Silver BananaTopicAuthorRepliesFreshnesssort ascending
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BAML GWIM Advisor InternHello, I am a current undergrad freshman at NYU, and was offered an internship as a GWIM advisor intern for the Spring semester (accepted and contingent upon passing a background check...). I was wondering, does anyone know what the internship would entail of? The branch/office is part of the privat...
Itachi9506
19 months 2 weeks ago
0
How do I create a Fund Fact Sheet?I work for a wealth management firm and I need to create a fact sheet for one of our funds. I can't seem to find any templates online and I'm not computer savvy enough to make a very professional one of my own. I would like it to look something like this:http://www.goldmansachs.com/gsam/docs/funds/p...
Jamesdlee66
89 months 2 weeks ago
0
What does a Distribution Sales Intern do?I recently got a summer internship at a bulge bracket as a Distribution Sales Intern in Asset Management. I was just wondering what I would do on a day-to-day basis? I just hope its not too much of client servicing in terms of on boarding details and doing stuff on the CRM, because I want to do mark...
singaporefriedrice
19 months 2 weeks ago
0
Break down Third Party Distribution for Asset Management (MFs)Can you break down how third party distribution works within Asset Management, specifically for Mutual Funds? If possible, please relate this to an internal wholesaler's function. Cheers, NYCG ...
NYAC
19 months 2 weeks ago
0
Orbis investments - any info on the firm?Hi all, Not sure if it is the right sub-forum for this topic, I am very interested to know more about a company called Orbis investments. Would really appreciate if someone could share details outside of what is written on their website - how long are the hours, relative salary, nature of the work, ...
marcus2012
09 months 2 weeks ago
0
Small RIA Analyst to Private Bank Analyst/AssociateI have been at a small RIA as an investment analyst for 6 years and currently going for my MBA at a non target/not m7 school. I'd like to work for one of the bigger private banks: JPM, GS, UBS, US Trust etc. Two questions: 1) is it difficult to land a job at one of the private banks noted above with...
Baseball12
129 months 2 weeks ago
0
BlackRock Superday SFAnyone know how long does it take to hear back after a final round with BlackRock for a summer internship? I interviewed on Feb 12th at SF and advent heard back. ...
student1101
09 months 2 weeks ago
0
Private Client Associate Development Program - U.S. TrustDoes anyone have any experience with the PCA development program? Thinking about applying but I want to get a better idea of what it is: Salary, exit opps, the actual experience Is it just a fast track to a salary-less broker position? My top industry choice is sales & trading, but I've been un...
Ashley_Schaeffer
29 months 2 weeks ago
0
HSBC Private Bank v.s. Fidelity Sales Dear All, I recently received two offers (HSBC Private Bank and Fidelity Sales) and both are graduate analyst program in HK. To be honest, I'm not quite sure about my long term career, but I always want to do some client-facing role with technical skills. Comparison HSBC PB - The connections with HN...
Supersonic2222
09 months 2 weeks ago
0
BlackRock Scientific Active Equities phone interview LondonHi All, Just got invited for a 1st round phone interview with BlackRock for scientific active equities team, summer analyst position, in London. I am not really familiar with this team so not really sure what kind of questions to expect. Any insights on this would be great! ...
Beanvestor
29 months 2 weeks ago
+1
Job Search - Staffing agenciesHello, I'm looking for a summer internship in Asset Management, but in between grad school, preparation for the CFA exam, and a part-time job I don't have any time left to search for a job. My friend has recommended me to look for a job with the help of staffing agency. Does any of you have an exper...
natalia_kova
09 months 2 weeks ago
0
BlackRock San Francisco Superday Hey! I interviewed with BlackRock San Francisco on Friday Feb 12th, 2016 for Multi Asset Strategies summer internship but have not heard back yet. Has anybody heard back yet, or anybody know when we should expect decisions? Thanks! ...
student1101
09 months 2 weeks ago
0
GS IMD SA London Have a few question about the structure of the process of the summer internship at GS in London (IMD). How does the interview process look like? I applied in November and there is very little activity from their side. Also, more general, how is the culture within IMD at GS? Just Heard from a loot of...
kingfrej
09 months 2 weeks ago
0
Blackrock Alternative CreditHi guys, wanted to know if anyone knows any bit of detail on the BlackRock credit alternatives team / division. On their website they seem to call it special credit opportunities, but from what I understand they mostly deal with high yield. Just wanted to get thoughts / views from anyone that knows...
hmmsk
79 months 2 weeks ago
0
PzenaAll - Thoughts on Pzena? Any intel on hours, culture, comp would be really appreciated ...
fresh_monkey
19 months 2 weeks ago
+1
Stop Blaming Central Banks: Yields are Low Because Growth is LowI am SO fucking tired of this tinfoil hat nonsense. As always, it's the economy, stupid. Just like how you can't blame a president for a recession or credit a president for a recovery, central banks only have so much power. Just like how we think that the exhaust from your Chevy Suburban has an ...
bortz911
59 months 2 weeks ago
0
Follow up after superdayFirm said they would get back within a week after the superday, but i didn't hear anything and it has been more than a week. Should I still follow up? ...
can't find a username
19 months 2 weeks ago
0
How is your firm doing?I work at a active management FI heavy Asset Management firm and things are looking pretty bad. Based on the email updates that have been going out across the firm. I think things may get worse even if the economy isn't slowing down. Even if the market is flat or up a bit for the year I think the ou...
LeadingIndicator
79 months 2 weeks ago
0
Unable to Attend Blackrock SuperdayI was scheduled for a super day at BlackRock today in client solutions. Last night, all flights to New York from my city were cancelled, and I wasn't able to get to the interview. I spoke to the recruiter and they said they'd follow up with next steps. Is there any chance at all that I am not dinged...
usgrant
09 months 3 weeks ago
0
BlackRock Corporate Strategy & DevelopmentGeneral thoughts about this position at BlackRock? Thinking about applying to this role for SA 2015 and it seems like a sweet role. It seems like a global strategy and business development role. Is it FO? As good as FO? Is it usually seen as a prestigious role? Would business school be feasible with...
BlakeCole
119 months 3 weeks ago
0
Retail Stockbroker Intern at Major Brokerage and JP Morgan Corp dev Analyst intern, for getting into Asset/IM or inst. salesI have recently been offered a 1 month internship with a retail stockbrokerage major one in London and it is voluntary but if I meet the OTE than I will get a full time offer. I have also been given an offer for the JP Morgan Corporate analyst development program as an internship for 10 weeks. I pla...
J.J Astor
29 months 3 weeks ago
0
Investor-to-investment steps at a small startup RIACan someone please help me map out the steps / various players involved in a typical private investor-to-investment transaction at a small startup RIA firm? Please comment on my understanding below, especially on step 3, 4 and 5: Investment Advisor (IA) brings in a client (BD, accounts transfer, cus...
MBACFACPACFP
09 months 3 weeks ago
+16
Private Wealth Management/Private Banking Guide for AssociatesOnce and for all - Here is the best guidebook I can give you for PWM/PB at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth Management? 1.2 Who is a High Net Worth Investor? 1.3 Industry Today 1.4 Career Paths within Private Wealth Management 1.5 How to Build a Book 1....
navyrugby
169 months 3 weeks ago
0
Investment Manager Research Career PathsDoes anyone know what the general/organic career progression is for an investment manager research analyst? ...
onedumbmonkey
129 months 3 weeks ago
0
Do AM firms send out offers before interviewing all the candidates?When an IM firm has multiple superdays throughout several weeks, do they send out offers before they finish interviewing all the candidates? ...
can't find a username
29 months 3 weeks ago
0
Goldman Sachs Asset Management (Not pwm) I just received an interview offer for a sophomore summer internship with GSAM and wanted to know the low down on it. How is it looked upon on the street in comparison with other asset managers or investment banks in terms of prestige or competitiveness. Any responses are much appreciated. ...
redraider25
159 months 3 weeks ago
0
Global Asset Management Analyst Training Program @ JP MorganHi guys! Does anyone know what the "Global Asset Management Analyst Training Program" for new Private Banking Analyst at JP Morgan consists of? I am curious to know whether or not any of you monkeys have had the opportunity to participate in this program. Also, as for new analyst hires, are they g...
PierreC
49 months 3 weeks ago
0
Spring Internship (overqualified)? Hi guys, Thanks for reading this and potentially helping out. I have applied for some spring internships in investment management, but has unfortunately been unsuccessful in all my applications. I have already done 3 investment and wealth management internships, and am also working at one now beside...
Monkey123_214
49 months 3 weeks ago
0
Goldman IMD Intern OrientationI will be interning at GS within the IMD division in Salt Lake City this summer. I received my start/end dates yesterday and the email implied that intern orientation would be held in NYC from June 6 to 10. I hadn't heard anything about that until now. Can anyone who has interned with Goldman in a s...
fastfire667
39 months 3 weeks ago
0
The job equivalent in CA or US? Hello all, Hope this is the right forum or sub-forum to post my question. If it's in the wrong forum, could the mods mods move it to the appropriate one? Thx My friend is thinking of moving to Toronto or NY from Hong Kong and currently his job title is "Customer Relationship Manager" in the Wealth M...
Johnson333
49 months 3 weeks ago
0
Graduating this spring and just received job offer - Looking for advice I recently received an offer for a BDA role at a leading financial services and mutual fund group. The typical career path for this role leads into their sales department through internal and external roles. I like the sounds of the job, and I see it as somewhere I would do well in. However I am a b...
mlah27
09 months 4 weeks ago
0
Winton Capital Graduate Scheme - is this back/middle office?Not sure what to make of the scheme. The business stream of the grad scheme entails that you will complete three, four-month rotations in three of the following business divisions: * Investment Operations (middle office, trade support, treasury) * Investment Solutions (business development, client s...
androidparagon
49 months 4 weeks ago
0
TIFF: Investment Fund for Foundations Can anyone shed some light on TIFF: Investment Fund for Foundations. It is a non-profit Investment advisory service for all kinds of foundations, endowment, pensions, etc. Also, what are the pros and cons of interning at a major foundation fund? Will this help obtain a FT position in ER or AM for BB...
4frnt
29 months 4 weeks ago
0
For Public Markets Interviews, What Commodities Matter?Interviewing with an Asset Management shop in a few days. They invest purely in public equities. I know I'll be expected to have a general knowledge of news stories, commodities, currencies exchange rates, ect, even though they aren't directly relevant to the job. Is there a list of commodities that...
dawinner
010 months 2 days ago
0
Blackrock PAG Final RoundHi, I did my Final Round interview at BlackRock a month ago. I initially thought that I was declined since I didn't hear back from them for so long but I received an email saying that they are still making decisions. Does recruiting decision really take that long or did they put me into a deferred ...
Joowang
110 months 3 days ago
0
Lazard Asset Management SuperdayHey guys, I have a superday with Lazard Asset Management coming up on Friday. Have any of you heard of anything about their Superday? Anything would help - thanks so much! ...
naderal
010 months 3 days ago
0
JP Morgan Asset Management SuperdayWhat is the superday like? I heard it goes from 8am-5pm. Is it all interviews or is it a series of tests and interviews? ...
Whompwhoopyeah
1310 months 3 days ago
0
Goldman Sachs Investment Management Phone Interview TipsLanded a formal phone interview (2 separate calls) with GS' GPS group. Any tips or advice on what the interviews will be like? ...
AHR25
110 months 3 days ago
0
Blackrock Advisory and Strategy - Client Solutions InternshipHas anyone every heard of the Client Solutions group at BlackRock? I have an interview with them, but I haven't seen very much online. I'd appreciate any more details about what the exact functions/day-to-day of the group are. ...
usgrant
010 months 3 days ago
0
PIMCO Account Manager AssociateHas anyone recently interviewed for the PIMCO Summer Account manager position. How are the interview questions? Is it standard IM question or mostly technical? Also, can anyone expand on how the different groups operate(i.e Client Services Group, Consulting Relationship groups, Business Developm...
pedubz
1910 months 3 days ago
0
Life after BB Private Banking... need adviceI'm a second/third year analyst at a BB Private Bank in the Southeast US, and need advice on where to take my career from here. The way I see it these are my options at the moment: Climb the ladder at my current bank and try to move internally Go to business school (would only go to top 15) Find a j...
bankerburner
1110 months 4 days ago
0
Advice FreshmanEhi, I'm a freshman from Europe who's looking for a summer internship in PWM or actually anything that can make my CV slightly more "solid" in order to have a shot next year in IB. I've read that it's quite common for first year students in the U.S. to intern in wealth management, sometimes even at ...
Underwood..
010 months 4 days ago
0
Spoke with an SVP, when to follow up?Last week I spoke with an SVP at UBS who said they would get my resume to someone to make sure I got an interview. Should I follow up on that and if so how long after we spoke? ...
colorado
010 months 4 days ago
0
Thoughts on Legal & General Capital Direct Investments team? (Graduate programme advice)Graduating this year and have been looking at a few Asset Management programmes run in London. This group at Legal and General looks quite cool predominantly making direct investments into housing, Clean Energy, alternative finance and urban regeneration. Alternatives have always seemed interesting ...
androidparagon
110 months 4 days ago
0
Deutsche Asset and Wealth ManagementAnyone interview here and have any tips? Types of questions? Culture? ...
sondmon
110 months 5 days ago
0
Internal vs. External wholesaler Career TrajectoryHi Everyone, I'm trying to get a better sense of what the a career trajectory within internal vs. External wholesalers in the ETF space (including a salary trajectory). Any and all thoughts and suggested resources are greatly appreciated. Thanks in advance! ...
bschooler
110 months 5 days ago
0
Online app accepted after deadlineSo I thought I had applied for two positions at UBS but realized this morning before an informational interview with an SVP in Wealth Management that I hadn't submitted the wealth management analyst application. Deadline said January 31st but I filled it out and submitted it no problem and got an em...
colorado
010 months 5 days ago
0
2016 Summer Internship SchrodersHey guys, I've recently applied for a summer internship at various Asset Managers. By Schroders I've been invited to complete an online interview. Has anybody here completed such an video interview at an Asset Manager? What were the questions? Thanks ...
hedgetrader
910 months 6 days ago
0
Asset Management & GWM Summer Analyst - Assessment CentreI got invited to an Assessment Centre this week for a summer Analyst position within Asset Management & GWM at J.P. Morgan. Did any of you guys attend one yet and have some advice on how to prepare and a few tipps on what to expect? Thanks in advance! ...
wlululu
010 months 6 days ago
0
Typical Internship QuestionsI'm currently a sophomore at community college transferring to a top tier university next year 2016 Fall semester. I'm seeking an internship this summer and have been applying myself at a variety of locations. I've been limited on my academic courses in economics but have great interest and individu...
afurgs
010 months 6 days ago
0
ER to AMI am really not happy with my current ER role, and have been looking at alternatives to get out. One reason I am stuck in my current role is that I only really started in July and was working in more of a middle office (no equities related work whatsoever) for 1 year. I really do enjoy equity analys...
I_want_to_stay_Anonymous
010 months 6 days ago
0
Asset Management AMAI currently, have, am sieved into the Asset Management sectory/industry. If you have any inquiries, feel free. My PA will inform me of worthy questions. ...
Trend
210 months 1 week ago
0
Boston/NYC Equity Associate CompI'm looking to find the range of comp for Boston/NYC associates 3-5 years out of school at top asset management firms in Boston such as Fidelity, Wellington, Putnam, Eaton Vance, etc. I'd also be interested in NYC comp as well. I am pretty sure I'm on the very low end with $155k total comp (100k bas...
husky15
010 months 1 week ago
0
Global IP AssetMy company owns a fossil fuel replacement technology for transport. Our lawyers deem the IP to be the basis for a global utility but cannot find a corporate financier to value it. We have daily approaches from investors who tell us that the IP is worth very little but they want it and they need cont...
CaptainSensible
010 months 1 week ago
0
HELP! PleaseOffer from Soc Gen Global Markets and BlackRock Portfolio Analytics & Risk but conflicted on which offer to take. Could someone please provide some guidance? They are both Summer Analyst internship positions. I'm looking to eventually break into Sales/Trading or PE and want to best position myse...
WS56
110 months 1 week ago
0
GS IMD Summer Analyst InterveiwI am a junior and recently had a first round on campus with IMD. Felt that the interview went well. Got a call the next day saying that my status is currently on hold and that I will be updated within the next two weeks regarding superday. Several other people who had interview already, received ema...
pae662
010 months 1 week ago
0
Best virtual portfolio or stock simulator program/websiteHey guys, Anyone know what the best virtual portfolio software is? I want to build a simulated portfolio and run it similar to the pros by tracking an index, calculating attribution, alpha, tracking error, and etc. Anyone have any recommendations? Thanks ...
onedumbmonkey
5010 months 1 week ago
0
CFA/CFP roles + PWM questionHey guys, I've worked ~4 years in equity reserach (have CFA) and have recently switched to PWM and am planning on taking the CFP. i enjoyed research but did not like having my comp tied to stock calls longer term. My new role isn't up to par with I thought (more account services) and I am looking fo...
iregula
310 months 1 week ago
0
Rusty.Beef
110 months 1 week ago
0
Experiences with BNY Mellon - AlcentraDid you intern at BNY Mellon - Alcentra or do you know somebody who did and could you please share your experience? How prestigious would you rate the firm and what do you think about it? Is it somewhere you would intern? Thanks for letting me know, would help me out a lot. ...
wlululu
010 months 1 week ago
0
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...
sk8247365
1710 months 1 week ago
0
Wells Fargo Advisor PWM Intern InterviewI have a pwm interview for an internship with an advisor from Wells Fargo coming up. What interview questions should I be preparing? Any tips? ...
berksf
110 months 1 week ago
0
Got a summer analyst position at a large asset manager. Starting to think of a lateral switch?I had a superday where I interviewed with Fixed Income, Equities, and (last minute) Securities Lending. I was mainly interested in FI but only got an offer at securities lending. My main interest is in Asset Management and I'm preparing to take the CFA this June. My main question is how can I show t...
y2jerichoy2j
010 months 1 week ago
0
Differences between asset allocation and ER interviews?When interviewing for junior equity research role at a buyside firm, you're most likely going to be asked to pitch a stock or two as well as give your outtakes on the markets. How does that change when you're interviewing for a similar level role that deals with tactical asset allocations? Do the st...
bobjoebill
010 months 1 week ago
0
MSWM GIMAHi guys - anyone have any insight into the Global investment manager analysis (GIMA) group at Morgan Stanley WM? ...
moco11
010 months 1 week ago
0
Goldman Sachs PWM Summer AssociateHey everyone, I am currently an MBA candidate at NYU Stern, and will be interviewing for the Goldman Sachs PWM summer associate position in a few weeks. Before Stern I worked at BofA ML in their Investment Management division for 3 years, so I have a good understanding of WM/PWM and all the other di...
khaykin89
110 months 1 week ago
0
Purchase secondhand CFA schweser booksDoes anyone have old 2015 schweser CFA level one books and Q-bank they would be willing to sell to me? Do any of you have recommendations for sites where I could get half-decent used schweser CFA books? I have pdf files but would like physical copies as well. Thanks! ...
Vman the third
010 months 1 week ago
0
absolute vs relative return: which is harder?as the title suggests, which one would you say is harder? I know the question to some might obvious (relative return is easier) but to me, not so much. here's what I think: 1) skill involved in absolute return strategies massively differentiates wheter we are in a bull/bear market so if you happen t...
Goodwill11
910 months 1 week ago
0
Wealth Management BB vs BB Sales and Trading (Regional Office)I have offers from both these, pay is the same, interested in both, not sure if I would be good at S&T but fancy a shot at it. Was wondering peoples opinions on the choice. Also what can senior wealth managers get paid? and if I went into the investments side of the business doesnt that open my ...
career
1110 months 1 week ago
0
GS IMD Super Day December 4thI had my super day with GS on December 4th. I still have not heard anything back, I know a kid who interviewed the same day as me and got a rejection email. Since I have yet to hear anything back is it fair to assume I have been waitlisted? ...
spartans10
310 months 1 week ago
0
Oaktree Capital - Drug Test?Hello, before anyone says anything about being able to quit I have been prescribed the use of marijuana in California by a licensed doctor. My current job at an investment firm did not drug test, but I have been looking at Oaktree Capital. Can anyone that has worked there (Los Angeles) that there is...
twanbiz
010 months 2 weeks ago
0
how low will oil go?any thoughts? ...
ztdn24
110 months 2 weeks ago
0
Tracking error of subclassesHi there, I am currently doing a master program project regarding tracking errors. Currently my assignment is to evaluate following question: How to find out the correlation structure of the passive (=second order/sub-classes tracking errors) tracking error? Research and summarize possible ways to a...
tracking_error
010 months 2 weeks ago
0
Networking to find Startup Finance firmsHi - What is the best way to network to find a finance firm just starting out? I want to get in early to make moving within a firm easier.. Any Advice? Thanks. ...
SFGirl
110 months 2 weeks ago
0
UBS WM or VanguardHi all. Just wondering about thoughts between UBS and Vanguard as for reputation? I am considering going to UBS GTP WMA for a summer internship but also for Vanguard's College to Corporate (C2C) internship program. Both programs feed into the companies' respective rotational programs. I know pay of ...
capatan21
410 months 2 weeks ago
0
Goldman Quantitative Investment Strategies SAHi, I have a first round finance interview with Goldman Quantitative Investment Strategies coming up. This is probably the most quantitative interview I had so far. For anyone who's have been through this kind of interview, what can I expect for the interview questions? Any good websites to prep for...
lolsunshine
1010 months 2 weeks ago
0
Equity Research Internship at an Investment Management FirmI'm currently a junior looking for an Equity Research internship at an Investment Management firm. I know that Fidelity, T. Rowe Price, MFS Investment Management, Putnam Investments, and Eaton Vance offer internships but they are all highly selective. I wanted to know which other asset managers offe...
bayarea95
010 months 2 weeks ago
0
BlackRock Private Investors?Anybody familiar with BlackRock Private Investors? Been searching google, but there's not much out there. Is this a back/mid office group or front office? ...
SummerApps2016
010 months 2 weeks ago
0
GS IMD Summer Analyst ProgramI got an email a couple of weeks ago saying that my application was still under review and that they'd reach out with an update soon. I'm a sophomore from a non-target so I was surprised that they reached out, especially so late in December. Anyone know how the recruiting cycle is going for the IMD ...
smitty311
610 months 2 weeks ago
0
Investment analyst on the asset management business of an insurance company - thoughts?What are your thoughts of starting out on the buyside with a major insurance company (~1T AUM) doing analytical work and more specifically, the Asset Management side of the business and working on evaluating potential investments? Decent exit ops to be had? Thanks in advance! ...
eddalton
410 months 2 weeks ago
0
Charles Schwab Broker Trainee.. to Asset Management?Wasn't sure whether to post this under AM or HF, but here goes: I'm a senior this year in the honors program of a big state university in AZ. I have a 3.7 GPA and plenty of great EC's.. started a community service club, interned with the Department of Homeland Security for 2 years, spent a semester ...
Trimminthehedges
810 months 3 weeks ago
+6
Liberal Arts Undergrads: A few tips to land THE internshipHey monkeys. I just started becoming more active on WSO now that I have made it to the buy side and wanted to share a few tips for fellow liberal arts undergrads. After working on my economics degree on a campus of 2,000 students and residing outside of a large city (I apologize for the geographical...
BondBull
910 months 3 weeks ago
0
How do you legally invest friends money?I trade using my e-trade brokerage account and I do pretty well. I have a great intuition and all my friends want to give me their money to invest for them. How do I do it? I'm not an accredited investor and have no licenses but still, there's gotta be a cheap quick way to do it. Can I just set up ...
Prudentprophet
3310 months 3 weeks ago
0
University Endowment Fund AnalystInterested in hearing your guys opinions on what values there are in seeking a part-time investment analyst position at a university endowment fund. I just want to point out that I want to do this solely for experience in long-term value investing and asset management. The endowment fund is >= $2...
shortmyshit
510 months 3 weeks ago
0
PIMCO Account Manger Intern - MBAHey Guys, Have an interview coming up with PIMCO for an Account Management internship. It would be great if anyone who's interviewed with them before for this role has any tips as to how I should go about preparing and what I need to focus on. Thanks, Ananda ...
aaisola
110 months 3 weeks ago
0
Please help with an Interview questionHow would you answer this question: How are the markets currently doing? Please explain your answer from a Macro and Micro perspective. Also, what is the yield curve looking like? I know for a fact, I'm going to get asked the above mentioned question at my interview this week and would really apprec...
GS-PB
210 months 3 weeks ago
0
CFA kaplan AdviceHello all, I know this topic has been beaten to death, but let me poke the dead horse one more time since I was unable to find this exact topic. I am planning to take CFA level 1 and wanted to know how to prepare. I have narrowed down my choices to The Premium Instruction Package vs The Essential Se...
shootersix66
410 months 3 weeks ago
0
Jump from Credit Portfolio Management at Commercial Bank to Asset ManagementHi all, I accepted a job for a large commercial bank (top 6 or so) doing quantitative portfolio management on MBS, mortgages, home equity loans, etc. I spend most of my time valuing whole loan portfolio deals between us and other banks and leading the macroeconomic analysis for our team. Prior to ...
Dajawnus
410 months 3 weeks ago
0
Transition to AM/ER from MBB DACH regionDear all, I am a 2nd year consultant at an MBB shop, looking to transfer to ER/AM (buyside as long-term ambition). Currently, I am looking for ways on how to manage the transition. Therefore, I would really appreciate any advice from you regarding the transition process. You would really help me a l...
investorsmind
310 months 4 weeks ago
0
Does UBS sponsor Canadians with TN Visa?Hi guys, Looking to switch careers here. I'm currently working under the TN Visa for a management consulting firm. There is an opportunity for a corporate strategy role at UBS. I'm at the beginning of an the interview process so I haven't brought up my immigration status to the recruiter. I was wond...
Guy Fawkes
311 months 5 hours ago
+1
UBS WMA GTP Program QuestionHey guys, Has anyone here worked at UBS in the GTP program? I want to get a sense of what different areas there are at UBS that you rotate through. Is there some sort of portfolio/investments team? Is there a research team? etc. I appreciate any comments on the GTP program. Thanks! ...
capatan21
111 months 2 days ago
0
Any advice on which analyst positions would give better career prospects would be appreciated - considering career changeThree positions from a large UK based AM. Do they all offer the same level of career progression to PM? And which ones would give the best salary? Property fund analyst Credit analyst Collateral analyst Thanks ...
withnoodles
011 months 2 days ago
0
Subadvisor/SMA BusinessSo I just finished going through a list of a few hundred different mutual funds. Something I noticed about a lot of the boutiques is that mutual funds aren't their bread and butter business. For example, a good chunk of them had say ~$100 million AUM in their own mutual funds, but had $1 billion+ AU...
Pokemon Master
111 months 2 days ago
0
Fundamentals of Alternative Investments Certificate ProgramDoes anyone know anything about this certificate? Is it worth taking it if you want to work with alternative investments in Asset Management? Thanks ...
Foreign Monkey
011 months 3 days ago
0
Offer: CounterofferHey All, Just received an offer from a small Asset Management shop in the mid-Atlantic region: The shop runs quite lean--2 PMs, 2 client managers, and a compliance officer. I'd be working primarily with the PMs to develop portfolios, identify and quantify portfolio risk, complete some ad-hoc report...
bank-on-this
711 months 3 days ago
0
Possible to go from Investment Rep to Analyst?Hi guys. I'm a newbie to the forum, and am interested in your feedback. I started at a prestigious Midwestern investment management firm just under a year ago, and have had great success in my role. I quickly reached performance metrics in generating business to help increase assets under management...
EmergingMarkets08
311 months 3 days ago
0
PrivateRyan111
011 months 4 days ago
0
How important is IB knowledge to investment management/ideas?By that I mean is it essential for an aspiring analyst in the AM world (sell or buy side) to know every modeling detail about M&A or LBO? If I want to analyze a company that is going through a M&A deal, the knowledge to build an entire M&A model from the bottom is mandatory or these type...
ataq
111 months 5 days ago
0
JakeSill
011 months 1 week ago
0
Family Office Analyst Seeking Career AdviceHi Monkeys, Long time reader, first time poster- hoping you all (coming from a variety of different backgrounds), could give me some advice. I graduated from a target school with a mediocre GPA (3.2) but some solid internships under my belt (wealth management, hedge fund, and M&A SA at a pretty ...
Fliegenaffe
911 months 1 week ago

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