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.
 

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