Silver BananaTopicAuthorRepliesFreshnesssort ascending
0
Neuberger Berman - Junior Portfolio Manager thoughts?Hi all, I'm a 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 ...
EuRates
717 min 36 sec ago
0
Regional Bank PM SalaryI'm pretty far along in the interview process for a PM position at a regional bank. I have a sense of what the salary might be, but thought I'd check here to get other opinions and ask for thoughts on what the bonus might be. Position will handle about 100 HNW and institutional clients totaling rou...
fedge
09 hours 11 min ago
0
Business ManagerGetting the best property Management for your need to in property dealing so you can consult with Austin Property Management Trends. ...
amylee
014 hours 5 min ago
0
Need help with career :( Hey everyone, Any advice would help me out here. I'm really lost and frustrated and could use some honest clean advice because I feel people are too afraid to give me the truth. I currently work in an insurance auditing position with a P&C insurance carrier. Despite the decent pay, I hate th...
CatnipHigh
319 hours 11 min ago
0
Working in FI Department/Asset MAnagement at National Central BAnkI might get job offer to work at local central bank which is ECB memeber in FI/Asset Management depratment and my questions is how tough is to work in FI market and what are exit options. ...
Tinkoff Saxo
11 day 19 hours ago
0
Front,Middle or Back Office Description?Hi all, Looking at making the jump from Prop trading (large UK based prop firm) into AM. Already taken the IMC (UK), and I am registered for CFA I. Looking for advice on typical career progression in AM, where a Junior Portfolio Manager sits (both in terms of comp and front/middle/back office). Any...
EuRates
01 day 23 hours ago
0
Currently work as a private credit analyst, what are my optionsHi, I am currently an analyst at a Private Credit Shop (AUM ~2Bn). Although I am at the analyst, I have PM responsibilities (I do much of the legwork in terms of the analysis of the deals and personally monitor 7 investments). Things are going very well but compensation is lacking. Not sure what bon...
wikileaks
21 day 23 hours ago
0
Help me out with some realistic expectations....I am a biz dev associate for a HNW planner, where can i go from here? A glorified telemarketer with hopes for a high paying future here. ...
Ex Why Zee
12 days 9 hours ago
0
Portfolio Analyst for corporate bank portfolio: What to expect?Hi all, So I'm looking for help understanding a position my buddy had described to me. He said it was a portfolio analyst position for a corporate bank which managed the portfolio of loans the bank has issued. Confused me a bit as other portfolio analyst positions involved managing portfolios either...
BancoMedici_II
13 days 1 hour ago
0
What exactly is GS PWM, SSG and RMD ?Got an invitation for a physical interview. I have some experience with trading ops/deriv ops, managing futures for hedging and doing wire transfers, cash transfers type of stuff. I have no idea what they do but the keywords in the job description are bank loans, corporate loans, loan servicing, ...
papertiger
93 days 1 hour ago
0
Can CFA offset bad GPA?Simple question. Can the CFA (1-2 years out of college) and being a CFA Level III Candidate or passing all three levels of the CFA, and eventually receiving the CFA designation, can this offset a poor undergraduate GPA? I was a division 1 student athlete at a non ivy league target school, studied fi...
gridironceo
73 days 19 hours ago
0
Dutch asset management industry post brexit?What's the outlook like in the Dutch Asset Management industry post brexit? I recently read some articles about some top buy-side firms based in London looking for real estate in Amsterdam. Is there an influx of firms in to the market or are things just the same? On a totally different note, is the...
hemaka
04 days 15 hours ago
0
Interview Questions HelpI'm currently about to partake in an AM interview, what questions should I expect? What should I go in knowing? Thank you. ...
rrive113
24 days 18 hours ago
0
My Random List of Interview InsightsI thought this seemed like a good time to post this since I'm pretty fucking hungover and will be resigning to attend law school (I know I'm nuts). Our AM firm is going through the recruiting motions right now, and I was a little shocked at what goes on behind the curtain. My head hurts too much to ...
BondBull
06 days 20 hours ago
0
Amount of time spent analyzing a company?A quick question to buy-side research analysts... On average, how long would you say it takes to identify an attractive stock to pitch as a possible long or short idea? How much time do you spend evaluating a company before you move on to the next one? Really just wondering how an analyst allocates ...
Dreizzy
86 days 22 hours 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
171 week 49 min ago
0
Gideon Strategic Partners, a legitimate firm or another marketing scheme? While browsing for summer internships on craigslist (I'm a freshman) I came across an ad for a intern position at Gideon Strategic Partners. At first everything about the company seemed fine. They have a well put together website and have a variety of different divisions within the company. Upon fur...
354231
11 week 5 hours ago
0
2016 Summer Intern Return OffersHeard this year was pretty brutal industry-wide, where many interns didn't get return offers for full time. How bad was it? ...
wizpro
11 week 21 hours ago
0
Portfolio Analyst InterivewI am preparing for a series of interviews for a Portfolio Analyst position. What type of questions can I expect? Any further advice is appreciated. ...
Thenewguy04
11 week 2 days ago
0
Capital Group - what sets them apart?Hi all, Was just wondering if you guys have any knowledge on what really sets Capital Group apart (in both a positive and negative way) from other funds? I know it is a long-only fund with big scale (+$1.3tn AUM) but in terms of maybe investment philosophy (or indeed anything else), what makes them...
FellowMonkey
11 week 3 days ago
0
Crazy tech valuations and the death of value investingWhat do you guys think the crazy prices of tech stocks as of late? Twilio for example IPO'd at around 15 and traded as high as $63, even the company has little if no earnings yet. To that part, to what extent do you think that value investing has become less and less relevant in today's market? All...
millitia
81 week 3 days ago
0
Would you buy Eurozone Banks right now?Hey everyone out there, I wanted to start posting and discussing market views in this forum because some of the best insight I have ever read has come from this forum and I want to begin giving back. The first view I have is that Eurozone banks are a great buy right now. Their shiller P/E's are hist...
jarjarthinks
431 week 4 days ago
0
Has anyone heard of Brightline Capital?Per the subject line, wanted to see if anyone here has worked for / heard of Brightline capital. Beyond the most basic of information (special situations value fund), I haven't been able to find much about it. Any incremental color / info would be much appreciated. Thanks! ...
Braininajar
01 week 4 days ago
0
Cascade Investments (BMGI) InfoDoes anyone know anything about BMGI (Cascade Investments) - Bill Gates' family office based out of Seattle? Culture, comp, etc. If so - please post below; or private message me. I'd really appreciate it!! Burke ...
Burke
11 week 5 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
141 week 5 days ago
0
Career Advice needed - Merrill Lynch PBIG or Morgan Stanley PWM?I'm new to Wealth Management and have an opportunity to join a team for either Merrill Lynch Private Banking and Investment Group or Morgan Stanley PWM. Which one would you recommend that would be best for someone just starting, in regards to training, longevity etc.. I already have a roledex that ...
jayeperry
21 week 5 days ago
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Is it possible to get a European/Asian job straight out of university from Australia?Is it possible to go to University in Australia then go straight to Europe/Asia for a job? Or do AM firms more look for local candidates ...
Wolfofgeorgestreet
01 week 6 days 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
132 weeks 1 hour ago
+3
Investment Talent Programme NBIMAnyone with experience or knowledge about the Norges Bank Investment Managements graduate program, Investment Talent Programme? I am considering applying but have heard that the program is really bad, is that true, anyone? Read a link from previous years on this forum, just wondering if there is som...
Vilanus
42 weeks 3 hours ago
0
Odd question for PWM/AM professionalsHey guys, A family member of mine is looking for esoteric financing (an asset based loan against an precious stone). My gut tells me that this type of alternative financing is only available through an AM / PWM. The purpose of the loan would be to fund other short term business liquidity needs. Does...
armada777
22 weeks 6 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
42 weeks 7 hours ago
0
Passed CFA Level 3 vs. CFA Charterholder for Hiring PurposesJust curious if for employers there is a definite difference between "Passed CFA Level 3" and "CFA Charterholder". I ask because I want to know if the minimum work experience requirement is not met would a jump to HF be possible in coming years after passing level 3, and, like most monkeys, just try...
eltoro454
52 weeks 7 hours ago
0
North American Asset Management SalaryHello guys, soon I am expecting to negotiate my salary in one of the Canadian asset management firms and I am looking for some ballpark estimate of what should I ask for. The shop is around $20B AUM, with like 20 people in the investment team, the firm is investing in equities. My background is some...
Paper Plane
102 weeks 1 day ago
0
Fixed Income Portfolio Analyst Comp/ProgressionDoes anyone have insight into the comp/progression of a fixed income portfolio analyst (not research) at a top mutual fund (T-Rowe/Wellington). What does comp start out at as and how does it progress with years of experience. ...
Killabeez
52 weeks 2 days ago
0
Asset Management Advisorsasset management firms employ certified and competent Asset Management advisors who make it easier for companies to manage their assets. Asset management advisors are equipped with the needed skills, knowledge, expertise and connections to manage a company's assets to make these assets manageable fo...
alexander12
02 weeks 2 days ago
0
How big is AM/Super in Australia?How big is Super (pensions) and AM in Australia? If so is it big enough to get a job in S/AM straight out of university? ...
Wolfofgeorgestreet
02 weeks 2 days ago
0
CB Credit Analyst to Fixed Income Analyst?Once I graduate with my Masters in Econ, I'd really like to land a job as a fixed income analyst. The problem is, there's no guarantee that I'll be able to land that job. So I'm trying to come up with other careers, that would allow me the opportunity to transition to fixed income analysis down th...
econ
42 weeks 3 days ago
0
Interview Excel Exam...formulas??Hi Everyone, My friend currently works in PWM at a major firm as an Associate. He is basically an assistant but has learned a LOT about the industry. He has a second round interview with a global fund manager that services only institutional clients. Essentially he is making the switch from the reta...
syruha
32 weeks 3 days ago
0
Signed 3 year contract. Leaving after 2 years?I'm working in the private placement investment arm of an insurance company. Deal flow is pretty good and we invest in all parts of the capital structure. From speaking to some of the older analysts, it seems like you learn 95% of everything your first two years and the third year is just coasting. ...
Goyard
12 weeks 3 days ago
0
London - Institutional Asset ManagementHi, Long time lurker, but this is my first post. I am currently doing a work placement in a middle market AM. (AUM 300-500bn) in Compliance. Have had rotations in CRM/Sales but would ideally like to move to an analyst role. As I will be finishing my work placement soon enough, I will start applying...
TryAll21
12 weeks 4 days ago
0
State of the investment management industry AM/HFJust wanted to get everyone's take on the state of the buyside industry in investment management. It seems like the number of spots have shrunk significantly and there are not a lot of shops hiring overall. Wanted to see other people's opinion on this. Also, what do you think the exit opps are fo...
monkeybusiness123
12 weeks 4 days ago
0
Asset Management fro top 15 mba programHello- I am a CFA level 3 candidate find out score next week. I have 4 years of investment management experience (2 in technology/operations, 2 in research/operations), and I am now currently working fin software sales. I was wondering, do you think it is possible for me to get a job in investment ...
cbarker2222
42 weeks 4 days ago
0
Fixed Income vs Equity Research Analyst CareerI'm an engineer pursuing an MBA at a top US university and have also completed CFA Level 3. I'm looking to break into investment management and trying to decide between Fixed Income (FI) and Equity research. Although this is not still set in stone, I would like to obtain a good clarity about pros an...
RBAnderson
22 weeks 5 days ago
0
Anybody cover the Payments & Processing Services Industry?Hello all, I am a long-time reader of WSO that is currently interviewing for an equity research position at a mid-sized Asset Manager. Part of the process involves a research project in which we are allowed to reach out to anyone for assistance. I don't have access to ER reports and was hoping that...
DSaff
02 weeks 5 days ago
0
Senior CFA Level 2 CandidateHello all, Just wanted to thank you for reading my post and any input you would provide me with. This winter I took a Busy Season Internship with a Middle Tier Firm in Tax Accounting. After a few weeks, I realized Tax nor Accounting (even Audit or Advisory) is something I want to do when I graduate ...
cgrizzlybarron
12 weeks 5 days ago
0
Asset mgmt/PWM people, do you think I have a chance? & resume feedback please?Hi everyone! So I'm a little "late" on this journey and started exploring the field of finance April 2016. I started networking like crazy and luckily I could secure an internship from a small, local wealth management firm(Im loving it here) I'm asian/female(if that matters), and Im also poor. So I ...
baconhater93
22 weeks 6 days ago
0
Questions about VanguardSo I have an upcoming interview with Vanguard. After some web searches, I couldn't find much about the culture at Vanguard or why people choose to work at Vanguard. Would anyone be able to provide some insight here? ...
BankingGuys
73 weeks 1 hour 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
33 weeks 16 hours 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
73 weeks 1 day ago
0
Breaking into asset management after MBAI am looking to break into Asset Management after my mba. I am not if this is realistic, since I don't have previous industry experience. I was probably thinking about getting a job as an equity research analyst on the sell side to get the necessary training. What is the recommended path to become a...
alucar2000
113 weeks 1 day ago
0
Path to an Asset ManagerHey all, If my goal is to land a role at an Asset Management firm as an analyst hoping to eventually become a PM, 1) Would it be wise to start out in the AM arm of a BB or rather in Equity Reaserch in a BB straight out of undergrad? Would I be better off just trying to place into an AM firm right o...
proptrader101
13 weeks 1 day ago
0
Is IU Target for AM?Hey everyone! I transferred into IU last year and was accepted to Kelley this summer. That being said, I am curious if Kelley is a target for AM? It seems everyone only focuses on consulting and IB in Kelley, I haven't heard much about AM. Also, another off topic question: Does being a veteran hold...
cvalente
53 weeks 1 day ago
0
asset investment forecasting excel templateI am currently interning at an electrical company in the finance department. My boss has asked me to construct a model in which he can plan several investments in different securities in order to increase the return on the excess cash position. Does anyone of you would have an excel template that co...
timvthof
03 weeks 2 days 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
63 weeks 2 days ago
0
Junior PM Comp?Throwaway account here. Any thoughts on comp for a fixed income junior PM role at a big long only shop in major metropolitan area? Keeping details vague, but firm is in the 100-300 bn aum, with 5-10 bn in the strategy and a team of ~10-20. Would be supporting multiple PMs but clear this is not an as...
Fixedincomehopeful
73 weeks 2 days ago
0
Is it bad to say you do NOT invest at all for AM/IM interview?I don't currently invest any of my money, have a fake stock portfolio, or have any other relevant experience. Will this look really bad during an Asset Management/investment management summer analyst interview, assuming they ask if I have a portfolio or trade stocks? What should I say? ...
newyorkerchimp
63 weeks 3 days ago
0
Financial Advisor Positions, and Information for the CuriousFor starters I am a manager a large cap financial planning firm/fund manager nationwide. My intent is to educate anyone curious about getting into the Financial Advisor position. I specifically am in the Nashville Area, but recruit throughout the SouthEast. I have not always been a DM, and still man...
Jeremy-Pardue
13 weeks 3 days ago
0
Asset Management Sales interviewHi everyone, I have a second round interview at a top AM firm, for a position in Asia and figured I could use some help! First off this is a position in the Sales arm of the company, so I figured maybe it should not be as technical as for other AM roles (am I wrong on that?). I have an IB background...
chevychaze
03 weeks 3 days ago
0
JPM Asset Management - Typical starting salary for analysts? What is the typical starting salary at JPM for analyst in the Asset Management division for undergrad FT, obviously not including bonuses? ...
Password
93 weeks 4 days 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
53 weeks 4 days 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
123 weeks 4 days ago
0
Need Advice for FT AM RecruitingHi guys, new to the site and first post here, so forgive me if I have left anything important out. So I need some solid advice regarding FT recruiting for AM. A little background, I am a senior from a semi-target in the WC, >3.5 GPA, with prior transaction services banking & Big 4 internship...
jdoe123
03 weeks 4 days ago
0
JPM Investment Management Full Time Analyst 2015 - US Equities Large Cap ValueHas anyone who interviewed with them heard back yet? It's been 6 weeks already for me. ...
jzdawg
63 weeks 4 days 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
13 weeks 4 days ago
0
Goldman Sachs Credit AlternativesI'm interested in learning more about what GS's credit alternatives group does. I believe they were previously called Liberty Harbor, but transitioned over to just being known as GS Credit Alternatives or GS BDC. Do they primarily make senior debt investments, and if so, what % of their portfolio is...
lilyachty
03 weeks 4 days ago
0
Offshore & oil service undervalued? Afternoon, I've been following the development of the oil service industry, after the 2014/2015 plummet in the oil price. The price of Subsea 7, for instance, fell by 70% from 2013 to 2015, followed by an increase from 50$/share up to around 90$/share in 2016. The P/E ratio of this company today i...
Booster123
03 weeks 4 days 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
33 weeks 5 days ago
0
From Accounting to Asset Management?What is my objective? My desire is to work in the Asset Management industry as an analyst. Who am I? I am 23 year old individual who has recently graduated from a non-target University in the United Kingdom with a mediocre GPA (low 2.1) in Accounting and Economics. What am I doing right now? I am wo...
OmO
23 weeks 5 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
43 weeks 5 days ago
0
Top MBA or a finance PhD in a none-target school?Hello friends, I currently a graduate student in a US top50 school studying financial engineering. I have two years previous work experience and a bachelor degree with average GPA. I am really struggling with my future career options by now, which is whether I should go into the industry for a few ...
wsozh01
03 weeks 5 days ago
0
IM, WM or AM?I currently work at a company/family office type of atmosphere where we invest and manage the chairman's money. In the past, the company has invested in the secondary markets taking minor stake at companies, bought out/revamp/sold companies. Now we are scooping up businesses, consolidating them, and...
jordanlee28
03 weeks 5 days ago
0
London - Private Banking, Family OfficesThe goal of the post is to reach out to professionals in London regarding getting INTO private banking / family office space. A person in question looks for a position within the target space and is basically seeking advice regarding two aspects: the firms and how to apply. Candidate: Education - do...
13th
03 weeks 6 days ago
0
Knopman Series 7 Book + Class Notes (from Course) for Sale Hi, I am interested in selling my series 7 book and the class notes (from the 3 day course with the Harv). Please message me if you are interested. ...
Taroon007
03 weeks 6 days ago
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
24 weeks 6 hours ago
0
Preparing for AM interviewsHey guys, for those of you who went straight to the buy-side, what resources did you use to prepare for your interviews? ...
millitia
04 weeks 1 day 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
484 weeks 1 day ago
+7
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
344 weeks 1 day 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
281 month 7 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
11 month 2 days 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
131 month 2 days 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
01 month 2 days 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
21 month 4 days 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
21 month 4 days 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
71 month 4 days 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
11 month 4 days 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 month 6 days 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 month 6 days 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 month 6 days 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 month 1 week 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 month 1 week 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 month 1 week 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 month 1 week 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
01 month 1 week 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
01 month 1 week 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
31 month 1 week 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
01 month 1 week 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
01 month 2 weeks 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
11 month 2 weeks ago
0
Long only asset management,,,,,,,PERKSWhat are some of the most common and uncommon perks in the long only word? ...
bcom
11 month 2 weeks 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
01 month 2 weeks ago

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