Silver BananaTopicAuthorRepliesFreshnesssort ascending
+1
WSO Hall of Fame: Asset Management ForumThe 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...
WallStreetOasis.com
09 months 1 day ago
0
Bulge bracket or Boutique: which is better?I've picked up an interest in Asset Management and private wealth management recently, and I wanted to know if it would be better to work in BB or boutique. Some people have told me that boutique would be a better experience in terms of work life, but after doing some research, I have come to the co...
tgi-finance
18 hours 30 min ago
+1
Help with choosing offer (Post MBA) : MBB vs Long Only IM firm based in LondonI have an offer from MBB (post MBA) and an offer from a long only public equities fund based, both based in London. I need help with choosing between the offers. I do not come from a finance background but they are recruiting me for my sector specific expertise (got contacted by a headhunter and tha...
sandman25
71 day 15 hours ago
0
Prosper with a PurposeHello Everyone, I was recently scrolling through American Century Investments' website and noticed that the company devotes a portion of their fees directly to Cancer Research. Their "Prosper with Purpose" business model is something that's made me really appreciate the company. Are you familiar wit...
CPOMalley
32 days 8 hours ago
0
Is Technical Analysis For Real?I used to believe in technical analysis. It went against the mainstream, it was easy to implement, and it had strong, compelling arguments to support its validity. Or so I thought. For example, if Stock A is selling for $8 on Monday and goes up to $12 by Wednesday, many investors will regret not hav...
hdavid57
352 days 11 hours ago
+1
Pitch a S&P Stock or Non name during interviewWould you pitch a commonly known stock during an AM interview (like in S&P) , or a no name stock? ...
jttrain
52 days 18 hours ago
+7
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? ...
dk24
683 days 3 hours ago
0
Discussion on the regulation of the advice sector"Fund houses turn against investment consultants" I don't work in AM or any form of the consulting branch for that matter but there was a discussion in the area which I listened with great interest. In the UK, the FCA is seeking more regulatory powers over investment consultants from the concerns of...
BigHuddz08
23 days 9 hours ago
+1
Is It Wise To Pursue A Career In Asset Management?I know the topic of active vs. passive has been discussed in great detail on here, but I would like to know if active management is still a smart career choice. Sometimes I feel like the decline of active management is exaggerated, but when I read about all of the outflows, I feel inclined to believ...
silverbuck898
183 days 18 hours ago
0
PIMCO credit research or T Rowe equity researchPost MBA. want to consider quality of skill set, exit opp, etc. Thank you! ...
justanotherday
223 days 19 hours ago
0
CFA after MSFHello everybody, I'm currently in a MSF program set to graduate in the spring. I am thinking about taking the CFA level 1 exam in December becuase I don't feel like my MS degree is really helping my chances of finding a job. Would this just be overkill or would this actually help me stand out? ...
a566s017
44 days 3 hours ago
+1
Missed HR Call for Job ApplicationHey guys I had interviewed at the final round with a large Asset Management firm in early feb. they were still holding interviews and still are so I sent an email asking for updates a few days ago and yesterday i got a missed call and then an email telling me to schedule a call on monday to provide ...
daygreko
54 days 12 hours ago
0
Call with GSAM for institutional sales role tmr? Plz helpHv just got an email from recruiter asking for an phone interview tmr for GSAM institutional sales role, anyone hv idea on what questions to expect & can share on how to get through? Thz a ton! ...
Tsubasa
14 days 12 hours ago
0
Info on GIC, US OfficeLooking for insight on culture, pay and career advancement for an investment role in the US. I've seen them in the market so know what kind of an investor they tend to be. Heard the place was bureaucratic and pay was subpar based on very limited data points, so want to validate this. ...
MidtownParkAve
24 days 12 hours ago
+1
Correct index to compare student portfolio returns to?Hi all, I'm involved with a student run portfolio at my university. The portfolio is made of 30 equities in the S&P 500 and we currently compare our return to the S&P 500 price. However, there is controversy as to whether this is the correct measurement of performance. The argument is whethe...
WeMadeIt
114 days 13 hours ago
+8
AMA: Current junior quantitative researcherHi everyone, I've enjoyed this forum a lot, despite it mostly being about IB. Overall career advice here has been really good for the most part. @thebrofessor suggested last week to do an AMA so I thought I would give it a shot. A little about me: I went to a target/semi-target and studied math and...
DeepLearning
295 days 6 hours ago
0
Questions for a US Bank "Portfolio Review Specialist" InterviewHi all, I have an interview coming up in a few days for US Bank as a "Portfolio Review Specialist." I have no relevant experience, period. Junior in college with no prior internships. Economics major. The job description is listed below, this is all there was explaining the position. My Questions: -...
imlooking
05 days 8 hours ago
0
PIMCO Portfolio SA?Has anyone heard back from PIMCO yet for their portfolio management summer analyst position? I got an email roughly 10 days ago saying they have delayed their recruiting by a few weeks and will be giving first round interviews early in March. Just was kind of curious if many people got this or if ...
WolfyWolfyWolfy
45 days 8 hours ago
0
Nuveen InvestmentHello, I'm interested in learning more about the company, culture and pay at Nuveen at the Analyst and Associate levels. Also exit opportunities. Some the of the review on Glassdoor aren't flattering and there is little on WSO database. ...
donttasemebro
01 week 7 hours ago
0
Risk Management job in asset management companiesI have an offer for a entry level role in one of the largest Asset Management companies in my country in the Risk Management department. Based on the interview I went for it seemed largely like an Operational Risk role with some Market Risk thrown in. My question is, what are the long term prospects...
niki.c
01 week 11 hours ago
0
New member to WSOHello all, I am new to this site and I am looking forward to gaining knowledge through other professionals on here. A little bit of background about myself: I am currently a Junior in college with majoring in Finance with a minor in Economics. At my university, I am President of the Investment group...
KGC15
01 week 14 hours ago
0
BB Private Banking Analyst bonus ranges?Anyone have an estimate of the bonus range for a BB Private Banking Analysts (1st,2nd, 3rd year) in a NY office? I don't need specifics or perfect accuracy, just general estimates cause frankly I have no idea what would be normal here. I'd very much appreciate any insights here. ...
ctownballer03
21 week 1 day ago
0
Rising college senior, looking for internship adviceHello, I am a current Junior and I am a Business Admin major with an economics concentration. I filled my general elective credits with various finance courses as well. My interests are leaning me toward investment banking but I also do have an interest in working in Asset Management. I have two pot...
Michael-Letts
01 week 1 day ago
0
1st year Bulge Bracket Asset Management pay (from undergrad)Hey, I haven't really seen much pay scale info for Bulge bracket bank Asset Management pay for the 1st year out of undergrad. Any body have an idea what base and bonus looks like for the first couple of years? Thanks ...
proptrader101
191 week 1 day ago
0
Wellington 1st Round InterviewHas anyone heard back from Wellington about being selected for first round interviews yet? (Launch Research Associate) ...
adkgirl
01 week 2 days ago
0
Salary Expectations for AM associateI am an economist with 5 years experience in sell side research. I have a final round interview for an associate position in FX strategy at a pension fund ($50+bn AUM). What sort of comp should I be expecting here? I'm in Canada where pay is lower, but not substantially lower, than NYC. My curren...
gmw123123
11 week 2 days ago
0
Fixed Income Portfolio Analyst Comp/ProgressionDoes anyone have insight into the comp/progression of a fixed income portfolio analyst (not research) at a top mutual fund (T-Rowe/Wellington). What does comp start out at as and how does it progress with years of experience. ...
Killabeez
121 week 3 days ago
0
Financial Advisor chances for top 25 MBA?Would a financial advisor, at a reputable firm (BB or high AUM), have a chance at a top 25 MBA? Assuming GPA and GMAT are around admission average. ...
jaja12222
11 week 3 days ago
0
The shift to passive investingHi All, I'm a consultant to the investment management (IM) industry (mostly ops/strategic/regulatory stuff) who is starting my MBA next year. I am trying to finalize which finance path I should pursue. I have 2 questions: I realize consulting is not primary finance experience, and therefore any path...
robichac
01 week 3 days ago
0
High Yield Are there any good books or blogs to learn about high yield investing? Would be for a buyside job at a mutual fund company. I've read about Moyer but it seems more valuation/restructuring than what an analyst looking for high yield securities at a PIMCO/BlackRock mutual fund would be doing. Thanks ...
sondmon
41 week 3 days ago
0
CFA or executive master in finance?Hello, I am working in the Asset Management industry within the business development department. I would like to go into the investment side, starting as an investment analyst or equity analyst, and becoming a portfolio manager in the future. I am trying to boost my career on that track and I am wo...
MameTVS
21 week 3 days ago
0
Baird Advisors InternshipHello all, I got denied for a buy-side fixed income internship with Baird Advisors last year, and I am planning on applying this fall again. I really like the company and I had some questions: 1.) Has anyone heard of Baird Advisors? 2.) Could this internship lead to Investment banking, private equit...
benzo777
01 week 3 days ago
0
Help With Exit OpsHi, Looking for some advice on my situation. I currently work as an analyst in Country Risk at a large financial services company. I have 1 year of experience, and graduated from a non-target undergrad business school. My work currently involves macroeconomic and political analysis and the relation ...
GlassIsClass
01 week 6 days ago
+1
BofA's Chief Investment Strategist calling for "Great Fall" in 2H 17http://www.zerohedge.com/news/2017-03-02/bank-amer... A lot of people hate on Zero Hedge. IMO, it's the best finance news blog on the web and the first thing I look at for news over all MSM. Historically speaking, equity markets are the third most expensive ever (1929 and tech bubble only other time...
BEAST MODE TRADER
11 week 6 days ago
0
GSAM (Goldman Asset Management) PE FOF Interview Advice Does anyone have any advice for interviewing with Goldman's Asset Management arm and specifically their PE Fund of Funds arm? Any advice for interviewing with PE FoF, for that matter? Thank you! ...
koalasmarch
02 weeks 5 hours ago
0
Investment management first year payHow much pay + bonus I should negotiate for an entry level front office position at the investment management arm of a Fortune 500 insurance company? Aum ~100b. Not nyc/sf. Cost of living is average or a bit above ...
Jos1p
42 weeks 10 hours ago
+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. ...
MoneyBackedSecurities
362 weeks 1 day ago
0
Could someone good in the FO, but not so good in the MO/BO and vice versa?Hello Do you think someone could be very good in the FO but not good when he moves to the MO or BO? FO to BO: some of the FO people seems to be clueless about the operational side. Or another possibility is that when FO people are forced to pick a job in the MO/BO, they are not so motivated in doing...
lillipop
02 weeks 1 day ago
0
I was given $10,000 to invest and have a couple of questions.I was given $10,000 by a very well off family member. I am a first year student in Finance and love investing in stocks. I know a decent amount about the markets and how stocks work, and am currently returning around 75% on my own account with 3 holdings. He knows this knows how well I'm doing and t...
baqinvesting
32 weeks 2 days ago
0
What's a typical day as Private Wealth Manager?Hi everyone, I just graduated from a french top ranked business school (ESSEC) and I've seen a couple interesting offers in PWM in Luxembourg and Switzerland. I was wondering if anyone here could tell me what's a typical day as a PW Manager, I have to admit that I'm not a "Quant kid" but I do have s...
goldenfamily
02 weeks 2 days ago
+1
UBS Asset Management Summer Analyst ProgramHas anyone heard back yet? For some reason they opened this application up really late (a few weeks ago). I was under the impression that all banks were done recruiting for the summer of 2017 but I guess UBS AM filling positions? Anyone else apply for this..? ...
HendrixBanker
52 weeks 3 days ago
0
Bellwether Asset ManagementI was wondering if anyone has heard of this off-balance sheet, real estate Asset Management firm, supposedly a newly formed branch of Oaktree Capital. No idea what the interview is supposed to be like (applying as an Intern), anyone heard of them, or can provide some insight? ...
Gollygeegravy
42 weeks 3 days ago
0
References Before Final Round?I just came through a dispiriting process with a large mutual fund company. I made the final round of the process and they invited me to HQ for a 15 hour session with the entire team. Prior to the day, they asked me for a list of 10 personal references, which I provided as you can't really say no!...
wahoowa1
32 weeks 3 days ago
+2
JPMorgan Global Wealth Management Analyst 2017I recently had a video interview for the Global Wealth Management Analyst position in Asia(Singapore/HK) where I had to send self-recorded responses. Did anyone else give it too and did anyone hear back? ...
Kathy96
152 weeks 3 days ago
0
Need tips/advice ahead of summer internship with JPM AMStarting a summer internship with JPM Investment Management this summer. Don't know what team will I be in exactly yet though. How should I better prepare myself? What are the kind of technicals that I should better familiarize myself with? Are there any specific sites for AM where I can read up on ...
chirmurri
32 weeks 3 days ago
+2
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 o...
India_IM_007
192 weeks 4 days ago
+5
The Purge - Asset Management EditionMonkeys, the purge is beginning, and I think this is only the tip of the iceberg. In short, Fido is offering packages to 3,000 workers who meet the 55+10 requirement (55yo + 10y of service), looks to be a year or two of severance, and maybe with some vesting of deferred stuff (an assumption as they ...
thebrofessor
142 weeks 4 days ago
+1
Dimensional Fund Advisors (DFA) Portfolio Management Summer Internship Super Day?Hey Everyone, I have a superday coming up with DFA and was wondering what I should expect. I believe I have around 5 interviews with a lunch interview. This is for the portfolio management summer internship position. Does anyone have any idea on what I should expect? ...
WolfyWolfyWolfy
62 weeks 5 days ago
0
CBRE Capital Advisors info (UK)hello everyone I appreciate there are some forums on this but a lot of them miss the point or are focussed on the CBRE cap advisors group in the states. I have a super day at CBRE capital advisors in london this coming week and was wondering: 1) if anyone had experience (or knows someone who has) of...
tunza
22 weeks 5 days ago
0
KPMG or Top Asset Management Firm?I am currently deciding between two opportunities: First one is at a fairly big real Asset Management firm, where I will be joining their business development team to sell energy related products to clients across North America. Second one is at a Big 4, where I will be joining their risk advisory a...
lostinpath
02 weeks 6 days ago
0
BlackRock or PwCBlackRock: internship offer in PAGPwC: internship offer in FDD Which one would you go with and why? I'd rather work in a more prestigious firm. I know the two positions are completely different but that's just who I am. Any advice would be much appreciated. ...
adviceseeker2017
22 weeks 6 days ago
+1
What are your thoughts on pension funds?Hi everyone, First time posting in this section, but been an active reader. I'm currently a mid-level associate at a BB, and I'm increasingly looking to move to the buyside before its too late. I've been approached for associate roles at large pension funds (think CPPIB/CDPQ). Given I don't know any...
Kh3ats
132 weeks 6 days ago
0
Cold Calling (UK) deadlines1st yr UG at a UK Target having secured a Commodity Trading, Asset Management and Tax Spring Week (Not in a BB, EB or other traditional bank as such) Was wondering if deadlines existed to ask/enquire/request/check if you could gain a summer placement as an intern as I am new to the idea of cold call...
Tazza
02 weeks 6 days ago
0
Hello everyone! I'm CristobalHi, I'm Cristobal, I have worked in business process management, specifically in Procurement, and in an effort to change my career path towards finance I am currently studying a MSc in finance at Queen Mary University, University of London. So far I am very interested in Investment management and in...
cridom
02 weeks 6 days ago
0
Should I do S&T or AM if my goal is to be a PM?Currently a sophomore in undergrad looking for some advice... I am debating whether to pursue a S&T internship at a BB or an AM internship at an institutional shop if my main goal is to be a portfolio manager down the road. On the S&T side, I would learn more about the markets, but the caree...
ToneMalone
03 weeks 3 hours ago
0
Senior CFA Level 2 CandidateHello all, Just wanted to thank you for reading my post and any input you would provide me with. This winter I took a Busy Season Internship with a Middle Tier Firm in Tax Accounting. After a few weeks, I realized Tax nor Accounting (even Audit or Advisory) is something I want to do when I graduate ...
cgrizzlybarron
23 weeks 1 day ago
0
Robo Equity ResearchHi guys, So I have been thinking a lot about how technology is going to eat up jobs in the Asset Management industry. I want to know what everyone's take on this is. Do we think that asset management firms are going to be relying on algorithms more and robo research and have less of a need for buy s...
MKEfinance028
13 weeks 2 days ago
0
PE FoF Compensation QuestionNot sure if this is the right place to post, but did a search and didn't come up with much info on this in recent years. I think I may be getting paid below market for my role as an analyst at a PE FoF, so wanted to hear what others in the space think. Some details - Location - major east coast city...
_617_
33 weeks 2 days ago
+1
Do you look at high school results from undergradsDo you look at the results undergrads got in high school? My dad said they do in general in Finance. And if so could it determine who you give the job to? ...
Wolfofgeorgestreet
93 weeks 2 days ago
+5
20 balance sheet ratios every investor should be aware ofWhether you're managing your portfolio for yourself or for someone else, here are 20 balance sheet ratios you may want to be aware of. Thoughts? Solvency Ratios 1. Quick Ratio = (Current Assets - Inventories) / Current Liabilities 2. Current Ratio = Current Assets / Current Liabilities Debt to Eq...
tgi-finance
143 weeks 2 days ago
+1
Picking up sectors ASAPHi all, just wondering if any of you have any advice in learning a unknown sector in the shortest amount of time other than reading news-related, firm-related, outlooks. maybe these are the few, but if it was to be in order? will be working as a generalist so there is a need for me to broaden my sco...
nickyyon
63 weeks 3 days ago
0
BB AM vs Sovereign wealth fundI will graduate this summer and I have one offer from a large SWF (think of GIC/KIA/NBIM/QIA) and almost one from a BB AM (GS/MS/JP). Both jobs are based in London and focus on Infrastructure / Real Estate investments. Which one would you choose and why? ...
Rainmaker101
43 weeks 3 days ago
+1
Asset Management - Analyst Path Questions Hey everyone, looking for some quick career guidance from some AM professionals on the street. Currently (a URM) in undergrad semi/non-target in NYC, and as of now my goal is to end up at an institutional Asset Manager like BlackRock/GSAM/Fidelity. Realizing how few spots and competitive it is t...
proptrader101
293 weeks 4 days ago
0
Co-op offersGood Morning guys, I just need a little bit of advice. I am a sophomore at Drexel University and I got a few offers for my first co-op. For those of you who don't know about Drexel, it's not a target but the co-op system gives students great exposure to their fields. It is a five year three co-op pr...
BArinze
33 weeks 5 days ago
+1
How can AM survive the move to passive indexing..Almost everyone young i know avoid funds with huge costs. They only go for passive or very low cost funds. This makes me wonder if AM can really survive (over a generation), if the younger people keep moving towards low-cost choices. Obviously if you are a complete baller and getting 30%> per yea...
eric.sears.1985
193 weeks 5 days ago
0
Interested in Wealth Management Lifestyle/CompIB/Consulting pay is said to be good, but is not really that good when adjusting for cost of living and amount you have to pay for schooling. I'm assuming anyone charming and hardworking enough to work in IB/Consulting can absolutely crush it Wealth Management. Why is wealth management a good choice...
xgozax
13 weeks 6 days ago
0
Bonus range for analysts in PB @ GS/MS/JPM tier firm.Anyone have any idea for the range of bonuses in PB for 1st/2nd/3rd-year analysts at GS/MS/JPM type US BB banks? It'd be very much appreciated, as I have no idea. Thanks ...
ctownballer03
23 weeks 6 days ago
+2
Presented a 50 page stock writeup at a final round interivew - no response at all?I certainly understand that many first round interviews in person or over the phone don't go anywhere, so I'm not surprised when you get no response from a company or a hiring manager. However, a recent situation has got me peeved. I made the final round interviews at a large mutual fund company 5 ...
wahoowa1
204 weeks 5 hours ago
0
Source for annual TSR dataI have a list of energy companies that I'm trying to benchmark, and need a data source that provides total shareholder return (TSR) info by year for the past 5 years. It's too much work to calculate it myself, since I have 20+ companies. Also, I may need to do this again, for a different set of comp...
StratDev
04 weeks 22 hours ago
0
Can Internships Pigeonhole you?Hey, Guys. New to WSO. Wanted to gauge everyone's thoughts around here on this - Current Junior Undergrad at small private Non-target. Had summer internship with Mid/small-size Asset Management firm assisting PM team with models and ad hoc projects for Investment Services/Sales/Ops. I managed to lan...
StillDRE
34 weeks 1 day ago
0
Investment Strategist Exit Opps?Background: Work at an Asia-US Joint Venture AM, as an Investment Strategist currently. Without giving too many details away, I'm based in Asia and the AUM is about 50B-100B USD. If I were to compare my role to a sell-side role, it would be Global Macro/Cross-Asset Strategist. The key difference is ...
ubiquitous
04 weeks 1 day ago
0
"Framework" for building a portfolioHello, I am currently studying the Modern Theory of portfolio management and I'm having some troubles with the "workflow" of building a portfolio. Here's what I've got so far: 1. Choosing the assets with best growth potentials. 2. Choose a benchmark to compare the portfolio to 3. Calculate the covar...
n0ovice
11 month 6 hours ago
0
Private Banking: Banker role vs. Investment Mangement rolepost-MBA Associate PB gig: Banker(Relationship Manager) vs. Investment Management Can anyone share color on exit opps. from the IM side vs. the RM side? The forum keeps saying that PB Bankers can only move to another PB Banker role, it's about the book of clients, etc. What about the Investment Ma...
cj20085
31 month 6 hours ago
0
Job interview at single family officeIs it polite to ask during the interview what their AUM is? Fairly new family office. Besides allocation, should I ask anything else? ...
Redsoxfan95
31 month 8 hours ago
0
Financial Analyst within WM or full-time MBAI currently work in wealth management at a mid-size firm in the Midwest. My work is mostly client service, but I have limited exposure to investment analysis. I would like to transition into AM. As such, I've been networking, working toward CFA, and I'm also getting my MBA at a top 15-25 program on ...
pwk5512
01 month 16 hours ago
+7
Is asset management underrated?I've noticed AM is kinda shoved aside as a post-MBA job on this forum when in reality it's an extremely steady cash flow for the firm. I really don't see why someone would pick banking over AM at the post-mba level either since the pay at a BB vs top mutual fund isn't too drastic. ...
BillBelichick37
701 month 1 day ago
0
BlackRock Division QuestionJust wanted to ask you Asset Management experts, do you think BlackRock Client Solutions is back office? ...
financeyoot
41 month 1 day ago
+1
MBA or CFA (moving from fx trader to mutual funds)Hi, I'm working in one of major US bank as FX trader (VP), but would like to move to Asset Management companies such as BlackRock/PIMCO/Fidelity/Templeton/etc. I think it will not be that easy to smoothly move to the industry, so I'm thinking of below.. going to MBA getting CFA both Which one would ...
crow8308
51 month 1 day ago
0
Barclays Wealth vs Deutsche Bank WealthHello everyone. Which firm would you choose between Barclays Wealth Management and DB Wealth Management for a summer internship in London? And why? Thanks ...
lanadg93
31 month 1 day ago
0
Salaries in Asset ManagementI am a Product Manager in the tech industry (silicon valley) with a base salary of 170K and all in compensation of 200K. I am looking into move into Asset Management post my MBA. I am particularly interested in finance post-MBA but I am curious about the salaries in asset management. Equity research...
sweta_sweta
71 month 2 days ago
0
Share your experience working on an analytical project!For the benefit of everyone, I thought it would be helpful if the WSO community would be kind enough to share their experience and responsibilities with analytical projects in any finance field; Trading, Equity research, fixed income, portfolio management, client service, etc. If possible, can the c...
llee255
01 month 2 days ago
0
Looking for a bit of adviceHey guys, hope all is well! I recently received an offer for an analyst position at a smaller AM firm of a couple billion AUM - institutional clients, etc. They're located in a financial center in the South and do non-performing mortgage and mortgage-related securities investing. I really like the f...
shmalo72
41 month 4 days ago
0
Shift from MS Wealth Management to MS Investment Management?I'm currently a wealth management intern with MSWM, but not like usual cold calling works, I'm working with an analyst and working for some investment strategies. Daily job includes equity research, portfolio management. But since I will graduate this May and I seriously want to work for Asset Manag...
Yao-Ding
41 month 5 days ago
0
Stick with WM long term after college?Hello, I'm a 23 year old recent student-athlete graduate from a tier 3 school that is currently a trainee in WM at ML in a program to get 7, 66 and insurance licenses along with CFP and CRPC. If successful after the two year program I join a book as a FA. Also in a suburban city. A few days ago a co...
Bubs23
11 month 5 days ago
0
BlackRock Corporate Strategy & DevelopmentGeneral thoughts about this position at BlackRock? Thinking about applying to this role for SA 2015 and it seems like a sweet role. It seems like a global strategy and business development role. Is it FO? As good as FO? Is it usually seen as a prestigious role? Would business school be feasible with...
BlakeCole
331 month 6 days ago
+1
Opinion on Aberdeen Asset ManagementWhat do you guys think of Aberdeen Asset Management, its training program for graduates and overall "prestige"/reputation if my end goal is L/S equity hedge funds? I recently got offered a position in its London equities investment division, and although it is the 2nd largest UK asset manager behind...
smartguy94
51 month 1 week ago
0
Trust Company of the West (TCW)How's it going everyone. I am currently in my last semester at a state school in California majoring in finance and I was looking to get some information on TCW. Apparently there is an internship position available for their LA office, but there really isn't much information on the culture and the f...
Finance Brah
41 month 1 week ago
+1
Salary pay cut when changing careers?I wanted some advice on a career change I am working towards - I am an engineer and want to move into either Asset Management or investment banking, also open to management consulting. I've completed both a masters in electrical engineering and recently completed a masters in Finance from Harvard ex...
tmathew
81 month 1 week ago
+1
MS Wealth Management ?I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA, FRM. I want to land a job at Asset Management company and I know MS has investment management.I'm ...
Yao-Ding
191 month 1 week ago
+1
Dimensional Fund Advisors - experiences? General questions inside.Hi guys. I'm a 1Y MBA and I recently got an offer to intern at dimensional in FAS. Wanted to see if anybody here has worked at DFA. Comments on glassdoor seem to hit both ends of the spectrum. I'm leaning towards accepting this offer, but want to hear feedback from you guys. Some of the things I've ...
careerswitch86
81 month 1 week ago
0
Morgan Stanley NY office or branch?Hi all: I'm currently a Wealth Management Intern with Morgan Stanley NJ branch office. I'm helping wealth management analyst do some research and portfolio construction works. Since it's a branch office and my team has only 13 people now, usually everyone is so quiet working on their own work and li...
Yao-Ding
01 month 1 week ago
+1
Looking for Advice: Banking SA to Asset Management Full Time I just started my internship in corporate/investment banking at a MM in NY and although its early, I don't believe this is the right path for me. I've started looking into for full-time roles in asset managementas I like the structure of these programs more. Does anyone have any knowledge on AM fu...
ska212
71 month 1 week ago
0
Markets Group, anybody ever heard of them?Has anyone heard of the company Markets Group/has anyone worked there? Seems like a cool business (investor conferences/expert network type place). Has some terrible glassdoor reviews so I was wondering if anyone can give me some input. Thanks.https://www.marketsgroup.org/ ...
john malkovich
11 month 1 week ago
0
Lateral Into AM Division from ER Division of a BBHey all, I will be starting at a NYC BB in July in ER coming out of undergrad. Ultimately I think I want to move into AM/HF longer term and wanted some opinions about lateraling to AM within my firm. 1) How are the different BB AM divisions ranked? Any idea of what teams are best? 2) Is it feasible/...
stormy54
01 month 1 week ago
0
Cambridge Associates vs Prominent FoF (Grosvenor, Pantheon)Hello all, If I were hypothetically fortunate enough to receive offers for FO positions at Cambridge Associates (prominent investment consulting firm) and a FoF like Grosvenor/Pantheon, which would you recommend I choose in regards to better Bschool and lateral exit opps? In regards to pre-B school ...
Kdur35
31 month 1 week ago
+1
First Rejection - Any Advice?Hey, I applied for several summer internships and got my first rejection today. Just as a bit of background I am not going into this blind. I have traded privately for 4 years and upon discovering a reading list from Goldman actually realised I have already read most of it under my own volition. I t...
DaveLister
51 month 1 week ago
0
Is Adventis Financial Modeling course worth it for a sophomore in college?I am a sophomore looking for a way to differentiate myself and stand out from the pack. My goal is to obtain a summer internship next year in Asset Management. Is the $295 for a financial modeling class worth it? How can I use a financial modeling certification to my advantage? ...
Sparty21
01 month 1 week ago
0
Will AM compensation go down?So with many returns of mutual funds such as T. Rowe Price and Fidelity going down (downwards of 6%) and the market becoming far more efficient, do you believe mutual fund compensation (currently at 1% of AUM typically) decrease over the next few years? Especially as people are moving to index funds...
therealgekko
01 month 1 week ago
0
Stocks volatility - What factors make stocks more volatile? Hi folks, anyone can tell me please why stocks like LVS (Las Vegas Sands), HAL (Halliburton), and X (US Steel) are the most volatile, I am talking about daily periods, the C (the Citigroup) for instance was not suitable for daytrading, however after making a reverse split 1 to 10, it had become the ...
Cromwel
61 month 1 week ago
0
Will the Dodd-Frank appeals affect us on the buy-side?The title pretty much says it all. I've been pondering if we will also receive some of the benefits from deregulation depending on what actually is pulled back. ...
SeekingSpread
01 month 2 weeks ago

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