Asset Management prep courses / materials

I see all prep sites heavily focused on IB and prepping students for its tasks. I've never yet seen any course that introduces AM tasks and emulates the functions of an AM professional

I recognise the dynamics are not the same in AM and there's a lot that depends on intuition. So I'm asking what are some courses or books that do well in teaching AM for a noobie? (Things that you found useful on the job).

Should I look into the CFA?

3 Comments
 
 
Most Helpful

Asset management is super broad, so impossible to say. Your approach will probably be different based on whether you’re interviewing for equities or fixed income. The Intelligent Investor and CFA level one should prepare you for any AM interview though. After that, maybe Security Analysis for equities and a Fabozzi book for fixed income. AM interviews for entry level are somewhat technical, but not like IBD/PE where you can just memorize a few formulas and answers from a guide. Questions are usually more focused on thought process and approach rather than answer, which isn’t something you can really get from a guide. For example, someone might say “I came across company X and Y yesterday. Which one do you think is a better investment and why? Which one could scale easier? What do you think the margins are like? Main costs? What’re some concerns you have?  What’re the first three things you would research?”

 

Deleniti recusandae quibusdam et. Sint hic eos dolor et fugit. Dolores tempore libero sed sunt voluptatem. Amet adipisci eius et voluptate.

Suscipit quos deleniti fugit dolorem unde. Non voluptatem quia iure nihil fuga aut. Quisquam inventore corrupti facere et qui et. Non blanditiis sit vero ullam ullam totam. Quis commodi accusamus id quibusdam et sint. Architecto nihil sint reiciendis veritatis sapiente.

Hic sit dignissimos expedita ullam aut maiores. Doloremque dolorem assumenda in qui qui. Quasi rerum alias voluptatem ipsum. Ducimus tenetur facilis temporibus tempora provident fugit. Nam sint ullam quo corrupti sit. Nemo aliquam sed enim tempore esse.

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%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 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 01 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 (80) $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
Betsy Massar's picture
Betsy Massar
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
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...”