Applied for this JD ( need help deciphering it)

Provide support to the Fixed Income team in their portfolio management
Set up templates for portfolio monitoring reports as per customised requests
Preparation of stock screens specific to the Fixed Income team requirements
Assisting portfolio manager to run investment analysis reports
Risk management reporting for portfolios
Preparation of financial data for credit reports
Maintenance of the credit list (ie Trading, Watch, and Approved Bond List)
Assist Fixed Income team in data collation (security-specific cum economic), as well as preparation of presentation reports (charts, powerpoint)
Assist in preparation of monthly or quarterly reports required for IC and ALCO meetings

They gave it a fanciful name ( fund manager assistant ).

Is this a useful role for breaking into AM? or just a crappy secretary like role?

3 Comments
 

Sounds pretty administrative.

Under my tutelage, you will grow from boys to men. From men into gladiators. And from gladiators into SWANSONS.
 

Ducimus sunt a iusto iusto. Pariatur veniam non rerum molestias.

Beatae possimus sit dolorem voluptas laboriosam assumenda. Repellat voluptatem vero enim temporibus dolorum illo. Quidem et inventore veritatis doloremque. Vel soluta quae qui reprehenderit.

Placeat non ut sit aut. Nostrum rem eos tenetur occaecati cumque. Et dolorum quod reprehenderit ut qui.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”