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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 gen...
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Internship Title for ft recrutingI'm currently interning at a large AM firm and am wondering whether to write my role as a Summer ER Analyst or summer investment analyst. The firm formally calls us Summer analysts but I don't think that is clear enough on my resume. Potentially want to move into banking and was wondering what would...
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Internship Title for ft recrutingI'm currently interning at a large AM firm and am wondering whether to write my role as a Summer ER Analyst or summer investment analyst. The firm formally calls us Summer analysts but I don't think that is clear enough on my resume. Potentially want to move into banking and was wondering what would...
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AM vs HF: The Business of Our BusinessHedge funds get all the glory... and now they're even going to get all the press, courtesy of the JOBS Act, and I'm more than excited to see who thinks they actually need to advertise to bring in the flows. However, while a hedge fund is structured to make one man insanely rich and a few others rel...
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How much do long only buy side equity research analysts earn? [at major asset management firms]?Just as the title states! I'm looking at trying to get a job at long only major AM firms like Wellington, Threadneedle, RS Investments, Putnam in Boston, SF, London etc. Would 250-300k all in be about right for the comp level to start at a firm like that, as a junior research analyst [not an associa...
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Endowments & Foundations Part 1: A Basic Overview Endowments & Foundations Part 1: A Basic Overview I think the most useful threads I've read on this site were threads from people like @BlackHat who explained a specific industry in finance and what they do. They always helped while I was in undergrad and was trying to figure out what I wanted t...
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Does anyone know anything about client portfolio management (vs portfolio manager)?Looking around but have been unable to locate much info. What does a client portfolio manager really do? It looks like they relay investment and economy theses- is this a back office role? With the client side, is there a lot of travel? What does the comp look like, at junior and senior levels? It...
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Does anyone know anything about client portfolio management (vs portfolio manager)?Looking around but have been unable to locate much info. What does a client portfolio manager really do? It looks like they relay investment and economy theses- is this a back office role? With the client side, is there a lot of travel? What does the comp look like, at junior and senior levels? It...
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Current ETF Internal Wholesaler who has been approached by another firmI currently work at a large ETF firm (top 10 ETF firm). I have been there for around 2 years and my territory has grown at a nice clip. I make way more money than anyone my age should be making and am on pace for $200k this year as an internal. I really enjoy my job and the people I work with but we...
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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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Regulation / Qualifications to advise in UKI am wondering what the requirements are to advise on investments to HNWO in the UK. I have recently completed a MSc Investment Management from a London Business School and have the chance to start advising a HNWO individual on his investments. What is the requirements for this activity? I know for...
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Engineering to Asset Management?I studied engineering in college and worked for 3 years in manufacturing/project management at a top consumer products company. I'm starting MBA at MIT this fall and wanted to explore Asset Management as a possible career option. It seems that most successful candidates are coming from IB/PE though....
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Merill Lynch Financial Advisor ProgramWhat is everyone's thoughts on this 43 month development program? You're supposed to pass all your series exams and get your CFA by the end of it. I am assuming you can start you own book day 1 of the program? Is it the best and fastest way to start your own book? Pros/Cons? ...
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Help evaluate AM job offer!Hi all, I currently work for a financial software company as a software dev making about $115k/yr with a tiny ~3% bonus. I got a job offer from a growing small quant equity Asset Management company. The offer is for $95k with a potential bonus of $15-20k/yr. Is this a reasonable offer for a highly q...
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Moving from Risk Management to Asset Management?Hi guys, I am new to here. I am a Statistics and Finance uni student, doing summer intern at a risk management dpt at a not so big ibank (top 20 ibank in the world tho) . I have the following questions: 1. What are the exit opps of risk management? (esp liquidity risk) 2. I am interested in going to...
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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...
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What to study/pursue: Equity or Fixed Income?Hi there, I'm a finance undergraduate caught in a dilemma between taking modules in equities OR fixed income. I understand the differences between both of them, however I would like some insight into the not so obvious differences behind equities and fixed income. For example, equities are always re...
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Have any of you taken the series 63 or 65 while in college for undergrad? Thoughts on doing so?At the moment I am on pace to graduate either fall 2017 or spring 2018. Being that I am only 19 years old and don't have any real job experience (did a semester class where I got to observe processes at a retail WF branch and interned for habitat for humanity in one of their hardware store) I was wo...
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Getting coffee with MDI currently work in ops at a BB investment bank but want to move into research. My manager was able to set up a meeting with an MD from research. Nothing formal, just grabbing some coffee and getting career advice. I've never really done these kinds of meetings and I don't want this to turn into jus...
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Wealth management in mainland ChinaI'm interested in reaching out to someone who could give some color on the wealth management industry in mainland China, like what existing firms are offering, what clients are looking for, and what major hurdles a new entrant would face. Any idea who I can try to get in contact with? Thanks! ...
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Treasury Exit Opportunities? Treasury - Asset/Liability Management. Will it add value if I want to do investment management or research? ...
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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? ...
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What Are You Doing At Your Internship? First, a little background. I'm a rising junior interning at a major wealth management firm this summer with career goals of investment banking after college. This summer I have primarily been sitting in on calls with advisors and shadowing them. Also, I have done lot of clerical work and any other...
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What Are You Doing At Your Internship? First, a little background. I'm a rising junior interning at a major wealth management firm this summer with career goals of investment banking after college. This summer I have primarily been sitting in on calls with advisors and shadowing them. Also, I have done lot of clerical work and any other...
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[Advice Needed] Senior Interested In The Asset Management FieldHi, I am a current rising senior studying Math and Econ. I am currently working at an Asset Management company that specializes in the insurance industry (both P & C and Life & Health). I am not in the asset management team though; I am working in their insurance research team where we forec...
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