Silver BananaTopicAuthorRepliesFreshnesssort ascending
0
Quantitative Modeling: Point Me In The Right DirectionHey monkeys, I'm interested in learning more about and developing my own quantitative model to help predict future returns on indexes, currencies, derivatives, or individual stocks. I have a firm grasp on multivariate regressions and advanced hypothesis testing (Significant difference in mean return...
SaltySpitoon
09 months 3 days ago
0
Dress Code at BB AM Office?I'm going to be interning at a BB firm's Asset Management division this summer. I was wondering if anyone from the industry could tell me about the dress code their offices have (ideally FO). I'm having a tough time figuring out exactly what to expect, whether it's all suit and tie or is more busine...
wildyields897
79 months 3 days ago
0
Umich (LSA) econ & Georgetown econ, which should I choose?Umich (LSA) econ & Georgetown econ, which should I choose for graduate studies? I am a little afraid of the cold weather and the remote area of Umich. In Umich, I will have fall semester and winter semester in one year, being free from April to August. I wonder if I am able to find internships l...
HongZ
39 months 4 days ago
0
Is it better to start in a BB Asset management Firm or Hedge Fund as a graduate? Goal is Hedge fund partner.As per the title, let's say I have AM offers as a graduate level analyst from BlackRock and JP Morgan Chase, and also an internship at Man Group. I've read reviews online that state it's harder to move up the chain if you start at the bottom of a hedge fund than if you start at a BB firm then transf...
Royals1234
69 months 4 days ago
0
Am I stupid to try this?Despite having prior experience in Asset Management and current experience as an analyst with a boutique IB, I'm finding it hard to get back into asset management or into equity research. Would I be crazy to become an RIA and start my own firm? My biggest worry is that I would probably start with le...
RobberBaron123
59 months 1 week ago
0
Question about asset management/Private Wealth Management Do you need to attend a target school in order to break into Asset Management/Private Wealth Management? ...
lofty12345
59 months 1 week ago
0
GSAM AIMS Client Portfolio Solutions Analyst/AssociateCan anyone give me some info on this role? Thinking about applying to the program. It is my understanding that the role would be in Salt Lake City/New York, and within GSAM AIMS. That means that the analyst role could be a subset of GS's Private Equity Group, Hedge Fund Strategies, etc. Is this a FO...
frieza777
29 months 1 week ago
0
FoF compensation structureWould like to inquire about the compensation structure for a mutual fund FoF. Part of the job includes secondary investing and portfolio construction/tactical allocation. Some searching showed 70k + 20-30% bonus for PE FoFs, so I wonder how different this is. ...
bobjoebill
09 months 1 week ago
0
UBS Asset Management Global Distribution - Sales and Business Strategy Summer AnalystBelow is the description for the position: * Facilitate new business development by assisting the US institutional sales team in their projects and day-to-day tasks including: * Strategic Targeting: Research, build and deploy competitive and market intelligence by identifying market trends and oppor...
dontbugme
29 months 1 week ago
0
Which is the best course, Corporate Finance or Investment Analysis?I am a student in a non-target university who studies Economics and Mathematics with a business minor that allows me to take one more finance-related course, corporate finance or Investment Analysis. As a person who is pursuing a career in Asset Management, Investment Analysis seems like the better ...
Upman
39 months 1 week ago
0
dunkindonutsfv
29 months 1 week ago
0
Lawyer -> Investment ManagementIs it possible for a lawyer to break into investment management (e.g., PIMCO, Wellington) without MBA? I realize that even if possible, getting an investment role at a top Asset Management shop would be difficult. Want to see if the idea might pass the laugh test before starting to network. Basic ba...
NickEdelton1987
29 months 1 week ago
0
Stock Pitch Interview Advice Hey all, So two days ago I had an interview with a small family office with one of the head portfolio managers. I aced the fit part, but the interview came to an abrupt stop when the stock pitch came up. This is my first ever pitch, so I knew I was going to make some mistakes and was ready to field ...
prospectivemonkee21
09 months 1 week ago
0
Not learning anything about investingI am 10 months into a sell side ER job and am not enjoying it one bit...a lot of the analysis we do is just meant to fit the beliefs of the senior analyst plus I don't see myself learning anything... I like the consumer sector and wanted to switch over to that sector (versus my current sector which ...
eric.sears.1985
89 months 1 week ago
0
Portfolio Construction Analyst Interview Help!!I have an interview for a BB in their PWM business for a portfolio construction analyst role. It's entry level for a team within the division. Won't be part of an advising team, but an internal team that helps advisers with asset allocation, quant analyses, manager selection, creating reports, etc. ...
georgebest
29 months 1 week ago
0
AM firms with a systematic/quantitative approach to investing?What are the good ones? Any with a systematic approach but too quantitative? ...
brianklk
19 months 1 week ago
0
Help: FIrst PWM Interview So I'm a freshman at a non-target and I have my first ever interview tomorrow morning. Its a small private wealth management firm. What questions do you guys think I will be asked? What should I study? Any advice? ...
spie2005
19 months 2 weeks ago
0
Should a young value investor choose Dartmouth or Berkeley?'m a high school student who'll start college in the fall. My passion in life is value investing, and I've been deeply interested in it since I was about 12 or 13. My goal in life is to one day have my own fund, like Allan Mecham or Monish Pabrai. I was lucky enough to be accepted into Dartmouth and...
seneca11235
79 months 2 weeks ago
0
"I am a bad investor" realizationI've been working in buyside equity research for almost a year now at a well known value shop. I really enjoy the work but am curious to know what I would think if 10 years from now I realized I just didn't have what it takes (ie long term under-performance vs benchmark). Not saying I think this wil...
stay thirsty my friends
89 months 2 weeks ago
0
Asset management exit opportunities - should I swap industry now?Hi Monkeys, Long-time stalker, first time posting. Hopefully, you can help me with the questions I have. For some background: Background removed after 1 week to preserve anonymity 1) While I like the idea of working in AM now, I'm aware that this may change at some point in the future. As such, I ...
Omeg
19 months 2 weeks ago
0
Investing advice - $200kI'm a 40 year old freelancer in the film business. My gross annual income averages $150,000 (though since I'm self-employed, work can be sometimes volatile and inconsistent). My wife and I own a house (purchased for $800,000, 5 years ago. Now estimated worth over $1.3M). We have $590,000 left on the...
ChrisThomas
39 months 2 weeks ago
0
Need help!! 2 offers - Blackrock or EYHi All, Need an advice from all of you experienced people. Currently I am working in EY as an analyst in risk management team and this year I am expecting promotion. My profile is basically to manage risk through various processes. on the other hand, I am getting a good offer from BlackRock risk com...
aku650
109 months 2 weeks ago
0
Questionable Internship Worth Continuing at All? (possibly illegal)Currently I am a student in my junior year, fortunate enough to have secured a decent internship for the summer at a company that I may want to work for post grad in an area that interests me. In the mean time while taking classes I have also been doing a part time internship with a small independen...
qwerty123456789
29 months 2 weeks ago
0
CFA Q-Bank QuestionsHi All, It's that time of year again, so I'm posting one of the hundreds of CFA questions. In addition to normal reading, video sessions, etc., I'd assume many are using the q-bank to determine where they're at with respect to being up to speed. How do these questions stack up compared to the exam i...
pktkid10
399 months 2 weeks ago
0
Analyst Training Programs??I'm graduating in May 2017 and am looking for buy-side equity analyst firms that have strong training programs. So far I know of BlackRock who has a 2 year program and Wells Fargo who has a 1 year program. The reason why I am looking for firms with training programs is because I will graduate with l...
rising millennial
119 months 2 weeks ago
0
Poll: 85K or 70K salary as AM analyst? This question is to all 1st year, 2nd year, 3rd year, and Incoming analysts in AM. Applies to both non-BB and BB analysts. Is your salary 85k or 70k? And if it is 85k, was it moved up from 70k previously? ...
blackjack21
69 months 3 weeks ago
0
JP Morgan Investor Services 1/22/16 SuperdayHas anyone heard back from the IS superday that was on the 22nd yet? Haven't heard back yet and I'm a sophomore. Thanks guys ...
hellowhatsuphello
59 months 3 weeks ago
+7
AMA: Asset Management BO to FO and everything in betweenMod Note (Andy) - as the year comes to an end we're reposting the top discussions from 2015. This was originally posted 11/17/2015. I mentioned a while back my transition from various back office/support roles to the Asset Management side and that I wanted to share my story. I figured it would be ...
cubsfanatic8228
369 months 3 weeks ago
0
Venture Capital v IBD at BB banksWhich is better as a career starter after a master's? Do either measure up to working at places like the World Bank IFC? In terms of MBA chances, exit-ops, prestige (not what Jim on the street thinks but what future HR people might think) ...
Jao
19 months 3 weeks ago
0
Asset Management fair in my city next week. Any suggestion before i go?Who am I: 21, live in Europe, Undergraduate, studying Finance in a non target school and i will get bachelor's degree in September, had 2 years of working experience in sales (back and front office - not related to finance) while studying at school that caused low Gpa, but i'm currently improving it...
Perry7
19 months 3 weeks ago
0
Morgan Stanley Wealth Strategies Group?Hey all, Anyone know anything about the Wealth Strategies Group (WSG) at MS? It's within their PWM business and helps advisers and advising teams with investment strategy and performance, I think. Not much information on it online so hoping someone here has information on this. What are some exit op...
georgebest
09 months 3 weeks ago
0
AM or IBDDo people usually break into AM and leverage up to IBD or vice versa? Also, which is harder to break into? ...
baystreet88
59 months 3 weeks ago
0
UBS Wealth Planning Analyst 3yr program salary?What is the salary for UBS Wealth Planning Analyst (WPA) 3yr program? Is this a well-known group? I did research and the office for the opening manages $1.5B (is this small?). Whereas PWM office is in NYC. Is Wealth Planning=PWM? ...
juklano
19 months 3 weeks ago
0
Investment Trust Hostile TakeoverThere is probably a simple answer that I'm not seeing, so I'm prepared for the Monkey Shit on this one! Investment Trusts (closed-end investment companies) that are traded on an exchange often trade at large discount to their NAV (sometimes 20%+). Unlike more traditional companies that trade below t...
bluepenguin
29 months 3 weeks ago
0
MBA Applicants with little preMBA experience and chance for FT offers? It's a no-brainer that MBA students with limited pre-mba work experience (wither shorter experience than the usual 3-5 years or experience not directly related to the sector that they intend to do postMBA) are at disadvantage compared to traditional MBA students, when they are applying for summer MB...
RenaissanceGeek
19 months 3 weeks ago
0
Difference between retail equity research and asset management equity research?I work as an investment analyst for a retail investment management firm which manages separately managed accounts for HNWs. A lot of what I do is equity research (in addition to preference shares, retail bonds, investment trusts and open-end funds) and many of the companies i meet with are through g...
upsanddowns
09 months 3 weeks ago
0
Too early for an MBA or not?Hey guys. A friend of mine has been accepted into a top10 MBA program right of of her undergrad (she smart and connected at the school). She wants to work on the buy side in the long run and is concerned that she might not be able to land any good MBA-level internships between her first and second y...
RenaissanceGeek
79 months 3 weeks ago
0
Blackrock Alternatives Investment analyst interview- Help!Hi everyone, I have an interview coming up for an analyst position in the Alternatives solutions group. My last work ex was in Equities so I do not know much about the asset class and I am worried about the technical questions. From the forums I can gauge that BlackRock interviews are mostly CV base...
Mallika-Bhatia
09 months 4 weeks ago
0
Transportation to Financial Services Industry TransitionHi, I need some help from you experts! I have an Industrial Engineering and MBA degree with work experience in the transportation and boutique operational consulting firms. I currently work in an internal consulting role at a large Fortune 500 company however I would like to transition into the fin...
transition2finance
09 months 4 weeks ago
+2
should I tell my boss I'm interviewing internally?I'll be interviewing for an equity position internally and I'm currently in fixed income at a $50-100 billion aum firm. Apparently there's an hr policy which says I'm supposed to tell my manager I'm interviewing for an internal position before the interview, but I doubt any one would notice if I did...
anonymousnancy
139 months 4 weeks ago
0
Which are the top venture capital firms in europe?Are the vc's from the US which have a subsidiary in Europe the best or can european vc's such as wellington and balderton compete? ...
Hansolo12
010 months 1 day ago
0
Mizuho Corporate Research Division AmericasDoes anyone have insight into the following role? Is this a proper Credit Research department? What should I expect for a salary here? I would be coming in as either an AVP or VP: About the Corporate Research Division Americas Department: The Corporate Research Division Americas Department (CRDA) is...
nsjkd
110 months 1 day ago
0
Looking for advice to enter into the industry. Finishing my degree in Finance at the end of the semester with a 2.9 GPA from a state school, signing up for CFA for December. Do you guys have an tips of getting in? How did your resumes look? I've won a school-wide stock trading competition. I like to develop Expert Advisors in MT4. I can code in...
DOkula
210 months 1 day ago
0
High Yield Corp Debt ETF - $HYT - BlackRockGreetings, I came across the high yield corporate debt family of ETFs, specifically BlackRock's $HYT fund. Has anyone traded/invested in these? Few questions: They have almost an 8% dividend yield. What are the risks besides the risk on the borrowing firms defaulting, is it more around junk bonds no...
wallstreet246
210 months 4 days ago
0
Private wealth management to asset managementSo I'm aware there is many threads on this topic but I'm struggling to find my particular situation. I have taken a job in a PWM office in London but the role is focussed only on fund management/research, rather than on client relationship/sales. Is a switch to Asset Management doable, or should I a...
GreatSage
310 months 5 days ago
0
Series 65 material for sale! Training Consultants! Hey guys. I have the newest addition of "Training Consultants" Series 65 study book for sale. Best book out there for the Series 65 exam. It's a tough exam. Book brand new is $220, it's yours for 50% off! Email me! ...
Bhawks4life9325
010 months 1 week ago
+1
What is the "McK/B/BCG" of asset management?? (e.g. - the unanimously agreed upon top firms)If one wants to have a successful management consulting career (or eventually wants to become a ceo), chosing a firm is simple...go for the top three...mckinsey, bain, or boston consulting group. If one wants to have a successful accounting career, again, chosing a firm is simple...go for the big f...
blueadams
2510 months 1 week ago
0
Value oriented mutual funds (NWQ)Looking to get thoughts on value oriented mutual funds such as NWQ Investment Management (Nuveen) ...
carter1588
810 months 1 week ago
0
What is the culture at Wellington like?Does anyone have some insight as to what it's like working at Wellington? Whether culture, investment approach, hours, team structures, potential upward mobility, interview experience, or any other interesting info on this firm? ...
trapdoor
210 months 1 week ago
0
2016 BlackRock Summer Analyst Discrepancies? Hi all, I accepted a Summer Analyst position at BlackRock in their Financial Markets Advisory Group in New York. I was under the impression that I would be completing a 10 week program like all other finance internships; however, when I asked HR for the exact start and end date they told me June 2nd...
harvardbusinesskid
310 months 1 week ago
0
Bloomberg vs. Factset- Best for research?To those of you in the Asset Management space, I just wanted to get a gauge of your preferences regarding Bloomberg vs. Factset...we're a small firm, so cost forces us to pick one. Would be using it mainly for fundamental research, sell side consensus and building models when we're looking at global...
MacacoMundial
1210 months 1 week ago
0
BlackRock full-time recruiting 2016Has anyone heard back from BlackRock for the Analyst program starting in 2016? The website is being weird and not letting me see my application - is this happening to anyone else? ...
purple_diamonds
5810 months 1 week ago
0
BlackRock PAG London Assessment DayHey all, This is Chris from London. I am having a Assessment Day/Super Day with BlackRock PAG in London in a few weeks. I found quite a bit of info related to BlackRock PAG on this forum, but not very much seems to be mentioned regarding the content of the interviews. In particular, I heard that the...
chrizx
410 months 1 week ago
0
Investment Research OptionsI've just started working for a small RIA (>$500MM). I've been asked to start looking for new sources of information for our investment research efforts. We're probably a bit too small for a Bloomberg terminal; though, it's on our radar. We have a YCharts license, a Morningstar Premium account, a...
ValleyMonkey14
110 months 2 weeks ago
0
2016 JPM Global Investment Management SA (HK/SG)Anyone applied to this position? Any updates? ...
JH-Ng
310 months 2 weeks ago
0
Small business loan portfolio valuationIf a firm were to use capital to provide loans to small businesses, how would you create a model for portfolio valuation? What are some things that would need to be included in addition to cash flow valuation? If you know any resources or have sample excel files please let me know. I am preparing fo...
kinop
010 months 2 weeks ago
0
'Buy-side' structurer vs 'sell-side' structurerHi All, Could someone explain the main differences between a fund structurer (buy-side structurer) and a 'sell-side' structurer if any? Thanks ...
NagNagNag
010 months 2 weeks ago
0
AM at BB vs an AM-only company (Fidelity, PIMCO, etc.)Hi Guys, I'm looking at AM internships in London. I've noticed AM divisions in BB only offer 1 general role of: analyst intern, whereas investment management companies such as Fidelity offer various streams: research, investment management, sales&marketing. Can anyone elaborate on what it's lik...
jzoidberg
310 months 2 weeks ago
0
Opinions about Legal & General Investment Management?I have the opportunity to get an interview for a fixed income role in London. I've been doing some research online but it's difficult to find opinions (even in WSO). Do you guys know the company? Opinions about career/salary? Any insight will be appreciated ...
Tximu
010 months 2 weeks ago
0
Goldman Sachs Puts Worker Linked to Donald Trump on LeaveRead this morning on CNBC. Be careful to not engage in private businesses on the side, especially if it doesn't follow narrative of upper brass..http://www.cnbc.com/2016/02/29/goldman-sachs-puts-... ...
WZ949
010 months 3 weeks ago
0
Best in class Impact investing Managers? Does anyone know of any firms that have a strong impact investing program i.e. where they either manage a portfolio of public stocks of companies that have a positive social impact or invest directly in private companies that fall in the category. It seems like an interesting career if you want to b...
ScienceMan
1210 months 3 weeks ago
0
How do you make an Asset Management Firm?I am currently eighteen and I have seldom any financial education and no financial reputation. I dropped out of college and am self-teaching myself Web Development -- after I have become competent in Web Development I will get a job and invest in Real Estate. Then, after awhile, once I gather enough...
LearnNerd
010 months 3 weeks ago
0
Advice needed: Asset Management career switch (UK)I'm currently a 24 year old, qualified as a financial adviser but practicing as a paraplanner. I also have a number of other financial qualifications such as mortgage advice, equity release and pension transfers although I don't have a degree as I came into work out of school. I love helping clients...
AJ_91
110 months 3 weeks ago
0
BlackRock 2016 SA superdayDid anyone hear back about superday? I interviewed with BLK last Thursday via OCR and still haven't heard back. ...
Eric_s
4110 months 3 weeks ago
0
Any Wealth Management Books or Primers? PWMAnyone have any good books or primers on private wealth management? Specifically - about building and running a book of business? Interested in learning more about the client relationship side of the business. Thanks, WW ...
WhaleofWallStreet
110 months 3 weeks ago
0
What to do with my bonus??Hey guys! I am brazikian monkey and for the last days I've been thinking about what I am going to do with my bonus. I'm already in my third year working but have changed jobs in the last two, so this will be my first real bonus. For my country, I will earn something about 30 - 40 K and i realized th...
Tulio-Prado
1110 months 3 weeks ago
0
Interest Rate Question BlackRock Hello, I had a superday last week with BlackRock Multi Asset Strategies and was asked what was the effect/relationship of rising interest rates on both stocks and bonds. For bonds, it was fairly straight forward (rising rates decreases bond prices). I had prepared a lot and from my readings on the ...
student1101
510 months 3 weeks ago
0
Series 66 or 65? I already have the Series 7 and 63, but now I am required to take the Series 66 for a new job I will be starting. I can either take the Series 65 (and combine it with the 63) to satisfy this requirement, or I can take the 66. Any opinions on which one I should take? For some reason the 66 is shorte...
FinanceGirl
410 months 3 weeks ago
0
Lazard Internal WholesalerJust got contacted by a recruiter for an internal wholesaler position at Lazard Asset Management. I currently am a financial advisor on a larger wealth management team so I interact with internals quite often and am familiar with what is involved in the role. Does anyone have any insight into Lazard...
fabull36
110 months 4 weeks ago
0
Graduating this spring and just received job offer - Just received an offer 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
210 months 4 weeks ago
0
Trying to break into asset management, have an MSc, BSc, can't even get an internship.HI guys, just need a bit of advice. I've been applying for graduate roles in Asset Management companies for several months now with no avail. I have completed a masters in Investment Management at a top london university and also have a bachelors in Finance too again at a top london university. I've...
sam619
210 months 4 weeks ago
0
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
110 months 4 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
810 months 4 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
110 months 4 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
110 months 4 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
010 months 4 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
1210 months 4 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
011 months 8 hours 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
211 months 11 hours 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
011 months 17 hours 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
211 months 1 day 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
011 months 1 day 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
011 months 2 days 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
011 months 2 days ago
0
PzenaAll - Thoughts on Pzena? Any intel on hours, culture, comp would be really appreciated ...
fresh_monkey
111 months 3 days 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
511 months 3 days 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
111 months 4 days 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
711 months 4 days 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
011 months 5 days 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
1111 months 5 days 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
211 months 6 days 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
011 months 1 week 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
1611 months 1 week ago
0
Investment Manager Research Career PathsDoes anyone know what the general/organic career progression is for an investment manager research analyst? ...
onedumbmonkey
1211 months 1 week 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
211 months 1 week 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
1511 months 1 week 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
411 months 1 week 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
411 months 1 week 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
311 months 1 week 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
411 months 1 week ago

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