 | Topic | Replies | Freshness |
|---|---|---|---|
| +1 | 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... | 0 | 11 months 1 week ago |
| 0 | Desperately Need Help, Which Is Better For Investment Banking: Family Office Wealth Management or Boutique Investment BankingHi everyone, To make a long story short, I am a college student majoring in business, biology, and premed. I have finished all of my premed classes. But while applying to medical school, I realized that my true passion was in investment banking, not medicine. Unfortunately, I came to this realizat... | 1 | 16 min 31 sec ago |
| 0 | Scary Lunch and I need helpSo, I just came from a lunch with some of my firms whole-sellers and the conversation was so worrisome it made me run back to my desk and log into my old account here. I work in the middle office of a large AM firm and I love my job. I do want to work in the FO and everybody knows that. I am consis... | 0 | 8 hours 24 min ago |
| 0 | Looking for example of a credit pitchEither long or short would work. Ideally something older from a reputable shop/firm. The older posts on this contain links that can't be accessed.... | 0 | 1 day 42 min ago |
| 0 | How to Choose a Business Broker to Sell Your Business?I want to sell my business... So,suggest me how to choose a expert business broker in Great Neck (New York)? ... | 0 | 1 day 19 hours ago |
| 0 | Exit Opps From Fixed Income (ABS) Research Analyst Position at Insurance Company?Hey guys, I am curious about what sort of exit opportunities exist for an entry level fixed income research analyst position at an Insurance Company's Asset Management arm. I will post the job description below. Analyze securities and asset portfolios consisting of securities backed by consumer ass... | 0 | 1 day 22 hours ago |
| 0 | How do I take the Series 65? I am a FINRA member with the Series 63 and 6I am a licensed Finra member working for a broker dealer. I have my Series 6 and 63. How do I go about sitting for the Series 65? My firm will not sponsor me for it. I have a U4 so the U10 is not an option. I purchased the study material myself and am ready to sit. What do I do?... | 0 | 2 days 36 min ago |
| 0 | Looking for insight in MBA - Security Analysis Programs in the USASo I am a recent graduate and in a few years I have a desire to get my MBA, focusing on Security Analysis. Anyways, I am curious to see the options out there for programs centered around applied investments and managing real money similar to Madison's ASAP program. I am familiar with Madison's progr... | 1 | 2 days 3 hours ago |
| 0 | What do you guys think about this job? Guggenheim InvestmentsHey, what do you guys think about this? Is it a good place to start for Asset Management? Also, do you guys know when this position would begin? Specific Responsibilities Include Assist portfolio management team to prepare coherent investment strategies for clients and manage clients’ exposure to... | 1 | 2 days 5 hours ago |
| 0 | Intern for financial modeling for a new fundFamily office in Midtown East looking for summer intern for excel modeling. Must be proficient potential job offer afterwards. ... | 0 | 3 days 8 hours ago |
| 0 | Goldman Alternative Capital MarketsDoes anyone know anything about this group? What the interviews are like? Is it more fit or technical and how much market knowledge will be tested?... | 0 | 3 days 9 hours ago |
| 0 | Blackrock Fixed Income Trader opportunityHi guys, I am currently a structurer on the sell side non BB. I do get to trade but mainly for hedging and execution. I do not run my own P&L, though I expect that to change in a year or two. Recently, an opportunity to join BlackRock at their Trading & Liquidity Strategies as a fixed income and FX... | 3 | 3 days 9 hours ago |
| 0 | BlackRock - Financial Markets Advisory Group?Hey everyone, I just scrolled through BlackRock's careers page and found the following position: ADVISORY & CLIENT SUPPORT - FINANCIAL MARKETS ADVISORY - 2014 ANALYST Can anyone shed some light on the Financial Markets Advisory division? Is this a front office position? I guess the best groups at... | 26 | 3 days 11 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.... | 39 | 3 days 11 hours ago |
| 0 | Total Expense RatioIs the total expense ratio (TER) the ratio of Fund Management Fees to Assets Under Management (AUM) or NAV ?... | 1 | 3 days 13 hours ago |
| 0 | BlackRock Analyst InternshipDoes BlackRock sponsor American candidates to become interns out of the country? All rude responses or responses that don't attempt to answer the question will be reported.... | 0 | 3 days 22 hours ago |
| +1 | UC Berkeley vs. NYUHi WSO Community, I am currently transferring from a small, private school in Southern California to either NYU or UC Berkeley. At my previous institution I studied Finance, however, at NYU or UC Berkeley, I will be studying Economics and Computer Science. I was wondering if any members had any inp... | 9 | 4 days 3 hours ago |
| +3 | Advice for summer AM internsNow that Mid-May has passed, I thought it'd be beneficial to post some important pieces of advice for those interns gunning for a return offer in AM. I went through the fun last summer and came out with a return offer, so here are some key take aways I had from my experience. ALWAYS REMEMBER YOU'RE... | 0 | 4 days 21 hours ago |
| 0 | New to External Fund Wholesaling, New to WSO!Hello All, I'm a new fund wholesaler here that wanted to find a community of other externals to bounce ideas off of. I have read through some of the posts on the forum and can also answer questions regarding going from internal to external if anyone wanted to get some insight. I look forward to ... | 2 | 5 days 1 hour ago |
| 0 | Series 65Can the series 65 exam be taken online at home? Any rude responses will be deleted and reported. I'm just looking for somebody to answer the question.... | 1 | 5 days 5 hours ago |
| 0 | Asset Management 2030Hi guys. Wondering what your views are about the state of AM in 2030. How would it have changed, what problems would it be facing then? Would the problems be siilmilar to the ones now etc. Will it still be a legitimate industry to aim for? Other issues such as importance of activist strategies,... | 2 | 5 days 10 hours ago |
| +1 | Post MBA Mutual Fund and Hedge Fund recruitingHow competitive is recruiting for mutual fund or hedge fund equity analyst roles post MBA? Since active management is under pressure, has that changed recruiting in a meaningful way? I will be entering either Columbia or Wharton (waitlist) in the fall. My background is in MM PE but I am considerin... | 6 | 5 days 23 hours ago |
| 0 | AM at BB vs an AM-only company (Fidelity, PIMCO, etc.)Hi Guys, I'm looking at AM internships in London. I've noticed AM divisions in BB only offer 1 general role of: analyst intern, whereas investment management companies such as Fidelity offer various streams: research, investment management, sales&marketing. Can anyone elaborate on what it's like... | 4 | 1 week 1 hour ago |
| 0 | FRM in route to CROHello, I am a third year FP&A Analyst and am considering moving into risk management eventually. Maybe through Treasury route. Gain experience there and then risk management. What do I need to know about the exam if I don't have any risk experience background. Also, looking into PRM exam. Profess... | 2 | 1 week 6 hours ago |
| 0 | Trading and Liquidity Strategies at BlackRockI'm looking at the description for BlackRock TLS on their website and I'm unsure exactly what it is. It's under their Investments team so I'm assuming it's a front office job but what is it exactly that these people do? I see sec lending and trade execution as job descriptions but wouldn't that be c... | 0 | 1 week 19 hours ago |
| +1 | Most practical valuation book?Wanted to get WSO's opinion on which valuation book (Rosenbaums, Damodaran, McKinsey, TTS etc.) is the best from a practical perspective. Basically, I'd like to work on my knowledge of corporate valuation/finance to apply in a value investing way, so definitely looking for something that would giv... | 12 | 1 week 20 hours ago |
| +2 | Salary Progression in Asset ManagementWhat is the salary progression at a traditional asset manager (e.g. BlackRock, Fidelity, M&G)? As far as I can tell, first year base is around £40,000 and 20 - 40% bonus. How does this change as you move up the firm? From reading a few threads here, it seems the pay is quite low even as a PM.... | 17 | 1 week 20 hours ago |
| 0 | Will a prior bankruptcy keep me from a job?I am applying for an analyst job at a $200bln AUM firm and think I have a good shot at getting the job. I am worried about getting hung up on the background check though. I filed for bankruptcy in early 2009 after finding an inability to pay off credit card debt that my ex girlfriend helped me to r... | 2 | 1 week 1 day ago |
| +1 | Mutual Fund Associate/Analyst Salary StructureI'm going to intern at large boutique mutual fund manager (+$100bn) and am wondering what the pay structure is like above 1st-year associates. Base pay + salary is just over 100k for 1st years, but I'm wondering what the typical progression is like in the industry. How much does an analyst make afte... | 6 | 1 week 2 days ago |
| 0 | Level of Mathematics in Asset Management?Hi guys, I'm really starting to get nervous about the level of Maths required in AM. Obviously I'm not looking into getting into the really quantitative funds, but I would like to work in the industry, analysing markets, etc... Those of you with experience, how much math is actually used and wou... | 15 | 1 week 2 days ago |
| 0 | Goldman Sachs IMD Regulatory Controller InverviewHi all. I have a upcoming interview with GS IMD Regulatory controller group as a senior analyst. It is said to be a 2.5 hours with 5 VP's back to back interview. I am wondering what kind of question they will ask. all behavioral or technical? Thanks,... | 0 | 1 week 2 days ago |
| 0 | JP Morgan Global Real Asset Does Anyone have any insights on Global Real Asset group at JP Morgan AM in Newark DE? Is it more on the Operations side?... | 0 | 1 week 3 days ago |
| 0 | JP Morgan application - what does the status mean?What does this mean? Job Posting:May 12, 2017 – Job Number: 170052685 Job Status: Active (Accepting Job Submissions) Submission Status: Completed – Updated: May 14, 2017 VS Job Posting:May 12, 2017 – Job Number: 170020906 Job Status: Active (Accepting Job Submissions) Submission Status: A... | 0 | 1 week 3 days ago |
| 0 | Can I get a job in a global Asset Management firm if I don't go to a target school? (Australia)Hi guys. I am currently in high school and I want to pursue a career in Hedge Funds. The pathway I want to use to get into Hedge Funds is through AM, ideally in Fixed Income research or Equity research in an AM. Now I am going to keep it short and sweet. If I get a good internship with a Hedge Fun... | 14 | 1 week 3 days ago |
| 0 | What to do after 4+ years at family office/wealth management?Hey guys, I just moved back to the U.S. (NYC) from Europe after working in a family office/wealth management company for several years in Europe. I did my graduate degree out there as well and so don't have much of a network in the U.S. After working several years in wealth management/family office,... | 0 | 1 week 3 days ago |
| +1 | JP Morgan PWM Associate Interview Coming Up - Need Help I have a question that I need answered quickly. I've been called to interview as a 1st year associate with JP Morgan PWM in NY. 1) How many rounds are there in the interview process. (Im a recent MBA who is changing from another Financial Services Industry) 2) What is the average compensation... | 5 | 1 week 4 days ago |
| 0 | JP Morgan PWM Pay Can anybody shed some light on what the pay is like for the Investor Associate and Investor (VP) roles at JP Morgan PWM? What kind of salary can one expect to make in both the associate and Investor role and what is the bonus pay like for each? I've heard Investors can make $500K + on some desks a... | 8 | 1 week 4 days ago |
| 0 | JP Morgan PWMIs it possible to work in the PWM group of a firm such as JP Morgan for a couple of years and then start your own wealth management or RIA firm with some of the clients who you develop relationships with? Or are the clients most likely to stay with the bank? I guess my question is assuming you don... | 18 | 1 week 4 days ago |
| 0 | ***Investment Professional: JPMorgan Private Bank***There is a position within JPMorgan Private Bank's Front Office that goes by the name "Investment Professional". Does anyone know anything about this position? (What they do, typical career paths, compensation, culture, etc.)... | 4 | 1 week 4 days ago |
| +1 | Am I Lying to Myself?Hi all, I currently work for a Financial Advising Wirehouse in Orange County, California. The team I intern for has about $650AUM divided between 2 FA's and a CSA. The life of every FA in this office seems pretty sweet. Averaging maybe 35-40 hour work weeks, assuming a comfortable salary based off ... | 16 | 1 week 4 days ago |
| 0 | asset management- outsourced CIOHi all, I was wondering if anyone had information regarding outsourced CIOs? Are the skills developed in that position directly transferable to Private Equity? How does the job compare to other groups in the industry such as wealth management (or as stated above PE)? Any advice is appreciated!... | 4 | 1 week 4 days ago |
| 0 | Anyone know about Eaton Vance? (Boston based AM firm)Does anyone know much about Eaton Vance? Culture, hours, pay, reputation, etc? I am looking at an entry level research associate position. Thanks!... | 4 | 1 week 5 days ago |
| +59 | 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... | 182 | 1 week 5 days ago |
| +1 | How to make a smooth exit out of internal wholesaling?I've considered institutional sales, advising and something in fintech. Any advice/alternatives? Ty... | 6 | 1 week 6 days ago |
| 0 | Pro-Rated First Year Bonuses?Going to be working at a big asset manager starting in the summer. They told me that my first year bonus is pro-rated to 5 months and it should increase from there. Does this mean that my bonus on December 31 of 2018 is going to be the same as someone's normal year 2 bonus or is it going to be like ... | 1 | 1 week 6 days ago |
| 0 | Blackrock investment (fundamental equity research) exit options?Hi guys, I am an undergraduate student with an offer from BlackRock fundamental equity research team. I was initially aiming to get into BB S&T (trading or structuring) but ended up with this offer and I was wondering what are the usual exit options that ppl from BlackRock/PIMCO etc would take if y... | 0 | 1 week 6 days ago |
| 0 | Congrats - Get Ready for WSO Series 7 Exam PrepCongratulations on your purchase. Soon you should be getting an email from the WSO platform on achievable.me in order to start setting up your study plan and app. Good luck and keep us posted on your success! Patrick *CEO & Founder* WallStreetOasis.com... | 0 | 2 weeks 3 hours ago |
| +1 | Early and mid career moves to become a PMSince college, I've harbored the aspiration to become a PM in a macro fund. I had a bit of an interruption to this for personal reasons (and ended up in investment banking). I'm now back in macro research in a non-entry level role, but still relatively junior. I was wondering if anyone here has adv... | 4 | 2 weeks 1 day ago |
| 0 | Pension Fund AnalystI have the opportunity to interview with a state pension fund, was wondering what to expect pay wise and upward mobility wise? Junior investment analyst position in the alts space, mostly PE, structured loans, that type of thing. I think the fund does some of it's own structured lending and uses out... | 3 | 2 weeks 1 day ago |
| 0 | PWMCurrently a junior in College looking to get a job in private wealth management next year. Have internship experience in the financial services industry. Looking for any recommendations or where I should start to get into it. Any information will benefit me!... | 0 | 2 weeks 3 days ago |
| 0 | Fixed Income Value InvestingThis question is aimed at all of your fixed income guys. So I'm going in for a second round research role (it's entry level) here soon, and the group that I'm interviewing with takes a relative value strategy for their investments. Now I'm familiar with this term when it comes to equities, but not s... | 2 | 2 weeks 3 days ago |
| 0 | Bank Stock Pitch for Interview HelpFound out yesterday I have an in-person interview for a long-only mutual fund as a research analyst for financials and industrials, in which I'll meet the team and then give a stock pitch on a bank that fits their investment profile (micro-to-mid-cap). The interview is on the 15th, and I'm a bit wo... | 1 | 2 weeks 4 days ago |
| 0 | Expected Bay Area Salary - Relationship Manager position, min 5yr exp.Hi guys and gals, I was hoping someone might be able to provide some approximations as to what I might expect for salary+bonus structuring at a $30B AUM firm in the Bay Area. The position is that of a Relationship Manager for a particular client channel for the US. The position is listed as 5yr min... | 0 | 2 weeks 4 days ago |
| 0 | Looking for advice: Operations vs Client ServiceHi, I currently am working in a back office Ops role and a position just opened up in Client Service. I am contemplating if I should apply or not. Positions don't open up very often at my firm and I feel like this is a good opportunity. I enjoy my current role and it is very easy to get comfortab... | 9 | 2 weeks 5 days ago |
| 0 | Credit Funds: Differing SkillsetsI'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 ... | 0 | 3 weeks 7 hours ago |
| 0 | High Yield Trader vs. Equity Index PMIf given the choice between two jobs - High Yield Trader at a small AM shop or an Equity Index/ETF PM at a large AM - which would you choose? Although comparing two completely different roles (Execution Trader vs. PM), products (FI vs. EQ), and investment styles (Active vs. Passive), which do you ... | 2 | 3 weeks 9 hours ago |
| 0 | Meet up at Omaha - BRK shareholder meetingAnybody who's in Omaha for the weekend want to meet up? I just arrived. Pumped to ask questions! Reply or PM me... | 0 | 3 weeks 10 hours ago |
| 0 | PIMCO Product Associate InterviewHi Guys, I have a Product Associate Interview with PIMCO coming up after a phone interview last week. Just wondered if anyone has had experience of the kind of questions are asked for PIMCO's Product group? Heard it's very macro/markets based but that there is also very technical fixed income ques... | 3 | 3 weeks 1 day 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..?... | 15 | 3 weeks 1 day ago |
| +1 | How does technology affect traditional AM?With the fast development of technology, high frequency trading and algorithmic trading have been very popular. How does this impact the traditional AM industry (fundamental analysis)? Any idea if AM firms and banks are downsizing their traditional AM divisions and shifting more towards technologica... | 1 | 3 weeks 2 days ago |
| 0 | Self Origination - How do you do it? Any best practices?I wanted to see if there are any monkeys out there who work a job in which they are expected to actively travel and self-originate their deals. These deals would be proprietarily sourced by you as opposed to deals that come from a broker (so generally not auctions) or ideas that come from a desk an... | 4 | 3 weeks 2 days ago |
| +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... | 30 | 3 weeks 2 days ago |
| 0 | 2018 AM/PWM FT RecruitingAnyone have any idea on what the timelines are yet for any of the BBs and Boutiques for AM? If anyone has any relevant info regarding, please post it. Never to early to start compiling info for FT. ... | 0 | 3 weeks 2 days ago |
| 0 | software for fund selectors: MorningStar, eVestment, Bloomberg?How do MS Direct and eVestment compare with Bloomberg for fund screening? If I understand correctly, MS direct is cheaper than Bloomberg (17k p.a.), what about eVestment? MS direct provides 3x smaller coverage of hedge funds than Barclays Hedge/Eurekahedge, is eVestment any better? We mostly need i... | 4 | 3 weeks 3 days ago |
| 0 | Can I exit from real estate asset management to other investment vehicles?Hello all, I recently started an Asset Management job at a major lifeco for their commercial real estate debt portfolio. I'm asking this out of curiosity, but would I have exit opportunities doing asset management with securities at say a mutual fund? Or any other types of asset management?... | 0 | 3 weeks 4 days ago |
| +1 | Become a Portfolio Manager after being SalesAfter a few years as a Sales in a big Asset Management firm + the CFA, is it possible to become a Portfolio Manager?... | 8 | 3 weeks 5 days ago |
| 0 | Advice needed for rising senior interested in AM with only Corporate Banking experience summer internship experienceI am rising senior very interested in landing an AM job after getting B.S. The only experience I have will come this summer in a Corporate Banking internship. Does anyone have advice on the best route to take in order to land an AM position for FT?... | 1 | 3 weeks 5 days ago |
| 0 | Buy-side recruiters in TorontoWhich recruiters are strong in buy-side recruiting in Toronto? I'm a Canadian working in credit investing at a life insurance company in Kansas. My work Visa expires and I'm looking to go to Toronto to work. I'm interested in learning about current buy-side opportunities in Toronto and am looking ... | 0 | 3 weeks 6 days ago |
| +1 | AM Boutique Interview PrepHey guys, I have a interview coming up at a boutique AM firm (equities, futures, macro). I am a freshman/sophomore w/ 3 summers remaining before full time (including the upcoming one). Was wondering what kind of behavioral/technical questions would potentially be asked. I'm thinking the typical: tel... | 10 | 1 month 4 hours ago |
| +1 | Starting a financial advising firmWhat are the regulatory hurdles to starting a financial advising firm? I also don't have my series 7 and series 66 licenses? How do I obtain those licenses without a sponsorship?... | 11 | 1 month 14 hours ago |
| +3 | Army Veteran seeking advice to break in asset managementGreetings my dearest monkeys, This monkey needs some advice. I am currently interested on seeking a career on the Asset Management field. The reason for this is that since a very young age I have been fascinated by the markets and the way the assets behave based on the ever changing factors of the ... | 10 | 1 month 1 day ago |
| +14 | AMA: Endowments, Foundations, & Asset Allocators It's about time I do another post on here and rather than go into detail on a specific aspect of the industry I'm just going to open it up to a general AMA. The E&F (and asset allocators in general) industry is sort of a black box. Most people don't know a ton about the industry and it isn't necessa... | 30 | 1 month 1 day ago |
| 0 | JPM WM Asia - Online testsDoes anyone know what the online tests for JPM WM in Asia consist of? I have a test this week and would appreciate any insight. Thanks!... | 0 | 1 month 1 day ago |
| +3 | 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 ... | 20 | 1 month 1 day ago |
| 0 | Tips for breaking into the world of finance.Hello, I am a recent graduate from a non-Target school with a sub-par GPA and no financial work experience looking to eventually break into the field of Asset Management (Hedge Funds, Buy Side, Sell-Side, etc). I have been working at a back office of a broker dealer for the past few months to get m... | 3 | 1 month 1 day ago |
| +1 | CFA Investment Foundation ProgramHas anyone heard about the CFA Investment Foundation or hold the certificate? if so, is it worth pursuing?... | 1 | 1 month 2 days ago |
| 0 | Corporate Banking -- > Asset Management?So I recently accepted a corporate banking role at a top European bank (not a BB here in US), but I see myself going into Asset Management in the future. What steps do you recommend I take the next couple of years to get to a role in this space? I am planning on studying for level 1 CFA next semes... | 1 | 1 month 4 days ago |
| 0 | Fixed Income AM - Rates to CreditI'm a semi-quant rates guy who is interested in learning more about Fixed Income buyside. I'm interested in joining a fixed income AM or HF. I have an ok understanding of macro credit, oil/financials, etc. But for more micro stuff like retailers, I'm utterly clueless. I know bond math and macroec... | 3 | 1 month 5 days ago |
| 0 | Path to PM?Just had my superday at an AM firm for some of their ETFs. I think it went well but it got me thinking what the path is like to Portfolio Manager, whether it's for an active or passively management fund. I'm going for my CFA Level 1 this June and plan on getting the subsequent levels in the next two... | 3 | 1 month 5 days ago |
| +7 | FINALLY headed to work in FO After my career started in BO and MO roles for ~3.5 years I finally received the offer for a FO role. (granted I move like 20 feet away given the size of my company). I will be supporting the PMs/Analysts in various capacities, whether helping on research, or re-balancing and other account trading... | 37 | 1 month 6 days ago |
| 0 | Kohlberg Capital (KCAP)Hi, Does anybody have information on this BDC? I think it may go by other names including Katonah. Any guidance on culture, pay, and reputation (or anything else, really) would be of great help. Thanks!... | 2 | 1 month 6 days 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.. 1. going to MBA 2. getting CFA 3. both Whi... | 6 | 1 month 1 week ago |
| 0 | CFA Work Experience (Mutual Fund Sales)I'm currently insurance sales agent and investment advisor for an independent marketing organization. I offer investment advice, sell annuities and mutual funds, and I supervise a team of over a dozen agents to make annuity and mutual fund sales. Does this count as relevant work experience for the... | 2 | 1 month 1 week ago |
| 0 | Sovereign Wealth internship?I've always wanted to work at a sovereign wealth fund, maybe Alberta Heritage or Oljefondet, but I was wondering if anyone had done or knew anyone who did an internship in a sovereign wealth fund? How would that even work, with all the sensitivity of the data and stuff? Am I right in believing tha... | 0 | 1 month 1 week ago |
| 0 | Valuing Conglomerates? - Proctor & GambleHey guys, Many of you have heard of how Gillette is planning to slash prices to compete in the razors & blades space with newer competitors. I was potentially interested in buying in (to P&G since they own Gillette), but find myself questioning whether it is worth it. Since P&G owns a large number ... | 4 | 1 month 1 week ago |
| 0 | Going to a networking event through my school, advice please?I got invited to a networking event through my school called "Meet the Firms" where potential employers for accounting and finance firms will be present. The whole purpose of the event is just to meet potential employers and I do not need to bring a resume. I need help choosing "good" questions to... | 0 | 1 month 1 week ago |
| +4 | AMA: external Wholesaler Hi everyone, I'm an external wholesaler in a major metro market. I saw a number of posts regarding this field so I figured I'd do a AMA to help those interested in this field. fire away! Just an FYI, don't get discouraged if after a week or so it takes me a little while to respond, I'm In sales...qu... | 30 | 1 month 1 week ago |
| 0 | Has Vanguard taken over the investment management space?Passive investing seems to gain more traction daily. What are your thoughts on Vanguard as a firm? The organization generated $111 billion in net cash-flow in the first quarter alone. ... | 1 | 1 month 1 week ago |
| 0 | Would appreciate anyone's help as I figure out my Business Career [plz - Berkeley grad, 1 year out of school]Hey everyone, I graduated last year with a B.S. from Berkeley-Haas and currently working for a major payments network/financial institution - you can guess the one. I am at a bit of a cross-roads in my career (first job, coming up to 1 year mark), deciding on my next job. My current job is more of a... | 1 | 1 month 1 week 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! ... | 1 | 1 month 1 week ago |
| 0 | Financial Advisor Career? Hello WSO, I'm graduating in 3 semesters from a B school in NYC. I love sales and enjoy cold calling. I make up to 500 dials a day selling merchant cash advances and cc processing. I do want to transition to something 'cleaner' though. What is the current state and future of financial advising?... | 0 | 1 month 1 week ago |
| 0 | Brainteasers from Bill GrossI wonder how provoking are these "insights" from Bill Gross dated April 13th, 2017. Brainteasers... https://www.janus.com/insights/bill-gross-investment-outlook/... | 1 | 1 month 1 week ago |
| +2 | AM Firms to apply to for senior year full-time jobI am currently trying to break into the AM industry in my senior year (next school year). Obviously, the top firms like BlackRock and Fidelity will be difficult for me to get into. So, I am trying to figure out the different tiers of AM firms and apply to all of them. I was just wondering what you g... | 5 | 1 month 1 week ago |
| +1 | Breaking into AM during senior year of collegeHi guys. So I am currently a junior in college looking to enter into the AM industry for full-time after my senior year. I am from a target school with a 3.82 GPA, double majoring in Econ and Com Sci, and pursuing a business certificate. I have invested around $10,000 in the stock market for over a ... | 7 | 1 month 1 week ago |
| 0 | Hsbc bank account in Hong KongBank accounts available in HSBC Hong Kong for funds transfer / funds management. Contact for complete details and charges. ... | 0 | 1 month 1 week ago |
| 0 | Ask Me Anything: Merrill Lynch Financial Advisor / Fixed Income Wholesaler / Futures TraderI spent time at Merrill as an FA and transitioned into Fixed Income wholesaling. I've also traded futures on my own. Ask me anything, I'd like to help out. ... | 7 | 1 month 1 week ago |
| 0 | P/E of 15Not much of an academic scholar and pursuing this task would not be beneficial at this stage. I've decided to call upon the wisdom of the WSO guardians. Question: Why is 15 the long term average P/E for the S&P 500? How did this number come to be (don't go for the easy answer pls)? At what point ... | 2 | 1 month 2 weeks ago |
| 0 | Sales or Ops...Whats the better lifeSo I have been in BO ops for 7 years now. I have series 7 and 66. I was in an entry level ops job that was boring and repetitive. I've recently moved internally. It was a lateral move, so roughly same pay just different job. I am now in a business governance type of position (although still BO work)... | 4 | 1 month 2 weeks ago |
| +1 | Fixed Income Research vs Jr. Fixed Income Portfolio ManagerIn the final running for 2 diff roles- I want to take company/location out of the picture. I am having hard time making a decision because the pros for one role do not necessarily translate into a con for the other role Which one would give me better exit opps or is better in the long term? I am th... | 5 | 1 month 2 weeks ago |
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