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Optimal business model when capital is tight?
Hi monkeys! I've been thinking with an entrepreneurial cap recently and have been trying to figure out a business model that would optimise return on capital invested under the assumption of limited capital. My initial thoughts have landed upon an agency style business model. Essentially a middle...
Folder Structure for Portfolio Management
Hi, was curious what folder structures for saving files on drive folks use to stay organized when managing portcos? Relative to banking, find it a bit more difficult to stay organized given lack of standardization in reporting and communication with management, etc.,
Pursuing a degree in general business/management as a career instead of high finance
Hi monkeys, I'm looking to start a discussion regarding "normal" jobs in business. They are so normal, in fact, that its hard for me to find any info on them like I can with banking. I am talking about getting a degree in something like "strategic management" or "organizational behaviour" or any of...
Questioning Management
I'm very curious as to how everyone approaches Q&As with management at corporate events. Do you have a well thought out framework that you tailor to each company or do you tend to build out questions on the fly? I'm also wondering if anyone has good recommendations on books they have read that help...
Identifying Acquisition Targets
Hi all, I'm trying to learn more about M&A from a strategic/management consultancy lens (as opposed to a banking/financial one.) Specifically, understanding different strategies and criteria that are implemented in order to identify acquisition targets. Could anyone recommend any resources: books,...
UCLA Business Economics vs. UT Austin McCombs vs. Claremont McKenna vs IU Kelley (URGENT)
Currently stuck between the first 3 options in the title for Undergrad, but leaning towards UCLA. Any advice for which school would best set me up for a career in IB or consulting is appreciated! Also waitlisted at Cal Berkeley, Cornell, Northwestern, and Georgetown. Have around 10 days to decide on...
Out of college, what kind of experience would be best for people trying to start a search fund?
I'm interested in what people think the best training is for starting a search fund. I know that this is becoming a more popular career option for people out of business school. For graduating undergrads who plan on going to business school 3-5 years down the road, what do you guys think would be...
Cornell Johnson & Georgetown McDonough new Master in Management?
They only started in 2019 I think and there are no statistics on employment. How do you think the programs rank compared to Duke Fuqua MQM, Duke Fuqua MMS, UMich Ross MiM, Northwestern Kellogg MSMS, UVA McIntire MS Commerce, Notre Dame Mendoza MSM?
Different Asset Management Strategies and Implications for Career Growth
Hello Monkeys. I'm looking at AMs and couldn't help but notice that the strategies vary significantly across the board (obviously). That said, are there any investment strategies that would be very desirable to the market? Strategies that are less intellectual and should therefore be avoided? I'll...
How to Determine an Investor's Return in Series Funding?
Hey Monkeys - hoping you can help me out with this one. Question - how to create a model/conceptually grasp the return of an investor's (VC, family office, etc) series A/B/C funding during the event of an IPO , asset acquisition, or buyout. If it helps, the situation I have in mind is a pre-revenue,...
LBO - how to ensure alignment with management?
Hi guys: I have a rookie question..in an LBO , how do you ensure alignment with management? Is it to give them stocks? How can one analyze what's the best way of doing so? Thanks!
Advice for consulting and VC: LBS or Imperial?
Hello everyone, I’m desperately in need of your input here. Any thoughts you have would be fantastic and much appreciated. I’ll cut to it. Background: USA, completing my undergraduate degree(s) from a midwestern state-school. Performed well on GPA/GMAT. I graduate in May. Goals: “Ideal goal”...
How to identify strong management team?
Hi guys, Has anyone come across any good philosophy/ insights on how to identify strong management teams when making investment decisions? Would love to learn your thinking and recommendations on books/thought processes. thanks!
Is it okay to include an upcoming position on your resume?
Hi there! I'm about to apply to a summer internship at an asset manager to help with equity research. I go to a target school, but my school has policy that all students attend school during the summer of their sophomore year. I'm currently a junior, so I just spent this past summer on campus with...
Best books to read on the topic of portfolio management?
Hey guys, I was wondering what some of the most recommended books are concerning portfolio management!
Difference Between Management and Strategy Consultants
Doing MBA research and a lot of schools break 'management' and 'strategy' consulting into two distinct categories in employment reports. Clearly the majority show MBB as 'management' consulting, but there are also some listing strategy. What are the differences between the two? What is Management...
CFA L3 + BIG4 Corporate Finance Experience + LSE MSc Finance = UK Work Permit?
"Hi guys, I am planning to apply for MSc Finance at LSE for 2019/2020. I am wondering how high are my chances of getting a job at IB (preferably Equity Research) with Visa Sponsorship (I am a non-EU national) given that: 1. By 2019 I will hopefully pass all 3 Levels of CFA (I will sit L2 in June...
Are you salty? *Investment Banking
We all know that Investment Banking is difficult to get into, and very time consuming once you are in it. You guys all work hard for your money and spend many hours of your day just trying to juggle in tasks without messing up. So how do you guys feel when there are: * Teenage Rappers making more...
HELP - LBS Master in Management (MiM) vs. ESADE Master in Finance (MFin)
Hello everyone, I have offers from both schools mentioned above and would like to get your views on the schools/programmes. My career goal after graduating is to work in Management Consulting (preferably MBB in Germany) or in IBD (London or maybe Frankfurt). I know people from both programmes and...
management tips
Managerial Economist: Responsibilities, Functions, and Role Skill planning and judicious decisions have special significance in the environment of solutions and uncertainties of complex financial problems of business firms. so there are Responsibilities, Functions, and Role of a Managerial...
Financial Management with Consulting and Full Service Management
TCMG provides three levels of services: Financial Management, Financial Management with Consulting and Full Service Management. If you are looking for best advice then contact The Commercial Management Group, Inc.
PWM compensation $$$
Title can't be more explicit; talking about US market, might also be interesting to compare with UK, Swiss, LUX and Montecarlo salaries...
Does Morgan Stanley drug test for the FAA Position?
I have already signed the offer letter and underwent the background check. There is no mention of a drug policy or drug tests in the offer letter. Will I/ when will I be drug tested?
Who does the most pure strategy work?
Which firms do the most pure strategy work? As a percentage of their own work, by volume, etc. Thanks.
Supply chain management as a major?
Supply chain management is the oversight of materials, information, and finances as they flow within and among companies. While many business school students lean toward finance or accounting, supply chain management is slowly becoming up and coming in today's world. Is supply chain management a...
Business Leaders Face a New Media
In the day and age of Trump, the media has become increasingly aggressive and direct in their questions. Business leaders will find themselves needing new rules to navigate interviews. According to Enterprising Investor, business leaders should especially be careful of speculation. When asked about...
What is the biggest sin for an active manager?
In a recent survey, readers of the CFA Institute Financial NewsBrief were asked, "What is the biggest sin for an active manager relative to its relationship to an investment consultant?" 44% of people said that style drift is the biggest sin, followed by 28% who considered underperformance to be the...
EY FSO Advisory to FIG???
Just got an offer for EY's FSO advisory group, but I am not that interested in it. I would much rather work in a MMB's financial institutions group. Does anyone have any insight/advice or perspective on how easy/difficult it would be to switch after a year?
Does E&Y pursue candidates after offer is extended?
I have 4 offers on the table from different firms in varied industries. The two that I am torn between are a large cards company for a Senior Manager role and E&Y Manager role in FSO Advisory (risk focus). Both are relatively comparable offers but different locations. I want to know how E&Y...
What's more important? Industry or scope?
Currently in consulting and trying to weigh a few options I have for my next engagement. The dilemma being should I prioritize project scope (e.g. Marketing Strategy, Growth Strategy, etc.) or the industry? As it turns out, with the options I have, these two are mutually exclusive. I can either do a...
Anyone know recruiting firms in Texas, (Dallas, Houston, etc.)
Does anyone know of any Recruiting Firms that focus on Asset Management jobs in Texas in general, Dallas or Houston? I'm in the process of moving out to Texas, currently a Fixed Income Analyst in Philadelphia. Any suggestion are much appreciated
Economics vs Management
I have to decide on Economics at Durham and International Management at Warwick; the last thread I posted got very few replies which i suspect may be down to the long title so I'm altering it slightly. Assuming that I want to enter a career in either Strategy Consulting/Corporate Strategy or perhaps...
LSE MOG versus US MBA
2nd degree in finance or MA in management?
I am doing a liberal arts major and I graduate spring 2016. So I'm thinking about going to do a second degree in finance or doing a MA in management. I think there is also a masters in finance where I have to take some prerequisites but didn't do much research. Don't want to take all the...
Imperial MSc Management VS LSE MSc Management and Strategy
Hi everyonw, I am accepted by Imperial MSc Management and LSE MSc Management and Strategy. I am now very hesitating between those two schools. I am aware that LSE has a better reputation in city, however, I am not really quite into this programme compared to IC management. Addtionally, I was a...
Am I good enough for good Consulting firms (hopefully MBB)?
Background: 26 year-old international student graduating next year (not an english speaking country) with MSc in Social Policy (LSE). I have Bachelors degree in business studies from National university. I have approx three years of experience in local government which extensively works with UN and...
Boutique IB (non-elite) vs. Boutique Mng Consulting (but does 30% PE dilligence work) for PE?
Hi Monkeys, Hope you are all well. My question: looking to eventually break into PE . I currently have offers on the table from a boutique Financial Services-focused IB in NY and a boutique management consulting firm (NY or SF). Trying to decide between the two offers, given my goal of eventually...
Asset and Liability Management IBD or not?
Hi I am basically new to this whole Ibanking thing. I am wondering if Asset and liability management is a part of the IBD group?
DNA vs Revenue
A basic question, but it's giving me nightmares. I've a tea stall that I started 2 years back. Today, 2 of my stalls are profitable, 4 are about to break-even. The places where I broke-even, gives me weird statistics - sandwiches sales are seasonal! - goes up in certain months by 50% and other...
Better to be at a more prestigious firm or less prestigious but doing strategy work?
Is it better to be at a more prestigious firm (e.g. Deloitte ) or a less prestigious firm but doing strategy work?
Best boutique strategy firms?
What are some of the better boutique strategy firms? Having some trouble filtering boutique down into strategy focused firms. Thanks
But why aren't there activists?
A recurring theme to many of my posts on small caps is the reader question "Why aren't activist investors involved?" For a lot of small undervalued situations the solution to undervaluation looks simple on paper. An activist investor buys shares, they distribute or sell assets and then sell the...
Fit and networking upwards
Apologies if this question seems a bit naive but wanted to get this forum's opinion on educating oneself on certain topics in order to hold better conversations with longer tenure colleagues. As a 22-year-old analyst I'm not super interested in or knowledgeable about luxury cars, cigars, watches,...
evaluating Management
just curious, which criterias are generally used to evaluate management? and by that I mean, how do you understand if they know what they are doing or they have no clue. in fact, how can you get to assess, by talking to the actual people, whether they are proficient at...
New Joiner
Hi everyone, Former (and current) frequent reader of WSO here, looking forward to being a full-time contributor, and advice seeker on the WSO Boards. A little about myself, I went to a big undergraduate business school, was a competitive athlete throughout college, intern and current 1st year...
What I Learnt This Week - ManagingTime to be Effective and Productive
What I Learnt This Week – Managing your time to be more effective and productive “A week in the life of…” can be vastly different across the financial industry: Trader vs. IB; Buy-Side vs. Sell-Side. One common thread however is that the workload is high and your time is limited. To be a...
Equity Research to PWM
Hi all Buy side ER w/ ~4 years of experience + CFA . Looking to possibly switch in to PWM as the client interaction + skills learned in person finance attracts me (vs. digging through company financials). I know this may be a 'step down' in terms of quantitative skills, but im sort of done with...
Prime Brokerage Stories: Letting Go of the Past
This is the fifth in a series called “Prime Brokerage Stories,” real life experiences from a close family member who worked in this area of the Street for 30 years. For an introduction to PB so it all makes sense, see here: http://www.wallstreetoasis.com/blog/what-is-prime-brokerage Our prime...
Charles Schwab Investment Management: yay or nay?
I got a summer offer at CSIM in risk management. Is this a good route to go to get into PE or HF ? How would you rank this firm?
Asset Management Case Competition - Ways to Prepare?
Hey all, I'm not really familiar with Asset Management much (I'm an incoming S&T SA at a BB ), but our university is hosting an asset management case competition in a few weeks and a couple of friends asked if I was interested in joining, so I said why not. The terms of the competition are that we...
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