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Stay in NYC job to pursue Msc Finance in London
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Private Equity Interview Structure
I will be having a first-round interview with an LMM PE firm specifically for an internship within the value creation team. I am new to the PE industry having only interned in one of the MBB and another tier 2 firm for a combined tenure of less than 6 months. Here are some of my questions regarding...
PM Track Record Validation
Given the recent revolving door at Multi-Managers, how in the world are PM track records validated, cross-checked, etc? Word of mouth/reference checks? Seems ripe for inflating results, padding stats. Are business development/HR teams all in contact with one another. I understand it's a small enough...
Is it worth getting into AMs/PMs in India (fund size - irrelevant)?
Hello everyone! I wanted to understand if there's a long-term growth opportunity working in AMs/PMs in India. I'm curious about the work that AMs typically do and was also thinking of breaking into this industry and settling there in the long term. I've been working for financial/market research...
Secondaries Business Model Question / Hypothetical Scenario
I'm having a random thought this morning, and even though I work in secondaries, I don't want to ask this question to my peers and would opt to ask this forum instead. All this thought spurred after seeing Lex's mega raise yesterday. Imagine a scenario where there's an LP "A." LP A already has...
Post-MBA exit ops w/ portfolio analytics/product strategy experience?
I would love to gain some insight into the typical opportunities that people can pursue post an M7 MBA after spending 3-4 years at a large asset management firm (>$1T AUM), particularly in the field of product strategy/ portfolio analytics. The work includes risk factor modeling, portfolio...
SMBC Portfolio Management Superday
Hi! I just received a Superday for SMBC's Portfolio Management and Origination group. Has anyone done this process and have any insight on the interview process and difficulty/examples of technicals? Would highly appreciate any advice!
Specializing within credit sub-asset classes
I work for a boutique LO discretionary asset manager as a junior fixed income PM. Given recent turnover and a new strategic outlook, I have the opportunity of choosing which sub-asset class within credit to dive deeper into. While I'm currently a generalist, doing work for funds with IG Credit, HY...
NPL Portfolio Valuation Example
Hi guys! I hope you can help me. It seems impossible to find an example of a NPL portfolio online. I'm very close to get a new job and next week I will have a final assessment with this company. I've been asked to price a NPL Portfolio through a DCF Valuation but I can't find any practical example...
Buy-side Opportunities for Fresh Grad in Portfolio Analyst - Emphasis on Macro Research or Portfolio Research
Title says it all. I'm wondering if there are any buy side firms that are known to hire recent graduates for research roles. I've just graduated with a master's in economics from a well known non-target where I focused my degree on Econometrics and Financial Econ. I'm looking for entry level jobs...
CBRE IM portfolio management vs FLDP at fortune 500
I have a friend who has two job offers. One offer in a rotational finance program at one of the largest companies in the world (fortune 100). It is a 3 year program that teaches you all about corporate finance. Having worked at this company will probably open doors at many places because of its good...
Multi Manger Pod Portfolio Number of names
Hi - Simple question - for those running or working in pods in typical market neutral multi-manager platforms like Citadel, P72, Millenium, etc., - what is the typical number of names in your book on long vs short side and usual average size as % GMV with max/min limits? Thanks.
Portfolio Optimization with Daily/Weekly Rebalances?
Hi Folks, I'm trying to optimize a portfolio of mutual funds, treasuries, and options strategies. I have used Portfolio Visualizer in the past for optimizing strategies that only require monthly rebalancing, but I am now trying to roll out a sub-strategy that requires more frequent rebalances to...
Comp Progression In Asset Management Distribution Channel
Hi everyone,I recently accepted an offer to intern this summer at a top 10 asset manager in NY in a sales role, specifically in Fixed Income in their AM business, I know that A1 base salary is similar to IB ( around 100k base) but I was wondering what sort of progression in comp could be expected. I...
Senior Looking For Advice
Hi monkies, Hope all of y'all are doing well. It's my first time posting and I wanted to just throw out my question to get as much advice as possible... I'm a senior in college in Chicago, (not UChicago or Northwestern, sadly) and signed an offer as a portfolio management analyst for a hedge fund in...
PM Track Record
Thanks for detailed answer.
Q&A - Breaking into the Asset Management Industry
Hi! Welcome to a free-for-all asset management Q&A sessions. Here is a little bit about myself and my background: -Current Vice President in quantitative risk at BlackRock, covering equity iShares -Previously spent 3 years at large asset manager in quantitative risk covering fundamental and...
How to Break into the Asset Management Industry at Top Buy-Side Firms
I wanted to start a discussion here about how to get your foot in the door when applying for AM roles. I see too many misconceptions out there in these forums. If anyone is interested in breaking into the asset management industry, feel free to reach out. what’s most important these days is the...
Offer Received: PIMCO PM Trader SA VS. Barclays S&T SA
Heard back from both PIMCO and Barclays with offers for SA intern for summer 2023, wondering if anyone can give some insights into each of the programs and which one may be better for me. The PIMCO role is under PM team as a Trader SA (Newport Beach), while the Barclays one is in S&T for SA role...
What do you look for when you want to use Options?
I am interested in using options in my personal portfolio but lack any real experience with derivative products. A couple of strategies/thoughts/questions are listed below and I hope to spark some discussion in the comments. Please feel free to respond to one, all, or as many as you like. PMs are...
What's it like working at Millennium
Hi, I've just received multiple buy-side offers, and one of them is a pod at Millennium on the US Eastcoast. I'm kind of mulling over the options here and would really appreciate some candid feedback that would help me to make a decision. I'm a little cautious about firms like MLP because of the...
Is there a way to keep a record of your performance, when your PM doesn't always listen?
I am just wondering if there is something analysts in the industry do to keep a track of their recommendations (Buy or Sell)? My PM doesn't always listen and I wanted to see if there is an acceptable way to keep my track record, which I can use for career opportunities down the line
Msc Finance Bristol vs Bath vs Durham vs Queen Mary???
Hi, I got a Msc Finance offer from all these schools and ik that none of them are "target' schools, but a lot does matter on the person rather than the uni they went to. I just wanted to know which of these places would increase my chances of landing an interview at a top IB firm/HF considering...
how can I acquire market data cheaply to validate an idea?
I am trying to build an investment management platform where I need to acquire U.S , Canada, Mexico market databases including its ETF , mutual funds traded along with asset class. e.g. AAPL > common stock , AOA multi asset , etc. however I find hard to acquire such data in order to start to develop...
Non IB Internship or no internship at all? (pre MSF) (already had IB internship)
So I am an incoming MSF at one of the top/the top MSF program in the US, looking to place into IB after the program. I've had a F500 corp fin internship abroad, and just completed a ~6 month winter/spring analyst internship for a regional shop. I've been actively networking/recruiting and have had...
Going into Large AM (BlackRock) vs Small Hedge-Fund out of Undergrad
I am set on going into the buy-side after undergrad and am in final rounds with BlackRock, among other large AMs in NYC, and a small fund in a tier 3 city. The position at BlackRock would be in the Portfolio Management Group, in a Fixed Income desk focused on mostly global allocation. The fund is an...
Adding Personal Investing Experience to Linkedin?
I am a senior undergraduate student currently recruiting for buy-side roles. I have been actively managing several portfolios for myself and family members since 2016, constantly producing weekly reports, performance numbers, etc. My point is it is sort of a part-time job for me at this point and...
portfolio management and investment decision [survey]
Our aim is to build an enhanced portfolio analysis and Management system for financial institutions and retail investors through a more comprehensive, relevant recommendations much more structured, streamlined and actionable ( multi-faceted data analysis, rich visualization, etc. ) insights with a...
ETF FI Portfolio Management
Hi, I have been offered a assosiate ETF Fixed income role at one of the TIER 1 asset management firm in London. I have overall 5 years experience at one of Banks. I want to understand the scope of ETF PM going forward. Quiet few people keep mentioning ETF PM is more techonology driven rather than...
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BX REPM info
Hi everyone, I would like to know more about the REPM team at BX, I have seen only a couple of past threads (best one so far from from Mshang862) on that specific role but I feel there are not consistent answers there. First of all, can it be confirmed whether this team is a FO within BX? Also, what...
Investment Analyst Interview at Asset Manager
Hi, I have an investment analyst interview for an investment company / asset manager (300 billion AUM), but I am not 100% sure what the role exactly entails and how to prepare for the interview. For context I am an actuarial analyst without a background in finance so this is probably why I'm unsure....
Potential New Analyst Role - help me feel competent!
Hey everyone! I’ve read tons of the “is the CFA worth it” type posts but figured I’d ask since this is a bit more specific. I work for a wealth management practice with $1bn under management. We are semi independent and clear through one of the larger broker dealers in a franchise type...
Can I pursue Sales and Trading and still become a Portfolio Manager in the long run? Or would Equity Research be a better Career?
Hi, So I am a junior in college looking for an internship in Sales and Trading or Equity Research, in hopes to start my career in one of these paths out of college. I want to become a portfolio management in the long run and I am wondering which area would be best suited for this exit opportunity. I...
Boutique HF vs BB research vs BlackRock FMA vs BB sales
Curious about your opinions on the below opportunities for someone whose career goal is to become an investment analyst with his or her own coverage at a prestigious buy-side (Fidelity, Balyasny, BlackRock) in 5-10 years. Which one would you choose? Boutique HF: ~$20B family-style growth equity HF...
Portfolio Management
Hi guys! How do small investors like me know if their portfolio management software company is trustworthy and authentic - what are your thoughts on this issue?
Portfolio Management in Frankfurt (Germany)
Hello everyone, I will graduate in Summer 2022 - with a B.Sc in Math and a M.Sc in quantitative Finance. I just started to look for a job in portfolio management (all Asset Classes are welcome) in Frankfurt am Main. I just wanted to know if anyone has some suggestions where to apply (I know the 4...
Career help: Credit risk Consulting or Power portfolio analyst
Hi guys and gals, I've recently graduated from a MsC in finance and I've been working for almost 8 months, initially as a financial risk management consultant and recently as a credit risk consultant for the same consulting firm. I've been offered a job by an important utility Company as a portfolio...
Interview Preparation for Portfolio Management Analyst at an RIA
For reasons that remain mysterious to me, I have a final-round interview a FoF this week, and I am looking for advice and resources on preparing for it. I have two interviews, one with a MD and the other with a VP, and a third with someone from HR. I also have an excel case study that is meant to...
Asset Based Lending Portfolio Management Career
Earlier this year I had the opportunity to join the portfolio management team at a nonbank asset-based direct lender that specializes in making senior secured loans to middle-market healthcare services companies. They do a lot of term loans and revolvers. This PM team is separate from the...
PIMCO SA 2022 Thread
Hey guys, Just wanted to create this thread for those applying to PIMCO for the various SA positions. Please offer any info you have on interviews or the likes. Thanks!
Chinese Third Tier Bank AM
Hey guys, I was doing S&T in a BB before, and keep looking opportunity to switch to buyside but it's really hard under current markets environment. Buyside always wanna somebody already have buyside experience(research, or portfolio management exp for example), but if I didn't start, how can I have...
Starting a Investment Club
Hello, fellow primates. This is my first post here after months of just reading. We are a group of three friends from the same university. We have studied and developed some theses and investment models together. We found out that in Brazil, the country we are from (but we are currently studying in...
Help on Interview Question on Interview Questions
Please help on this question: With a portfolio comprised of 50% bonds‐50% equity; discuss 3 ways to hedge the portfolio?
Portfolio Management Analyst Exit Ops and Career Path
Interested to know the insight on what career path this usually leads to or what are some of the exit ops people get into after this? Thank you in advance.
Best Conventions/Workshops For Capital Allocators/Portfolio Managers
Hi All, With COVID winding down, it seems like some in person events may be live this fall. I was curious if anyone has any type of convention/workshops/symposiums/CEC/whatever! conferences that they feel are worthwhile. I switched to a pure investment role post MBA, and haven't really had time to...
Summer Internship Decision: JPM PB vs D&C ER
Hi everyone! :) I am a Spanish graduate student attending an Ivy League university in the US (think Wharton/Columbia/Yale) studying finance and economics. I know I want to work in the Buy Side but I am still unsure if I should do AM or PB. I appreciate work/life balance and I would like to work in...
PE Portfolio Operations - from MBB vs MegaFund REPE AM / Portfolio
Hi all, Was wondering what would be best to break into a Portfolio Ops team at a MF (KKR Capstone, Oaktree Ops...) : MBB or a REPE AM team at a Megafund? From my understanding Generalist Portfolio Ops and REPE AM both do reporting, stakeholder management, operational improvement with the management...
Working Full-Time vs CFA®
My 2021 Trade-off: Working full time starting from Jan 2021 or rather studying for the CFA® to complete Level 1 (in Feb 2021) and Level 2 (in Aug 2021)? What would you do? I have just graduated (MSc) and I believe If I will start working full-time I might not be able to pass the CFA® exams...
First Real Finance Internship - Goldman PWM, JPM TCIO, Private Equity, and more!!! What to pick??
Hi all! I am beyond lucky to have many offers, however, they are all over the place and I don't know what is the best option to pick for my future. I am a finance student - unsure what I want to do! Goldman Sachs PWM - Great name and pretty much double the pay I would be getting at the other...
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