| Trending Content (see all) | Replies | |
|---|---|---|
| +50 | 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... | 82 |
| +45 | 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... | 32 |
| +30 | AMA: equity research analyst at top 3 AM ridingthebullwave **Note: as of 07 31 18 I will no longer answering q's on this AMA. Thanks for your questions and I hope some of the responses help.** Before I started in the industry I used to (somewhat anxiously) trawl <abbr title="Wall Street Oasis">WSO</abbr> for hints of what... | 66 |
| All Pods | ||
| All Events | ||
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... | - | |
Recently Active Topics | Replies | |
| +19 | If you had $1B, but could only make one investment with it, what would you do with the money? MoneyBackedSecurities 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.... | 40 |
| +17 | 20 | |
| 0 | Asset Management Careers - Where to start? LongOnly99 Hello, first post here. I am an undergrad from a non-target, highly regarded liberal arts school. I am interested in a career in asset management (not quant) and am curious about opportunities straight out of college. **Questions:** How competitive is it to get jobs at GSAM/JPAM/Fidelity etc. st... | 0 |
| +3 | Who sat for CFA yesterday or today? Personofwalmart Sat for level 2 yesterday first time taker. Didn’t realize how stressed out the whole experience made me until last night after it was over. Told myself if I don’t pass I probably won’t retake. Let’s be real the way they ask questions on that exam is 100% retarded. I can just picture the... | 9 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +20 | CLO Asset Manager Drew2017 WSO 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... | 57 |
| +45 | 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 ... | 32 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +2 | What position to look for in Asset Management GWillis I'm at a bit of a crossroads in my career. I'm still at Fidelity as an FA, I turned down a job at State Street that was irrelevant to my higher aspirations, but now I'm not sure on what to do. I want to work in Asset Management and be more hands on with the funds of these AM companies. Being an FA... | 8 |
| - | ||
| +1 | BlackRock Virtual Cover Letter for 2020 Summer offlinehotline Has anyone completed the virtual cover letter? Would really appreciate any info and insights! Thanks.... | 1 |
| +1 | Investment Management Firms in Chicago jlyle7765 Who are the big players for Investment/Asset Management in Chicago? Looking for possible Junior Year Summer Internship. Also, of those, what is the culture and pay range like?... | 1 |
| +17 | AMA: 3rd Year Private Bank Analyst MileHighMonkey Monkeys, I haven't posted much on here, but I've been a lurker for some time and have been helped out by many of your posts. I now hope to return the favor and give some insight into the private bank/wealth management world with this AMA. Some background: I went to a target university and have be... | 15 |
| - | ||
| - | ||
| +4 | Credit research at an insurance firm Logisticjoe Was hoping I can get some insight. Does anyone have an experience or know of anyone who worked for an insurance firm and did equity research/credit research for them? Are exit ops to a credit hedge fund/equity fund realistic after some time? Have an interview for a credit research role at an insuran... | 15 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +4 | Cross Asset Multi Factor Investing silverbullet56 Good Evening All, I’m looking for research papers that combine multi factor portfolios of individual asset classes and combines them into a single portfolio. (Equities, government bonds, high yield, commodities, currencies) For context, I’m personally doing research on the topic and looking fo... | 9 |
| - | ||
| - | ||
| +2 | Boston AM: How Hard to get? rj1443 I'm about a year out from the end of my military contract. I went in to become a pilot, ended up coming out as a supply officer and am now ready to get out so I can have at least a bit more of a stable life with my wife. She's doing her post doc at UNC, and outside of me getting into H/W/Chicago... | 2 |
| - | ||
| +1 | Entry into Hedge Funds after CFA dkumar95 Hi everyone. I am an IB analyst in India and have cleared all three levels of CFA. I want to get into the hedge fund industry, specifically in Macro or Distressed Debt strategies. I am not interested in PE, VC, IB or consulting jobs. I have a passion for capital markets. Most of these Hedge Fund... | 1 |
| - | ||
| +1 | AM institutional sales to alternatives fundraising? caeq Hi guys, recent grad and thinking about what steps I want to take over the next few years. Based on my strengths and interests, PE/HF fundraising would be a good fit long term and I'm looking for more information on how to get there. Including any more information here will make me identifiable, so ... | 2 |
| - | ||
| - | ||
| - | ||
| +1 | Full time positions at large firms with no prestigious finance internships red-panda-98 How screwed am I if I didnt intern at any prestigious big financial firms during the three of my summer during college (freshman year i interned at a startup, second year a policy think tank, third year a private wealth management office - just small private company nothing fancy). i have decent fin... | 1 |
| - | ||
| +1 | Lazard Asset Management Nontarget2019 Does anyone know anything about the culture and work-life balance at Lazard Asset Management? Specifically wondering about their equity research roles. Any insight would be greatly appreciated!... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +4 | Possible to Go From Sales to Analyst without the CFA? JayCob20 Hi guys! Just thought I’d ask your honest opinion on being able to transition roles within asset management. I’m a HNW broker with four securities licenses(FINRA 6,7,63, & 65) and four+ years in the industry servicing retail and RIA clients of a respected and successful midwestern firm($175B). I... | 3 |
| - | ||
| - | ||
| +1 | Books similar to Private Equity International Guides fds I recently read PEI's guide to secondaries which I can't find online in any form but a coworker had it. PEI publishes numerous guides to alternatives and if they are structured like the secondary's guide they have tons of articles from experts in the industry. But the books are super pricey. Would a... | 2 |
| +1 | Top Tier CLO shops? carokann Going into a new role soon related to investment in credit instruments, and started reading more into CLOs. Who are the top tier managers in the CLO space? ... | 1 |
| - | ||
| - | ||
| +1 | Business + Stat double major for AM ikweon Would dual degree in business and stat help me land jobs for AM? Or other finance advisory roles. Im currently attending CMU Tepper. Thanks!... | 1 |
| +1 | Neuberger Berman Reputation? VCkid Anyone have any insights on NB? How does it stack up against the top AM shops? comp, lifestyle? I have an interview with the firm coming up, thanks!!... | 1 |
| - | ||
| +1 | Taconic Capital Advisors Kanyeezy 2020 Can anyone provide some color on what it is like at Taconic? Any interview experience, culture, salary, etc?... | 1 |
| +4 | Wellington Management? Rep, exit opps? Worth it? Logisticjoe Recently received an invite to got to Boston and interview for an investment reporting analyst role. Seems like a good entry into the asset management/fixed income world and would be a great opportunity. Do a yea/two and move into a better role or leave for a better role. Anyways, I live in nyc, rec... | 11 |
| +1 | Credit Analyst at a CRA?? willBe Hi All! I'm looking for some advice. I'm currently enrolled in a Top 15 MBA program (part time) while working full time in financial services - more of an operations role. I want to take this opportunity, while I'm still doing my MBA, to make a career transition. I'm looking to make a move to a ... | 1 |
| +2 | Portfolio Associate PIMCO Pennypacker Coming from S&T (3+ years experience), is this a role which can grow with time? The responsibilties are quite similar to the typical Junior PM roles advertised but PIMCO is known for hiring MBAs into their PM positions with only a few exceptions which makes me worry it is something you can get stuck... | 31 |
| - | ||
| +1 | Structured Credit Analyst Interview at Asset Manager (think: Wellington, T. Rowe, Fidelity, Janus) ancolorage I have an interview coming up for a Structured Credit Analyst position with a top asset manager (think: Wellington, T. Rowe, Fidelity, Janus, etc). This is a post-MBA or experienced junior analyst (3-5yr) position. The role will initially focus on CMBS and/or CLO. What should I expect in the int... | 1 |
| +4 | Asset Management Salary and Lifestyle BANKING100 Hi, I am soon to finish up my undergrad studies and am trying to choose a profession for myself. My interests tend to shift over time but currently I am strongly considering a career in Asset Management and had some questions about that field. 1) I am looking for an occupation with a decent work-li... | 32 |
| - | ||
| +1 | Crossover Investor: Why is this considered a "late stage fund"? kate5 Why would a crossover investor who primarily invests in public markets be considered a "late stage fund"? How can a person be a fund?... | 2 |
| - | ||
| +21 | 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. ... | 132 |
| +1 | VBA interview for Credit Fund RetiredKarlMarx I have an interview coming up next week with a credit investment fund for a junior credit analyst role. They have informed me that most of the interview will be a VBA test. I assume they use VBA for their excel templates, but as I have not used VBA in a professional capacity before, I am quite nervo... | 1 |
| - | ||
| +2 | Bloomberg? nok15105 Hey everyone, Quick question. In your AM internships, did you guys get to learn the Bloomberg terminal, or not really? Thanks in advance.... | 5 |
| +2 | Investment Grade Bonds analyst exit opps Kill Switch Hi Monkeys, I can't tell you guys how much I've learned from everyone. I wanted to reach out to see if anyone could prove some suggestion on my career path choice. My background is a postgraduate in HK and now receives one offer from leading insurance-background asset management company, fixed inc... | 2 |
| - | ||
| - |
Investment Banking & Finance Community