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| +1 | 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... | |||
| +3 | Ranking the top Asset Management firmsObviously it's easy to rank AM firms in terms of their AUM which gives a glimpse into their standing, but how would you rank them in terms of their exit opportunities and overall prestige?... | |||
| +3 | Fintech is going to kill Private Wealth Management jobs?So it has been clear to me that algorithms will eventually be capable of doing everything that a traditional wealth manager is. Given this trend, I, rising junior, am a bit worried about being able to even have a job in the industry, and am even considering starting a robo-advisory as a method of m... | |||
| 0 | FT 300: full 2017 list of top US registered investment advisers Article from the FT. https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c "The fourth annual line-up of leading advisers, with the methodology for inclusion" yesterday by: Loren Fox and Michael Ferraro ... | |||
| 0 | Will AM Continue to Exist?I'm currently working in the bond market trying to get into AM. I took the first part of the CFA earlier this month, and after taking the test, it seems that learning how to model and actually taking you own positions will help more than a test(at least level I). I read an article recently saying ... | |||
| 0 | Investment Grade Relative Value AnalysisHi all, Quick question for the credit experts out there. I'm looking for a quick way to do a relative value bond analysis on the IG US Industrials market for example. What's the method you would use to do a relative value analysis on Bloomberg or Factset? I want to find which bonds are trading che... | This topic has been moved | ||
| +1 | Best Entry Level Asset/Investment Management Programs?Hi WSO, So I'll be going into my senior year of college this upcoming year and I'm starting to search around for different entry level programs in asset/investment management. I'm pretty much open to all locations and types of companies, but I'd preferably like to work with security selection/analy... | |||
| 0 | 2018 Asset Management Full Time RecruitingHey there fellow monkeys, Did anyone receive any first round interviews from any of the AM firms out there? Also which are the top 10/15 AM firms in terms of prestige, stipend and exit ops? Please comment and share your views. Thank you.... | |||
| 0 | Are West Coast hours really that much better?I am on the West Coast and work 50-55 hour weeks in PMG. I eventually want to move back to the East Coast but are the hours really that much more brutal? What's the cause of the difference? ... | |||
| 0 | Asset Management In Philadelphia Hello All, I am interested in Asset Management and I have a few questions I want answers to before I start looking for an internship for next summer. What is most important to me is finding something in Philadelphia without going outside of asset management. 1) What type of opportunities are avail... | |||
| +1 | What do you guys think about this job? Guggenheim InvestmentsHey, what do you guys think about this? Is it a good place to start for Asset Management? Also, do you guys know when this position would begin? Specific Responsibilities Include Assist portfolio management team to prepare coherent investment strategies for clients and manage clients’ exposure to... | |||
| 0 | Received offer but in interview process for a better paying, likely more interesting positionSo today I received an offer for a risk management analyst at Pavilion Alternatives. However, I am in the interview process for an associate advisor position at SBK Financial. This position would offer a minimum of 10k more salary and likely be more interesting, because 1. the analyst position is mo... | |||
| +1 | Anyone ever do Wealth/Investment Management internship?I am entering into my sophomore year of college and I plan on getting an internship next summer. What do the wealth/investment management internships at a BB consist of day-to-day? ... | |||
| +1 | Switching Jobs too Early?Graduated from a non-target with a lowish (~3.1) GPA last May. Messed up my first two years of school but really improved and got a 3.5 my last two years. Took a job at a major fin-tech company in a client-facing role after getting dinged at all buy-side gigs (mostly fixed income) I applied for out... | |||
| 0 | Advice for FT as an international non-target graduate Background: graduated from non-target (semi-target for Chicago) with a 3.7+ GPA. Majored in STEM. Had a one year internship in Asset Management (full time summer, part time fall + spring) for fixed income. Mostly worked with rates and FX. I'm also an international student. I've tried applying for ... | |||
| 0 | Research freelancing outside of FT role?Does anyone here have other investment analysis jobs outside of their full time role (besides running their personal portfolio)? I would think these would fall to online investment blogs or some third party research freelancing. Performing research outside of work seems interesting once I finish the... | |||
| 0 | Long Only Asset ManagersSo I am looking for some of the global long only asset managers and was wondering if anyone can suggest some names I should definitely know about?... | |||
| 0 | Ops Business Analyst vs Compliance AdvisoryHi all, I am currently working in the Asset Management Operations as a business analyst which take care on risk/control related topics and project manager on Ops related initiative. Currently there is an outside job opportunity as a Compliance Advisor which focus on trade monitoring, internal contr... | |||
| 0 | Trading and Liquidity Strategies at BlackRockI'm looking at the description for BlackRock TLS on their website and I'm unsure exactly what it is. It's under their Investments team so I'm assuming it's a front office job but what is it exactly that these people do? I see sec lending and trade execution as job descriptions but wouldn't that be c... | |||
| 0 | Do I have to aqcuire Clients in PWM? PWM VS. WMIn BB PWM, working with UHNW Clients, is it my job to actually attract those big time, 10M+ clients? How Am i expected to know/find these people? OR is my job merely to manage their funds. I have a hunch that there is a difference between Wealth Management and PWM. Could someone please explain it... | |||
| +1 | Global deep value fundsHi I am returning to the US after several years of working in China. Am looking for global deep value funds that would allocate to Asia, something along the lines of Brandes or Third Avenue, but smaller and more flexible. Would appreciate it if anyone here could recommend some funds to look into. Th... | |||
| 0 | Exit Opps From Fixed Income (ABS) Research Analyst Position at Insurance Company?Hey guys, I am curious about what sort of exit opportunities exist for an entry level fixed income research analyst position at an Insurance Company's Asset Management arm. I will post the job description below. Analyze securities and asset portfolios consisting of securities backed by consumer ass... | |||
| +2 | Scary Lunch and I need helpSo, I just came from a lunch with some of my firms whole-sellers and the conversation was so worrisome it made me run back to my desk and log into my old account here. I work in the middle office of a large AM firm and I love my job. I do want to work in the FO and everybody knows that. I am consis... | |||
| 0 | MBS and Real Estate Strategies AnalystI am thinking about applying to a group that focuses on investments in ABS, RMBS, and "other real estate related ass classes". In my current professional position, this seems like a great opportunity to get exposure to research, asset managment, and statistical/financial modeling. Is there any stig... | |||
| 0 | Does this career path make sense?Hello, I'm pretty new to exploring the different career options out there in finance, and I'm trying to come up with an end goal for myself. I'm definitely interested in working in financial markets and I think Asset Management would be something I'd want to end up in someday. Would this career path... | |||
| +2 | Goldman Sachs PWMJust got an email out of the blue asking if I wanted to interview for a PWM position on Dallas (not quite equities, but...) Couple of questions: 1. How has Goldman's PWM business grown lately? A lot of the "rank these firms!" threads I've dug up via search tell me conflicting things. 2007-era threa... | |||
| 0 | Fund of Private Equity Funds interviewAbout to have an interview with a fund of private equity funds. What should I brush up on? Thanks in advance... | |||
| 0 | Voyeuristic MonkeysRecently, I was fortunate enough to shadow a senior PM at a mid-level multi-family wealth management firm in San Fransisco for a week. Apart from a wide range of topics brought up throughout my interactions with not only the PM but many different employees of the firm (HR, RM etc.), the "möbius occ... | |||
| 0 | 2018 AM/PWM FT RecruitingAnyone have any idea on what the timelines are yet for any of the BBs and Boutiques for AM? If anyone has any relevant info regarding, please post it. Never to early to start compiling info for FT. ... | |||
| 0 | CFA level 1 best study material and tips I am approching the CFA level one exam and wondering about what is the best path to pass it. I really appricietate some insight about books, forum, tips and any usefull source to tackle the exam. ... | |||
| +4 | MBA for Immigration, worth it?Hi guys, I did my undergrad at a top Indian college (think #1) and then straightaway enrolled at an MBA program in India (Indian Top 5). I had interned at a top consult (think McK, BCG) and subsequently joined Goldman in their Asset Management division as a multi asset macro trader. After a couple ... | |||
| +1 | UC Berkeley vs. NYUHi WSO Community, I am currently transferring from a small, private school in Southern California to either NYU or UC Berkeley. At my previous institution I studied Finance, however, at NYU or UC Berkeley, I will be studying Economics and Computer Science. I was wondering if any members had any inp... | |||
| 0 | Morgan Stanley Wealth Strategies Group?Hey all, Anyone know anything about the Wealth Strategies Group (WSG) at MS? It's within their PWM business and helps advisers and advising teams with investment strategy and performance, I think. Not much information on it online so hoping someone here has information on this. What are some exi... | |||
| 0 | go for a short-term front-office internship or full-time job in consulting?Hello, can anyone shed some light on this? It might be difficult to break into banking after consulting and consulting pays much less compared to a full-time position in front-office. But the front-office internship doesn't guarantee a full-time job after..... | |||
| 0 | PIMCO Internal Sales Analyst SuperdayHas anyone been to a PIMCO superday? I was told that there will be 4-7 rounds of either 1 on 1, or 2 on 1 interviews, but besides that I don't have a clue besides behavioral questions and questions regarding the market and the economy. It's coming up soon so any advice would be appreciated. For a ... | |||
| +1 | Salary Progression in Asset ManagementWhat is the salary progression at a traditional asset manager (e.g. BlackRock, Fidelity, M&G)? As far as I can tell, first year base is around £40,000 and 20 - 40% bonus. How does this change as you move up the firm? From reading a few threads here, it seems the pay is quite low even as a PM.... | |||
| 0 | Blackrock - Institutional Client Business - Business Management vs. another offerHi guys I'm currently evaluating two offers I have on the plate to start an Analyst position in September after graduating here in London: - The first one is at Blackrock - within Institutional Client Business (ICB) and it's within the "Business Management" team - The second one is in another top ... | |||
| +1 | Interview for Risk Management Analyst, Exam included need helppSo I recently got an interview with Pavilion Financial for a risk management analyst position. I don't know if I'm really prepared for the interview especially cause they said there would be an exam included which would test my logical reasoning (not too worried) but also my excel skills (worried, h... | |||
| 0 | GS PWM Cross Markets TeamCan some one let me know what exactly does the Cross Markets Team within the PWM division at Goldman Sachs do exactly? From my understanding, the team offers both advisory strategies and transactional solutions for clients- what exactly does that mean?... | |||
| 0 | Risk Analyst in AM Hi, I come from a non target school in Canada where I completed a bachelor of commerce. Currently working in government at a financial regulatory agency. I am an analyst responsible for risk assessments (market risk, credit risk, liquidity risk, interest risk) of financial institutions (credit uni... | |||
| +16 | Advice for summer Asset Management internsNow that Mid-May has passed, I thought it'd be beneficial to post some important pieces of advice for those interns gunning for a return offer in AM. I went through the fun last summer and came out with a return offer, so here are some key take aways I had from my experience. Always Remember You're... | |||
| 0 | CBOE VestAnybody familiar with the AM arm of this firm? They were only founded in 2013, so not much info online. Interested about culture, reputation, strategy, career progression/exit opps, comp, etc.... | |||
| +5 | CFA WeekendTime to get it done, Saturday is the day. A little last minute for this post but: Who's taking it/What level/What number will this attempt be/How are you feeling about it? I'll be siting for level 2, will be my second go at it. Passed level 1 first try the previous December and didn't have enough t... | |||
| 0 | PE/Asset Management Out of undergrad Hey guys some family friends have been telling me it's a good op. to check out trying to break into pe/Asset Management out of undergrad. Is this even possible? What are the major asset managers/pe type firms that hire directly out of undergrad? I see a lot of analysts right out of undergrad at plac... | |||
| 0 | Asset Management Operations Summer Intern As the title suggests, I've managed to get myself an internship at a boutique firm's regional office, no formal application, just simply cold emailing, quite surprised I got it tbh. Anyway, it's in the operations department and I have no clue what to expect. Anyone got any experience or insight as t... | |||
| +1 | Brutal truth that I did not know Hi everyone, I am a rising senior and got an internship offer from BlackRock business operation. I did not have a clue what was BO, MO, FO and was just fanatic about spending my summer at BlackRock. Now, I started to do some research about what my job would be and realized some hatred, blame, conde... | |||
| 0 | How to get an internship with Merrill Lynch for Private Wealth Management or similar positionsDoes Merrill Lynch accept interns during the regular school year and not only the summer. I am an incoming sophomore studying Finance and Economics and I live near a Merrill Lynch Branch Office and am wondering the best ways to contact them to see if they have any internship opportunities. When I lo... | |||
| +2 | How do most Asset Managers in Equities get their discount rate?Do they use basic textbook stuff like CAPM? How about Arbitrage pricing model or the Multi-factor model? EDIT: For fundamental bottom up managers.... | |||
| +1 | Desperately Need Help, Which Is Better For Investment Banking: Family Office Wealth Management or Boutique Investment BankingHi everyone, To make a long story short, I am a college student majoring in business, biology, and premed. I have finished all of my premed classes. But while applying to medical school, I realized that my true passion was in investment banking, not medicine. Unfortunately, I came to this realizat... | |||
| 0 | Junior Analyst or Msc FinanceHi guys, So for the past 4 years I have been trying to get into b school, funds weren't coming etc now I'm looking at msc finance at a top 10 school place accepted. Then a fi junior analyst role comes up at my firm which is perfect for me, I'm in MO. also at a big firm, over 600b in all classes. ... | |||
| 0 | UBS Wealth Planning Analyst 3yr program salary?What is the salary for UBS Wealth Planning Analyst (WPA) 3yr program? Is this a well-known group? I did research and the office for the opening manages $1.5B (is this small?). Whereas PWM office is in NYC. Is Wealth Planning=PWM?... | |||
| 0 | Is Asset Management Worth It?Alright, so I started at a pretty big($50B CAD)Asset Management firm as an intern this May. One of the traders was probing and I told her my dad's an advisor who buys the firms funds. She tells me "go work for you're dad, you'll make more money." Is asset management worth it? Keep in mind this is ... | |||
| 0 | Wellington Internship Application ProcessDoes anyone have insight into the internship application process for Wellington Management? What should one expect and when does it begin? I've read some stuff online but would appreciate any additional info... | |||
| 0 | Blackrock PMG internship Hey everyone, I'm getting ready to get into fall recruiting for summer analyst and am trying to decide between IB and AM starting out. I have a good feel for banking but am still pretty unclear as to the specific duties of someone starting out at a big AM in portfolio management. Can anyone provide ... | |||
| 0 | Looking for example of a credit pitchEither long or short would work. Ideally something older from a reputable shop/firm. The older posts on this contain links that can't be accessed.... | |||
| 0 | How to Choose a Business Broker to Sell Your Business?I want to sell my business... So,suggest me how to choose a expert business broker in Great Neck (New York)? ... | |||
| 0 | How do I take the Series 65? I am a FINRA member with the Series 63 and 6I am a licensed Finra member working for a broker dealer. I have my Series 6 and 63. How do I go about sitting for the Series 65? My firm will not sponsor me for it. I have a U4 so the U10 is not an option. I purchased the study material myself and am ready to sit. What do I do?... | |||
| 0 | Looking for insight in MBA - Security Analysis Programs in the USASo I am a recent graduate and in a few years I have a desire to get my MBA, focusing on Security Analysis. Anyways, I am curious to see the options out there for programs centered around applied investments and managing real money similar to Madison's ASAP program. I am familiar with Madison's progr... | |||
| +1 | Intern for financial modeling for a new fundFamily office in Midtown East looking for summer intern for excel modeling. Must be proficient potential job offer afterwards. ... | |||
| 0 | Goldman Alternative Capital MarketsDoes anyone know anything about this group? What the interviews are like? Is it more fit or technical and how much market knowledge will be tested?... | |||
| 0 | Blackrock Fixed Income Trader opportunityHi guys, I am currently a structurer on the sell side non BB. I do get to trade but mainly for hedging and execution. I do not run my own P&L, though I expect that to change in a year or two. Recently, an opportunity to join BlackRock at their Trading & Liquidity Strategies as a fixed income and FX... | |||
| 0 | BlackRock - Financial Markets Advisory Group?Hey everyone, I just scrolled through BlackRock's careers page and found the following position: ADVISORY & CLIENT SUPPORT - FINANCIAL MARKETS ADVISORY - 2014 ANALYST Can anyone shed some light on the Financial Markets Advisory division? Is this a front office position? I guess the best groups at... | |||
| +2 | If you had $1B, but could only make one investment with it, what would you do with the money?Title says it all. Trading structure/strategy can be as complex as you'd like, but the money has to be put toward just one "bet." For example: shorting a call on a Euro stocks index and going long on EUR/USD puts to invest in the idea that the Eurozone will fall.... | |||
| 0 | Total Expense RatioIs the total expense ratio (TER) the ratio of Fund Management Fees to Assets Under Management (AUM) or NAV ?... | |||
| 0 | BlackRock Analyst InternshipDoes BlackRock sponsor American candidates to become interns out of the country? All rude responses or responses that don't attempt to answer the question will be reported.... | |||
| 0 | New to External Fund Wholesaling, New to WSO!Hello All, I'm a new fund wholesaler here that wanted to find a community of other externals to bounce ideas off of. I have read through some of the posts on the forum and can also answer questions regarding going from internal to external if anyone wanted to get some insight. I look forward to ... | |||
| 0 | Series 65Can the series 65 exam be taken online at home? Any rude responses will be deleted and reported. I'm just looking for somebody to answer the question.... | |||
| 0 | Asset Management 2030Hi guys. Wondering what your views are about the state of AM in 2030. How would it have changed, what problems would it be facing then? Would the problems be siilmilar to the ones now etc. Will it still be a legitimate industry to aim for? Other issues such as importance of activist strategies,... | |||
| +1 | Post MBA Mutual Fund and Hedge Fund recruitingHow competitive is recruiting for mutual fund or hedge fund equity analyst roles post MBA? Since active management is under pressure, has that changed recruiting in a meaningful way? I will be entering either Columbia or Wharton (waitlist) in the fall. My background is in MM PE but I am considerin... | |||
| 0 | AM at BB vs an AM-only company (Fidelity, PIMCO, etc.)Hi Guys, I'm looking at AM internships in London. I've noticed AM divisions in BB only offer 1 general role of: analyst intern, whereas investment management companies such as Fidelity offer various streams: research, investment management, sales&marketing. Can anyone elaborate on what it's like... | |||
| 0 | FRM in route to CROHello, I am a third year FP&A Analyst and am considering moving into risk management eventually. Maybe through Treasury route. Gain experience there and then risk management. What do I need to know about the exam if I don't have any risk experience background. Also, looking into PRM exam. Profess... | |||
| +1 | Most practical valuation book?Wanted to get WSO's opinion on which valuation book (Rosenbaums, Damodaran, McKinsey, TTS etc.) is the best from a practical perspective. Basically, I'd like to work on my knowledge of corporate valuation/finance to apply in a value investing way, so definitely looking for something that would giv... | |||
| 0 | Will a prior bankruptcy keep me from a job?I am applying for an analyst job at a $200bln AUM firm and think I have a good shot at getting the job. I am worried about getting hung up on the background check though. I filed for bankruptcy in early 2009 after finding an inability to pay off credit card debt that my ex girlfriend helped me to r... | |||
| +1 | Mutual Fund Associate/Analyst Salary StructureI'm going to intern at large boutique mutual fund manager (+$100bn) and am wondering what the pay structure is like above 1st-year associates. Base pay + salary is just over 100k for 1st years, but I'm wondering what the typical progression is like in the industry. How much does an analyst make afte... | |||
| 0 | Level of Mathematics in Asset Management?Hi guys, I'm really starting to get nervous about the level of Maths required in AM. Obviously I'm not looking into getting into the really quantitative funds, but I would like to work in the industry, analysing markets, etc... Those of you with experience, how much math is actually used and wou... | |||
| 0 | Goldman Sachs IMD Regulatory Controller InverviewHi all. I have a upcoming interview with GS IMD Regulatory controller group as a senior analyst. It is said to be a 2.5 hours with 5 VP's back to back interview. I am wondering what kind of question they will ask. all behavioral or technical? Thanks,... | |||
| 0 | JP Morgan Global Real Asset Does Anyone have any insights on Global Real Asset group at JP Morgan AM in Newark DE? Is it more on the Operations side?... | |||
| 0 | JP Morgan application - what does the status mean?What does this mean? Job Posting:May 12, 2017 – Job Number: 170052685 Job Status: Active (Accepting Job Submissions) Submission Status: Completed – Updated: May 14, 2017 VS Job Posting:May 12, 2017 – Job Number: 170020906 Job Status: Active (Accepting Job Submissions) Submission Status: A... | |||
| 0 | Can I get a job in a global Asset Management firm if I don't go to a target school? (Australia)Hi guys. I am currently in high school and I want to pursue a career in Hedge Funds. The pathway I want to use to get into Hedge Funds is through AM, ideally in Fixed Income research or Equity research in an AM. Now I am going to keep it short and sweet. If I get a good internship with a Hedge Fun... | |||
| 0 | What to do after 4+ years at family office/wealth management?Hey guys, I just moved back to the U.S. (NYC) from Europe after working in a family office/wealth management company for several years in Europe. I did my graduate degree out there as well and so don't have much of a network in the U.S. After working several years in wealth management/family office,... | |||
| +1 | JP Morgan PWM Associate Interview Coming Up - Need Help I have a question that I need answered quickly. I've been called to interview as a 1st year associate with JP Morgan PWM in NY. 1) How many rounds are there in the interview process. (Im a recent MBA who is changing from another Financial Services Industry) 2) What is the average compensation... | |||
| 0 | JP Morgan PWM Pay Can anybody shed some light on what the pay is like for the Investor Associate and Investor (VP) roles at JP Morgan PWM? What kind of salary can one expect to make in both the associate and Investor role and what is the bonus pay like for each? I've heard Investors can make $500K + on some desks a... | |||
| 0 | JP Morgan PWMIs it possible to work in the PWM group of a firm such as JP Morgan for a couple of years and then start your own wealth management or RIA firm with some of the clients who you develop relationships with? Or are the clients most likely to stay with the bank? I guess my question is assuming you don... | |||
| 0 | ***Investment Professional: JPMorgan Private Bank***There is a position within JPMorgan Private Bank's Front Office that goes by the name "Investment Professional". Does anyone know anything about this position? (What they do, typical career paths, compensation, culture, etc.)... | |||
| +1 | Am I Lying to Myself?Hi all, I currently work for a Financial Advising Wirehouse in Orange County, California. The team I intern for has about $650AUM divided between 2 FA's and a CSA. The life of every FA in this office seems pretty sweet. Averaging maybe 35-40 hour work weeks, assuming a comfortable salary based off ... | |||
| 0 | asset management- outsourced CIOHi all, I was wondering if anyone had information regarding outsourced CIOs? Are the skills developed in that position directly transferable to Private Equity? How does the job compare to other groups in the industry such as wealth management (or as stated above PE)? Any advice is appreciated!... | |||
| 0 | Anyone know about Eaton Vance? (Boston based AM firm)Does anyone know much about Eaton Vance? Culture, hours, pay, reputation, etc? I am looking at an entry level research associate position. Thanks!... | |||
| +60 | Life at a Top Asset ManagerMod Note (Andy): #TBT Throwback Thursday - this was originally posted on 3/24/13. So I've seen a few posts lately asking about mutual funds, asset management gigs, and alternatives to the sell-side out of college, and hopefully my experience taking the asset management route to hedge fund rather th... | |||
| +1 | How to make a smooth exit out of internal wholesaling?I've considered institutional sales, advising and something in fintech. Any advice/alternatives? Ty... | |||
| 0 | Pro-Rated First Year Bonuses?Going to be working at a big asset manager starting in the summer. They told me that my first year bonus is pro-rated to 5 months and it should increase from there. Does this mean that my bonus on December 31 of 2018 is going to be the same as someone's normal year 2 bonus or is it going to be like ... | |||
| 0 | Blackrock investment (fundamental equity research) exit options?Hi guys, I am an undergraduate student with an offer from BlackRock fundamental equity research team. I was initially aiming to get into BB S&T (trading or structuring) but ended up with this offer and I was wondering what are the usual exit options that ppl from BlackRock/PIMCO etc would take if y... | |||
| 0 | Congrats - Get Ready for WSO Series 7 Exam PrepCongratulations on your purchase. Soon you should be getting an email from the WSO platform on achievable.me in order to start setting up your study plan and app. Good luck and keep us posted on your success! Patrick *CEO & Founder* WallStreetOasis.com... | |||
| +1 | Early and mid career moves to become a PMSince college, I've harbored the aspiration to become a PM in a macro fund. I had a bit of an interruption to this for personal reasons (and ended up in investment banking). I'm now back in macro research in a non-entry level role, but still relatively junior. I was wondering if anyone here has adv... | |||
| 0 | Pension Fund AnalystI have the opportunity to interview with a state pension fund, was wondering what to expect pay wise and upward mobility wise? Junior investment analyst position in the alts space, mostly PE, structured loans, that type of thing. I think the fund does some of it's own structured lending and uses out... | |||
| 0 | PWMCurrently a junior in College looking to get a job in private wealth management next year. Have internship experience in the financial services industry. Looking for any recommendations or where I should start to get into it. Any information will benefit me!... | |||
| 0 | Fixed Income Value InvestingThis question is aimed at all of your fixed income guys. So I'm going in for a second round research role (it's entry level) here soon, and the group that I'm interviewing with takes a relative value strategy for their investments. Now I'm familiar with this term when it comes to equities, but not s... | |||
| 0 | Bank Stock Pitch for Interview HelpFound out yesterday I have an in-person interview for a long-only mutual fund as a research analyst for financials and industrials, in which I'll meet the team and then give a stock pitch on a bank that fits their investment profile (micro-to-mid-cap). The interview is on the 15th, and I'm a bit wo... | |||
| 0 | Expected Bay Area Salary - Relationship Manager position, min 5yr exp.Hi guys and gals, I was hoping someone might be able to provide some approximations as to what I might expect for salary+bonus structuring at a $30B AUM firm in the Bay Area. The position is that of a Relationship Manager for a particular client channel for the US. The position is listed as 5yr min... | |||
| 0 | Looking for advice: Operations vs Client ServiceHi, I currently am working in a back office Ops role and a position just opened up in Client Service. I am contemplating if I should apply or not. Positions don't open up very often at my firm and I feel like this is a good opportunity. I enjoy my current role and it is very easy to get comfortab... | |||
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