Silver BananaTopicReplies
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WSO Hall of Fame: Asset Management Forum The Wall Street Oasis Asset Management Hall of Fame provides a comprehensive collection of some of WSO's best discussions on the asset management industry. Keep in mind this Hall of Fame does not include Q&A sessions by WSO veterans. To view a full list of Q&A’s & Interviews please navigate...
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Investment Thesis, submitted this to a PMHi WSO, I've recently been in talks with an Asset Manager who has brought me in numerous times to help me get a better idea of what the day-to-day is like. I reached out to a school alumni that works there (Portfolio Manager) and have written him a few research reports. I wanted to get some opinion...
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Wellington Post Superday TimelineHas anyone heard back from the undergrad full-time Wellington super days last week yet? Or does anyone have any input as to the timeline from years prior? I had mine last Tuesday and have yet to get any indication one way or the other. Thanks for the help....
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Lancaster Pollard - Review - Risk ManagementGood location in low cost of living area. Pay can be decent once you get up to higher levels in the company. . Absolutely dreadful culture and work environment. There is a hard divide in the company and it is not addressed. See Glassdoor for additional information. ...
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Goldman Sachs - Interview - Portfolio ManagementOne of the interviewers asked me about the reasons on why I wanted to become a PM in the future. You'd think that since it's a common question I get, it would have been easy. However, this particular interviewer wanted to dig deep into the my reasoning and what truly makes me want to go for it. We s...
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IMD Superday for GoldmanHi everyone, I'm a sophomore studying at a West Coast target, and I'm in the interview process for Dallas IMD. After finishing my hirevue around 2 weeks ago, I got an invitation for an IMD superday for this upcoming Tuesday. However, the recruiter told me that the superday will be virtual, and they...
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Brandes Investment Partners - Review - Equity ResearchSenior analysts spend a significant amount of time to develop young graduates into independent, full-fledged analysts.. Firm is not growing, meaning there are limited opportunities afterwards; generally they show you the door after your time there....
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​Leave Us Little Time, Let’s Fight against the Whole Universe with BlockchainThis fall, many famous persons leave us, such as Vichai, Stan Lee, etc. You may be sad that the time is easy to pass and we can never go back to the past. As the lives go away, the chaotic universe completes another entropy increase. The second law of thermodynamics tells us that the degree of chao...
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T. Rowe Price - Review - Consumer - RetailGreat place to start in the investment management industry and knock down some FINRA licenses (6,63,7,65). Good training program (2-3months including licensing). Gives you a solid understanding of the wealth management industry, particularly for Relationship Managers and Financial Advisors. Good ben...
BlackRock - Review - Equity Capital MarketsLots of learning and growth opportunities. Work life balance, unlimited time off, great management, . Low visibility with regards to career progression. Leadership isn't transparent, compensation is not competitive to other industries especially in Seattle. ...
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Getting into Asset ManagementI am an accounting major and will graduate next year. I am planning on getting a Masters of Finance. I was wondering what is the best way to get into Asset Management?...
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J.P. Morgan Wealth Management Super-day I have a Wealth Managment Super-Day scheduled for this Friday after only doing HireVue, It's going to consist of a lunch and 5-30 minute interviews. What should I be focused on for preparation/does anyone have any personal insight they can share as to what I should expect? I'll be interviewing at a ...
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Institutional sales or Equity Research I have two SA offers and need help with a decision 1) Alternative Investment Institutional Sales at a big buy-side firm or 2) ER at a BB If my goal is to end up on the buy-side in an investment team which would be the best choice? I imagine with the first option I will get the network but not the...
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How to chat with people you are interested in their department but nor their job Hi guys, I reach out to a person working as a MD in investment management division of morgan stanley, which I really have interest in. But his job is more about risk management of technology subdivision. So how do you think I should chat with him and obtain his referral to the position I am really i...
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State Street Corporation - Review - Investment ResearchSSGA, the asset management arm, is the good part of the firm. There is an active business aside from the ETF stuff, you just have to know where to look.. Crazy bureaucracy. Took me two weeks to get a computer, three weeks to get Bloomberg and 40 days to get Tableau. IT support is extremely unhelpful...
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Hirevue JPMorgan Chase SA 2019 Asset Management???Does anyone have any questions/insight into the Hirevue questions for JPMorgan Chase SA 2019 Asset Management in NYC? I'm assuming its behavior, but since this is my first hirevue-no clue. Also, is this a first round or still an initial screening type of process (automated or does it mean something?...
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Dimensional Fund Advisors - Interview - Research1. Optimize an algorithm to search all the people who meet at a store from a data table recording the entrance time and exit time: how to improve the searching algorithm from O(n^2) to O(n)? 2. How is the data stored in a hashtable if one key corresponds to multiple values? 3. Fama french factors in...
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Blackrock Superday San FranciscoHi everyone, Did anyone who was at the Blackrock superday on 11/2 last Friday hear back yet? If so, what division were you applying for? Still waiting but it has already been a week so was wondering what other people have heard....
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Wealth Management Career PathI live here in Maine and am currently working for a wirehouse as an FA. I am struggling to meet the hurdles and find prospects. I know what the career entails, I love the sales aspect, working with people, and asset management itself, but I am having a hard time prospecting. I am not very close to...
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PNC Financial Services - Interview - Asset ManagementAsked me to walk them through my resume and hit on all the things that i think are important, basically asked me to sell my self to them and explain how the experiences on my resume can help me contribute. The didn't really ask many questions we just pretty much talked, i think they were just lookin...
BlackRock - Review - Portfolio ManagementOverall great pay and fantastic benefits. People are not hyper-competitive which is nice. Technology is also really good. . Tends to be a decent amount of politics in the firm even without there being a dog eat dog mantra. Work isn't as analytical as expected. ...
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JPMorgan Chase SA 2019 Wealth Management InternIt doesn't seem like there's a thread for this but I just got the HireVue for the WM 2019 internship. I'm curious if anyone else did as well and whether or not the questions will be the same as they are for the IBD HireVue. Best of luck to everyone in the running!...
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BlackRock FMA Superday 10/18/18I had a superday for BlackRock FMA New York on October 18th and have not heard yet. The recruiter said they'll let us know within 2 weeks but I'm assuming thats just so they have time to give more offers if someone declines. I talked to a first year analyst and they said they received their offer th...
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BlackRock Superday ETF and Index Investing 11/9Has anybody heard back from the 11/9 BlackRock superday for the ETF and index team? Or if anybody knows how long it usually takes for BlackRock to get back after a superday that'd be great too, thanks...
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Lincoln Financial Group - Review - Brokerage- Very nice people, comfortable working environment - Was given solid instruction on assignments, superiors were willing to help - Solid pay, good hours. -Not necessarily the most challenging summer internship - not structured enough, I found myself not doing much at times...
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Fidelity - Equity Research Graduate Programme 2019, UK.Guys I need your help. I applied for the above-mentioned programme, which requires completing an online Strengths Assessment Test, before progressing to a HireVue interview. I completed successfully the test in the given deadline and received an invitation for a video interview yesterday. However, ...
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BlackRock - Review - Portfolio Management1) Learning many technical skills on the job such as Python, Tableau, and SQL 2) Research is used primarily to actually support the portfolio and is not sold or published externally 3) People are kind and willing to help you and answer questions. 1) Virtually no structure to training, most assignmen...
UBS AG - Interview - Risk Managementname a time when you have gone against the status quo and done something differently and came out with a better outcome? What was the most difficult thing you came into during the last job and how did you overcome it? ...
T. Rowe Price - Interview - InvestmentsThe interview seemed to be sort of conducted with not a lot of effort. It was a behavioral interview that lasted roughly ten minutes. The toughest question asked is “What are three strengths and three weaknesses?” They also want examples of experiences you had with those said strengths and weakn...
Bank of America Merrill Lynch - Review - Private Wealth Management-Culture -Experience -Ability to explore areas of finance that were not typical of wealth management -Basic valuation experience (DCF, Comps, etc.). I wish I had been challenged more. I had to do some typical "intern" activities, but they helped refine my attention to detail. ...
JPMorgan Chase - Review - Private BankingI learned so much about the markets and goal based investing. Everyone I met was eager to help me learn more.. The role wasn't as quantitative as I would have like and I couldn't see myself in the position of my manager....
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Financial Markets Advisory (FMA) Blackrock superday 11/20/17Just had my superday a couple days ago (11/20) for the Financial Markets Advisory (FMA) Group at BlackRock and wanted to know people’s experience about hearing back. They said 1-2 weeks but i don’t know if they get back to you sooner. Any thoughts? ...
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Financial Markets Advisory (FMA) Blackrock Superday 10/17/18Hi all, If anybody hears back from the team, please let me know! And does anybody have an idea like how long it takes to hear back from them? Thanks!...
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JP Morgan Private Banking Compensation in Non-Major CitiesHi all, Was wondering if anyone here knows the current expected base+bonus for a JPM Private Banking Analyst for regional cities (i.e., Atlanta, Cleveland, St. Louis, New Orleans, etc.)? Previous threads discussed comp for core/major cities. Any insight would be appreciated, thanks....
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Société Générale - Review - RiskNice, smart, hardworking team. Free croissants on Fridays. Easy to interact with higher-ups. Steady flow of work.. Sometimes we had late nights in the office. No flexibility for vacations, even pretty strict about sick days....
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Can I make it as a summer analyst for AM, coming from Law and Politics?Hello everybody! I am an aspiring analyst for the London market. I have a bachelor in law from a public European university and I am currently doing a master in political science at an elite institution in Belgium. I have worked as a trainee lawyer at a tier 1, but not internationally-recognised, l...
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BNY Mellon - Review - Financial ServicesGreat group of people. I think I was luckily placed in a good group. It was a good launchpad info finance.. Job was not very challenging or analytically stimulating. High turnover and management doesn't really care. ...
Prudential - Review - InvestmentsOverall good work environment. No real face time required. Hours allow for a normal life and hobbys outside of the office.. Limited growth opportunities. Recruiting process is very slow even when trying to lateral to another group or apply somewhere internally....
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Top Hedge Fund IR/Business Development vs. Top AM Firm Advisory vs. BB S&TWhich one would you guys pick based on exits (MBA, more FO roles, etc.), learning, etc? They're all very different and there's less information on them. I'd like to stay within finance (ideally a more FO role at a hedge fund) and am open to business school. Not looking to go into IB or PE. ...
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Post-Superday: Contact Alum??I recently had a super day at a BB and one of the interviewers mentioned that her boss is an alum from my school. Figures out, the alum and I have connected on LinkedIn a long time ago but we never talked. I was talking to the boss I'm currently working for and he suggests that I write an email to ...
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Trog Hawley Capital LLC - Interview - Asset ManagementNo real challenging interview questions. There were no technical topics or industry-specific knowledge required, the position was entry level. I was asked about my education, relevant work experience, and internship experience. Half of the interview was spent listening to both employees discussing t...
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Goldman PWM vs BAML Global Wealth Investment ManagementHi all, I currently have an offer from GS PWM, and an interview coming up for BAML Global Wealth and Investment Management. Wondering which you think is better... GS seems more prestigious from what I can tell? Basically, should I even bother doing the BAML interview? Thanks....
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Professional and Competitve Learning OpportunitiesHi everyone, I've been lurking on this site for a couple months now, and I've decided I now have questions that I think justify making a discussion post. I'll first give a rundown of where I am in life. I've been serving active duty in the military for over 7 years, and I have about two years lef...
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Pacific Investment Management Company PIMCO - Review - Debt Capital MarketsThe office is quite close to the beach. It is a great place to live if you like to frequent the beach and go surfing. Hours aren't too bad either.. It is a slow moving environment and not too challenging. Also, the recruiting class was not too strong this year....
Fitch Ratings - Review - Credit RiskVery chill company culture, great building, cool people, lots of happy hours and fun events out of the work day. Low pay, little room for growth, no overtime pay, tasks are pretty remedial and boring, little finance training...
Dodge & Cox - Interview - N/AI guess know your stock pitch. They really grill you down on all your assumptions. Show that you are interested in investing. The interview was also surprisingly behavioural, with a lot of questions targeting your resume and qualities. They actually ask what you have at the very end of your resume s...
The Principal Financial Group - Review - Quantitative ResearchGreat people, very good culture. Great reputation. My experience was for only four years, but enjoyed my time with the firm.. Can be intense at times and expect a lot from its employees. Recently there has been a lot of disruption in Human Resources....
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Starting AM Fall Co-op, any good reading material?I'm starting soon and wanted to know what I could do to sharpen my skills besides working on Excel and whatnot....
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Merrill Lynch Wealth Managment - Review - N/AI love it here, great place to work. Smart people, awesome resources, decent base salary getting started.. No help after getting your licenses. Having a hard time getting qualified prospects (250k) to meet with me....
BlackRock - Review - Portfolio Management- Exposure to front office Portfolio Management teams - Low hours, never worked more than 45 hrs per week - Freedom to do what you want in free time, whether that is shadowing people on other teams, or working on side projects. - Boring work, glorified data entry and updating PowerPoints - Support r...
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Asset Management Internship PreparationHow do you all feel that I should best prepare for a mid-market, mid-AUM internship? First week don'ts? What makes employers cringe?...
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The Vanguard Group - Interview - Business DevelopmentNothing was difficult or unexpected. It was all basic interview questions. I think they were mainly looking for answers that revolved around leadership experience and working well in a team environment. I did not receive any "technical" questions or anything specific to products that Vanguard offers...
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Is PyratineXR Safe To Use And Who Can Use It?PyratineXR is clinically confirmed in minimizing the symptoms and signs of aging skin and also shown to be extremely useful in all skin types, specifically in individuals with delicate skin and those suffering from rosacea. Additionally, it substantially reduces face redness, acne sores, crawler vei...
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How to prepare myself for upcoming PWM internship???I will try to keep this short. I come from a non-target school, 3.3GPA, but investment is all my passion, and I have been investing (equity, options, and recently commodity futures) since middle school (Chinese market and then changed to US market when immigrated). like everyone else, I was looking ...
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Federated Investors - Review - GeneralistThe experience was solid. It was my first significant internship and showed me great behind the scenes work when being with an asset manager. There were areas that could use improvement. Primarily, I wanted to work more and learn as much possible. Perhaps an opportunity to lateral around for a day o...
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2019 UBS GTP GWM Client Advisor Hong Kong SuperdayHi everyone - I went through UBS' superday for its GTP GWM HK Client Advisor role at the end of October in New York and am waiting to hear back. Has anyone else heard back from that round of interview yet?...
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The Vanguard Group - Review - Private Wealth ManagementGreat training program including sponsored FINRA exams and support for CFA or CFP Programs, easy access to presentations from top active investment managers, a variety of career paths are available, relative meritocracy, predictable hours, and access to restricted mutual funds for retirement investm...
Pacific Investment Management Company PIMCO - Review - Global DataRelaxed work culture. Newport Beach is a great area. Management was very welcoming of interns and provided mentorship when necessary. There really is minimal bureaucracy.. Tech is very much so treated as being a secondary department. All activities were catered to finance interns....
JP Morgan Securities - Review - Asset ManagementGreat culture. Cares about diversity. Big name, global reach, lots of support and resources. CEO is incredible.. Recruiters at can be very political, preferential to some, and hence gamble with your opportunities. ...
Allianz Global Investors - Review - Investment ManagementFriendly working environment, standard working hours (8.30 am - 18:30), stressfree life, you have enough time to study on the side. Not much flow, learning curve is average, average educational background of full-time employers, not that much attractions for the interns so you don't really consider...
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Is PWM/PB still a viable career path?Is it risky for a college undergrad to go into PWM or PB with robots and passive investing taking center stage? If someone is interested in PWM/PB should they pursue it or pick something else, if so, what is the alternative? Are there any jobs in finance related to investing or the market since mos...
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Nordea - Review - Asset ManagementNordea has a great culture - (Nordic culture) Friendly environment Luxembourg office is very international. Nordea a does not offer great pay/bonus structure compared to what many other banks do. Many of the teams are understaffed....
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Asset Management in DCI understand this isn't really a super popular location for AM, but outside of Carlyle and Sands Capital, does anyone have a good list or a good resource they can point to for a list of AM firms located in the DC Metro area? Institutional in nature would be ideal....
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Goldman Sachs IMD Hirevue Interview Response Hi guys, I recently interviewed for GS IMD SA 2019 through hirevue 2 weeks ago and I havent received any responses. I applied for the LA office. Does anyone know when they should get back to us? Anyone in a similar situation? I would love to know. The waiting is making me anxious. Also, my ap...
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Long TSLA Update: Better Good Than Lucky####In The Money *Cash is King - origin unclear, but said after the ‘87 market crash by Pehr G. Gyllenhammar, CEO of Volvo (Fate Loves Irony)* I wasn’t planning on posting about Tesla again until the end of February, but this comment from @heister"... [quote="heister"] Is it still not obvious...
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Debt Credit Analyst vs. Corporate BankingPreparing for an upcoming interview with a private debt placement team (long term,mid-market loans) at an asset management firm. At the associate level, I assume the job is very similar to mid-market corporate banking or corporate banking. How do you answer "why choose private debt instead of corpo...
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Macquarie Group Limited ABN - Review - InvestmentsVery smart team. Highly disciplined investment mandate with lot of infrastructure and support to help investments.. Too conservative when looking at equity investments. Can fall into analysis paralysis very easily which makes it frustrating....

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