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+41
Breaking into buy-side equity research - my experience

Subutai Baghatur

This will be my very first post to this forum, which is admittedly dedicated more to banking and private equity rather than investment research. Given the dearth of content on buy-side equity research (understandable given the small size/low turnover of the industry), I have decided to share my...

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AMA - Analyst at $1.5B Endowment Fund

WpgJets

I have been reading <abbr title="Wall Street Oasis">WSO</abbr> for a few years now and would like to give back and help out all of the younger readers on here. When I was going through the interview process for my current role, I had a hard time figuring out what exactly I...

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Private Wealth Management/Private Banking Guide for Associates

navyrugby

Once and for all - Here is the best guidebook I can give you for <abbr title="private wealth management">PWM</abbr>/<abbr title="private banking">PB</abbr> at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth...

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WSO Hall of Fame: Asset Management Forum

WallStreetOasis.com

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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What is the "McK/B/BCG" of asset management?? (e.g. - the unanimously agreed upon top firms)

blueadams

If one wants to have a successful management consulting career (or eventually wants to become a ceo), chosing a firm is simple...go for the top three...McKinsey, bain, or Boston Consulting group. If one wants to have a successful accounting career, again, chosing a firm is simple...go for the big f...

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Private Wealth Management/Private Banking Guide for Associates

navyrugby

Once and for all - Here is the best guidebook I can give you for PWM/PB at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth Management? 1.2 Who is a High Net Worth Investor? 1.3 Industry Today 1.4 Career Paths within Private Wealth Management 1.5 How to Build a Book ...

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JPM Investment professional interview help

dross

Hey all, I am interviewing for a position at JPM for a IP role. I was wondering if anyone has any insight on the type of questions they might ask. I am expecting mostly behavioral/ fit questions. Not sure about the technical questions. Thanks for the help!...

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Skype Interview

nok15105

Hey everyone, So I have a AM final round interview that's coming up in a couple of weeks. The thing is, it's via Skype and not in person. I have heard that this means that there won't be as much of a focus on technicals, with more of a focus on "soft questions." Is this true? What would be some ex...

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Large asset management firms: Which are the most prestigious places to work in?

biobro

I'm still a bit new to the industry so I'm trying to understand which places are the ones with the most cache, which allow you to have most options when you leave. Let's take funds with some of the biggest AUMs like Vanguard, Wellington, Fidelity, or sovereign wealth funds like Temasek, GIC, ADIA, ...

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Allianz Global Investors Graduate Programme vs IB?

Asset Management kid

Hello guys, I have just received an offer from Allianz Global Investors to join their graduate programme in the investment track September in the Frankfurt office. I still have not signed the offer and I told HR I will think about it. I come from a target German uni and applied for Frankfurt as I th...

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Is anyone here a Credit Analyst at a PIMCO-esque shop? IWTL how to properly model corporate debt.

billystern

Bit of context: I'm in fixed income manager research and I've got a decent-ish grasp of the markets but where I want to build knowledge is within individual security analysis (plan is to eventually go buy-side as an analyst) I'm curious as to what models are used to value a credit, particularly fai...

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Octagon Credit - Views? 2019

creditrevolver

Anyone here have any information about Octagon Credit Investors? Last post about them was from 2010...they seem to be a fairly large credit shop now ($22B). Seem to have a large CLO platform as well. Anyone work with them before? Views? Thanks....

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j.owen023

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Mean Variance in Practice - Questions from UG student

Ben Rickert

Dear monkeys, I am doing an investment and trading simulation for a class in my undergraduate degree, and have a few questions regarding the mean-variance approach to portfolio construction, which I hope you practitioners will be able to answer. The universe of investible assets within the simulat...

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Orbis Investment Management vs JPM AM

hex72

I'm an undergrad looking to break into the buy-side space within public markets. I currently and trying to decide between Orbis or JPM AM to join as a first job, both will be as a fundamental equities analyst. I think long term I'd be looking to move into the L/S equities space (Think P72 or somethi...

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Citi Early ID Program Private Banking Super Day 2019

msmith1234

Hey everyone! Has anyone participated in the first round interview for Citi's private banking SA program for Summer 2020 and hear back about a Super Day? I had mine last Friday and haven't heard anything yet. Thank you in advance!...

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Role advice: distressed debt restructuring/market risk management

aerodye

Hi All, I am on a rotational analyst programme at a BB, and I need to choose my next rotation. Would market risk or distressed debt restructuring help me more if the goal is breaking into AM? Thanks!...

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ASSET MANAGMENT PLATFORM

galstyanharutyun

Financial platform for asset management and platform for brokers , include some algorithms for options trading and stock market. ...

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Is working for L/S more interesting than Long Only?

CPAtoMBA

Is working in L/S generally more interesting than focusing on a Long only shops? Are there more moving pieces that you have to control in L/S?...

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Top 3 pay in the UK : Allianz Asset, Man Group, Henderson Global Investors

Pitbull Class

Financial Times and FinAlt report that Man Group paid staff an average of £232,000 last year, behind Allianz Asset Management, which paid out an average of £436,000 in 2013. Henderson Global Investors was third, at £215,000. The average banker home take was £212,000 last year, according to Pri...

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Is it OK to network with a Wealth Management analyst during weekend

Macklemost

Hi everyone, asking someone out for coffee is kind of alien to me so I'm looking forward to your advice! I've been thinking to ask some connects (analyst/associate) on the street out for coffee this weekend, aiming to consolidate the connection for future full-time positions falling into AM catego...

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Role Advice: Investment Research track vs PM track

London Master student

In my graduate programme at Alliamz GI I have to choose between one of those two and I was wondering what the best choice is given my ambition to eventually leaving AM and becoming a HF PM. Thanks a lot!...

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From Mega Fund AM into HF

London Master student

I will be starting in a graduate programme at a major AM fund (top 10 €500bln+) in London doing rotations in investment research track and PM track. I was wondering how hard it js to transfer to a reputable hedge fund within the next 2-7 years and get a PM track there. I love AM but I think I wi...

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Cambridge Associates Superday Question

joshblack

Hey guys, For those of you who have attended a Cambridge Associates Superday, how long did it take to hear back? I attended an Superday (investment analyst position) in Boston this past Tuesday and was wondering what the timeline looks like. Thanks ...

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AM Quant Strategies / Modeling?

Chicks for Free

Hi Monkeys, long-time lurker, first-time poster here. I've got an interview coming up for an analyst position with a quant group at a large AM firm. I have a quantitative background (math / physics) but no experience in finance. I'm preparing for the interview as best I can but I'd like a little gui...

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AMA- Single Family Office

theman1317

I have worked for two years for a Texas single family office. I also interned there in college. Ask me anything ...

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Graduate Programme in Asset Management: Portfolio Management vs Research (London). Best for HF recruiting?

London Master student

Hello everybody, I am currently finishing my master at a semi-target uni in London. I am very happy to have just signed to join Allianz GI Investment Management graduate programme starting in October. My ambition is to learn as much as possible and work really hard at Allianz GI but I would want to ...

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Analyst, Credit Portfolio Management Interview Preparation

wssj626

Hi Monkeys, I recently got an interview invitation for Analyst, Credit Portfolio Management position from Hudson Advisor. Although it is the first time that I get an interview from them, they ask me to go to their office for a 90 mins interview. I indeed don't know what kind of interview it will be...

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Sustainable investing Blackrock?

Chimptalia

Hi all, So I was invited to attend an interview for the sustainable investing team in Blackrock for a summer internship and I don't know too much about it. Has anyone interviewed in this before? It's under Advisory and Client services and is quite difficult to find any material on. It sounds like so...

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Nuveen Asset Management discussion

Symfuhny

Hey guys! I see lots of people on this forum discuss top AM's (BlackRock, Vanguard, etc.) but haven't seen much on Nuveen, another big player in the game. I wanted to hear what you guys had to say in regards to Nuveen; pros & cons, working there, exit opps, etc. Thanks!...

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MBB Consulting >> AM

dontbugme

Hi - new to AM thread and couldn't find a lot on this topic. I currently have ~4 years of MBB consulting and was curious if ex-MBB consultants were able to land AM roles? If so, my key questions are - 1. What is the process like / what's the best way to apple (i.e. on website, alumni, etc.)? 2. ...

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Last minute test interview in banking?

nat361

So, I got a follow up email for a second round interview for a commercial (loan) portfolio analyst and in the last line of the email all they said was "Make sure to bring a calculator, we have a test for you." I plan on brushing up on basic ratios and calculations, but I'm not sure what to isolate ...

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Nontarget... I got dreams tho. Portfolio Manager

sambotanman_1

Hey monkeys, so my dream is typical- I want to be a global macro growth portfolio manager. I NEED SOME INSIGHT IN HOW I CAN BREAK INTO ASSET MANAGEMENT/EQUITY RESEARCH FROM A NONTARGET. so I used to go to a semi target BYU. I got good grades there, but not good enough to get into BYU's accounting...

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How can I go from nontarget school to portfolio manager?

sambotanman

Hey monkeys, so my dream is typical- I want to be a global macro growth portfolio manager. I NEED SOME INSIGHT IN HOW I CAN BREAK INTO ASSET MANAGEMENT/EQUITY RESEARCH FROM A NONTARGET. so I used to go to a semi target BYU. I got good grades there, but not good enough to get into BYU's accounting p...

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Out of Grad school: CRA or Quantitative Roboadvisor to AM/PM

limitedinfinity_8

Hi all, I'm a graduate student at one of the top 10 European universities (DACH) and am working part-time for a European CRA's SF team since I began my Master's more than a year ago. I'm going to finish this year, and have been applying to jobs for a taste of the local jobs market before I make a fi...

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Life as a Top Asset Manager

BlackHat

Mod 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...

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JPMORGAN telephone interviews TRAINEESHIP 2019-london

Ghostwick

Hi everyone, i recently done hirevue interview with JPMORGAN for their investment2020 traineeship asset management division. im thru to telephone interviews, what kind of questions should i expect? cheers!!...

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Credit Funds: Differing Skillsets

technoviking

I'm currently at a buyside shop (bank) focused on broadly syndicated loans and looking to make a move to either a bigger shop with more career upside (a scalable CLO platform) or a more opportunistic credit platform (MM/BDC, junior debt, stressed/distressed) . I have had reasonable success getting ...

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Started in November, bonuses paid March 1 - should i get a bonus?

AM2IB

Started with my current company in November. Our bonuses just got paid in the March 1st cycle. I didn’t receive a bonus. Should I be okay with this? ...

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College Endowment Fund Internship

john finn

As I look at possible internship opportunities to pursue in college, I was wondering about how interning with the college's endowment fund (1.5 billion) would look when compared to working in a private boutique (nothing super prestigious, probably just a local shop in the town). All students are req...

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Ruffer LLP

BarstoolWSO

Hey, So I've heard a bit about Ruffer LLP and that they have Spring Insight, Summer Associate and Graduation Programmes. They are a £21 Bn fund in London with 270 employees. I haven't really heard anything about them other than that they exist. Anyone have any details?...

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Graduate Scheme

BarstoolWSO

So here in the UK IB and AM firms hire "graduates" meaning you work for 2 years on a rotational basis working with different groups and then if they like you after the two years you get a full time offer. Can anyone offer more insight to this? Are you a real employee during this time? How much do yo...

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GSAM - PRE

Vito_Genovese

Burner account here. I have spoken to someone at GS regarding an open analyst position in the IMD, GSAM Private Real Estate Group essentially doing business development and investor relation duties. Job description didn't really show much analytical duties, it was a lot of creating marketing materi...

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Why is PWM looked down on?

WallStMozart

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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Asset Management Interview Prep w/ Little Lead Time

stormy54

Hey guys, To give some brief back story, I'm in BB ER and ready to make the move to buyside but not really interested in the hedge fund route. So I recently applied to essentially a buyside long only role (think, >$400B AUM AM division of a large insurance company) that's decently relevant to my ...

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