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Reaching out to recruiters - what am I doing wrong?
Hi all, I'm currently a senior equity research associate at a large mutual fund family on the west coast. I've been at my role since 2020, out of college, and I'm going to be leaving mid-to-late this year and am looking for other equity research roles (ideally at a single-manager) as an analyst....
Process Buy Side M&A
Hi, I'd like to have a fairly structured and concise answer for presenting a buy-side process at an interview. Could you tell me if this sounds ok to you or pretty bad pls ? Receipt of a customer request (signature of an NDA (?)) Contact with the company, if interested, receipt of an IM Valuation of...
Pointers for speeding up my research process?
I'm a new post-MBA Analyst at a LO. Reputable firm, good AUM/IP, so obviously want to do well and continue progressing here. So far, feedback from my PMs has been that I do good work and I have gotten one new name in one of our funds thus far which is faster than was expected. That said, I did not...
NYU CAS Econ/Math + GSAS Masters in Mathematics in Finance Accelerated Program for IB
Hi, I am a student at NYU CAS currently enrolled in the Econ/Math program and am considering doing the accelerated masters program from GSAS for a masters in Mathematics in Finace. Would these be good enough to find good opportunities for recruitment into BBs or even in more quantitative roles in...
Can a VP Credit Risk lateral into PE?
Hey everyone. Credit Risk VP here. I'm at one of the top banks in the nation and manage a portfolio and underwrite new business for upper MM clients. I have an MBA from a respectable school and 10 years experience in what I do which consists of modeling, deal structuring, working on distressed...
AM/HF Equity Research Intern Interview
What's up monkeys, I've got an interview coming up for a pretty well respected AM that offers some PWM and HF services as well. It's my first interview for a proper capital markets role, but I've done some interviews for other finance/business internships and I feel decently confident about my...
Buy Side Equity Research Associate Comp
Hi, looking for any input on what a buyside equity research associate comp looks like straight from undergrad at Fidelity/Blackrock/T Rowe/Wellington? Looking online there is a wide range of figures. Any input on promotion structure would also be great. Thanks!
Buy side treasury - Exit opps + Question
I got offered a treasury internship at a nice place where I could see myself continue to work in the future and I was looking to see what were the exit opportunities in treasury and how to get the most from that experience. First some details about the work the team does: - Treasury department of a...
Efficiently Processing Incoming Bids
Hi monkeys, What are your best practices for quickly processing/pricing potential opportunities and determining whether or not they are profitable. I'm talking about a quick first pass that takes a few hours to put together and summarize for a director. I'm working at a family office that's building...
Buy-Side Advisory
A few buddies of mine and I are getting recruited pretty hard by a buy-side advisory. All the essentials that you think are included - cold calling, primary research, managing a team of research interns, etc. Essentially, a buy-side brokerage with a medium amount of financial analysis. While...
**What would you do**
What would you guys do if you were in my situation? I'm currently working for CBRE/NKF/CW in my home state, but just got done with my final interview in NY for another position at another firm. I have always wanted to move to NY after graduation and now 1.5 years later I may get the chance. Now...
Oaktree Real Estate Group
Hey Everyone, When comparing Oaktree to some of the other megafunds, how does Oaktree rank? I know they're renowned for their success in credit, but I don't know much about their real estate platform. Can someone tell me a bit more about this firm's real estate group? Thanks in advance!
Decision of moving from small-size private equity fund to a sell-side analyst role
Straight out of college, after interning for 1.5 years at a small-size PE fund, I have been given an offer to join the fund in a permanent role. However, due to organisation issues (senior is a ridiculous guy to work with), I am planning to reject this offer and move to a sell-side role - IB . How...
Best suggestion to work in the buy side
What kind o tips would you give someone who wants to work in the buy side? For instance in terms of internship/academia . In my particular case, doing a Msc Finance is absolutely necessary (poor undergrad brand). Which kind of master do you suggest to work there (I know, it includes a broad variety...
Here's how they made it to front office up in Canada
Given the fact that I come from extreme non-target up in Canada I decided to start networking and getting to know the finance community proactively. I met plenty of people in all types of roles and industries imaginable. By using LinkedIn and personal conversations to find out more about their early...
Economic Consulting to Hedge Fund Post MBA
I'm a senior at a lower top ten public university with a BA in Economics. This summer, I interned at a long-only equities AM firm. Now I'm back in school, and have interviews coming up this week with two top tier economic consulting firms (think Cornerstone, NERA, Analysis Group, Brattle, Bates...
Choosing Between Buy Side vs Sell Side in Equity Research?
So I want to do equity research. I know that there is sell-side and buy-side and, so far, I have a few distinctive arguments for both (see below). What I would really appreciate to find out is your views in terms of the experience quality that both offer. P.S.: Not trying to touch on things such as...
Buy side to Sell side - can it be done?
Alright, lets start with some background info. I'm a 3rd year business student at a non-target Canadian school. I've got some experience under my belt with working at a large AM firm as an equity analyst this past summer, and now I have an offer at a PE firm. Moving on.... I've always wanted one...
Investment Banking first or small Hedge Fund?
I have an option to return to a BB (think GS /MS/ JPM ) Investment Banking analyst coverage job full-time next fall after graduation, but also an option to start at a junior analyst level at a small (
Figuring Things Out vs PE Timeline?
Hi WSO I'm a recent grad heading to join a MM and I'm really looking forward to experiencing investment banking. Most of my friends who are also heading to IB are already talking about PE recruiting and I'm a bit confused as to how the process works for those who aren't necessarily set on jumping...
BB, top analyst, super-low GPA, technical major. Chance for buy side?
Hey guys, thanks in advance for helping me with this. I am gonna start my full time at a BB in SF next month (tech group, Barclay, Citi, BAML type) after my internship there last summer. Knowing that buy-side recruiting will begin soon after my job starts, I am trying to figure out what do I want to...
GfK Boutique Research
Does anyone have familiarity with GfK, particularly their boutique research group? My understanding is that they lay the supply and demand, pricing, and other market data ground work for buy side clients on highly specific sub sectors/products, like packaged meats or wearable media. I am curious as...
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...
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...
My Random List of Interview Insights
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Risk Model Developer to buy side career path
Hi guys, I am currently working as a software developer in a financial software firm, my current job is to work with the quants in my firm and develop multi-asset class risk model. I want to switch my career from software developer to hedge fund quant analyst/researcher, I have heard from other...
Liberal Arts Undergrads: A few tips to land THE internship
Hey monkeys. I just started becoming more active on WSO now that I have made it to the buy side and wanted to share a few tips for fellow liberal arts undergrads. After working on my economics degree on a campus of 2,000 students and residing outside of a large city (I apologize for the geographical...
CMBS Banking vs Structuring > > HF
Between a CMBS banking role (i.e. interfacing with loan sellers, NRSROs, etc.. to bring a securitization to market) or a CMBS structuring role (i.e. modeling cash flows based on NRSRO levels and various b-buyer stipulations), which is better to ultimately make the move to a credit hedge fund?...
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...
s&t summer analyst contemplating buy-side
Currently a sales and trading summer analyst at a BB . I want to possibly go into buy-side after graduation instead because I like how you're more compensated and measured by the performance of your ideas. Advice??? Do you learn as much on buy-side during first few years? What are exit opps like in...
Move from NYC RE Investment Banking to Dallas / Atlanta / Charlotte for PERE for buyside role
Hi, guys. Currently working within real estate investment banking boutique in New York (capital raising, financing, large portfolio and note sales) and am considering an offer to move to the buy side world. Real estate private equity certainly has its allure, but the company I am looking at would...
How many businesses have you looked at (question to buy-side PMs/analysts)
I have always wondered how Warren Buffett could beat Wall-Street in compounding wealth despite lacking the Street's resources. Wall Street banks and investment funds have access to troves of databases, computing power, intelligent/hard-working analysts and yet few can match the returns that a 25...
Buy Side to Corporate Development?
Hi there, How often/possible/easy is it to switch from buy side (I have hedge fund & long-only experience) to tech corporate development (ie GOOGL/FB/not startup?) Background: I'm currently at a fund managing $2-5bn, around 1/5th of the book is my ideas at any given time, and I am 6-8 years out of...
RE Buy Side Quarterly Dinner/Drinks - San Francisco - Updated
UPDATED: Date: Thursday, February 11, 2016 Time: 6:30pm - TBD Location: Schroeder's (Financial District) - 240 Front Street, San Francisco, CA 94111 What: Happy Hour (no host) -------------------------------------------------------------------------------------------------- Happy New Year monkeys....
Chicago Buy-Side Recruiting, Coming from another market
Hey everyone, I'm a first year MM IB analyst at a Southern firm. I love my firm, but really look to get to Chicago for a buy-side opportunity, as I grew up around there and really want to end up back up there before I plant my roots somewhere. Interested in PE / HF at the end of my analyst stint....
Pay in institutional fundraising on the buy side?
Any one have an idea what a senior person or MD is making on the buy side in institutional fundraising? It seems just as important of a role as the deal guys at a buy-side firm, no?
Value oriented mutual funds (NWQ)
Looking to get thoughts on value oriented mutual funds such as NWQ Investment Management (Nuveen)
"Your Greatest Strength is You're Clueless & Aware of It"
This quote was how a senior PM in a HF referred to me jokingly (I hope!) when speaking with the fund manager during one of my internships. I was fortunate to have three summer buy-side internships in NY , and while a lot has been said about what to expect at banking internships I feel that there is...
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So Many Eggs in Vee Cee
Mod Note: Throwback Thursday: this post originally went up on 10/5/12. I went through a few rounds of interviews at the fund that I now call my employer, I was asked insane questions, easy questions, technical questions, and borderline bizarre questions, but I was not asked the most obvious question...
Commercial banking VS mid-tier investment management
Hey everyone, I'm currently interning at a major Commercial bank in London and am likely to receive a graduate offer. The graduate programme is rotational and will span accross 4 areas. As my bank does not have an IBD , the commercial banking is in charge of capital and financial markets. (DCM and...
Pitch ADR in Interview?
Is it wise to pitch an ADR in a buy side ER internship interview ? Or should I stay U.S.?
Big 4 CPA wanting to break into Asset Management Equity Research
Hello WSO ,
Handouts in buy-side ER interview?
I don't know if it's different on the buy-side vs the sell-side, but in an interview involving a stock pitch (all ER positions) is it appropriate to have a handout summarizing key information and give it to interviewers? Or is it more impressive to just rattle off numbers to them? In the former...
hedge fund prop trader vs portfolio manager
I am curious to know the pros and cons of these two very attractive alternatives: 1. Hedge fund prop trader- this would be a small team managing a small pool of money on a more or less discretionary basis without extremely sophisticated support. 2. Buy side (hedge fund included) portfolio manager- a...
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Valuation tools survey: DCF vs Multiples
just out of curiosity, in real life, shops tend to use DCF , Multiples or a mix of both? i understand both of them have their shortcomings and that maybe especially in the Sell Side Multiples are preferred because it's much easier to give a simple answer to the client (given all the inputs a DCF...
PE vs. Investment Banking - Differences were Surprising
I’ve just hit the three week mark at my new job in Private Equity, and I have some observations that I’d like to share now that I have a moment to catch my breath! The time has absolutely flown by, and needless to say I’ve been working my brains out. In a nutshell, I’m doing 1000x more work...
Actuary switch into financial analysis?
Hi, I'm brand new to WallStreetOasis and newly considering a career switch into finance. If I have posted this in the wrong spot, or if it’s inappropriate to post a solicitation for career advice here, I apologize - please let me know. I would very much appreciate any comments or insight about...
INSEAD vs Yale SOM
INSEAD vs Yale SOM Got accepted to both and having difficulty deciding which one will be better longer-term. Have 4 years of experience as an equity analyst on the sell side (Hong Kong and Tokyo) and intend to move to the buy side post-MBA (currently undertaking a related pre-MBA internship). Would...
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