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| +4 | 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... |
| +2 | Fidelity Investments 2018 summer programDid anyone hear back from Fidelity Investments? The applications I believe are now closed or will close tomorrow, but still have not heard anything back. What about you guys?... |
| 0 | Company Interview: Morgan Stanley - Investment Management InternWhy are you interested in this position? How have your previous roles set you up to succeed in this role? Do you invest personally? What stocks are you currently interested in? Tell me more. What are your 3 strengths and 3 weaknesses? What is your schedule like for the upcoming summer? I had more qu... |
| +26 | JP Morgan Winning Women 2018This thread is for undergraduate students currently applying to the JP Morgan's 2018 Winning Women events in NYC and Chicago. Feel free to follow and/or post if you're in another division as there might be similar recruitment timelines.... |
| 0 | Company Review: BlackRock - n good environment, positive, supportive, interesting projects, strong benefits . long hours, political, sometimes unclear top end strategy ... |
| 0 | Company Compensation: BlackRock - VP125000... |
| 0 | Internship OfferI have an offer from a large Asset Manager in SF. I will be doing Equity Research, and want to know more about what an internship is like. I haven't had the traditional progression of summer internships, since I recently transitioned from a deeper real estate background. I will most likely be taking... |
| 0 | PIMCO Account Management Analyst versus JP Morgan Private Bank Investor AnalystHello all, I have a wonderful problem, I just received two offers for entry level positions in NY. The first one is from PIMCO within their account management team and the second one is with JP Morgan Private bank as an investor analyst. I am not sure which one would be the best for my career. Any... |
| +12 | J.P Morgan Asset/Wealth Management Video InterviewI have a interview with J.P Morgan where I have to answer 4 questions on video, but there is not an interview on the other side. Has anyone had any experience with this?... |
| 0 | Company Review: LEK Consulting - ReviewGood work life balance with no face time culture from the senior managing directors. ability to work from home every other week. lack of exit ops given unique niche and transferability is very difficult compared to other firms in the industry... |
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| +1 | Blackrock Hirevue interviewHey all, I was wondering if you guys can add some color to this video interview through hirevue? I haven't done a video interview and I would like to know how you all prepared for it. If you guys done the video interview through BlackRock-any advice would help! ... |
| +2 | Anyone receive an offer?Hey guys, So I know IBD is very much underway, but I have not seen anything about someone in the IMD (besides GS) receiving an offer. Has anyone had a superday for an AM position yet? Has anyone received an offer? Would love to hear the feedback.... |
| 0 | Company Review: Pacific Investment Management Company PIMCO - nice companyworking with smart people in a nice office, great learning opportunity and nice team work with great. there are limited long term career opportunity within the firm if you do not hold a top school mba and cfa... |
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| 0 | London-JP morgan AM/GWM 2018 analyst video interviewHi has anyone been invited for 2018 AM/GWM analyst video interview? if so what are the questions?i have one in 5 days :(. kindly share your experiences.... |
| 0 | Company Interview: The Vanguard Group - [email protected]There were no difficult or unexpected interview questions. Mainly what they asked were hyper-specific "tell me about a time when you...." question. The hardest part about answering them was remembering a time when something that specific happened and having enough details to make a real story out o... |
| 0 | JPM First round phone interview - All technicals, what are the chances of a next round?I just completed a first round interview for JPM Asset Managment Summer analyst program. The interviewer was not at all interested in getting to know me or starting a conversation. All they wanted to know was about my previous work experience (Growth focused portfolio manager and Energy focused HF) ... |
| 0 | Company Review: Morgan Stanley - Summer AnalystThe people at Antares were great, everyone was keen on helping you learn and developing your analyst skills.. In reality, there are very few cons to this position. Personally, I found the work a bit redundant and a bit boring.... |
| +2 | CLO Asset ManagerWSO Primates, I am currently a VP at a small buy side bank located in NYC. We do some middle market lending and are a buy side firm in the broadly syndicated loan space (middle market and large corporates). I work on a small investment team, we select, underwrite, and manage the loans, sort of an a... |
| 0 | Company Interview: GIC Government of Singapore Investment Corporation - GIC GPPThere was no specific interview questions asked that were unexpected. Well, it is better to be prepared for a lot of situational questions, like "how do you deal with difficulties?" "How do you cooperate with your colleagues" " Most difficult situation when working in a team", etc. Practice for the... |
| +1 | What is my Career Path to Working in Asset Management**QUESTION:** I am aware there are threads on this, but my post pertains to my personal situation. I am currently a first year associate analyst at a Rating Agency and I want to make my way to the buy side. I don't care too much for working at a hedge fund, I am thinking more along the lines of a mu... |
| +3 | 2018 JP Morgan AM Launching Leaders Summer 2018Curious to see if anyone out there has either gone through this process for prior years or is looking into their current program. HireVues were released over the past few weeks and the superday is late September. All insight regarding the topic is more than helpful.... |
| 0 | Company Review: Morgan Stanley - MS PWM -- PVDgood hours . 20 hrs a week cap ... |
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| 0 | Should a Charterholder in a FA facing role in AM list the CFP on his card?So, I work in a non-sales, but licensed role at a major AM firm. I interface with the wholesalers providing technical support for sales several times a month during sales to FAs. I got my CFP about eighteen months ago, because I knew all the material from a prior job, and work would give me time o... |
| +8 | AMA > Non-Target > Search Fund & AM internships > BB AM 1st year - FI >(Think Wellington, Fidelity, Blackrock)Hey Monkeys, WSO was a huge resource for me navigating through and eventually breaking into the AM industry. Thought I'd throw an AMA for all the grinders interested at AM who aren't at target schools. Went to a small non-target school in Boston. When I say non-target...think smaller and less know... |
| 0 | Company Review: INVESCO Asset Management - Go to InvescoThe team was fantastic. They are great people who I would love to work with again. The experience is very close to senior management and makes the work very engaging and important to Invesco.. One thing that wasn't great was that because of the sensitive nature and small team some days were slow bec... |
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| 0 | PWM Superday for BBSo I have a PWM superday coming up for a BB next week. If you have any insights on what to study up on, I would really appreciate it because I have no idea and I'm kind of freaking out. Any technicals, brainteasers, stock pitches etc??... |
| +2 | Goldman Sachs Hirevue IMDHey guys, was just wondering if anyone else got a hirevue interview invite for IMD and if they could share their experience. Also, some people are saying that the hirevue invitations were a mistake. Any thoughts?... |
| 0 | Company Interview: JP Morgan Securities - Winning Women AMWhat unique experience or expertise could you bring to our team? What leadership experience of extracurricular activity on your resume is most important to you and why? There were only three questions. But you had plenty of time to think because you could review your first answer as many times as yo... |
| 0 | Company Interview: TIAA CREF - Client Relationship ConsultantStandard interview questions but more conversational. I was asked to go through my resume. The hiring manager asked clarifying questions throughout. I was asked to tell him something about me that he would not find on my resume. Asked why I am leaving my current position. Asked why I want to work fo... |
| 0 | Can anyone please send me a sample financial model template (technology-related would be even better!)Hey everyone, I was wondering if anyone could send me a financial model template (if you have one of a tech company, that would be great as well!). I'm an undergraduate student trying to learn how to model companies. I would be extremely grateful if you guys can comment a template below or PM me! ... |
| 0 | JPMorgan Global Real Assets -- Asset ManagementIf anyone has any insight on the group/relevant experience it'd be great to hear. I understand they do AM but what makes the content of the work at an analyst level in AM different than that of PE. Thanks so much in advance. ... |
| 0 | Mutual Fund Compensation Question Please Delete Please Delete Please Delete Please Delete Please Delete Please Delete Please Delete Please Delete Please Delete Please Delete Sorry, having trouble deleting the post ... |
| 0 | Seattle Asset Management??What are the best bets for getting involved in Asset Management in Seattle after graduation? What would the lifestyle be like? I recognize that SF is probably far more active but is it still possible to get into this field in Seattle?... |
| +1 | West Coast Hours for a Research Analyst?What are the hours like in the west coast for a research analyst? I've heard portfolio managers usually are there ~5, and while research isn't exactly operating on NYSE hours I would imagine they have to show up early as well. Do research analysts have to come as early as them (will this vary also ... |
| 0 | Company Interview: JP Morgan Securities - Wealth Management Summer AnalystIf a goldfish is doubling in size every minute, how long until it takes up this entire room? How would a toothbrush company in Singapore go about analyzing its market? Sell me this pen vs. a pencil (like wolf of wall street lmao) and other brain teasers that were unexpected. Other than that, questio... |
| 0 | does anyone have advice on how to get a PWM or asset management internship as a freshman?im a freshman at a non target(university of Maryland,college park), I was wondering if anyone in this forum could help me with any advice or tips that I should do as a freshman in order to be able to find a PWM/Asset Management internship and get one. the questions I wanted to ask about this was: Do... |
| 0 | Goldman Investment Management InterviewI have an upcoming interview with Goldman IMD. Is this mostly fit or will there be technical questions too? How in depth do I need to know the market atmosphere?... |
| +1 | Can someone help me understand the difference between services provided by PMW, FA, and accounting firms?Hi all, Pardon is this has been asked plenty of times. It has recently come to my attention that my brother in law has an accounting firm that essentially manages and handles his finances in every conceivable way ( pays his bills, makes sure there's no fraudulent charges, handles all logistics rel... |
| 0 | Goldman Sachs PWM: Wealth Management Professional vs. Private Wealth AdvisorOn the Goldman Sachs website these two job descriptions seem quite similar. Could anyone provide some insight as to the differences between these two positions i.e. daily duties and responsibilities. Ideally would love to hear from someone who worked at GS PWM or knows someone that did!! Thanks in a... |
| 0 | Company Interview: BMO Capital Markets - Summer AnalystHow many polar bears are there in the continental United States held in captivity? What are some of the key ratios that go into understanding the credit worthiness of a company? What are the 5 C's of credit? If you could have only one financial statement to determine the credit worthiness of a clien... |
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| +6 | 2018 Full Time IM/ER Recruiting *DECISIONS* Timeline MegathreadNoticed there were threads for IB, S&T and wanted to make one for IM/ER. Opportunities for FT tend to be scarce across the board, so better to let others know when interviews are already underway. Couple programs I've been keeping my eye out for but would love any help in updating/providing informa... |
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| +1 | CFA Level 1- Bloomberg Test PrepI'm trying to decide on a CFA Level 1 test prep provider and was wondering if anyone has used Bloomberg?... |
| 0 | BlackRock Aladdin Client Services SF Superday Hi, I had a BlackRock Aladdin Client Servies superday in SF last Wednesday (9/6) and still haven't heard back. It hasn't been a week yet but I was wondering what I should do. Email and follow up with the recruiter or just keep waiting?... |
| 0 | Company Interview: Fidelity Investments - Asset Management InternHirevue: Basic behavioral questions like "Describe a time when you worked with a teammate who was not doing their part." Recruiter: Just went through my resume and asked why I wanted to joining the company. Team Interview: Member of team told me to walk them through my resume. Asked what groups I ... |
| +1 | Does anyone know anything about client portfolio management (vs portfolio manager)?Looking around but have been unable to locate much info. What does a client portfolio manager really do? It looks like they relay investment and economy theses- is this a back office role? With the client side, is there a lot of travel? What does the comp look like, at junior and senior levels... |
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| 0 | From wirehouse to independentI'll start by saying I am currently an FA with one of the big wirehouses but have contemplated going independent for a while now. I'm at the point where I know this is what I plan to do and intend to execute that plan in the next 4+ months. I have been an FA for a little under 2 years now and my AU... |
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| 0 | Company Interview: MFS Investment Management - Equity AssociateThe stock pitch was the most difficult. I wasn't expecting the follow up questions to be so in depth. Even though the analyst I interviewed with didn't cover the industry that my long pitch was in, he seemed to be able to grille my thesis and catalyst points pretty hard. Some accounting and valuat... |
| 0 | Company Interview: Janas Associates - InternAsked about some project details and personality traits that I didn't expect, but I went through those to the best of my ability. Just be more prepared to review your resume in depth and be ready to answer any questions that come up. For example, a work that I did several years ago for school ye... |
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| 0 | Wellington Launch RA Stock PitchFor people who've applied to Wellington and submitted a stock pitch, are there any suggested guidelines / any guidelines you think submissions should adhere to? I know their focus is on larger companies with more durable competitive advantages but would it be advisable to pitch a company from outs... |
| 0 | CAIA lv 1 & 2 practice examsHi all I'm looking for sample as or practice exams beyond what's provided by CAIA, but hoping not to drop $300 on q bank or wait 6 months for accounting to approve the expense... Help a lady out?... |
| 0 | Switching to PWM from Non-FinanceI graduated from a non-target with a finance degree, average GPA, one decent internship and high-level campus roles (all relative of course). I moved to DC and worked on econ policy in Congress for two years before leaving the Hill. I now work on financial regulation in the private sector (think a c... |
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| 0 | Company Interview: Fidelity Investments - Fidelity SA - Equity ResearchIf a company you were covering had an earnings report coming out tomorrow how would you prepare? What kinds of information would you be looking for? The rest of the questions were very standard and expected questions that I prepared for extensively, e.g. walk me through your resume, what's your inv... |
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| 0 | Capital Group HirevueAnyone else get this or previously complete it? What was your experience? I applied about two days ago and just received it.... |
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| +1 | CFA Level 1 in December 2017 or June 2018?I'm a final year undergrad, and I'm looking to take the CFA to give myself a competitive edge to apply for Investment Management Graduate schemes in London. The exam will cost around £1400 for December, and is much cheaper for June. However, I will have my finals in June and I want to utilise the l... |
| +26 | JP Morgan Winning Women 2016 threadThis thread is for people applying to the bank's AM Winning Women events this October in NYC and Chicago. But feel free to follow and/or post if you're in another division. Mod Note (Andy): Best of 2016, this post ranks #40 for the past year ... |
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| 0 | BlackRock background check?Nothing to hide but am curious to know about the BlackRock background check-I have heard it's extremely complicated. Particularly in light of recent legal change that makes it illegal to inquire about salary history. I wanted to incorporate my annual raise into my salary negotations for the role and... |
| +63 | 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... |
| 0 | Career after CollegeI am a Econ BS and Financial Planning double major at the university of Delaware. I have a 3.57 and am also the tutoring director for the economics club and in a very intense investment club where we invest 2 million of the university's actually money. I am thinking of picking up a trust management ... |
| 0 | Is this masters degree worth it?I'm currently a senior studying finance at a non target state school and would like to break into Asset Management, the only problem is there's virtually no OCR at my school (not even F500). I was looking into my options and I know sitting for the CFA L1 this December wouldn't be a bad idea, but I... |
| 0 | Blackrock Fixed Income Summer Analyst in NYC?I'm a junior applying for mainly FI research internships. Does anyone know if BlackRock have FI interns in NYC? I put NYC as my main wanted location on my application. I know their main FI Division is in Princeton, NJ. But I would much rather be based in NYC than Jersey. ... |
| 0 | Is CPA worthwhile after CFA for asset management?I'm an analyst at a long-only firm. I recently passed Level III of the CFA exam, but I'm wondering if there would be any value in taking the CPA exam. I've been an analyst for just over a year and often find myself wishing I had a better understanding of accounting and tax specifics when looking a... |
| +21 | Private Wealth Management/Private Banking Guide for AssociatesOnce 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 ... |
| 0 | Company Interview: Pacific Investment Management Company PIMCO - Product AnalystDo you know what duration is? Do you know what spread duration is? Can you explain? If you play a dice game where you get as many dollars as the result of the die, how much would you pay to play that game? Standard resume questions. Walk me through your resume, what has been a time you failed, wh... |
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| 0 | Company Interview: Macquarie Group Limited ABN - Asset Finance InternNot many unexpected questions. Some questions include: when was the last time you had to deal with conflict with a team member, and how did you deal with it? What is your least favourite subject at university? What you didn't like in your previous position? They also ask what you understand about th... |
| 0 | AM jobs for recent (<2 yrs) GradI graduated college about 2 years ago and have been in a F500 Corporate Finance Rotational Program since graduation. I have passed my CFA lvl 1 (currently a lvl 2 candidate) and come from a non target school. I am looking to get into asset management When looking at AM firms, many have analysts tha... |
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| 0 | Company Interview: New York City Economic Development Corporation - InternMost of the questions were meant to be general questions. They asked typical things such as educational background, past work experience, and what I had in mind in terms of the goals of the internship. Not much too it as long as you get the practice to be able to respond questions in a fairly intell... |
| 0 | Goldman Sachs Credit AlternativesI'm interested in learning more about what GS's credit alternatives group does. I believe they were previously called Liberty Harbor, but transitioned over to just being known as GS Credit Alternatives or GS BDC. Do they primarily make senior debt investments, and if so, what % of their portfolio is... |
| 0 | Goldman Sachs AIMS Public EquityHey all, I was wondering if you guys know a little bit about Goldman Sachs' AIMS Public Equity Group? I spoke with a recruiter and just submitted my resume for their IMD program and this is what I was able to hear back from them. any new color would help! ... |
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| +1 | BAML Accelerated 2018 SA, Global Wealth & Investment ManagementI received an invite to do an accelerated timeline for BAML's GWIM, specifically Investment and Retirement Solutions. I have a first round over the phone coming up. What technicals should I prepare for? ... |
| 0 | India - Analyst Exchange Program/ Professional Training ProgramHi all, I work as an analyst in Bangladesh. My company has recently started Equity Mutual Funds Management. I'm looking for some kind of analyst exchange program/ professional training program, that'll expose me to actual investment decision making practices in Indian mutual fund industry. My targe... |
| 0 | Fidelity summer sector associate first round video interviewHello guys, I have a first round interview coming up for the FMR sector specialist summer intern position. My confirmation email says it is with a HR lady. I am a sophomore and it is my first ever interview so I am wondering if anyone could help me out and let me know about what I should expect. Wo... |
| +2 | Need opinion of decision whether to delay graduation to get a summer internshipI attend Baruch College and failed to get any finance internship going into my senior year. Many Wall Street firms are starting to recruit at my school. I am pondering to delay graduating for one semester to be eligible for 2018 Summer Internships. I am trying to land an internship for the fall seme... |
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