ago
0
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
33 days 2 hours 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
13 days 2 hours 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
93 days 8 hours 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
03 days 19 hours 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
04 days 4 hours 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
14 days 7 hours 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
45 days 12 hours 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
145 days 18 hours 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
05 days 18 hours 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
05 days 21 hours 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
16 days 6 hours 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 week 15 hours 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 week 5 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
11 week 9 hours 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 week 1 day 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 week 1 day 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 week 1 day 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 week 1 day 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 week 2 days 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 week 2 days 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 week 3 days 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 week 3 days 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 week 5 days 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
32 weeks 1 day 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
12 weeks 1 day 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
12 weeks 2 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
02 weeks 2 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
92 weeks 3 days 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
52 weeks 3 days 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
72 weeks 4 days 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 ...
[email protected]
12 weeks 4 days 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
332 weeks 5 days 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
22 weeks 5 days 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
12 weeks 5 days 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
12 weeks 6 days 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
23 weeks 6 hours 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
23 weeks 2 days 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
1943 weeks 2 days 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
13 weeks 2 days 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
33 weeks 2 days 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
13 weeks 2 days 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
33 weeks 2 days ago
0
Babson capital management - Culture, comps, and exit opps? anyone have any info on this firm as far as culture, comp, exit opps, etc? i have a first round interview for an analyst position but i couldn't find much about them on here. ...
idrankmalk
43 weeks 3 days ago
0
Schweser Qbank QuestionI read online that you can set the difficulty (easy,medium,hard) for the questions you receive on the schweser qbank quizzes you individually create, but I can't seem to to find that option. Where is that supposed to be? ...
Pizz
13 weeks 4 days ago
0
convexity1
243 weeks 4 days ago
0
Senior pursuing AM career - should I wait to begin CFA process?I will begin my senior year this fall and am pursuing a career in AM with the goal of becoming a PM. I was hoping to get some feedback on the importance of a CFA for PMs and for rising within AM in general. I have gotten a lot of conflicting input on this topic as well as whether or not to begin stu...
streetwealth48
73 weeks 4 days ago
0
Future Career in Asset Management First time posting here so let me introduce myself. I am from a private non target school majoring in economics and finance, GPA is a 3.0 and I am going to be a junior next year. I have completed an internship as a Risk Management intern at a insurance firm earlier this year and am currently an aud...
Mila-Man20
13 weeks 6 days ago
0
Reporting outside brokerage accounts as a summer internI recently began an internship at PWM firm, but it only lasts until the end of the summer. I want to start a brokerage account with another firm, but don't know if I have to report it if I'm only an intern for the summer (per rule 407). Any insight on this? ...
chezth
24 weeks 1 hour ago
0
Analyst help!!Hey guys so i am currently at Wilfrid Laurier University (in Canada) and am in the co-op program as well (3 co op terms, 4 months each) . I tried finding an analyst position for my co-op/internship but was unsuccessful in doing so for this term, guessing this is because i haven't had much experience...
WManagment
24 weeks 1 day ago
0
reference dataHi, I was wondering if anyone can shed some light on what are some of the uses for reference (terms and conditions) bond data ? Thanks ...
yungmonkey100
64 weeks 1 day ago
0
Pension fund in HK vs. Sovereign fund in Abu Dhabi?Hi, I'd like to seek some career advice. I started my career in a BB and moved to a buyside long only as an equity analyst two years ago. There're two opportunities now. 1. a generalist role at a top 3 pension fund, based in their HK office 2. a sector specialist at a Sovereign fund in Abu Dhabi, ba...
calden
04 weeks 1 day 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
111 month 23 min ago
0
Making the jump from Analyst to PM/RMTo those in the field of Asset Management/Wealth Management. I was wondering if anyone could shed some light on how they made the jump from analyst to PM/RM in the wealth management field. I'm a fairly recent college grad, and currently an analyst at a boutique wealth management firm and I'm plannin...
blueeagles003
51 month 4 hours 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
61 month 1 day ago
0
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
01 month 2 days 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
31 month 2 days 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 month 3 days 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
11 month 4 days 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
11 month 5 days 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
771 month 1 week 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
31 month 1 week 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
31 month 1 week 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
81 month 1 week 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
11 month 1 week 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 month 1 week 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 month 1 week 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 month 1 week 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 month 1 week 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 month 1 week 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 month 1 week ago
0
Private Bank Superday Anyone at Citi Private Bank superday last Friday? ...
Taroon007
51 month 1 week 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 month 1 week 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 month 1 week ago
0
carlo19martin
01 month 2 weeks 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 month 2 weeks ago
0
Insurance careersI am looking for view points and shared experience working in this sector, please share yours. THX ...
Winning related
31 month 2 weeks 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 ...
EazyMuthaf.ckinE
11 month 2 weeks 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
21 month 2 weeks 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
61 month 2 weeks ago
0
Requesting a plan of action for a future LSE postgrad - all opinions welcome ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
LSEguy
01 month 2 weeks 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
221 month 2 weeks 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
41 month 2 weeks 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
131 month 2 weeks 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
01 month 2 weeks 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
811 month 3 weeks 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
21 month 3 weeks ago

Pages

WallStreet Prep Master Financial Modeling