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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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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GMO - Review - GeneralistVery flexible work environment providing a flat hierarchy. Was afforded considerable responsibility from the beginning.. This is a broken company. Most of the senior partners are aware of the dire situation facing the business and are actively trying to extract as much money as possible while creati...
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2018 Asset & Wealth Management Wealth Management Summer Analyst ProgramHello, This page will be used to engage with the wealth management summer analyst program at JPM. How are your interviews going? I just recently had a phone interview...
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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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JP Morgan Asset Management Summer 2015Hey, anyone interview for JPM's Asset Management summer internship positions yet? If so, have you heard back? Curious....
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Morgan Stanley - Review - Wealth ManagementGreat company culture, but you're thrown into the water and you either sink or swim no support from execs. Eat what you kill, long hours, tough hurdles. Lot of cold calling run it like your own buisness or fail...
Pacific Alternative Asset Management Company - Interview - GeneralistWhat are pre-requisites of revenue recognition? How important is documentation when it comes to accounting? What are Accounting Standards? What is a FIXED ASSET register? Which accounting software / ERP, according to you, should be used for maintaining the Accounts of an MNC? What is the significanc...
Capital Group - Interview - OperationsThe interview did not have any hard questions. It was simply very long and drawn out. All of the interviews were 100 percent behavioral. The last, in-person, interview probably asked 10 of the same questions simply rephrased a million times. It was almost identical questions asked among three in...
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Does a risk management internship at a Big 4 (freshman year) fit into pursuing an asset management career? Title sums it up. Looking at internship opportunities after freshman year, and had the opportunity to do a risk management internship at a Big 4. Does this internship fit into the track of pursuing an asset management career? (aiming for the sky: BlackRock). I'm based in the UK if thats of any use....
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How do I leverage Data Analysis Experience?I have two relevant internships at a Fortune 50 Financial Services firm and I want to know how I can leverage that when applying for equity research positions. I have an active algorithm and follow the markets closely. Where can I find an edge to spin said skills and transition them into Asset Mana...
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JP Morgan Securities - Interview - Investment BankingThe first round comprised of 50 MCQ questions including aptitude, logical, C output questions and technical portions(Test Duration: 1 hour) :- Quantitative aptitude and Logical part was much more predominant, the questions were more intuitive and not typical paper pen/formula based. They were not v...
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Salesforce: May The Force Be With YouCloud computing original Salesforce.com has been on a tear since inception: However Investors have been divided on the stock. [Joel Greenblatt has shorted CRM](https://www.barrons.com/articles/joel-greenblatts-investing-secrets-revealed-1476508887) using traditional value metrics, While Soros di...
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BlackRock - Review - Fixed IncomeThe people at BlackRock are all professional but also good people. They care about their employees and their growth.. The company is extremely big, so it can be difficult to identify how your group fits in the grand scheme of the entire company....
UBS Private Wealth Management - Review - Asset ManagementGreat team, awesome hours, good firm resources and good team environment. Free lunch once a week with the team.. Sometimes the work would become monotone. A lot of cold calling and prospecting, not much researching....
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LatAm Wealth ManagamentAnyone know anything about how interviews for a SA position at BB for Latam WM go? I been prepping mostly for IB interviews, but I have been in communication with an alumni who suggested I apply for an internship in LatAm WM, anyways after communicating to him that I'm currently doing the Hirevue, h...
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Is it wise to enter into AM in 2018?Currently, it's no secret that active management is shrinking and places like Fidelity are laying off a lot of their staff which is why I'm wondering: Would it be a wise decision for a college student to pursue working at an IM firm like Fidelity, Blackrock, PIMCO, Wellington or any of the other to...
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Macquarie Group Limited ABN - Review - Private EquityGreat work-life balance, generally good work culture and lots of opportunities to work overseas or progress forward.. Not the biggest bonus pool and very Aussie-centric bank. The heads of teams are often Australian and if you have an Australian on your team, they will usually get more favors....
BNP Paribas - Review - InvestmentsI worked in a very small team and got already after two week contact to a client. My task was it to schedule all appointments for our director and to organise meetings. The people there are very kind and open to new ideas. . Sometime the tasks were really boring and some other colleagues (another te...
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Does Cold Calling Still Work? (WM/PB/PWM)For all you RIA's/Wirehouse advisor's etc. I have this discussion often in the office with the new brokers. I meet a lot of young guys who don't cold call at all to build their book nowadays and I always get blowback when I argue for it. Although I'll agree it's definitely not as successful in today...
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Dimensional Fund Advisors - Interview - Portfolio ManagementHow would you build your own Fama French three factor portfolio? I would target the three factors by overweighting towards stocks with those characteristics. The three factors are size (SmB), value (HmL) and market premium (stocks). Follow up- how would you overweight those stocks? Exclusion or o...
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PIMCO - Interview questions Can anyone give me any insight on Business Development (BDS) at PIMCO at their HQ Newport Beach office? -What they (Associates) do -To whom they report -What interview questions one must know for an interview -Salary Thanks, Phil...
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Investment Management After Top MBA - Does Pre-MBA Experience Matter?Hello everyone, I'm a couple years into my career in corporate finance at an F100. I have my sights set on an M7 MBA later on, and I am interested in pursuing investment management in equities afterwards. I know that top MBA programs do have recruitment for funds like PIMCO, Fidelity, Wellington, ...
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Grosvenor Capital Management - Review - ResearchPrefer not to disclose. Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. . Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. Prefer not to disclose. ...
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Wealth Management Interview HelpLoHave a second round, in-person interview coming up with a small wealth management firm. The role is an operations associate role but will wear many hats working with the investment team, compliance, operations, client service, etc. I am trying to be as prepared as possible for the role, I am sure it...
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JPMorgan Chase - Interview - EquitiesYou're given 3 scenarios and how do you prioritize them: 1) You have to meet with the portfolio manager that you report to at 8 a.m. 2) You realize you made a mistake on a trade for Apple stock, and placed a put when you actually needed to place a call. You need to fix this before markets open. 3) ...
UBS Private Wealth Management - Review - Asset ManagementWork life balance is good in this job compared to previous (private equity), high efficiency of HK market. Hong Kong market is quite competitive though given the overall China slowdown, and people here are generally keeping close watches on the onshore development ...
Bank of America Merrill Lynch - Review - Financial ServicesBoA's Financial Advisor SA program is very well structured. Strong on both national and local levels. Very good work-life balance.. The actual work was quite qualitative and superficial. Not much quantitative analysis involved - didn't learn much....
Morgan Stanley Smith Barney - Review - Prime Brokerage.Positive Work Environment .Meaningful work .Interactions with clients .Strong name brand for resume . .Tough commute to Boston from school .Sometimes ad-hoc assignments .Not many IB translatable skills...
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Certifications for Fixed Income prosHello there, What are some certifications for those working in fixed income? i.e CFA Thanks, Betseat...
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Help: AM Case Study resources/tipsHi guys, I was wanting to know how to best prepare for asset management case studies in AM interviews. I've got an interview at a large fund manager for an undergrad role and I was informed there will be a case study but no specific details were provided. What kind of things should I prepare for a...
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JP Morgan 2018 Asset Management SuperdayWhat questions should I expect from a JP Morgan Asset Management Superday? What type of technical questions do they ask?...
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Morgan Stanley Smith Barney - Interview - Private Wealth ManagementThe interview focused alot on walking through my resume and then a broad discussion of my opinion of the markets. There were quite a few questions as to why I wanted to go into wealth management (versus IBD, research, corporate etc), my people skills and how comfortable I'd feel cold-calling prospec...
Merrill Lynch Wealth Managment - Interview - Wealth ManagementExplain in detail your business plan, especially the asset gathering procedure is probably the most difficult question set I received. I named it question set because you'd be asked probably 10-12 follow up questions in this realm of question. Different scenarios will be given to ask you to further ...
The Vanguard Group - Review - N/Agood balance work/life, lets you pursue things outside of work like cfa or any other interests you may have. dull, limited room for growth. not much to do except answer the phone until youpass series 65 and series 7...
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Any helpful material for UK undergraduates (UPDATE: AM in the United Kingdom)UPDATE: Any questions related to AM in the United Kingdom. Hi everyone! i will be applying for graduate positions (AM mainly) soon and was looking for a good guide or any other material related to SPECIFICALLY the United Kingdom job market. I will be a final year student in a semi-target (kinda) u...
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Underpaid or not?Here's some background on myself: I am a recent college graduate with three summers worth of financial services internship experience on the buy side and sell side. I accepted an offer with a buy side asset manager( Upward of 120bn AUM). My position is a junior trader on the equities desk. My base ...
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WSP course for Asset Management CanadaHello Everyone, Please I need precise advice on the next steps I should take. So I have about 1year and 4months of management consulting in KPMG with specialty in strategy before I got married and relocated to canada. I am currently awaiting my level II CFA results and want to really upgrade my exc...
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Aggregation of various portfolios different custodians - Performance appraisalDear all, I am currently involved in a newly established single family office of which AUM >80m are handled by various fund managers (5-7), comprising different custodians. I would highly appreciate your advice as to what would be the most cost efficient and simplistic way of aggregating the portf...
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Macquarie Group Limited ABN - Review - Asset ManagementI love the team they are all very friendly and my supervisor is also very supportive for offering me a FT position . You might stuck with one particular asset for manageing it for a long time and with not much other opportunities to get exposed...
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Series 7 - AdviseI have been studying from Kaplan, there is a lot of information in the book, so I have been trying to memorize the most important ideas from it. I have been taking the Simulated Exams, which consists of 125 questions from the QBank. Is it a good representation of what I will see in the exam? I ha...
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Ways to Pass the Series 7 ExamI Passed my Series 7 yesterday and I thought it would be helpful to share my experience in efforts to shed light on this exam. I'll cut to the chase, its a BEAR no pun intended. However, Its not impossible. I have a masters degree, got excellent grades in school, but never did well in standardized ...
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William Blair - Review - Private Wealth ManagementAmazing company to work for with great people all around. It is like a family and people tend to stay within the company for many years. . No real cons that I see. Blair has good momentum as a firm and things look only up from here. Maybe Chicago weather could be a con in the winter. ...
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Why is PWM looked down on?Why is PWM generally looked down on? Is it because of something palpable like lower salaries or is it just for no reason? What is the genesis of this phenomenon? Thank you. ...
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Tips on breaking into Portfolio Management out of undergrad?Hey everyone, I'm currently a rising junior at a non target school in a big city. I currently intern at a firm, but it's just a wealth management internship(been working here for 3 months). I want to get into asset management and I figure buy-side equity research would be the best route. The reason...
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Private Bank Pay vs IBD Associate bumpAny one confirm if PB across firms are seeing the same pay bumps as IB associates? Any incoming 2018 associates get an email indicating a bump? Also, what is standard now in the space across years and bonus?...
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BlackRock - Interview - Asset ManagementWhat is the future of active management, given the pressure from passive? Market sizing q - how many lawnmowers are there in the US? What are some questions you might ask me about XYZ company to understand its total addressable market (TAM)? Give me a stock pitch. Why did you choose this WACC/disco...
PFM - Interview - GeneralistPitch a stock including both its downsides and upsides. What would be the effects on the overall market if the Federal Reserve increased rates? How is the market doing and where do you see it going in the next six to twelve months? How would you break apart a portfolio? Can you explain strategic as...
Deutsche Bank - Interview - Commercial Banking"Why Deutsche Bank?" "Where do you see yourself in 5 years?" The remaining questions were relative to my background and personal interests. The questions themselves were not very tough in general and there were no technical questions. They were just trying to figure out who had the best CV and exp...
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Investment advice/tipsHi I was wondering if someone could give me an advice on investing in index funds. I would like to invest in index funds that track S&P 500, the average return over the years has been about 9-10%. However, the inflation rate in my country is 7-8% on average. How should I invest without trying to pic...
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BlackRock - Review - Technologynot bad hours, good pay, interesting work. get to work on cutting edge stuff and learnn similar to full time analysts. management hard to get to, unrealistic expectations. lack of communication about successes or failures...
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Timeline to become a Sports/Entertainment Division PMGoodmorning, I'm hoping I can get some advice about my career path. I'm currently 20 years old, graduating from Colorado State University - Fort Collins with a Bachelor of Science in Business Administration Dual Concentration in Finance - Investment Analysis and Real Estate. Unfortunately, because I...
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BlackRock - Review - Marketingcompensation relative to hours. Focus on education and internal development. Social events every month. lack of management oversight, often work without clear direction leading to lots of confusion, cant move to investment side of business...
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Does school name matters in mutual fund/money management careers?I am an international student from India. I am an econ major and going to take GMAT this summer. I am planning to move to the US for my masters. Earlier I had plans of Europe but it won't be possible now. I looked for some schools in USA for which I think I am fit. My career goal is to end up in mon...
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Morgan Stanley Wealth Management vs/ JPM Private Bank; GS Investment management; Citi Private Bank; CS; UBSHi guys, I recently got invited to a web-interview for a SA role at MS Wealth management (not branch, based in NYC). Since I am profoundly interested in pursuing a career in PB, I am looking for any kind of advice on which firm/which program is the best one in terms of salary (pretty relevant to me)...
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Life Advice from the MonkeysHi Monkeys, I'm hoping I can get some advice about my career path. I'm currently 20 years old, graduating from Colorado State University - Fort Collins with a Bachelor of Science in Business Administration Dual Concentration in Finance - Investment Analysis and Real Estate. Unfortunately, because I'...
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Technical Skills in AMAs a 2nd year analyst in IBD at a BB, I am wondering what the technical skills are if I were to move to an Asset Manager (equity long-only) in a 1/2 years' experience Research Associate type role? Due to lack of deal-flow, my modelling experience has been limited. Will an asset manager grill on this...
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Outline for an investment thesis?I recently graduated undergrad with a degree in finance from a non-target with a 3.4 GPA. I've been focusing this summer on networking and set a goal of landing an analyst position come September. Recently I met with a PM at an Asset manager, we had a good chat about the metrics he uses in the sel...
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GSAM AIMS GroupCan anyone tell me a bit more about GSAM's AIMS group other than what's posted on their site? What does the group focus on? What is the working culture like? Or does anyone know about their product management group in which I have an upcoming interview with? Thanks in advance...
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22 year old financial advisorI would like to hear the community's take on my situation. Im a 22 year old with a Bachelors working for a independent fee based firm with about 70m AUM in Miami FL. Its a firm consisting of 2 senior advisors and 2 junior advisors. As a junior advisor I assist my senior advisor with all aspects of t...
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Post-Superday Timeline I interviewed with JP in the Private Bank earlier in May. Does anyone know when people generally hear back? The recruiter told me about two weeks and I still have not heard anything....
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Private Banking - RM vs. Investment AssociateHey all, I'm looking at potential PB internships and the different paths one can take in the space. I know that RM roles are mostly generalist and not much technical analysis takes place. But, what about Investment roles in the private sector? Do these roles prepare you a little more, in terms of...
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Steps to pivot from finance into an asset management roleHello Monkeys, I need yall help! I want to leave finance for investment management. What are the necessary steps needed to make this transition happen???? For my next role, I would love to be an investment or portfolio analyst. To speak briefly my long-term goal is to be a PM at a top 20 endowment...
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