Silver BananaTopicAuthorRepliesFreshnesssort ascending
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UBS Financial Advisor Intern to Analyst opportunities..?Things about me: 20 I go to a very small school, not much of a largely developed business program. No recruiting from big bank types. I have an internship in the fall with UBS with a financial advisor under the wealth management department. I am aware this is sales based, but I would like to levera...
NotYourAverageEric
19 months 2 weeks ago
0
Lifestyle for a graduate at a big asset manager (collegial atmosphere, getting siloed etc)How collegiate is the working environment compared to say IB? Do people get siloed or is there a lot of interaction between associates? All feedback welcome. ...
xcelmodels
09 months 2 weeks ago
0
Acceptable to resend resume?Hello everyone, Recently, a Morgan Stanley recruiter in PWM reached out to me and asked for my resume. I sent it over, and a day later realized I had a very simple spelling mistake (purposed ETF's instead of proposed ETF's, I'm an idiot I know). Do you guys think it would be okay to resend my res...
Gronk
39 months 2 weeks ago
0
Best use of Bloomberg for an intern?Hello everyone, I am interning at an AM and I only use Bloomberg Terminal to get interest rate and some industry reports. Since everyone usually leaves at 5, I have a plenty of time to play around with BT in the evening. I will be graduating next summer so in coming fall, and will try to apply to a...
kamikade
79 months 2 weeks ago
0
Regional Bank Equity Analyst CompensationI've been lurking around WSO for a while now and have noticed a pretty large tendency for people to talk about compensation in terms of on Wall Street (thus Wall Street Oasis). I was wondering if anyone had any knowledge on the compensation you get post-undergrad as an equity researcher at a more r...
Wanderlust4
09 months 2 weeks ago
0
The best practices for asset management solution90degree Asset Management System.The main aim of this project is to provide a user friendly and intuitive secure asset management system. Today companies are challenged when it comes to having an efficient and effective Asset Management system. The current excel based systems are not effective. They...
johnciena7
09 months 2 weeks ago
0
rorror45
09 months 3 weeks ago
0
Help evaluate AM job offer!Hi all, I currently work for a financial software company as a software dev making about $115k/yr with a tiny ~3% bonus. I got a job offer from a growing small quant equity Asset Management company. The offer is for $95k with a potential bonus of $15-20k/yr. Is this a reasonable offer for a highly q...
totaleclipse314
89 months 3 weeks ago
+1
Non-traditional backgrounds in Private Banking: CAREER CHANGECurrently work at a distressed debt fund (small family office) in the Midwest. The firm has significant cash flow problems and I do not see a long term future here. The firm has a decent reputation, however I must stay in My state long term for personal reasons and there are no other opportunities i...
JJP1234
39 months 3 weeks ago
0
Netting short/long term capital gains questionHypothetical: I have a long term position on which I am even ie, came in at 100 five years ago, still at 100. I'm ambivalent about this position, I think it could go either way. At the same time, I have a short term position on which I am up big. I bought at 100 two weeks ago and I'm at 200. Would i...
LongandShortofit
19 months 3 weeks ago
0
Should I stay or leave?Currently a junior in a research team (equities side) of a large AM (Fidelity, BlackRock, PIMCO), contemplating a move to a HF or business school. The place has good placement at top b-schools so I'm wondering if I should stay for a few more years, but I have recently been getting interesting HF opp...
AEbrighton
99 months 3 weeks ago
0
Investment Management Internships in Virginia Beach I'm attending a small school in Virginia, Regent University. I am strongly interested in finance (namely investment management) and was wondering if anyone knows of any firms in the area where I could obtain an internship. I will only be a freshman in the fall, but I recognize that because my schoo...
Roknrisner
59 months 3 weeks ago
0
Reclaimable Foreign Withholding Tax I have been researching requirements to process tax reclaim requests for foreign securities as we look to add some to our securities list. There seems to be a lot of intensive documentation for some countries in order to file tax reclaim requests for clients behalf. Since we have individual accoun...
cubsfanatic8228
09 months 3 weeks ago
0
Portfolio Manager non target path careerHello, I am sure many questions have been asked about this. I have been looking at the portfolio manager backgrounds at the major firms. I figured this would be a good basis for deciding what to do academically and professionally. I have a few questions and would love to hear from people more fami...
joseclar1
39 months 3 weeks ago
0
Best work in Wealth Management internship?I understand that a lot of asset management, even for full time, involves marketing, cold calling or networking to get new clients, etc . . That being said, what types of work should I be aiming towards or trying to get during this internship? What is the most worth it? For example, in an IB interns...
littlebitconfuzzled
19 months 3 weeks ago
0
Private/International/Global Wealth mangament questionsHad some questions about wealth management to explore my career actions. What are the various duties involved besides the obvious? What are the hours like? Vacation time? What is the compensation? ...
TeaxasThunder
29 months 3 weeks ago
0
What Are You Doing At Your Internship? First, a little background. I'm a rising junior interning at a major wealth management firm this summer with career goals of investment banking after college. This summer I have primarily been sitting in on calls with advisors and shadowing them. Also, I have done lot of clerical work and any other...
Drapergold
29 months 3 weeks ago
0
What kind of work to expect in Requests for Proposals (RFP) divisionHi, I'll be starting my summer in the RFP (Requests for proposals) division at a big Asset Management firm in the UK. I have very limited knowledge on the field other than the basics and I have some questions: 1) What kind of work should I expect 2) What kind of financial news/literature should I re...
jzoidberg
29 months 3 weeks ago
0
Blackrock Financial Market Advisory InfoHi Guys, I just wanted to get some info about the division at BlackRock from people that work in it or know about it; particularly hours (in comparison to IB), salary, exit opps, bonuses etc. There's not really a great deal of info on the internet about it for some reason. Does it not count as Front...
M-Justice
39 months 3 weeks ago
0
What to study/pursue: Equity or Fixed Income?Hi there, I'm a finance undergraduate caught in a dilemma between taking modules in equities OR fixed income. I understand the differences between both of them, however I would like some insight into the not so obvious differences behind equities and fixed income. For example, equities are always re...
cedricTCS
49 months 3 weeks ago
0
delete account
79 months 4 weeks ago
0
Getting coffee with MDI currently work in ops at a BB investment bank but want to move into research. My manager was able to set up a meeting with an MD from research. Nothing formal, just grabbing some coffee and getting career advice. I've never really done these kinds of meetings and I don't want this to turn into jus...
paris460
19 months 4 weeks ago
0
How much do long only buy side equity research analysts earn? [at major asset management firms]?Just as the title states! I'm looking at trying to get a job at long only major AM firms like Wellington, Threadneedle, RS Investments, Putnam in Boston, SF, London etc. Would 250-300k all in be about right for the comp level to start at a firm like that, as a junior research analyst [not an associa...
buyside2015
910 months 2 days ago
0
Current ETF Internal Wholesaler who has been approached by another firmI currently work at a large ETF firm (top 10 ETF firm). I have been there for around 2 years and my territory has grown at a nice clip. I make way more money than anyone my age should be making and am on pace for $200k this year as an internal. I really enjoy my job and the people I work with but we...
WholesalingLife
510 months 3 days ago
0
Regulation / Qualifications to advise in UKI am wondering what the requirements are to advise on investments to HNWO in the UK. I have recently completed a MSc Investment Management from a London Business School and have the chance to start advising a HNWO individual on his investments. What is the requirements for this activity? I know for...
senrabb
010 months 4 days ago
0
lee_jayden
010 months 4 days ago
0
Wealth management in mainland ChinaI'm interested in reaching out to someone who could give some color on the wealth management industry in mainland China, like what existing firms are offering, what clients are looking for, and what major hurdles a new entrant would face. Any idea who I can try to get in contact with? Thanks! ...
juked07
010 months 1 week ago
0
Treasury Exit Opportunities? Treasury - Asset/Liability Management. Will it add value if I want to do investment management or research? ...
SINNYC
910 months 1 week ago
0
Investment Support Summer Analyst (Fixed Income) at solid AM shop vs Summer Analyst role at Ratings Agency?Of the two roles which would be better for a buy-side grad role? The duties of each are: AM role * Updating, maintenance and development of proprietary tools for top down market analysis * Assistance with portfolio implementation * Co-ordination with performance and marketing teams in production of...
xcelmodels
310 months 1 week ago
0
What to say--resigned for ethical reasonsHi guys: I was wondering if I can get some advice from you on what to say in future interviews if someone resigned for ethical reasons (didn't agree with previous firm's behaviour). Obviously it's a small industry and I don't want to burn bridges, but when I was at my former employer, there were som...
aiyequestions2015
110 months 1 week ago
0
Asset managers that engage in shareholder activismI've been really interested in shareholder activism lately and was wondering if there were any asset management firms that utilize shareholder activism in their portfolio to potentially enhance returns. We often read about high-flying activist hedge funds like Pershing Square and Starboard Value, bu...
fishy
210 months 1 week ago
0
MS WM Intern in Need of Career GuidanceHi All, This is my first post on WSO and it'll be pretty lengthy, but I'd appreciate help with any of my questions. I'm a second year who recently got hooked up with a WM internship at MS. The internship is flexible and is basically learn as you go, and my employer has made it clear that he will try...
Big Money McCashStacks
010 months 2 weeks ago
0
cubsfanatic8228
010 months 2 weeks ago
0
bdawk100002
210 months 2 weeks ago
0
From hedge fund/asset management BackOffice to investment analyst at a Broker(think CBRE..ish)...to R-Estate investment(Buyside)Hello, I'm actually a back office analyst at a top hedge fund/Asset Management firm (think 50B+++)...I'm done with my MSF and waiting for the CFA L3 results...+ I had a few internships in real estate investments (which I really liked).. Sadly, I've seen barely no transfer to front office in my firm....
SeekingAlphaDC
010 months 2 weeks ago
0
[Advice Needed] Rising Senior interested in the asset management fieldHi, I am a current rising senior studying Math and Econ. I am currently working at an Asset Management company that specializes in the insurance industry (both P & C and Life & Health). I am not in the asset management team though; I am working in their insurance research team where we forec...
rorror45
010 months 2 weeks ago
0
Call w/ GSAM Recruiter Tomorrow?So I just got an email about this an hour ago, it's for an analyst/associate internal wholesaling role. She mentioned it would just be a short call, any idea what sort of questions I should expect? I've been swallowed up with math/stats/options stuff lately and haven't had to think about this sort...
PeteMullersKeyboard
1010 months 2 weeks ago
0
GSAM Fixed income product management interview on mondayHello guys I have an interview with GS India for the role of fixed income product management tomorrow. Do you know how the interview is going to be ? are they going to ask DCF,financial ratios stuff or they going to focus on fixed income only ? I mean do they ask pitch a stock , ...
Raj-Shekhar
010 months 2 weeks ago
0
Question about Callable Step-up Notesi have no experience in this. anyone familiar w/ them? ...
Lexington55
810 months 2 weeks ago
0
GSAM Fixed Income Product ManagementI have an interview with GS for Product management Analyst position and have no clue what this position is about.The interview is telephonic .This is the JD the HR lady sent me : The Global Fixed Income Product Management Team is focused on the strategic development, growth and positioning of our Fi...
Oxy-Gen
1410 months 3 weeks ago
0
State Street Global Markets Professional Development Programme SalaryHi, Does anyone know State Street's Graduate Programme salary for Global Markets in London? Thanks ...
Intrigued1
010 months 3 weeks ago
0
Bankruptcy and FA PositionI'm looking to transition from equities prop trading (Chimera, Tower Hill, Trillium) to a PWM or FA role. I had to file for bankruptcy 4 years ago, how much will that affect my chances of getting hired in one of these roles? Thanks in advance for any insights. ...
Blue Horseshoe11
310 months 3 weeks ago
0
University of Waterloo vs Baruch CollegeHello everyone! Its being quite some time that I've been on WSO. I have a question for you guys (and girls?). UWaterloo (CFM & DD) vs Baruch College (BBA) for Asset Management, IB and Prop trading? Which one is better? Any other suggestions regarding affordable universities in USA and Canada? Th...
I-Banker_HFmanager
1910 months 3 weeks ago
0
CFA: Asking my MD to let me enrollGreetings, I am from a software engineering background and recently started working at a namebrand AM firm as an Associate level 120-130k range coder. During my final round interview with the MD, I had expressed my desire to take up the CFA, and mentioned that another hedge fund I interviewed at tur...
wallstreet246
410 months 3 weeks ago
0
fund of funds/manager due diligence investment analyst - what's it like?I currently work in the ssg group of a relatively unknown firm. 6 years of experience, CFA. I really like what we do here, but the hours are catching up to me and I am looking for a new career path. I live in a city where there are very few finance opportunities, but I do occasionally see portfolio ...
JJP1234
210 months 3 weeks ago
+1
Boss threatens to fire me because "your brain has a problem"Hi guys: As you can understand, i'm posting this from a throw-away account...i'm 6 months into my new job and my boss threatened to fire me because my "brain is too stupid and has a problem". the issue that caused it was that I didn't calculate a number correctly because i was new to the asset clas...
urgh2014
1510 months 3 weeks ago
0
Best Headhunters for getting buy-side rolesCould someone please recommend the best headhunters to reach out to for Buy-side roles? I am currently an MBB consultant and CFA Level 2 candidate interested in switching to the Buy-side ...
Joe-Cases
010 months 3 weeks ago
0
Aviation Financing/LeasingHello all, I'm currently a Credit Underwriting Associate at a financial institution, primarily focused on provided Asset Based Loan (ABL) for the Healthcare industry, I also have experience in ABL for the general industries, i'm only 5 years into my career after a finance degree, my ultimate goal is...
Victor1988
010 months 3 weeks ago
0
Differences between investment management at a bank like JPM, MS and insitutions like Wellington, Oaktree etc.? Hi everyone I was wondering what the differences were if there are any in terms of compensation, prestige, and so on. Thanks in advance ...
HY-HY
1310 months 4 weeks ago
0
Tax planning career within asset management?Is there a career path for a tax planner within the industry? I'm thinking of doing an masters accounting program to get into the industry. I'm an undergrad Econ major, mostly quant focused. What are some good schools that recruit heavy for this specific career? ...
Esteban777
010 months 4 weeks ago
0
Credit vs. Equity ResearchWhat are some of the key differences between the two? Obviously the security being valued is different, but I imagine you would still be looking at the strength of the company and looking at the same financial statements, etc. Wondering because I enjoy ER, but have some opportunities for credit rese...
eltoro454
610 months 4 weeks ago
0
Salary ranges for entry level at a $40b FundHi everyone, I am currently into 2nd round of interviews for an entry level (out of undergrad) position at a Canadian fund with roughly $40B AUM. My question is regarding the salary range that I should be asking for as I have no clue what they should be for a first-year portfolio management analyst....
stooples
410 months 4 weeks ago
0
Summer investment management as a contractor?I recently started a job at a large insurance company doing fixed income in their investment division. The problem is I realized I was a contract hire and I am actually employed by a 3rd party talent sourcing agency, which has "temporarily assigned" me to my current company. The contract is for the ...
Kerry-He1
011 months 15 hours ago
0
Interview tomorrow: what to know for a portfolio construction role?I am interviewing with someone from the portfolio construction team of a large AM firm and I have no idea what to expect. I didn't even submit an app to an opening but rather someone found my resume and I got contacted so I have no job description. What are some qualities or skills to display during...
mbag
211 months 1 day ago
0
Need direction to continue learningSo I am 20 years old, a rising Junior in college, and am very interested in a future in Asset Management or even a hedge fund down the road. I have read some of the widely recommended books such as The Intelligent Investor (which was somewhat confusing), Margin of Safety, and The Little Book That Be...
BankingGuys
211 months 1 day ago
0
How do I get a PWM internship as a freshman?Hello, I will soon be starting as a Freshman at the University of Miami and am interested in pursuing a career in finance someday. I did not think it was possible to get an internship as a freshman but I read around that some people were actually able to land a PWM internship at a large bank during ...
gus447
311 months 2 days ago
0
Starting Career in PWMHey Everyone, I am new to the site and this is my first post so I apologize if this post should be in another forum. Anyways, I just graduated college and will be starting my job as an analyst in the Investments division of a PWM firm. I interned there last summer for one of the portfolio management...
pcbs23
311 months 3 days ago
0
Babson capital management - Culture, comps, and exit opps? anyone have any info on this firm as far as culture, comp, exit opps, etc? i have a first round interview for an analyst position but i couldn't find much about them on here. ...
idrankmalk
311 months 4 days ago
0
Price of Anonymity: How much does it cost to run a successful fund without the general public knowing about you? One reason why the regulators attack the Wall Street banks is that they are too visible. If you work at Goldman Sachs, it's impossible to remain anonymous. There are always people who are trying to find some dirt from your past or from projects you are currently involved in. What surprised me when ...
Forward_Trousers
011 months 5 days ago
0
How does one break into asset management?I'm entering my senior year of college at a non-target school (UF) and I want to get a job in Asset Management. Without an AM internship how should I go about getting an entry level job in AM? ...
zkx612
611 months 6 days ago
+1
Good Weekly Market Summary/ Commentary e-mail, website, blogsHi, I work in a group responsible for constructing optimized portfolios through asset allocation with intermediate to long term views. Therefore, short term volatility is not my group's primary concern but obviously I want to understand state of capital markets. Can you recommend any good weekly ma...
biroro
311 months 6 days ago
0
BlackRock Investment Institute Hello, I was wondering if anyone knows anything about the Investment Institute (BII) group at BlackRock from the inside? If you do, could you give me an overview of what analysts do in this group? Thank You ...
terraincognito1492
111 months 1 week ago
0
401K rollover expectations to independent brokers (baby boomers)I am working on assumptions for an M&A project and need to make an assumption regarding what percentage of 401K money/assets will flow to independent brokers as babyboomers retire and 401Ks get rolled over to IRAs. All searches seem to reflect articles offering advice to babyboomers who may be ...
FeistySpice
011 months 1 week ago
0
asset management internship tipsHi everyone, I'm a finance studenti from a target school, i think I have decent grades, not the best ones bit i think above the "cut-off". I'd like ti do an experience in the financial sector, in particolar i'd like to try ti get an internship in private wealth management or Asset Management. Next y...
00bankingguy
411 months 1 week ago
0
Starting a Hedge/Private Equity/Investment Fund. Launching your own - How to start one successfully? How does one usually do it successfully? Are most fairly experienced in the industry before they launch their own fund? How about contacts? Thanks. ...
sartoris
1311 months 2 weeks ago
0
Emerging Markets Fixed Income Intern- The HartfordHello, I will be starting my Internship as an Emerging market Fixed Income intern next week at The Hartford. I would really appreciate if someone from the industry can guide me as to what topics and theories should I look to read before my internship starts? Also, in general how should I prepare for...
DVaibhav
011 months 2 weeks ago
0
Will traditional value investing be eliminated by quantitive trading? I read a book by Peter Lynch; for me, he was really qualitative about choosing which firms to invest in. However, now many hedge funds are building complex math models with computer coding to analyze the market(HF, algo trading etc.) . I'm curious about how quantitive trading will impact traditional...
jessebest
811 months 2 weeks ago
0
Salary StructuresHow is incentive structured in large asset management firms for the junior associates/analysts? (e.g. % increase in base salary per year + part formulaic/part discretionary bonus, etc.) ...
hilariouspj
111 months 2 weeks ago
0
AnonymousApple
011 months 2 weeks ago
0
Need some info on a companyHi Everyone, I recently accepted an offer with these guys to intern for the summer. I was just wondering what their reputation was like and such. I'm at a non-target so banking was hard this year to even land some interviews. Buy-side asset mgmt sounds pretty cool but I am unsure what the next step...
johnny812
111 months 2 weeks ago
0
Fixed income interview: which company's bond should we buy?I have an upcoming interview with an Asset Management firm for a role in their FI group. Before the interview they are asking me to write a short recommendation on which company's 10yr bullet bond the firm should purchase. Three companies were given and their credit ratings are BBB,BBB,BBB+ respecti...
Kerry-He1
011 months 2 weeks ago
0
Differences in values: Equity Research and Asset ManagementSorry for the re-post: I did not get any responses in the last discussion I know that the actual terms may offer AM under Equity Research (or vice versa). I was wondering if there were specific skills that would be useful in both fields: I haven't really decided which path was more suited for me. Ho...
OpFin
211 months 2 weeks ago
0
Investments - Long Duration vs Short DurationHello guys, I know that duration is defined as how sensible the NPV of a cash flow is in relation to a variation in the discount rate. Having said that, is there any situation where a long duration for an investment is desirable? When should one desire a short duration/long duration? Thanks in advan...
Ajax
411 months 2 weeks ago
0
how do you maintain/regain your passion?hi guys, how do you regain or maintain your passion? have you ever had a point where your passion for your job just suddenly disappears due to work circumstances (bad fit for team culture, unmotivating management, etc)? Have the environment and people at work ever affected how passionate you feel? ...
urgh2014
311 months 2 weeks ago
0
How good is Vontobel Asset Management?I was wondering if anyone has any information about Vontobel Asset Management based in New York City. Along the lines of reputation of firm, and generally how they are veiwed on the street ...
HY-HY
411 months 2 weeks ago
0
MSc. at Cass in Investment ManagementHi guys! I am wondering which MSc. to choose for breaking into PB/AM/WM in London. I managed to start the application process too late, so I have only four options: MSc. in Investment Managment at Cass vs MSc. in Finance at Grenoble Ecole de Management, London Campus (also Henley and Hult, but I thi...
RuslanMyar
011 months 2 weeks ago
0
Envestnet - Firm reputation and compensation infoDoes anyone know anything about this firm? Looking for career progression and compensation information for their Investment Analyst (fund of funds?) and, as a separate position, Associate Portfolio Manager. Glassdoor shows the investment analyst position all-in at ~$74k...seems low. ...
sk8247365
011 months 2 weeks ago
0
Series 7/63 AdviceMy job requires me to pass both exams in a little under 60 days or I am fired. I just signed a nice lease for an apartment in a prime area and have committed myself to various things to take this job..so I cannot fail. I am about 4 years removed from finance coursework, so while I am familiar with t...
datguy345
711 months 3 weeks ago
0
Thoughts on Lazard AM?Was wondering if anybody had any insight into Lazard Asset Management. I always thought of them as a boutique IB firm. Can anybody share their thoughts into culture, pay, reputation, what they are known for etc? Thanks. ...
bean
411 months 3 weeks 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
511 months 3 weeks ago
0
What skills should I focus on for AM?What are some skills that are recommended for an undergrad looking to get into Asset Management? Sometimes it feels like my school doesn't teach practical skills but just finance theory. What are some good guides/books that I use to get good at Excel? Preferably Excel skills that an analyst would u...
Zero Percent Financing
811 months 3 weeks ago
0
Emerging Market Equity Research - Buy Side Hey everyone, I was wondering about hours, pay, and prestige at a fairly large ($50bn) investment manager. They focus on long-only emerging market equities. Also, what is the general consensus on fixed-income research v. equity research on the buy side? ...
HY-HY
111 months 3 weeks ago
0
Fixed Income Investment ManagementI'm really interested in fixed income management. I've done some research and it seems like the big names are PIMCO, BlackRock, WAMCO, TCW, and DoubleLine. Does anyone know what the average pay or pay structure is like? Would really appreciate any help. ...
rm0915
111 months 3 weeks ago
0
How to Prepare for AM SA InternshipI'm starting at a Asset Management in research. Other than reviewing modeling and reading the news, how should I prepare? Thanks for the advice! ...
WBJ11
211 months 3 weeks ago
0
Auditor at Big4 or MO Asset Management?I need some urgent adviceI have 2 offers, one for a Graduate program in Auditing at KPMG (I applied for Corp Finance but they ran out of places and offered me Audit) and other as GPAS analyst at BlackRock. I am more inclined towards more finance analytics role, probably client facing, and I am not s...
chimpandgibbon
311 months 4 weeks ago
0
Prepping for Investment Management interview - BB, PE GroupHi, I have an interview for a one-off BB investment management internship this summer. The group focuses on private equity. How would I prep for something like this? Particularly private investment opportunities pitches? Is the investment thesis going to be similar to one for a public company? I'm a...
newbie16
211 months 4 weeks ago
0
Anyone? What is global wealth management?I heard global and private wealth management but what is the difference? Thank you in advance. ...
milliondollarist
012 months 12 hours ago
0
Do most AM firms give you a laptop (internship or otherwise)?I have an internship in AM this summer, and was wondering if I need to purchase a laptop for use outside the office or if I'll be provide one. I have a mac, but I like PCs for excel purposes obviously. Any insight is much appreciated! ...
eltoro454
212 months 3 days ago
0
Risk Positions in IMHello all, Long time creeper, first time poster. I'm currently a junior at a semi-target with a relatively average to above average GPA (think 3.5ish) looking over a few summer internship opportunities and finishing up some final round interviews. I currently have two super days coming in the Risk d...
johnthainsplumber
11 year 4 hours ago
0
Fiduciary Capital ManagementDoes anybody have any insight on this firm? I'm applying for an internship but the website looks a little sketchy and I haven't seen too many mentions of it on this. Here's the link to their site:http://www.fcmstablevalue.com/about.htm ...
NYDon
51 year 6 hours ago
0
Private Banking for junior roleHi, can anyone explain me the main task of a entry level role in a top private banking as JPM GS CS UBS. in some of these, a analyst must bring capital? How much the part of sale and the part of research in a junior role, Thank you ...
alessioto
01 year 23 hours ago
0
Difference between private and global wealth management??What is the difference? Which is better? I'm assuming global. Thanks in advance!! ...
milliondollarist
01 year 1 day ago
0
SSGA Internship InterviewsHey all, Anyone here who has interviewed with SSGA for internship/full time roles? I am trying to get a sense of the interview format, but couldn't find much elsewhere. Thanks! ...
mayank.pandey
01 year 1 day ago
0
As a buy side research associate/analyst in China/HK, do I ever have any exit opportunities back in the U.S.?I'll be starting as a junior on the research team of a large U.S. AM firm based in China. I'll be working both on companies listed in China, and also Chinese companies listed abroad - mainly in HK and the U.S. Will I ever have the chance to transition back to the states also in an AM/HF research rol...
trapdoor
31 year 5 days ago
0
St James Place Wealth Management?Hi guys, just curious if anyone here has heard of SJP? They sound more like a fund of funds though. Just wondering what the exit opps etc are from joining a big wealth manager like these guys? ...
rockstarlive
51 year 5 days ago
0
BlackRock Interview (FMA)Hey, Has anyone interviewed for the FMA group with BlackRock? I am wondering what the first round interview is like for the financial markets advisory analyst position and what's the best way to prepare? Thanks a lot. ...
masterprep
61 year 1 week ago
0
Institutional vs. Private Wealth Does anyone have any thoughts on which might be more popular (read: "more lucrative")? I used to work as an equity analyst for a $24B mutual fund company. Like many other funds, we were a small fund compared to the $24B and our fund was subsequently closed. I was somewhat forced into the private ...
wrigley1
21 year 1 week ago
0
Entry into AM/Equity Research - With an Engineering Ph.DI am a Researcher working in the field of Computational Sciences in academia. I have a Ph.D in Engineering. 36 yrs old with family and salary around hundred grand. Recently, I have become highly fascinated with financial markets and I am purely attracted to AM/EQUITY RESEARCH part of the finance and...
lance78
01 year 1 week ago

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