Asset Management Powow
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| Topic | Replies | Created | Last reply | |
|---|---|---|---|---|
 | Can anyone offer any insight into working for an RIA? Specifically at a smaller boutique and in the early stages of one's career.
Does this fall under the "investment management" realm? and could it be feasible to move into a BB AM/PB arm after a year or two with a bit of... Insight into RIA | 9 | 3 weeks 4 days ago by King of Opz | 2 weeks 5 days ago by UFOinsider |
 | I've been interested in the process by which a portfolio is created lately, not in terms of how managers decide on individual investments, but on how they construct the portfolio as a whole.
Is it simply a process of choosing the best investments that fit into the fund's investment... Process for Choosing the Securities in a Portfolio | 24 | 3 weeks 2 days ago by smithon | 2 weeks 5 days ago by kraken |
| greetings!
So, I just got interviewed over the phone unexpectedly at big AM firm (i was still sleeping!) and she was detailing out my responsibilities and she mentioned how i will start doing the adminstrative work (bitch work) and eventually i can work my way up to "working with... Internship at AM | 4 | 2 weeks 6 days ago by downintexas9 | 2 weeks 6 days ago by TheCityBoy |
| Can anyone explain the the difference between asset management and risk management? what exactly does asset management do? and what kind of quantitative skill does it need? Thank... the difference between asset management and risk management | 2 | 2 weeks 6 days ago by hzsh2009 | 2 weeks 6 days ago by Angus Macgyver |
| Treasury - Asset/Liability Management. Will it add value if I want to do investment management or research?... Treasury Exit Opportunities? | 6 | 4 weeks 19 min ago by SINNYC | 3 weeks 16 hours ago by JulianRobertson |
| Columbia Business School held this year's 6th Pershing Square Challenge. The winning team got $100k.
This year's panel of judges included: Bill Ackman (Pershing Square), AJ Agarwal (Blackstone Group), Craig Effron (Scoggin Capital), Mchael Gerstner (MSD Capital), Paul Hilal (Pershing... Winners of Pershing Square Challenge 2013 -Hertz (HTZ) | 19 | 3 weeks 1 day ago by Financier4Hire | 3 weeks 17 hours ago by JulianRobertson |
| Did a search and noticed no one has really mentioned Kiplinger's mags, was wondering why that is? Do none of you subscribe to Kip's? Will the magazines give you a comprehensive understanding of investing?
I'm not asking if reading them will make you the next star fund manager or... Is Kiplinger's a good resource for learning about investing? | 3 | 4 weeks 4 hours ago by Soul_Reaper | 3 weeks 1 day ago by dickenscharles741 |
| ... . | 5 | 5 weeks 1 day ago by norcalhoya | 3 weeks 1 day ago by norcalhoya |
| Hello everyone,
I'm an ex-military guy getting an MBA and trying to move directly into AM/HF from school. I've heard from a lot of the bigger funds (Wellington, Fidetity, T. Rowe, etc.), but I can't get any sense of what would make one better than another.
My end goal would... Asset Management from MBA | 12 | 2 years 26 weeks ago by mr_gondola | 3 weeks 2 days ago by erswitcher |
| Hello,
So at my university I was introduced this semester to a professor at the business school at my university. He agreed to become our club advisor for our investment club on-campus. He has been a tremendous resource and has a solid background in the asset management and hedge funds... How does a mentorship work? | 4 | 3 weeks 3 days ago by Ketelwon | 3 weeks 2 days ago by Beny23 |
| Please excuse me if I sound like a total douche or do not have the proper etiquette for this forum, but I am new to the finance business.
Long story short, always made good grades, dad was a doctor, I went to med school and hated it, my brother works for MSSB in NYC as an IB and help get me a job.... MSSB Private Wealth Planning Advisor | 19 | 4 weeks 7 hours ago by WeeOrgans | 3 weeks 2 days ago by WeeOrgans |
| Just recently landed a position with a large asset management firm as an internal wholesaler. A few guys on the sales floor are studying for the cfa, cfp, etc.
So my question is..if i want to stay in sales, do i really need any of these certifications? I know there is probably not a NEED for... mutual fund wholesaler career question | 8 | 4 weeks 3 days ago by 5strong53 | 3 weeks 4 days ago by Mimbs |
| I need someone with a very solid knowledge of fixed income products sometime within the next 2-3 weeks. To grill me via phone or a skype session.
I'm an MBA student, so I am broke (see numerous MBA costs posts for details). But I will silver banana your next 10 posts. So help a brotha out... Need Fixed Income Interview Mock | 0 | 3 weeks 4 days ago by trailmix8 | n/a |
| Anyone would happen to have info on this position. From what I have heard this an associate level position but trying to get more info such as pay, role description and interview questions to... GS PWM Financial Investment professional | 1 | 3 weeks 4 days ago by zambro19 | 3 weeks 4 days ago by Beny23 |
| Was wondering what people's thoughts are on the portfolio associate/trade support type of position at PIMCO. Is it more of a middle office type of role? Good exposure to move into front office?
Also pay info would be... Thoughts on PIMCO portfolio associate positions | 6 | 4 weeks 1 day ago by bean | 3 weeks 4 days ago by fortes_fortuna |
| 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.... JPMorgan Private Bank - Compensation Ladder & Lifestyle? | 66 | 11 weeks 5 days ago by noblehouse | 3 weeks 5 days ago by wikileaks |
| I have a PWM internship this summer (freshman summer) and it is paid. However, the advisor didn't know exactly the hourly rate I would be paid.
Have any of you guys had one of these internships and know the standard rate you are paid? Or does it change by branch?
FWIW, he said every... Merrill Lynch pwm pay | 4 | 4 weeks 15 hours ago by swingingfromthe... | 4 weeks 5 hours ago by FutureWaller |
| I was just wondering people's opinions on Schroders. I know theyre good, but how good really? When people talk about the very best asset management firms, you genrally just get the usual ones BlackRock, Fidelity, Aberdeen..or people talk about small Boutique ones which are amazing apparently... How good are Schroders in the Investment Management World? | 6 | 4 weeks 5 days ago by La di dar | 4 weeks 1 day ago by Bot Some Calls |
| hey everyone. So I landed a summer internship with fixed income at a large investment management/insurance company. I'll get to rotate within a few different teams thruogh the 10 weeks.
I want to know how to maximize my chances of getting into a FO role full time as I will be a senior next... Fixed Income Ops | 0 | 4 weeks 1 day ago by bankeur | n/a |
| I have an phone interview with Goldman Sachs Asset Management for their Fundamental Equity Group - Full time Analyst role. There is not any info on this specific group in any of the previous threads in WSO. I was curious to figure out the best way to prepare for the interview in terms of technical... GSAM Fundamental Equity group | 3 | 2 years 19 weeks ago by avireddy | 4 weeks 2 days ago by angel.noorbakhsh |
| is GSAM done with hiring for the summer? I got a call last week from an HR rep. She basically told me about GSAM, asked me if I was still looking for a summer job, and said they were still looking to fill some SA vacancies. Haven't heard anything since so kinda worried... Goldman Sachs AM | 3 | 1 year 10 weeks ago by whartonbetch | 4 weeks 2 days ago by angel.noorbakhsh |
| I'm studying for level 1 of the CFA and the majority of the statistical concepts Ive seen so far are covered in six sigma training. Just curious as to whether six sigma knowledge is recognized or valued at all in the investment world.
Would it mean anything to an AM employer to see six... Six Sigma in the finance world? | 1 | 4 weeks 3 days ago by Industry84 | 4 weeks 2 days ago by Imprimatur |
| I founded a student asset management group at my school and we are going to get it started next fall. I was wondering if you guys had any suggstions on which trading platform to use?
any other suggestions would be appreciated as... Student Asset Management | 8 | 4 weeks 3 days ago by CAbeachbum | 4 weeks 2 days ago by CAbeachbum |
| Undergrad in Finance and just finished MBA non-target. 5 years of experience (rotational program at a F500, a couple accounting roles, most recently FP&A). I’d like to move out of the corporate finance world and into investment management, even if it would mean starting from the bottom or... Corporate Finance to Asset Management? | 8 | 31 weeks 1 day ago by Industry84 | 4 weeks 2 days ago by futurectdoc |
| Hello all,
I have been trying to find a PWM internship for this summer to no avail (I am a gap year student with no access to OCR...yet). I've been cold calling all of the local BAML/MSSB branches and while they have been very receptive, quite a few have told me that they do not have formal... Securing a PWM internship | 6 | 4 weeks 5 days ago by Goldman Stanley | 4 weeks 2 days ago by NYCStudent |
