Search results

  1. Northwestern Mutual PWM- as bad as selling insurance all day?

          I just received an interview for a semester internship at Northwestern in PWM, and I'm trying to figure out if it's a worthwhile. NM has a reputation for asking its "top ten financial representative" interns to col ...

    15 comments - 0 silver bananas - Jul 8 2014 - 4:49pm -

  2. Questionable Internship Worth Continuing at All? (possibly illegal)

    continue working at this internship when I return in the fall will it be worth it at all to get more ... danger? Should I include this on a resume at all? Please help me out if you are able to do so and thanks ...

    2 comments - 0 silver bananas - Apr 3 2016 - 3:55pm -

  3. Does all Buy Side ER (Long Only) pay less than Sell Side ER?

    cleared $175k all-in in my most recent year.- CFA Charterholder-I have been trying to make the move to the ... offered $ 10k signing + base of $90k with a $20k guaranteed bonus. Yes, $120k all in.-I reached out to the ...

    4 comments - 0 silver bananas - Feb 15 2015 - 11:40am -

  4. Do AM firms send out offers before interviewing all the candidates?

    out offers before they finish interviewing all the candidates? ...

    2 comments - 0 silver bananas - Feb 10 2016 - 7:01pm -

  5. PWM- Is it all the same?

    I've been wary about it from all I hear on this board and from people I know. Apparently, PWM is on the ...

    9 comments - 0 silver bananas - Dec 1 2010 - 1:42pm -

  6. Is this all passive asset managers do?

    all the fund managers do is go on site visits, attend conferences and write notes about their trips. ...

    3 comments - 0 silver bananas - Jun 11 2014 - 11:48am -

  7. Is it All About AUM?

          When looking at two mutual funds, say one has 10B AUM and one has 20AUM, is the bigger one necessarily a better place to work? Why would a fund with a strong track record voluntarily stay small? If the Research Team at both funds is a ...

    2 comments - 0 silver bananas - Jun 5 2012 - 3:53pm -

  8. Analyst Training Programs??

    to go into Buy-side equity research. Does anyone know of companies with good programs, or do all ...

    11 comments - 0 silver bananas - Mar 31 2016 - 5:43pm -

  9. Life at a Top Asset Manager

    to get an easy opportunity at a job. Sending out your resume can sometimes be all it takes if you ... all very intellectual. Technicals aren't really a big deal per se, but having a pitch and being ... into your office to tell you it's a good or bad idea. Then all the sudden your PM might suggest ...

    178 comments - 49 silver bananas - Oct 22 2015 - 12:10pm -

  10. Need help!! 2 offers- Blackrock or EY

          Hi All, Need an advice from all of you experienced people. Currently I am ...

    10 comments - 0 silver bananas - Mar 31 2016 - 11:48am -

  11. Endowments & Foundations Part 1: A Basic Overview

    almost all E&Fs use some form of Swenson's ideology. One of the most interesting things about ... they are saying about their respective markets. Ultimately, we aggregate all the information we can ... read all the major new for the day. 830: Put together my to-do list for the day and figure out what ...

    35 comments - 16 silver bananas - Dec 29 2015 - 12:00pm -

  12. Dress Code at BB AM Office?

    it's all suit and tie or is more business casual. Any pointers would be appreciated! Dress Code intern ...

    7 comments - 0 silver bananas - Apr 15 2016 - 7:52pm -

  13. Poll: 85K or 70K salary as AM analyst?

          This question is to all 1st year, 2nd year, 3rd year, and Incoming analysts ...

    6 comments - 0 silver bananas - Mar 8 2016 - 8:41pm -

  14. Liberal Arts Undergrads: A few tips to land THE internship

    JD. While all of your connections will provide guidance, finding one that you particularly connect ... a great spring board. I interned in corporate finance at a tech company and learned all about financial ...

    9 comments - 5 silver bananas - Jan 15 2016 - 7:03am -

  15. Life after BB Private Banking... need advice

    go to top 15)- Find a job elsewhere doing something I enjoy The pay is great and all, but the ... current lifestyle and meet saving goals, making over $90+ a year all-in is the range I'd expect from ...

    11 comments - 0 silver bananas - Feb 2 2016 - 10:19pm -

  16. Offer: Counteroffer

          Hey All, Just received an offer from a small Asset Management shop in the ...

    7 comments - 0 silver bananas - Dec 28 2015 - 4:00pm -

  17. Asset management/Buy side- How to forecast sales for a company valuation

    flawed here). Found my EPS. and multiplied that by the historical p/e and got my target price. All this ...

    12 comments - 0 silver bananas - Dec 12 2015 - 4:41pm -

  18. CFA level 1 exam December 2015

          Good luck to all of those taking level 1 tomorrow. Thought I'd make ...

    9 comments - 0 silver bananas - Dec 4 2015 - 3:10pm -

  19. Career change- AM

    hoping someone here knows more about how to transition best into such a position, as all the job openings ...

    8 comments - 0 silver bananas - Dec 3 2015 - 8:23am -

  20. Goldman Phone Interview- How Long to Hear Back?

          Hey all, For those of you with experience, how long did it take you to hear ...

    8 comments - 0 silver bananas - Sep 29 2015 - 10:03am -

  21. job choice, seeking advice and opinion

    referrals (very unique situation). They are also an all passive shop. Near term lower pay and inherent risk ...

    6 comments - 0 silver bananas - Jan 19 2016 - 3:28pm -

  22. What is Standard Comp currently?

          Recently signed and the comp seems to be less than that of all my peers. ...

    13 comments - 0 silver bananas - Jan 28 2015 - 8:31pm -

  23. Why do AM pay so much less than IB?

    like 20-40%. This equates to a huge difference in all in comp. I believe that average banking MDs make ...

    21 comments - 0 silver bananas - Mar 17 2015 - 2:35pm -

  24. JP Morgan Asset Management Superday

          What is the superday like? I heard it goes from 8am-5pm. Is it all interviews ...

    13 comments - 0 silver bananas - Jan 16 2015 - 8:37pm -

  25. AM vs HF: The Business of Our Business

          Hedge funds get all the glory... and now they're even going to get all ... an RFP to a bunch of different firms they like and you essentially bid on their accounts. All the ... pensions, endowments, brokers, private wealth, etc. all are the customers that dominate this portion of the ...

    70 comments - 23 silver bananas - Jul 11 2015 - 4:07am -

  26. Dinged by Compliance

    of firm policy. All it contained was a spreadsheet attached that was a model template I built over ...

    20 comments - 0 silver bananas - Dec 23 2014 - 2:48am -

  27. 2016 BlackRock Summer Analyst Discrepancies?

          Hi all, I accepted a Summer Analyst position at BlackRock in their Financial ... program like all other finance internships; however, when I asked HR for the exact start and end date they ...

    3 comments - 0 silver bananas - Mar 12 2016 - 9:20am -

  28. Drastic drop in GPA after accepting ft offer?

    basically saved all of my upper div math classes for my senior year (so that I can have a higher gpa while ...

    5 comments - 0 silver bananas - Nov 6 2015 - 4:08am -

  29. Winton Capital Graduate Scheme- is this back/middle office?

    office role? All feedback welcome x 2016 graduate ...

    4 comments - 0 silver bananas - Feb 6 2016 - 12:31pm -

  30. How much do long only buy side equity research analysts earn? [at major asset management firms]?

    Would 250-300k all in be about right for the comp level to start at a firm like that, as a junior ...

    9 comments - 0 silver bananas - Jun 12 2015 - 4:24pm -

  31. Spring Internship (overqualified)?

    for some spring internships in investment management, but has unfortunately been unsuccessful in all ... make sure that I have done well on the numerical tests). I am of course very disappointed that all ...

    4 comments - 0 silver bananas - Feb 10 2016 - 3:21pm -

  32. Most efficient way to learn about an industry?

          Hi all. I'm meeting with a PM at a large fund covering US pipelines ... sound like an idiot infront of the PM. Anyways, I'm all ears.. ...

    4 comments - 0 silver bananas - Feb 8 2016 - 10:24am -

  33. ETF's vs. Mutual Funds

    There's only a few PM's at this ETF company, but they're all from top Ivies (H/Y/P/W) and all in ... percentage. All in I'm likely looking at low 70k's to mid-80k's. Not sure if there's any ...

    8 comments - 0 silver bananas - Dec 15 2015 - 11:23pm -

  34. Dealing with less sophisticated people

    have the "know it all" attitude. Worse, I hate this attitude of "if I set mind to it, ... a killer, ignorant, know-it-all, ugly, and most importantly, does not know what he is doing. How do you deal ... Yes this is the question that I have been asking myself all this week. Basically, I have this client, ...

    6 comments - 0 silver bananas - Oct 23 2015 - 6:40pm -

  35. The job equivalent in CA or US?

          Hello all, Hope this is the right forum or sub-forum to post my question. If ... or US. Or what would be his options? Overall tasks:-Provide full-service banking and all transactions ... together with any issues raised by external regulators.-Ensures follow-up on all risk and compliance issues ...

    4 comments - 0 silver bananas - Jan 26 2016 - 6:32pm -

  36. Disappointed in new job

    Research/investment idea generation isn't really part of the role at all, it's just good to do in your own ... time if you want. It's all trading, but this just involves transition work. Meaning, a client ... pulls money in or out so we need to create spreadsheets of how to do this. It's all very ...

    10 comments - 0 silver bananas - Feb 12 2015 - 1:37pm -

  37. UBS WM or Vanguard

          Hi all. Just wondering about thoughts between UBS and Vanguard as for ...

    4 comments - 0 silver bananas - Jan 20 2016 - 9:35pm -

  38. Help evaluate AM job offer!

          Hi all, I currently work for a financial software company as a software dev ...

    8 comments - 0 silver bananas - May 15 2015 - 2:53pm -

  39. CFA kaplan Advice

          Hello all, I know this topic has been beaten to death, but let me poke the ...

    4 comments - 0 silver bananas - Jan 11 2016 - 9:40am -

  40. What is the best way to break into AM from the Big 4??

          Hello all! I was just curious as the best way to break into AM (possibly ...

    24 comments - 0 silver bananas - Feb 17 2014 - 1:00am -

  41. Offer on the table- your thoughts?

    opening next year in the front office. That being said, this is all speculation and hiring might freeze.. ... internally. Seems like great experience on hand from the firm to be honest as I will be involved in all stages ...

    5 comments - 1 silver bananas - Oct 5 2015 - 1:04pm -

  42. From IB to AM, student

          Hi all. I've been in the forum for a while, seeing lots of discussions ...

    7 comments - 0 silver bananas - Jul 20 2015 - 5:08am -

  43. How to break into Asset Management

    Management. Any help, guidance or advice would be appreciated heavily. Thank you all asset managament sales ...

    5 comments - 0 silver bananas - Sep 7 2015 - 2:31pm -

  44. Just do CFA please. Things we forget in finance; Knowing what I do, knowing my capabilities,

    advocate of a view that every asset manager, everyone who works in Asset Management, must pass CFA all ...

    5 comments - 1 silver bananas - Oct 27 2015 - 4:46pm -

  45. Why I think certifications like the CFA are overrated (mostly just stating the obvious)

    everyone to 'talk their book', after all there's a reason we choose to be positioned in ... But all things come at a cost... and whether your time would've been spent at work trying to get ... being left behind, all my peers at my last firm did it so I got involved". Overall, it doesn't ...

    41 comments - 0 silver bananas - Jun 22 2014 - 2:47pm -

  46. Family Office Analyst Seeking Career Advice

          Hi Monkeys, Long time reader, first time poster- hoping you all (coming from ... everything from looking at individual equities to PE/ HF investments to angel/seed stage stuff. All told, ... more, would get a lot of support with MBA admissions... All happened pretty quickly, and it's ...

    9 comments - 0 silver bananas - Jan 22 2015 - 6:48pm -

  47. Jump from Credit Portfolio Management at Commercial Bank to Asset Management

          Hi all, I accepted a job for a large commercial bank (top 6 or so) doing ...

    4 comments - 0 silver bananas - Dec 4 2015 - 12:13pm -

  48. Senior year going into Finance worth it?

          Hey all, I have been reading though a lot of discussions on here and finally ... can transfer to a top 100 b- school. That all being said, with this new major it would take me 6 years ...

    27 comments - 0 silver bananas - Jun 1 2014 - 3:44am -

  49. Point72 Academy’s Summer Analyst program

    jumping to the buy-side, like most analysts do. After all, it could be 15 months before he graduates from ...

    4 comments - 1 silver bananas - Oct 5 2015 - 6:00pm -

  50. The Rise of the Hybrid Advisor??

    all related to "Hybrid Advisors" I'm not too familiar with these types of firms and ...

    10 comments - 0 silver bananas - Sep 15 2014 - 5:05am -

  51. Vanguard Group exit opps?

    3 years in the company. For all the experienced monkeys out there, what do you think about the exit opps ...

    14 comments - 0 silver bananas - Jul 26 2014 - 4:23pm -

  52. Transition to AM/ER from MBB DACH region

          Dear all, I am a 2nd year consultant at an MBB shop, looking to transfer to ...

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

  53. Older associate moved to my office, stealing my job

    mine (regional) and, basically, took over all that interesting stuff. We aren't ...

    25 comments - 0 silver bananas - Oct 10 2013 - 3:15am -

  54. Questions about BB PWM

    positions at all these places called pwm interns? Are those at DB /jpm more "legit" compared to ...

    13 comments - 0 silver bananas - Aug 7 2014 - 3:58am -

  55. How do you legally invest friends money?

    a great intuition and all my friends want to give me their money to invest for them. How do I do it? ... I searched all over the Internet and I couldn't find a straight answer. So I made an account here on ...

    33 comments - 0 silver bananas - Aug 3 2013 - 12:45pm -

  56. Starting off on the sellside research vs buyside (with long run buyside aspirations)- Help Needed

    and whether it's worth it at all? How would the hours match up? Would it be better to just start ... on the buyside given the opportunity? All advice and info welcome. buyside ...

    4 comments - 0 silver bananas - Jul 28 2015 - 9:02am -

  57. UBS Global Macro Strategist Interview

    interview is being all about, pretty much I think just competency based, but I rather know about further ...

    7 comments - 0 silver bananas - Dec 18 2014 - 9:43am -

  58. Workaholics vs. Successaholics: Working Hard vs. Working Smart

    for quite some time, please excuse my lurking, and I want to thank everybody for all of the thought ... knowledge. The expansion of these three subjects will often prove to be more fruitful than hammering away all ... what tasks/projects/undertakings will provide the largest return on time/investment (after all, time is ...

    22 comments - 6 silver bananas - Aug 31 2013 - 8:45pm -

  59. Series 65 at age 18- Graduated high school this year

          Hi all, Quick background: I graduated high school this year and decided to ...

    9 comments - 0 silver bananas - Apr 24 2016 - 1:41am -

  60. asset management- outsourced CIO

          Hi all, I was wondering if anyone had information regarding outsourced CIOs? ...

    2 comments - 0 silver bananas - Apr 9 2016 - 6:00pm -

  61. Boston or DC for Finance?

    listed below are the universities that seem like they are worth the investment, all of which are about ...

    22 comments - 0 silver bananas - Nov 24 2013 - 8:08pm -

  62. Asset Management vs IBD

    like 3 years. 0-3 years experience...........$130,000-$180,000 all in 3+ years ... experience.............$500,000+ all in 8+ years experience.............$1mil+ all in 15+ years experience...........Sky's the ... Is all the information I posted above true? Feel free to tear me a new one if I'm wrong. But ...

    5 comments - 0 silver bananas - May 13 2015 - 9:47pm -

  63. Which Benchmarks are used?

    nature of the strategies implemented (Shorting, etc.)? What have you all seen in your experience. Thanks ...

    12 comments - 0 silver bananas - Feb 5 2014 - 12:35pm -

  64. State street- compensation etc

    investment associate program. Also interested in client rep. Thanks all State Street ssga ...

    7 comments - 0 silver bananas - Aug 9 2014 - 12:51pm -

  65. Annoying or Appropriate...Advice Please

    real estate. All of my work and extra-curriculars are focused on equity, and I indicated it as my ... preference during interviews. Based on the intern class from last year, most, if not all of the SA's ...

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

  66. Comp book

    fair. It was very fair for my current title, but the benchmark was clear because of all the posts about ... here. Thanks. About me: 3 years exp (all with same firm) B.S. degree About firm: Fortune 100 Insurance ...

    3 comments - 0 silver bananas - Oct 19 2015 - 3:57pm -

  67. Top LA-based Asset Managers

          Hi all, Hoping to get some leads to start networking to land a sweet AM gig ... intern--->full-time programs? thanks for all the help ...

    12 comments - 0 silver bananas - Jun 17 2013 - 3:29pm -

  68. Thanks- Investment management

    management and want to be a PM somewhere down the line..thanks for all the opinions. offer ...

    7 comments - 0 silver bananas - Apr 24 2016 - 7:40am -

  69. Think I screwed up my UBS PWM internship...

    another person out of all the people that applied, and that they just have to run a background check on ...

    10 comments - 0 silver bananas - Sep 11 2014 - 1:25am -

  70. Brandes investment partners- Exit opps available?

          hi all, I have an interview with brandes for the research associate position ...

    6 comments - 0 silver bananas - Apr 19 2016 - 1:19pm -

  71. To those that recently sat for CFA level 1, what are your post-exam insights?

          First, congrats to all those that sat this past saturday for ALL levels. ...

    6 comments - 0 silver bananas - Jun 8 2014 - 7:33pm -

  72. Advice for wishful PM

          Hi all and thank you for this forum I am hoping for some advice on career ...

    8 comments - 0 silver bananas - Aug 26 2014 - 9:02am -

  73. JPM Private Banking- Opinions?

    hours/lifestlye/culture of the NY office? Is this a good place to start a career (considering all the regulations that are ...

    7 comments - 0 silver bananas - Apr 22 2016 - 8:58am -

  74. Mutual Fund: A day in the life.

          Hey all, WSO has given me a lot of information about the Hedge fund, ... the life for a research analyst/PM at one of those MF's? I appreciate all the help again! ...

    53 comments - 1 silver bananas - Dec 13 2011 - 6:49pm -

  75. CFA, CAIA, FRM?

          Hey guys, I was wondering if anybody has taken all three of these exams. If ... Level 1 of the CAIA next year but I think the only way to manage all that would be if they both cover ...

    10 comments - 0 silver bananas - Jun 19 2013 - 11:18am -

  76. Equity Strategy- What roles do people take

    Research, trading, sales, all the above? Or just straight through a strat pipeline roar ...

    6 comments - 0 silver bananas - Apr 20 2016 - 1:16pm -

  77. Institutional Sales & Client Relations- interview info wanted

    institutional sales and investment director of regional investments. Thanks again and all the best. Gie ...

    9 comments - 0 silver bananas - Mar 28 2014 - 10:02pm -

  78. WACC, Cost of Equity, Cost of Debt Help.

    approach cost of debt as total YTM on all outstanding debt is quite hard to find/calculate. (I know of ...

    14 comments - 0 silver bananas - Jun 24 2013 - 8:46pm -

  79. What books to read for credit HF interview?

    give me all-star knowledge, but I want to avoid looking like a fool if they start talking about credit ...

    6 comments - 0 silver bananas - Oct 8 2014 - 2:21pm -

  80. Is Technical Analysis For Real?

    Friday, all those investors who didn't invest the first time around will leap at the second chance to ... I never knew where to draw the lines. My floor may not be the next person's floor. It all seemed so ...

    33 comments - 0 silver bananas - Apr 1 2012 - 2:16pm -

  81. Is PWM truly a professional black hole for aspiring financiers?

    others' experience in the space, and I warmly welcome all adversarial, anecdotal data that reject the ...

    30 comments - 0 silver bananas - Sep 6 2013 - 3:09pm -

  82. West Coast Buy-Side Hours

          Hey all, Just wondering what the hours are like for an equity analyst at ...

    13 comments - 0 silver bananas - Jun 25 2013 - 9:34am -

  83. Investing on my own

    having access to a bloomberg terminal wasn't all that important. But I have about 30 minutes of BB ... it into a job in asset management? AM is the only place I think I would put up with all the ...

    9 comments - 0 silver bananas - May 20 2014 - 12:00am -

  84. BlackRock Scientific Active Equities phone interview London

          Hi All, Just got invited for a 1st round phone interview with BlackRock for ...

    2 comments - 0 silver bananas - Feb 10 2016 - 12:18pm -

  85. How much do equity portfolio managers make?

    Century) can expect to earn all in per year? I've read that the average is around 500k, seems quite ...

    41 comments - 0 silver bananas - Jan 1 2012 - 7:22pm -

  86. Essential Excel skills for Asset Mgt / Interview Prep (Help needed)

          Dear all, I've an entry-level asset mgt (Fixed Income) job interview ...

    5 comments - 0 silver bananas - Dec 18 2014 - 1:14pm -

  87. Private wealth management or credit analyst

    advisor as well. He has his CFA and is helping me in pursuing mine. In saying all of that, I was recently ...

    21 comments - 0 silver bananas - Jun 20 2013 - 1:38pm -

  88. Traditional 401k vs Roth 401K

          Hey all, did a search in the forums and extensive research online, and am ... trying to decide which option is better for people starting in finance (assuming all things else are ...

    17 comments - 0 silver bananas - Aug 2 2013 - 11:24pm -

  89. Interview with IM ~$25 billion AUM

    I know all shops will conduct things differently. I had my first interview with the President already. ...

    4 comments - 0 silver bananas - Apr 1 2015 - 2:57pm -

  90. Case question for RIA

          Hi All, I have a final round interview coming up with a small, but growing ...

    9 comments - 0 silver bananas - Sep 5 2013 - 9:05pm -

  91. Top London Asset Management Firms

    work at in London from an all-round perspective (pay, culture, lifestyle etc.), similar to the above ...

    13 comments - 0 silver bananas - Sep 12 2013 - 6:44pm -

  92. CFA work experience

    management (Rentals) on the side. I was in college for a large portion of this time, but since all agents are ...

    10 comments - 0 silver bananas - Oct 30 2013 - 1:07pm -

  93. Looking for advice to enter into the industry.

    level position. Should I just send resumes all over the country? ...

    2 comments - 0 silver bananas - Mar 18 2016 - 6:20pm -

  94. Pros/Cons of Working in a Very Small AM/HF?

          Hey all, I may have the opportunity to work as an analyst for a very small ...

    4 comments - 0 silver bananas - Apr 17 2015 - 3:05pm -

  95. What to study to prepare for asset management interview?

          I have a good general knowledge of all finance-related aspects, but was ...

    9 comments - 0 silver bananas - Jul 31 2013 - 9:01pm -

  96. Salary Progression- Asset Management or Hedge Fund?

          Hello All, I just wanted some advice on salary + bonus. I am currently a 1st ...

    4 comments - 0 silver bananas - Apr 15 2015 - 2:46pm -

  97. Is there a free source of fundamentals that I can extract from with excel?

    extracting all the data from yahoo finance manually, but I would rather automate the data extraction using ...

    3 comments - 0 silver bananas - Aug 13 2015 - 12:26am -

  98. How to Study for CFA Level 3?

    of the essay answers. Based on who has gone through this, how do you all suggest studying for this ...

    5 comments - 0 silver bananas - Dec 11 2014 - 11:29am -

  99. Asset Management Exit Opps- Thoroughly Confused

    opps (not necessarily exit opps into banking) or any flexibility at all? All I keep hearing is that PWM ...

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

  100. Middle office to asset management. What should my next move be?

          All I graduated cum laude from a non-core school with a BS in Finance back in ...

    11 comments - 0 silver bananas - Oct 2 2013 - 9:32pm -

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