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Tips on Emailing/ Cold-calling for internship opportunities in asset management for liberal arts major
My question is since I am not in business/ accounting major and have no past experience on my resume to show my capabilities, would cold calling the key people of the firm/ emailing them of my analysis on companies {Bottom-Up} be potentially helpful to land an interview? And should I start with the...
What is my Career Path to Working in Asset Management
QUESTION: I am aware there are threads on this, but my post pertains to my personal situation. I am currently a first year associate analyst at a Rating Agency and I want to make my way to the buy side. I don't care too much for working at a hedge fund, I am thinking more along the lines of a mutual...
First Wall Street Interview: How Should I Approach The Interview
On-Site Interview next week: JPMorgan Chase Digital Wealth Management (DWM) BA role. More Digital/Content Marketing focused than your standard IB or AM role. First Wall Street interview with any of the big banks. Should I use the STAR/case study method to answer each interview question? I've also...
Moneta Group
Family CFOs, they are a private personal wealth management group Moneta, ranked by InvestmentNews as the Midwest’s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100%...
Pro-Rated First Year Bonuses?
Going to be working at a big asset manager starting in the summer. They told me that my first year bonus is pro-rated to 5 months and it should increase from there. Does this mean that my bonus on December 31 of 2018 is going to be the same as someone's normal year 2 bonus or is it going to be like...
Advice needed for rising senior interested in AM with only Corporate Banking experience summer internship experience
I am rising senior very interested in landing an AM job after getting B.S. The only experience I have will come this summer in a Corporate Banking internship. Does anyone have advice on the best route to take in order to land an AM position for FT?
CITI PB Banker Team Structure & Associate Roles
Hi guys, Does anyone have any experience with the banker team structure at Citi's PB? My understanding is that it's composed in the way I list below, but is this correct? Also, what's the difference between an Associate Banker and Banker Associate? Is one better than the other? Are the Associate...
Portfolio Construction - Data: (Uniform Number of Observations Problem) HELP!
Hello there, I'm currently setting out on doing an assignment for a portfolio theory class. We have been allocated 15 stocks listed on the ISEQ (Irish Stock Exchange) and a choice of indices to choose from - the overall index, financial sub-index and 'other'/general sub-index. The period of monthly...
1 Year out of Undergrad - Asset Management or IB first? How to break into Asset Management? plz help!
Hi everyone, I graduated one year ago from a top 2 undergrad business program (3.7 GPA), now working as a business analyst (non-finance) for a large FI . I am interested in investing and AM , but don't know if i want to work the hours of IB to get there, for fear of burning out. Advice?: 1. Bite the...
Corporate Finance within Investment Management Firm - Move to Investing Side
I’ve been working at a wealth and investment management firm for two years on the corporate side of the business. We manage about $100 billion in assets, so it’s a decently sized firm. Before that, I worked in real estate finance for 3 years at a private real estate investing company. I...
Leave tech firm to be a Wholesaler
I'm currently a Account Executive for a top Social media firm "LI" and I am debating whether or not to leave the tech industry to be a Wholesaler ? Any thoughts?
Leave "LI" Social media firm to be a wholesaler?
I'm currently a Account Executive for a top Social media firm "LI" and I am debating whether or not to leave the tech industry to be a Wholesaler ? Any thoughts?
Discussion on the regulation of the advice sector
"Fund houses turn against investment consultants" I don't work in AM or any form of the consulting branch for that matter but there was a discussion in the area which I listened with great interest. In the UK, the FCA is seeking more regulatory powers over investment consultants from the concerns of...
Military Service, MBA, Asset Management
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KPMG or Top Asset Management Firm?
I am currently deciding between two opportunities: First one is at a fairly big real Asset Management firm, where I will be joining their business development team to sell energy related products to clients across North America. Second one is at a Big 4, where I will be joining their risk advisory...
Share your experience working on an analytical project!
For the benefit of everyone, I thought it would be helpful if the WSO community would be kind enough to share their experience and responsibilities with analytical projects in any finance field; Trading, Equity research, fixed income, portfolio management , client service, etc. If possible, can the...
Analytical Projects that you've done before
For the benefit of everyone, I thought it would be helpful if the WSO community would be kind enough to share their experience and responsibilities with analytical projects in any finance field; Trading, Equity research, fixed income, portfolio management , client service, etc. If possible, can the...
Operations Management or Portfolio Manager Assistant
Hi all, I am currently working in the Ops Mgmt team of a top tier AM firm as an Associate, basically working on metrics reporting, Internal Control and Ops related projects. Currently there is a chance for me to move to FO as an Assistant PM, the role does not involve investment decisions but only...
MS Wealth Management ?
I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA , FRM. I want to land a job at Asset Management company and I know MS has investment management.I'm...
Data scientist in AM start up vs quant equity research in IB
I must pick one of the two options. My core competence is machine learning ( ML ) for finance. I'm interested in ML-based quant trading /investment. Asset Management : I would join in day 1. Managers very experienced from IB who will bring investors. I used to work with one of the future managers in...
Let's Talk Hydrocarbons
I have seen a growing number of posts devoted to the Oil & Gas arena, in some form or fashion, and thought it would be entertaining to bring these thoughts together in a comprehensive discussion setting. So let's talk O&G and all things related. Whether you're in the industry in some capacity, you...
Calgary PE
Anyone have any insight on exit opportunities in Calgary mainly wondering about PE but also any info on hedge funds / AM gigs would be appreciated . Looking for details such as reputable shops, approx. salary, culture, hours, etc.
Fixed Income Internship Preparation Advice
I accepted an offer for a fixed income, rotational program over the summer. I'm looking to hit the ground running once I start, so I would like to build up my knowledge of the asset class. What will be most helpful to read or watch? I'd like to receive an offer for a full-time position.
Who are your smartest clients?
This is a question towards people who have been working in equity research already and interact with clients. Among the clients that you know or believe outperform their benchmarks, how different are their viewpoints and questions versus the rest of your clients? Different clients have different...
Full Criminal History Exposed and In Search of Guidance
My convictions: DUI, Driving without a License, 3 Counts of Misdemeanor possession. These charges are from 8-12 years ago. I am trying to break into the investment banking, Asset Management , financial analyst industry. Will these convictions prevent me from doing so? Does anyone have experience...
URGENT: STAT PROBLEM
You are given a choice of two lottery tickets. One of them has a 10% chance of winning $10,000, and the other has a 50% chance of winning $2000. you will play this game 100 times. if you can only choose one of the the 2 strategies for all 100 games, which do you choose and why? **how much would you...
URGENT: Why do you want to work for this Asset Management Firm and not others?
I was hoping if I could look for some advice on this particular question. When asked this question by the interviewer, what kind of distinction can you name that separates the Asset Management Firm that you're interviewing versus all the other ones that exist. Don't they all do the same thing?...
Buy Side Job
Hi all, I'm currently an execution trader for a boutique brokerage firm based in London, focusing on Event Driven. Have been in this role for about 3 years. Also a CFA Level III candidate for June '17. Very keen to make the switch to the buy side as either a trader/junior PM or junior analyst. Do...
What is Asset Management Marketing?
Hello! I am interested in learning more about this field in particular, within the context of Asset Management . No one at my university has gone into this in particular (people go into IB mostly), and I've seen it as an option within JP Morgan 's Asset Management application. If anyone has done...
Building a Property Management Company
Hi Monkeys, Question for the RE pros in here - what do you think about building a residential property management company as a way to break into the industry? I figure I could start with single family homes, townhomes, and condos, and then eventually manage multi-family buildings. The recurring...
Career Advice, 2015 Grad
Hey guys, I'm looking for some career advice. I graduated in 2015 with a BA Economics and a minor in Finance. After graduating, I continued working for a company I interned with for 2 years (part time while in school). 3 months into that I transitioned into real estate working as an analyst in their...
How hard is it to go from Fixed Income to Equities in AM?
I am an undergraduate student graduating in Dec 2017 looking to break into Asset Management . I am currently doing a credit analysis internship analyzing corporate bonds. I am most passionate about equities and want to work in that field. Right now I'm looking to get a 2017 Summer Analyst internship...
What is the career path to become a Portfolio Manager?
Hi all, I'm still an undergrad and my long term goal is to be a portfolio manager of an equity fund at a company like Fidelity or T Rowe Price. What is the typical career path like to achieve this goal? I'm under the impression starting in equity research is the best bet. Does it matter if I work on...
Asset Management Advisors
asset management firms employ certified and competent Asset Management advisors who make it easier for companies to manage their assets. Asset management advisors are equipped with the needed skills, knowledge, expertise and connections to manage a company's assets to make these assets manageable...
Junior PM Comp?
Throwaway account here. Any thoughts on comp for a fixed income junior PM role at a big long only shop in major metropolitan area? Keeping details vague, but firm is in the 100-300 bn aum, with 5-10 bn in the strategy and a team of ~10-20. Would be supporting multiple PMs but clear this is not an...
Goldman Sachs Credit Alternatives
I'm interested in learning more about what GS 's credit alternatives group does. I believe they were previously called Liberty Harbor, but transitioned over to just being known as GS Credit Alternatives or GS BDC. Do they primarily make senior debt investments, and if so, what % of their portfolio...
Top tier asset manager vs. boutique asset manager
Hi guys, Having trouble on deciding between sticking with current firm or jumping ship. Interested in hearing feedback from people who have had to make similar choices Background: 2-3 yrs long only Asset Management experience as a equity research associate straight out of university Ideally would...
How do you get a job in asset management?
I am a current junior at Claremont McKenna College. Econ/Fin major with 3.2 GPA. VERY interested in finance. What can I do to strengthen myself as a candidate to get into this field? Reading specific articles? Buying WSO financial modeling tools? I've had an internship in Wealth Management at a...
Making job search emails LESS vanilla
There are a few firms I am looking to hit up in the city for a potential summer internship ... however after crafting my standard email template, I am wondering how you would go abouts adding a "personal" touch to the outreach email. Should I maybe mention a fact about the firm I like and why that...
Analyst Questions
Hey guys so just to introduce myself I am currently going into my 3rd year at Laurier (in Canada) and also got into the co op program, I want to go into Asset Management. My co-op program consists of 3 terms (4 months each) that alternate with school. So when searching for my first co op job, i...
A few questions from an intern
I am a rising junior and currently interning at an Asset Management firm that specializes in collateralized loan obligations (CLOs) for the summer. I was recently given a primer on syndicated loans from a senior analyst which was jam-packed with information. After reading the primer, I have some...
Wanna Jump Straight to the Buy Side?
Mod Note (Andy): #TBT Throwback Thursday - this was originally posted on 10/17/12. To see all of our top content from the past, click here. Deciding to Recruit For the Buy Side Most of my friends are going into banking. Not because pitch books and road shows are their thing, of course, but it opens...
Treasury Analyst at AM/buy side fund
Hey everyone, I recently got an interview for a treasury analyst position at a major AM . The reason I decided to ask about it even though I haven't gotten a offer is that I've never thought about going into treasury. I am currently in a middle office at BB as a control function, but what's unique...
BlackRock Financial Markets Advisory Questions
I've been searching for information on BlackRock 's FMA division, excluding what is already posted on their website. Haven't been very successful at finding anything on WSO about this field. Can someone preferably with experience provide an overview of the responsibilities? How similar is to...
Fee consulting - good place to start, exit opps?
Does anyone know more about what fee consulting entails? Is it possible to grow into an investment role?
Top Asset Managers London
It has been covered on this forum what some of the best US funds are: e.g. Dodge & Cox, Capital Group. I wonder if someone could tell me what are the best funds in London. To be specific, I am not looking for big names such as BlackRock or Fidelity, rather for smaller op (Boutique) funds. Extra...
From HF in Asia to AM/PWM in EU??
Hi guys, looking for some help here.. a bit of a background first.. I attended uni in Asia studying engineering, and then completed a Masters in Fin from Europe. Came back to my home country (in Asia) post Masters (wrong time to graduate in EU - 2012), and found a job providing valuation services to...
Looking for Advice: Banking SA to Asset Management Full Time
I just started my internship in corporate/investment banking at a MM in NY and although its early, I don't believe this is the right path for me. I've started looking into for full-time roles in asset managementas I like the structure of these programs more. Does anyone have any knowledge on AM...
Wharton to Asset Management
Hey all, I'm a high school senior who will be attending Wharton in the fall and I'm looking for advice on how to get a job/ internships in Asset Management , specifically one in equity research . I've seen some internship opportunities, but it seems like there aren't nearly as many available as...
Operations Middle Office or Asset Management Reporting role
Hi everyone, Some advice needed here. I get out from the university about 5 years ago and currently working towards the final CFA exam in June. I have been working in a custody operations role in an international bank. I am possibly having two choices for my next career move: (1) a Middle Office...
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