Search results

  1. why so little macro on the due diligence for equity research?

          the title is pretty straightforward. I am wondering why such little attention is devoted to the classic "bigger picture", aka macroeconomics on a regional / zone / global scale as opposed to the in depth diligence on all the ...

    10 comments - 0 silver bananas - Feb 8 2016 - 11:40am -

  2. Transition to AM/ER from MBB DACH region

          Dear 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 ...

    3 comments - 0 silver bananas - Feb 7 2016 - 11:51am -

  3. AEW Capital Management: more info, insights?

          Does anyone have information on these guys? They're a Real Estate focused Investment Management firm based out of Boston. According to their website they have $22B under management and do both public and private market investing. ...

    32 comments - 0 silver bananas - May 18 2015 - 12:43pm -

  4. Investment consulting questions

          Is it similar to AM? Kinda a niche market out there. Are skills transferable? AM ...

    14 comments - 0 silver bananas - May 2 2014 - 12:06am -

  5. Non Target Resume advice- No FT recruiting offers

          Unfortunately no ft recruiting offers probably due to non target? Or is it something else? Looking for trading, ER or IM/AM http://www.razume.com/ trading ER AM ...

    14 comments - 0 silver bananas - Apr 23 2016 - 2:10am -

  6. Annoying or Appropriate...Advice Please

    WSO, can't thank the community enough for helping me land a solid SA offer. Quick Background: I am a non-target junior, and will be working for a European based asset manager. They have not given team assignments yet, but said I will be working in eq ...

    9 comments - 0 silver bananas - Mar 17 2014 - 4:22am -

  7. capital IQ vs FactSheet vs bloomberg for ER and AM

    first of all sorry if this is the wrong section but it was the least "wrong" in my perspective. basically i'd like to know which are the mostly used platforms in ER (buy and sell side) and AM (which i know are a bit different as for the nee ...

    9 comments - 0 silver bananas - Aug 13 2014 - 2:11pm -

  8. Fingerprints- Have others done this as well?

          I recently started working at an investment management firm and they are requiring me to submit fingerprints to FINRA. I was wondering how common is it for an undergrad analyst to submit fingerprints? Have others had to get this done ...

    7 comments - 0 silver bananas - Apr 20 2016 - 9:02pm -

  9. AM Director: some less standard path

    I am Director at a 3bn USD AM boutique shop covering a niche growing sector, located in Europe. I am having a strong quant background (phd). I spent 4 years doing applied research in academia (stochastic modeling with applications to finance) and then joi ...

    10 comments - 0 silver bananas - May 31 2014 - 5:37pm -

  10. Becoming a PM before age 30.

          Say you were able to become a portfolio manager of an asset manager (over $50B) right before you had your 30th birthday. In terms of a career track success in finance, how quick is this? (In 1 to 10 scale) 10: Extremely quick. You ...

    21 comments - 0 silver bananas - Aug 22 2013 - 5:11am -

  11. Is an power slick under cut appropriate for AM?

         ? AM ...

    16 comments - 0 silver bananas - Oct 21 2013 - 4:40pm -

  12. 24 year old Junior...how much of a factor is age in SA/FT recruiting?

          Hey guys-- I'm a current junior at an HBCU (Morehouse-Hampton-Howard) and I took three years off before going to college. At the time, I was a big dummy & didn't know what I wanted to do after high school. Held a bunch o ...

    16 comments - 0 silver bananas - Jul 13 2012 - 3:23am -

  13. AM, HF--> Chief Financial Officer?

    CHIEF FINANCIAL OFFICER... A totally different kind of career path from what us WSO monkeys normally dream about... but certainly a VERY attractive job, especially if this is possible when you're only in your early or mid 30's. There are many sk ...

    13 comments - 0 silver bananas - Jun 25 2013 - 9:07am -

  14. Undergrad Finance or Econ Degree with end goal of buy-side

    Right now I am going into my sophomore year at a non-target for IB in NYC, semi-target for IB in Chicago. I know the whole Econ vs Finance degree has been done to death for IB, but I want to go into sell-side equity research, AM, or if I'm good/lucky ...

    4 comments - 0 silver bananas - Mar 12 2015 - 5:52pm -

  15. IBD lateral from a CRA

          Hi, I am currently at a boutique consulting firm (~1 year of experience) and am looking to lateral into IBD in ~2 years. I am considering an offer for an operations analyst role at one of the CRAs (S&P, Fitch, Moody's). Altho ...

    3 comments - 0 silver bananas - Jul 7 2015 - 9:57pm -

  16. best way to get to l/s hfs from where I am

          hello everyone! I come here looking to understand if i'll ever break into l/s HFs and/or eventually top tier AM. my background is as follows:-EU based: non target undergrad, msc in finance from tier 1.5 institutions (think HEC/Bo ...

    3 comments - 0 silver bananas - Jun 17 2015 - 6:40pm -

  17. JPM Asset Management- Real Estate

          Anyone have info on JPM Asset Management- Real Estate? Comp/hours/experience at the Analyst level? jpm RE AM ...

    44 comments - 0 silver bananas - Jun 7 2012 - 11:23pm -

  18. portfolio manager vs md (ibd) salary

          wouldn't a portfolio manager funning a fund at a bank make more than a MD in investment banking? comparing a goldman fund vs goldman md or william blair (for mm) fund mangaer vs blair md hedge fund PM Salary MD AM managing direct ...

    27 comments - 0 silver bananas - Mar 8 2011 - 5:29pm -

  19. Schroders reputation/presence in the US

          Was wondering what ppl's thought were on Schroders. I've heard that they are top notch in the UK/Europe, but not so much here in the US. Would it be comparable in terms of experience/prestige to say the PIMCOs, blackrocks, a ...

    3 comments - 0 silver bananas - Feb 24 2015 - 2:19pm -

  20. Transition from MBB to ER or AM

    During my research on MBB, I have read about opportunities to exit from MBB consulting into Asset Management or equity research (on several websites). However, I have never seen such a transition and did not find a post regarding this topic on wso. Is it ...

    4 comments - 0 silver bananas - Jul 31 2014 - 1:39pm -

  21. AM vs IB for PE

          Hi, I'm a rising Junior and I have the opportunity to intern at a decent AM company my junior year (think AllianceBernstein). Would it be a good move to accept the buy side internship if my end goal is to work in PE? And if so, w ...

    4 comments - 0 silver bananas - Jul 24 2014 - 6:40pm -

  22. URGENT: BB AM Phone Interview, what should I expect?

          I have a BBM AM phone interview scheduled for 3pm EST today so I don't have much time to prepare. What kind of stuff should I know besides the three big ones (tell me about yourself, why AM, why this BB)? BB AM ...

    9 comments - 0 silver bananas - Sep 13 2012 - 10:49am -

  23. IBD (JefferiesNY/Nomura) vs. AM (TRowe/Brandes/JPM) full-time

    Hey All, I've read a lot of topics here and I know some of you guys are way more knowledgeable than I am when it comes to IBD vs AM and specific firms. I've got a specific question I hope you guys could help me out with. What are your thoughts o ...

    14 comments - 0 silver bananas - Sep 22 2011 - 1:37pm -

  24. am firms that hire undergrads

          What would be some am firms that hire right out of undergrad? I don't graduate until next year but wanted to get feel for where the job markets where at in terms of entry level positions. I found that Boston has quite a few shops ...

    10 comments - 0 silver bananas - Apr 24 2012 - 11:06pm -

  25. Best asset management firms

          Similar to the top prop trading firms ranking. I'm factoring in prestige, compensation, selectivity, type of work, exit opportunities, etc. 1. PIMCO 2. Wellington 3. Capital Group 4. Grantham Mayo 5. Dodge and Cox 6. Blackrock 7. ...

    15 comments - 0 silver bananas - May 20 2011 - 2:16pm -

  26. IB-> Traditional AM

          Most people occupy their entire exit opp mindset with PE or HF...how come few ppl focus on going into traditional AMs like Dodge & Cox, Capital Group or PIMCO after their IB stint? If anything, these places pay more and have bette ...

    8 comments - 0 silver bananas - Oct 1 2012 - 5:18pm -

  27. What is the best background for Internal Investment Analyst for F500 Insurance Company?

          Most seem to require general AM experience. Do you think they care what type of firm it is, i.e. pension fund, MF, ect. Also would it be better to get an MSF now or an MBA later? What caliber b-school would I need to go to? Is UW or K ...

    5 comments - 0 silver bananas - Oct 24 2013 - 4:03pm -

  28. CRE Research Analyst to CRE Investment Analyst

          How hard is it to jump from a CRE Research Analyst at a firm like CBRE to a CRE Investment Analyst at a MM or BB? Would this require a pay cut? analyst BB mm AM investment analyst CRE ...

    5 comments - 0 silver bananas - Oct 9 2013 - 8:18pm -

  29. Undergrad Inquiry: CFA designation for AM? How does an MBA look?

    Hey fellow Monkeys, I'm an undergrad finance student at a non-target in the midwest with interest of entering into AM after undergrad. Currently am reading the intelligent investor and the topic of CFA came up. For those in the business, could I get ...

    4 comments - 0 silver bananas - Apr 18 2014 - 1:46am -

  30. PWM=pigeon hole?

    After my MFE in an European school, I did one year internship in a BB S&T division, within structuring team and sales team. In the end, the company said they are not able to give a full-time offer in S&T due to market condition, but I can consider ...

    9 comments - 0 silver bananas - Mar 10 2012 - 11:46am -

  31. Transition from Investment Consulting

          Just curious if anyone has heard of someone transitioning from investment consulting (investment analyst) to a major AM firm (i.e. pimco, blackrock). If so, what experience/ skills would you think is transferrable? AM ...

    14 comments - 0 silver bananas - Jan 11 2011 - 2:30am -

  32. Where to Intern Sophomore Summer in AM/ER?

          Hey guys, I am very interested in making it to AM as an associate and I was wondering what the best options to intern summer after sophomore year? I'm studying Finance & Accounting at a non-target school and I'm willing ...

    3 comments - 0 silver bananas - Nov 29 2014 - 2:07am -

  33. Level of Mathematics in Asset Management?

          Hi guys, I'm really starting to get nervous about the level of Maths required in AM. Obviously I'm not looking into getting into the really quantitative funds, but I would like to work in the industry, analysing markets, etc ...

    14 comments - 0 silver bananas - Nov 18 2010 - 8:24am -

  34. IB vs AM

          Can anybody share some insight on which industry is more competitive to break into at the entry level? Also how much if any, are the hours and pay difference thoughout the ranks? analyst comp AM Investment banker in ...

    10 comments - 0 silver bananas - Sep 17 2011 - 12:34am -

  35. Large firm vs small firm

    Long Post (scroll down to bottom if you dont want to read): I am thinking of starting out at a large long only asset manager (0.5 Trillion) in equities out of undergrad.The role isnt like a fidelity or wellington, where you mostly learn on the job and are ...

    9 comments - 0 silver bananas - Nov 24 2011 - 12:55pm -

  36. Side business or focus on main goal?

    Hey Monkey's, Being the off-topic section I felt it would be appropiate to ask this here I am going onto my third-year at university and my main goal is to get into high finance, mainly Investment Banking.... However I feel as if an extra stream of m ...

    7 comments - 0 silver bananas - Aug 11 2012 - 11:00am -

  37. Non-Target Senior in need of Career Advice..any help appreciated!!

    Im currently a senior at a non-target with a low GPA (3.3), Im a double major in accounting and finance and due to the fact that I thought I was going to pursue accounting I never did any relevant internships until this past summer when I did a BB PWM..iv ...

    6 comments - 0 silver bananas - Oct 15 2012 - 1:04pm -

  38. What kind of work to expect in Requests for Proposals (RFP) division

          Hi, 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 wor ...

    2 comments - 0 silver bananas - Jul 8 2015 - 5:48pm -

  39. CFA Registration Timing for Undergraduate

    I'm planning on completing my CFA Level I before graduating undergrad in May of 2013. According to the CFA website, you must: "Have a bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program at the ti ...

    9 comments - 0 silver bananas - May 17 2011 - 12:34pm -

  40. is CFA really needed to break into AM?

          I'll be working in BB BO and my end goal is to break into AM. As title states, is CFA really necessary to break into AM? CFA AM ...

    5 comments - 0 silver bananas - Mar 28 2013 - 10:21am -

  41. Advice needed ASAP for Interview with BB Private Bank Analyst Program

    So, for all those doubters who said I was moron for doing what I did: I have an interview set up with the Private Bank of a BB for their Analyst Program. This is widely regarded as the best Private Bank on Wall Street. The reason this position opened is b ...

    15 comments - 0 silver bananas - May 9 2009 - 5:26pm -

  42. Please Review- Experienced Hire for IB/ER/AM

    Hi fellow monkeys, I would really appreciate you looking over my resume and give me some honest feedbacks. I am one year into my career in structured finance. However, I am looking to transition into a more traditional banking path, be it product or cover ...

    8 comments - 0 silver bananas - Jun 7 2011 - 7:49pm -

  43. 2011 Schwesser Notes Now Or Wait For 2012 Version?

          I'm planning on sitting for CFA L1 in June 2012 after year 1 of B-School. I won't be able to register for the test until this July or get the new CBOK till then either. I want to start studying right now though. Does the tes ...

    8 comments - 0 silver bananas - May 5 2011 - 8:07pm -

  44. Recruiting at Fido/Capital/T Rowe

          How difficult is it to get a seat at one of these places out of MBA? I assume they only recruit out of the M7 programs but even than, how long are the odds? I'm thinking about going back to school with the intent to pivot to a To ...

    3 comments - 0 silver bananas - Jun 15 2014 - 1:43pm -

  45. top AM firm rankings

          what are your personal top 5 asset mgmt firms in terms of prestige? (includes BB, MM, boutique, HF) ranking AM top firms ...

    8 comments - 0 silver bananas - Feb 20 2011 - 6:45am -

  46. First internship in finance

    I am a rising junior at a target school in Canada, and I am looking at my options for a summer internship next summer. My gpa is pretty low (3.2 overall and 3.4 major) and I am just wondering about my options. I think IB and ER are out of my reach due to ...

    9 comments - 0 silver bananas - Aug 23 2010 - 8:54pm -

  47. GS AM Location

    Hi, I'm applying to an Asset Management Internship at GS and I have 3 choices for location.-Paris-Chicago-Berlin I don't speak French/German and don't live in Chicago. Right now, I'm leaning towards Paris, though my dad says I'd b ...

    8 comments - 0 silver bananas - Jan 10 2011 - 12:35am -

  48. CAIA vs CFA

          CAIA vs CFA? Which is a more worthwhile pursuit if wanting to get into AM? CFA AM CAIA ...

    9 comments - 0 silver bananas - Jun 24 2010 - 6:10am -

  49. AM vs. IB- which would you take? (FT)

    You want to become a successful and happy financier. You also want to get into MBA at Harvard Business School. Now, you have two offers:- Investment Banking Analyst (in your dream area) position at a bulge bracket investment bank.- Investment Analyst (in ...

    4 comments - 0 silver bananas - Jun 29 2013 - 9:58pm -

  50. Late Bloomer Decisions- Graduating Undergrad at 27

    I will finally graduate undergrad in May 2013! It's been a fun journey, and I feel I've done a lot of growing up. I effed around after high school then realized I actually wanted to provide a decent lifestyle for myself and future family, and th ...

    5 comments - 0 silver bananas - Aug 19 2012 - 7:29pm -

  51. Is this Asset Management?

          Is this part of AM? what position this might be at a BB? "We are in the business of helping our clients better manage their working capital and overall balance sheet, as well as the trade/letter of credit and security side of the ...

    9 comments - 0 silver bananas - Mar 18 2010 - 4:55pm -

  52. AM Sales & Marketing.

          I'm assuming that in such positions, recruiters are looking to gauge our sales skills but also our interests in the markets. Does one need to know valuation techniques and portfolio theory? sales AM marketing ...

    7 comments - 0 silver bananas - Mar 30 2011 - 6:19pm -

  53. Asset Management Group Selection

    I recently accepted an offer for a 3 year rotational FT program in the front office investments for a top but not best mutual fund (think one step below Blackrock/ Fidelity, around the 500-1000B AUM range). I will be doing 3 one-year rotations and the ide ...

    7 comments - 0 silver bananas - Feb 12 2011 - 9:33am -

  54. M&G Investments vs BB

    Hey guys, I was wondering how would you compare M&G Investments internship vs BB (Citi, DB, BAML) internship? They hire a couple of interns throughout the year and I was wondering if they would stand out on my resume better than job at BB. (I assume t ...

    5 comments - 1 silver bananas - Jun 11 2012 - 7:40am -

  55. Sales in AM

          Hey I tried to search the forums but couldn't find a lot of information about sales positions in AM (institutional AM, not Private Banking). Does anyone know about entry-level positions in this field? What program would you want ...

    4 comments - 0 silver bananas - Feb 24 2013 - 10:58pm -

  56. Deutsche Bank Asset Management SA Chicago's On-campus 1st Interview Advice Needed

    Hello fellow monkeys, I was fortunate enough to be given a chance to interview Deutsche Bank DWS's asset management summer analyst position in Chicago. This is my first investment banking interview so any advices will be appreciated. I go to a non-ta ...

    6 comments - 0 silver bananas - Mar 5 2011 - 7:34am -

  57. Deleted because no one commented:(

          Deleted because no one commented:(AM ...

    2 comments - 0 silver bananas - Mar 26 2015 - 12:21am -

  58. Interview early or later in the day?

    I have a superday interview with a BB AM in a few days. They told me they are looking at 10 candidates during the superday and will make 2 offers. The only time slot that was left was the last one of the day (4:30) so I got stuck with that. Will this put ...

    4 comments - 0 silver bananas - Oct 18 2012 - 5:05pm -

  59. Investment Analyst vs Research Analyst

          I've noticed that in Asset Managers that they are some individuals with the title of "Investment Analyst" and some with the title of "Research Analyst." What is the difference? (I am assuming the Investment An ...

    8 comments - 0 silver bananas - Nov 22 2008 - 1:05am -

  60. Bessemer Trust Culture

          Not much info on here for Bessemer Trust. Anecdotal stories have suggested that they have a very conservative culture. Anyone else have experience working for them or have an idea of the culture? PWM private banking AM wealth manageme ...

    3 comments - 0 silver bananas - Sep 10 2013 - 2:51pm -

  61. Anyone work at BBVA?

          Hey all, I was just wondering if anyone ever worked at BBVA and could give me some insight into the company. It's a huge European bank, but I'm not too familiar with the operations here in the US, especially in NYC. I'm ...

    3 comments - 0 silver bananas - Aug 22 2013 - 4:48pm -

  62. What do you do in asset management?

          Can someone explain what you do exactly in asset management? At a place like BlackRock AM ...

    5 comments - 0 silver bananas - Apr 21 2011 - 4:31pm -

  63. Pay range for analyst at Wellington/Blackrock

          Was wondering if anyone had info on the pay for a junior analyst position at Wellington (1-2 year experience) and blackrock I would assume it would vary by department, but looking for a general guide Checked glassdoor, but the scale w ...

    4 comments - 0 silver bananas - May 25 2012 - 12:40am -

  64. AM intern interview

          I have an interview next week with a small local asset management firm. I received the interview by basically emailing every firm I could find regarding possible summer internships. Because it's a small firm with no formal intern ...

    5 comments - 0 silver bananas - Mar 25 2011 - 5:39pm -

  65. Qualifications for different Divisions

    Hey Guys, I am a junior at a semi-target (one BB recruits directly from my school.) I would like to pursue an SA IBD position at a BB or a MM (prestige isn't a concern, exit opps slightly are.) I have attached my resume, in your opinion do I qualify ...

    2 comments - 0 silver bananas - Nov 3 2014 - 6:13pm -

  66. started my own investment advisor firm, need some feedback

    So I graduated from college a while back and haven't found a job in the area of asset management, and I wasn't very attracted to working for a wealth management firm. Like most people said, there was very good exit opportunities present there. S ...

    5 comments - 0 silver bananas - Jan 18 2011 - 9:08pm -

  67. Best route for top20 MBA

          Hi, i need to pick one of the job offers i got, i m currently doing IBD in boutique ib with little deal flow. So:, 1)I can choose to stay here. 2)Move back to the big4 corpfin group where i started who's doing well.(got a call a ...

    6 comments - 0 silver bananas - Nov 21 2009 - 10:24pm -

  68. Exit Opps at Pension/Endowment Funds?

          Anyone know anything about what the exit opps look like at pension/endowment funds? Also, how hard is it to break into a pension/endowment fund compared to ER? I was thinking 40 hour work weeks would be sweet, while studying for the C ...

    3 comments - 0 silver bananas - Feb 18 2013 - 2:04pm -

  69. Hours- IB vs AM

          I'm interested in the hours required for a 1st year IB analyst and a BB or MM bank. This is in comparison with a first year analyst at a large IM/ mutual fund firm (fidelity, vanguard, templeton, Columbia, BlackRock). Also any mo ...

    2 comments - 0 silver bananas - Aug 9 2014 - 12:58pm -

  70. Career advice needed (PWM, Business development, ibank internal wholesaler opp)

          Hello all, Any career advice would be appreciated: I have about 7 years in the industry working in prop trading and as an advisor for the world's largest RIA. I've won multiple awards, been a top performer at my firm and hav ...

    0 comments - 0 silver bananas - Feb 4 2016 - 8:55pm -

  71. Asset Management & GWM Summer Analyst- Assessment Centre

          I 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 expec ...

    0 comments - 0 silver bananas - Feb 1 2016 - 6:57am -

  72. GS Asset Management

          Is anyone familiar with GS 's asset management group? What sorts of responsibilities do you have as an analyst, along with hours/comp? Thanks in advance gs AM ...

    5 comments - 0 silver bananas - Nov 19 2009 - 2:19am -

  73. Internal Audit at BB vs Big 4

    Might seem lame to most but I'm just an accounting type of guy. Could anyone give their 2 cents on audit opportunities in bb vs big 4? In terms of salary and exit opps mostly. Also how does someone land an internal audit job at an investment bank? Mo ...

    3 comments - 0 silver bananas - Nov 5 2012 - 8:10pm -

  74. What Is Asset Management (AM)?

    Asset Management is a team within a financial firm that is dedicated to managing the assets (cash, investments etc.) of clients. The asset management firm has dedicated portfolio managers as well as access to internal, detailed equity research reports whi ...

    0 comments - silver bananas - Jul 31 2012 - 9:57pm -

  75. Undergrad IBD/AM resume review- round 2

    First off, thanks to everyone who helped me revise the original edition of my resume. (http://www.wallstreetoasis.com/forums/ibdam-resume...) I think this version turned out much better. I will be sending out my resume to a few contacts this week and was ...

    4 comments - 0 silver bananas - Jan 4 2011 - 2:24am -

  76. Breaking into AM/IB- Advice

          This is my first post on WS so apologies if this is a ridiculous question. Im just looking for some insight into possible career moves for myself. Currently I'm a recent graduate from a top 15-20 UK Uni with a First Class degree ...

    0 comments - 0 silver bananas - Dec 30 2015 - 5:26pm -

  77. MAY SOUND NERD

          hi it may sound nerd but my question is tht if passing CFA level 3 is enuf to get into an asset managment firm in a gradutae role if u have little relevant exp or u must have an MBA AM ...

    5 comments - 0 silver bananas - Jan 16 2009 - 11:51am -

  78. Asset Management Exit Ops- Currently looking at summer internships

    Hello, I am currently looking at internships for this coming summer in the area of Asset Management. What I am wondering is, what career path would be available assuming that I am offered a full time position? Also what other sectors of Finance would pote ...

    2 comments - 0 silver bananas - Apr 17 2016 - 11:54pm -

  79. Got my first BB AM SuperDay...

          I landed my first superday with a BB 's Asset Management group. It's with the fixed income group; I was wondering what to expect and how to best prepare. I'm a big fan of this group and having a shot at this is great. I ...

    0 comments - 0 silver bananas - Dec 5 2015 - 10:26am -

  80. AM quant role research: need advice on skillset and exit ops

          I have this opportunity to join a renowed AM in Europe in a quantitative research role, meaning- optimizing asset allocation- market timing models- stock picking models models/upgraded are to be written in MATLAB. I'd report dire ...

    0 comments - 0 silver bananas - Dec 4 2015 - 12:37pm -

  81. FAQ: Best Discussions- Asset Management

    Return to Main FAQ Page These are a collection of some of the best discussions created for and replied to by members of the WSO community on the topic of Asset Management. Keep in mind this is by no means a comprehensive list and reading old and current p ...

    0 comments - silver bananas - May 23 2011 - 5:01pm -

  82. AM career path?

          What is a typical career path in AM like? How long until you get to manage clients portfolios etc? AM ...

    4 comments - 0 silver bananas - Jan 13 2010 - 2:47pm -

  83. WHY IBD THAN ASSET MANAGEMENT? (or Why Asset Management than IBD?)

          Very Simple, Straightforward question. What should one say when asked "Why do you want to do IBD than Asset Management?" I could definitely draw some good lines between IBD and S&T (both-ways) but this combination seems ...

    4 comments - 0 silver bananas - Dec 24 2009 - 3:43am -

  84. ML's advantage?

          What are ML 's strengths and weakness? and their AM divisions? I did my research, but I would like to hear other aspiring analysts' inputs. Thanks guys Merrill Lynch PWM AM ...

    4 comments - 0 silver bananas - Apr 15 2009 - 12:20am -

  85. Insurance RE Investment analyst

         . [edited for privacy] analyst investment RE insurance AM ...

    3 comments - 0 silver bananas - Aug 1 2011 - 11:52pm -

  86. Simultaneously Pursuing ER & AM

          It's my understanding that many people spearhead their efforts and pursue both opportunities as they're somewhat related. Often one, or the other ends up being the fall-back in the event that things don't go as planned. ...

    2 comments - 0 silver bananas - Sep 8 2013 - 6:35pm -

  87. Tepper vs. Johnson for Investment Management

          I have admits from CMU Tepper and Cornell Johnson full-time MBA programs. I'm an engineer and I want to go into investment management. Which school should I choose? Both schools have student-run funds, graduate finance clubs and ...

    3 comments - 0 silver bananas - Apr 2 2011 - 1:37pm -

  88. Show me the way

          Hi, I'm really desperate for your honest advices,, (Sorry for my bad Eng, though) I have,,- 4.5 yrs of ER- RA 2.5yrs, Analyst 2yrs at the biggest local name.- 1yr of business strategy development (incl M&A in developing count ...

    0 comments - 0 silver bananas - Sep 7 2015 - 2:41am -

  89. From AM to IB or Consulting

          Hi guys, Thanks in advance for reviewing my resume. I graduated from top 25 business school and am cfa level 3 candidate, and have been trying to transition into Investment banking or consulting from AM. Before I send my resume to all ...

    3 comments - 0 silver bananas - Aug 21 2010 - 1:37pm -

  90. quant asset management vs structuring vs consulting

    I have received following offers: a quant analyst within asset management at a MM bank and structuring/Trader/quant at structured derivative desk within another MM bank. Which one is more prestigious and gives the best exit opportunities? Ultimately wants ...

    3 comments - 0 silver bananas - May 17 2010 - 6:29pm -

  91. summer analyst offer obtained without any experience!!!

          Hi! Ive never worked before in my life, except as a junior administrative staff in a very small structure for a month. I managed to get into summer internships at Goldman Sachs and JPMorgan in Investment Mgt, mainly because I have gre ...

    3 comments - 0 silver bananas - Feb 19 2010 - 8:06pm -

  92. Public Finance to Municipal Bond AM/mutual fund?

          Could entering Asset Management (in a municipal bond portfolio) be a potential exit for a public finance analyst? If so, what level would one enter after 3 years of being a PF analyst? Would the pay be more at that level or down the r ...

    1 comment - 0 silver bananas - Jul 13 2015 - 3:06pm -

  93. CRE: Asset Management vs. Portfolio Management

          I got an interview for a portfolio management analyst position. The job posting says that I will be working closely with the Asset Management and acquisitions teams. I thought AM and PM were the same thing in a CRE context? AM PM ...

    1 comment - 0 silver bananas - Jun 22 2015 - 11:23pm -

  94. CFA or MBA for career switcher?

          For an PWM analyst, is CFA or MBA better to get in to institutional sales, or buy-side? Assume he has decent connection in the industry already. MBA s&t PWM CFA AM ...

    3 comments - 0 silver bananas - May 2 2009 - 5:10pm -

  95. How can I talk about my AM SA experience?

          I worked at a relatively small, flat AM shop and got a lot of responsibility as an SA. I single handedly wrote 3 buy side research reports on 3 separate companies. Is it a good idea to list the companies in my resume? Something like:- ...

    2 comments - 0 silver bananas - Aug 31 2012 - 11:54am -

  96. Norges investment management

          Hi guys, does anybody got some insight on NBIM in LDN for their equity division? Performance, lifestyle, learning, exit, basically all you have. thanks a lot ER Equity Research AM asset management ...

    2 comments - 0 silver bananas - Jan 13 2012 - 8:51am -

  97. 1st year AM looking to move to IBD

    I am currently working at a large investment bank /asset manager within the AM arm and I know this is an uncommon lateral movement, but, it is not completely without purpose. I have decided, not long after starting, maybe 6 months ago, that really, what I ...

    1 comment - 0 silver bananas - Feb 4 2015 - 9:58pm -

  98. RE AM firms with good work/life balance

    I've been working in consulting for a few years, and realized that I have a passion for real estate, not quite related to what I'm doing right now (i'm not doing RE consulting or any type of valuation). Kind of tired of the travel with cons ...

    2 comments - 0 silver bananas - Jul 2 2011 - 7:35pm -

  99. For MBA (top 10): Help Choose Next 2 Years

          M&A Modeling- Dubai M&A/Restructuring/Buy Side Due Diligence- Abu Dhabi MM Credit Hedge Fund in NYC MM (highly reputable) Asset Management firm in NYC Purely for an MBA perspective, does global experience improve candidacy imm ...

    2 comments - 0 silver bananas - Dec 22 2010 - 3:21pm -

  100. At crossroad, help me decide

    I know this is not the right forum, but this is the one with the most traffic. I was a physics major who graduated almost 2 years ago and have been working in a pre-MBA somewhat quanty front office role at a big investment manager (think Wellington/fideli ...

    2 comments - 0 silver bananas - Dec 19 2010 - 10:35pm -

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