Asset Management (Equities) Technicals Resource

I usually don't recruit for AM, but did it for fun and now I have a superday about asset management (equities). Does anyone have any resources or links on how to study the technicals in 2-3 days and like what are the key things I should know? 

2 Comments
 

For preparing for an Asset Management (Equities) superday in 2-3 days, here’s a concise plan based on the most helpful WSO content:

Key Areas to Focus On:

  1. Technical Knowledge:

    • Understand DCF (Discounted Cash Flow) and valuation techniques.
    • Be familiar with financial ratios and their implications (e.g., P/E ratio, ROE, etc.).
    • Know how to analyze equity research reports and interpret market trends.
    • Brush up on portfolio management basics, including diversification, risk-return trade-offs, and asset allocation.
  2. Market Awareness:

    • Stay updated on recent market trends by reading the Financial Times (FT) or Wall Street Journal (WSJ).
    • Understand the firm’s investment philosophy and recent performance.
  3. Behavioral Preparation:

    • Prepare stories that highlight your analytical skills, teamwork, and passion for markets.
    • Be ready to explain why you’re interested in Asset Management and equities specifically.

Resources to Use:

  • WSO Technical Guide: A comprehensive resource for technical questions.
  • M&I 400 Questions: Covers a wide range of technical and behavioral questions.
  • WSO Academy: Offers courses like the Excel Modeling Course and Valuation Modeling Course, which can be helpful for last-minute prep.

Quick Study Tips:

  • Focus on areas where you feel weakest (e.g., specific valuation methods or portfolio theory).
  • Practice mock interviews to refine your delivery and confidence.
  • Review common interview questions for Asset Management roles, such as those found in WSO’s 101 Investment Banking Interview Questions or Private Equity Interview Questions.

By targeting these areas and leveraging the resources mentioned, you can maximize your preparation in a short time. Good luck!

Sources: Citi Superday Sales and Trading Advice, GS 2018 Superday, DCM Interview 101 - Superday experience, Superday Prep Checklist Format, Ask an ex-IB MD anything.........

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Qui placeat at asperiores dolorum nihil sit error. Vel ab perferendis odio id voluptatem. Dolor quis ipsum voluptates in in inventore ut. Nam repudiandae non aperiam dolorem enim aut. Repudiandae sunt quae et ea quidem qui accusamus.

Illo magnam atque harum aut magni assumenda dolores autem. Ipsam hic impedit ipsam nam ipsum. Maiores autem nemo et quae.

Veritatis saepe animi repellendus ut aliquid tempora sint. Laboriosam atque iste ut voluptas dicta nulla. Minima aut ut minus eligendi quia.

 

Est voluptatem accusamus perspiciatis architecto doloribus. Repellendus quos delectus aut enim. Ut explicabo sunt et vel nihil dolores. Eum nihil repellendus vitae fugiat quidem vel. Delectus dolores veniam necessitatibus et. Et autem et et laborum eveniet sequi consequatur et. Aut sint natus qui aut.

Tempora officiis nemo quam atque id nesciunt ducimus. Quia vel quaerat sunt voluptatum voluptatum. Non impedit nihil minus dignissimos.

Nemo aut est ipsum explicabo iure laboriosam nesciunt. Corporis nostrum provident vel inventore occaecati soluta dolor autem. At cum optio et nihil molestiae corporis sit.

[Comment removed by mod team]

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan No 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
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...”