+47Private Wealth Management/Private Banking Guide for Associates


Once and for all - Here is the best guidebook I can give you for <abbr title="private wealth management">PWM</abbr>/<abbr title="private banking">PB</abbr> at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth...

+28Microsoft: The (not so) Evil Empire


Ah, **Bill Gates**. Growing up, William Henry Gates III was the kid you loved to hate: With an IQ of 160, a today’s dollars-trust fund worth north of $20mm, AND politically connected parents, he was smarter than you, richer than you, and had a brighter future. <img...

+21Thinking Like an Investor


I said in a previous post that I would try and write some more content in the future aimed at helping my younger self/newer analysts out. Bit of a quiet period before earnings start to pick up next month so here is something that I’ve created and use every time I research a new company from...

+20AMA: 3rd Year Private Bank Analyst


Monkeys, I haven't posted much on here, but I've been a lurker for some time and have been helped out by many of your posts. I now hope to return the favor and give some insight into the private bank/wealth management world with this AMA. Some background: I went to a target...

+19AMA: Equity Analyst at a Sovereign Wealth/Pension Fund


Long-term lurker here: I've been reading <abbr title="Wall Street Oasis">WSO</abbr> for a few years now, and found a lot of the advice on here invaluable when I was first exploring moving across to the buy side a few years ago. In the spirit of giving back, I thought...

+11Calling all Financial Advisors: What products do high net-worth people use to manage their wealth?


A lot of recent startups are being built around wealth/portfolio management such as Robinhood, Stash, Acorns etc. However, most of these startups are apps targeted towards mass market. To the financial advisors/<abbr title="private wealth management">PWM</abbr> folk on...

+11AMA: From Big4 Audit -> Big4 Advisory -> MBA -> AM Portfolio Manager


Hi all, I've been a long time reader of <abbr title="Wall Street Oasis">WSO</abbr>, but rarely posted anything in the last couple of years. Thought I'd change that and give back to the community helped me out in the past. So here's my story (I'll...

+10Yes or No?


Hey guys, I had an interview this last week with a local <abbr title="asset management">AM</abbr> shop about an internship for next summer, and they told me to come back and meet with the CEO. Does this mean I have a pretty good chance of getting an internship? Sorry if...

+10Hirevue JPMorgan Chase SA 2019 Asset Management???


Does anyone have any questions/insight into the Hirevue questions for JPMorgan Chase <abbr title="summer analyst intern">SA</abbr> 2019 Asset Management in NYC? I'm assuming its behavior, but since this is my first hirevue-no clue. Also, is this a first round or still...

+9AMA - AM Investment Analyst at Top Firm With No Return Offer


<h4>About Me</h4> <li>Working as an Analyst in Product Strategy (intersection between Portfolio Management and Sales) with focus on two multi-asset portfolio groups: Income and Model Portfolios (built from ETFs)</li> <li>Previously interned at a Bulge Bracket...

+9Career in Passive Investment?


I haven't seen any posts on this anywhere so thought I would give it an ask. With the rising popularity of <abbr title="exchange traded fund">ETFs</abbr> etc and money moving away from active investing, there is obviously less career opportunities in active...

+9Bad Online Reputation


I would like to go into asset/investment management. When I was in high school I used a racial slur on social media and screenshots were posted on a major publication. I've learned a lot since then and hope to move past it. Since then I have changed my last name. Do you think I can...

+9Long TSLA Update: Better Good Than Lucky


####In The Money <img src="/files/styles/w800/public/inline/images/tesla_cash_flow.jpg?itok=gMES0cc3" alt="" /> *Cash is King - origin unclear, but said after the ‘87 market crash by Pehr G. Gyllenhammar, CEO of Volvo (Fate Loves Irony)* I wasn’t planning on...

+8AMA: 4.5 years as a Financial Advisor at Fidelity and one prior IA firm.


I've had a lot of ups and downs in the industry as an IAR for the the past 6 years. I'm currently at Fidelity, but I started out at a small Investment Advisory firm. Ask me anything..

+8In 2018, what Firm has the best Ultra High Net Worth wealth management training program?

Anonymous Monkey

It seems after searching on the forums, <abbr title="private wealth management">PWM</abbr> (private wealth management) has been thrown around a lot and used for the term of regular wealth management - Financial Advisor, financial advising. Where you start up an account at...

+8Fidelity Investments Investment Research Associate Internship 2019

Anonymous Monkey

I jut got a first round for Fidelity’s Investment Research Associate Internship for Summer 2019 and was wondering what questions to expect/tips for the interview. Any help is appreciated, thanks.

+7Investment Thesis, submitted this to a PM


Hi <abbr title="Wall Street Oasis">WSO</abbr>, I've recently been in talks with an Asset Manager who has brought me in numerous times to help me get a better idea of what the day-to-day is like. I reached out to a school alumni that works there (Portfolio Manager)...

+7Financial Markets Advisory (FMA) Blackrock Superday 10/17/18


Hi all, If anybody hears back from the team, please let me know! And does anybody have an idea like how long it takes to hear back from them? Thanks!

+7How to gracefully leave buyside equity research job?


Hi all - I’m looking for advice about how to most gracefully quit my job. I tried searching but couldn’t find anything specific to asset management, which seems like a different dynamic than banking. If something is out there, please point me in the right direction. So, I’m a buyside...

+6Buy-Side Comp Canada


Hi guys, Hoping to discuss buy-side comp in Canada, would be curious to hear everyone's opinions/personal experience. I spent a few years in retail banking prior to starting as a first year analyst at a boutique firm. My base was 75k + bonus with no set % target. Since, I have...

+5Why are mutual funds seldom talked about as IBD exit opportunities?


The way I see it, <abbr title="private equity">PE</abbr> is very long-term-focused investing, whereas a lot of hedge funds are not that long-term focused, with many not abiding strictly by value-investing and the like. Mutual funds, on the other hand, are relatively low...

+5Timeline to become a Sports/Entertainment Division PM


Goodmorning, I'm hoping I can get some advice about my career path. I'm currently 20 years old, graduating from Colorado State University - Fort Collins with a Bachelor of Science in Business Administration Dual Concentration in Finance - Investment Analysis and Real Estate....

+5BlackRock SA 2020


Haven't seen anyone start this discussion. Does anyone know about this? What's the thread? I applied a while ago but haven't even heard about first rounds yet. Has anyone heard back?

+5Request: Day in the life of Mutual Funds Administrator


I'm wondering what a Mutual Funds Administrator does and what the dynamic with who they work with entails. Thank you in advance!

+5First Job-Offer: Looking For Advice


What's up everyone? I haven't really posted on this site, but have utilized it significantly over the years as I tried to decide which career path to follow. I have wanted to go into Investment Banking since I was a Sophomore, but came from a Non-Target school which limited me greatly....

+4AMA - 2nd Year Asset Management Associate

Asset Management Guru

First time doing an AMA - Looking to add value to any more junior level peers who are looking for a mentor! Don't be shy, ask away! I am live!

+4How would you invest x amount of capital today?


Got blindsided by a surprise superday in 2 days with a fixed income fund...feel like this is a very important question thats bound to be asked, was hoping you guys could critique my initial thoughts and/or offer potential insight...really just want to make sure im even on the right path with...

+4Possible to Go From Sales to Analyst without the CFA?


Hi guys! Just thought I’d ask your honest opinion on being able to transition roles within asset management. I’m a HNW broker with four securities licenses(FINRA 6,7,63, & 65) and four+ years in the industry servicing retail and RIA clients of a respected and successful midwestern...

+4How long does BlackRock take to get back to you after the first round interview?

Anonymous Monkey

Waiting to hear back, wondering if they send out rejections too. Hoping to get some insight on process

+4ETFs / parking cash


hey guys, I'm finding myself too busy in the day job to really manage investments. What are you guys investing in as a means of preserving but growing cash? I tend to buy distressed real estate when I can find it. But most of the time I'm sitting in cash, and don't know...

+4AM vs CD


I have two offers for an internship opportunity and I am having a little trouble deciding which route to pursue. I have an offer from a highly acquisitive media company in <abbr title="New York City">NYC</abbr> where I would be working as a corporate development role. I...

+4J.P. Morgan Wealth Management Super-day


I have a Wealth Managment Super-Day scheduled for this Friday after only doing HireVue, It's going to consist of a lunch and 5-30 minute interviews. What should I be focused on for preparation/does anyone have any personal insight they can share as to what I should expect? I'll be...

+4Brandes Investment Partners — Thoughts on Firm Compared to Peers?


Does anyone have any recent insight into Brandes compared to similar firms? I've searched the forums but most of the discussion is rather old. How do they treat their research associates/analysts, etc? Any tips on what they like to see in candidates? Thanks.

+4Credit research at an insurance firm


Was hoping I can get some insight. Does anyone have an experience or know of anyone who worked for an insurance firm and did equity research/credit research for them? Are exit ops to a credit hedge fund/equity fund realistic after some time? Have an interview for a credit research role at an...

+4Getting into Asset Management


I am an accounting major and will graduate next year. I am planning on getting a Masters of Finance. I was wondering what is the best way to get into Asset Management?

+4Rockefeller Capital Management


Does anybody have any familiarity with Rockefeller Capital Management/summer internships in their <abbr title="asset management">AM</abbr> division? I know they are run by Greg Fleming from MS/<abbr title="Bank of America Merrill Lynch">BAML</abbr>,...

+4Cross Asset Multi Factor Investing

Jim Simons

Good Evening All, I’m looking for research papers that combine multi factor portfolios of individual asset classes and combines them into a single portfolio. (Equities, government bonds, high yield, commodities, currencies) For context, I’m personally doing research on the topic and...

+4Role advice: distressed debt restructuring/market risk management


Hi All, I am on a rotational analyst programme at a <abbr title="bulge bracket">BB</abbr>, and I need to choose my next rotation. Would market risk or distressed debt restructuring help me more if the goal is breaking into AM? Thanks!

+4Who sat for CFA yesterday or today?


Sat for level 2 yesterday first time taker. Didn’t realize how stressed out the whole experience made me until last night after it was over. Told myself if I don’t pass I probably won’t retake. Let’s be real the way they ask questions on that exam is 100% retarded. I can just picture...

+4Wellington Management? Rep, exit opps? Worth it?


Recently received an invite to got to Boston and interview for an investment reporting analyst role. Seems like a good entry into the asset management/fixed income world and would be a great opportunity. Do a yea/two and move into a better role or leave for a better role. Anyways, I live in...

+3Blackstone Insurance Solutions - Need color

Mr. Emeka

Hi gang, Im curious if you guys can give me color on BX's fairly new Blackstone Insurance Solutions group. I can't find anything online as to real, useful info on the group as to what they do exactly(other than creating investments for insurers through the <abbr...

+3PIMCO Portfolio Associate?


I have an opportunity to interview for the aforementioned position, the job sounds to be more on the operational side than I would prefer and is technically a Trade Support role, nevertheless one gets to work alongside some of the best portfolio managers in fixed income and likely can learn a...

+3Should I move to Boston for this job?


I'm looking for some help thinking through a career move. I'm a quant strategist at a hedge fund in <abbr title="New York City">NYC</abbr> and I have an offer to move to a similar but somewhat more senior role at a top tier asset manager in Boston. I have 8...

+3Blackrock Superday San Francisco


Hi everyone, Did anyone who was at the Blackrock superday on 11/2 last Friday hear back yet? If so, what division were you applying for? Still waiting but it has already been a week so was wondering what other people have heard.

+3Research Analyst Comp - Big AM Firm


Fairly specific question. What comp package should be expected for a Research Analyst at a large, well regarded, asset manager in Boston? I’ve spent a few hours reading through all the posts and salary reports on this topic and I am seeing a very wide range, and most of the info is at...

+3Large asset management firms: Which are the most prestigious places to work in?


I'm still a bit new to the industry so I'm trying to understand which places are the ones with the most cache, which allow you to have most options when you leave. Let's take funds with some of the biggest AUMs like Vanguard, Wellington, Fidelity, or sovereign wealth funds like...

+3Seen on The Street: One heck of a sign off

Charlie Munger

"This is my final out-of-office message. I will withdraw from [major asset manager] on June 28. No longer will I rise before dawn to read overnight tweets, five newspapers and 600 emails on the European dysfunction du jour in order to be ready for the daily 30 minutes of actual stock...

+3Buy-side vs. Sell-side ER?


Hey guys, what's the biggest difference in working at a sell-side <abbr title="equity research">ER</abbr> (working at global investment banks) vs. buy-side <abbr title="equity research">ER</abbr> (research associate at large <abbr...

+3Investing in a time of sky high multiples


Guys, I am trying to understand how people on the buy side (and especially long only) justify any new positions when multiples are all-time highs. 1) Do you just look at multiples relative to the S&P500 Index and the overall space? or do the absolute multiples scare you? 2) In my space...

+3Portfolios in Private Wealth Management


For those working in PWM: How are client's risk tolerance and goals translated into a portfolio? Is market risk a consideration in the portfolio construction process?

+3What is your favorite, non-obvious, Bloomberg function? <GO>


Bloomberg has some insane capabilities, not all of which are widely known. Maybe that's just because I'm new into my buy-side role (Fixed Income). My favorite function: "SPLC" ...shows you a company's entire supply chain (vendors / customers / recommended comps),...

+3A few months from graduating college and


So I am a few months from graduating college for a bachelor in accounting. I am planning on opening my own unaffiliated investment advisory practice, I have about $70,000 all ready to go to help start the business that I raised through my family and my own savings, already passed the series 65...

+3Wealth Management Recruiting Season?


I’ve been lurking on this forum for awhile and noticed that there’s been a lack of major superdays for wealth management discussed, while most other positions like audit or financial analyst are already done thier recruiting seasons. I’ve applied for wealth management basically at every...

+3Any Information on WCM Investment Management (Laguna Beach)?


Hi all, I'm interested in working at WCM Investment Management (Laguna Beach) as an intern or full-time. Can anyone provide any information about the following: Work culture Hours Pay rate Typical day as an analyst at this firm Thank you all in advance.

+3AM Internship vs IB Internship


Hey guys, I'm currently a college sophomore (going into sophomore year) and i'm finishing up my internship at a <abbr title="real estate investment trust">REIT</abbr>. My end goal is to end up in <abbr title="asset management">AM</abbr> and...

+3BlackRock FMA Superday 10/18/18


I had a superday for BlackRock FMA New York on October 18th and have not heard yet. The recruiter said they'll let us know within 2 weeks but I'm assuming thats just so they have time to give more offers if someone declines. I talked to a first year analyst and they said they received...

+3What position to look for in Asset Management


I'm at a bit of a crossroads in my career. I'm still at Fidelity as an FA, I turned down a job at State Street that was irrelevant to my higher aspirations, but now I'm not sure on what to do. I want to work in Asset Management and be more hands on with the funds of these...

+2Boston AM: How Hard to get?


I'm about a year out from the end of my military contract. I went in to become a pilot, ended up coming out as a supply officer and am now ready to get out so I can have at least a bit more of a stable life with my wife. She's doing her post doc at UNC, and outside of me getting...

+2AM Research Associate Pay


Wondering about 1st year Research associate comp at asset managers - this forum isn't very active, and all the estimates I've seen seem to be around 70k salary +10k bonus from like 2-3+ years ago. Are there any updated data points? Just to throw my hat in the ring, I have an offer...

+2Investment Consulting to Asset Management Transition


I currently work in the research side of a leading investment consultant (have been there for a little over 3 years) for endowments, foundations, private clients, and pensions, essentially helping formulate investment strategies for clients. Very top down, macro level stuff. I just passed L3 of...

+2Is PWM and PB mainly just bringing in money?


I had a <abbr title="private wealth management">PWM</abbr> internship at a top bank and it seems as if there is little to no finance involved. The advisor really only research which investment managers to use. Is this how it is in all <abbr title="private...

+2what the hell do I do anymore

Mark Ronson

I'm a guy who's just graduated from the Uni of Nottingham with a 2:1. Missed a 1st by 0.06% because I was busy doing over 100 graduate and internship applications and ending up with sh*t all. It's almost the middle of summer and the internships for summer or starting in September...

+2Argus AE Case Studies - Please share your best step by step Argus AE Case Studies

Asset Management Guru

Good day everyone! Thank you for taking the time to read this. I am looking to get better at Argus. I think taking repetitions on step by step case studies building out Argus models would really help me. Do you guys know of any youtube videos, or links that could walk me through building an...

+2From Real Estate to Equities


Hi guys, First of all thank you for all the topics, detailed and interesting answers you provide. Today I was asking myself a question and rather consider my possibilities for my future. To be direct: I want to continue my career in <abbr title="asset...

+2Is a wealth management internship the best for a sophmore year internship?


I'm currently a rising sophomore in a semi-target school and I'm applying for my sophomore internship next year. I'm still confused about what career path to take- WM, <abbr title="investment banking">IB</abbr> or ST? Someone recommended that a WM internship...

+2PIMCO 2019 Account Summer Analyst


Has anyone heard back/applied for this position? The original deadline was Oct 20 and campus recruiting sent out an email saying I'd heard back no more than 4 weeks after the deadline. I just looked at the app again and it now says "early process deadline Oct 20" and...

+2Financial Advisor Compensation Structures


Does anyone know what a typical compensation structure is for a new financial advisor who is not bringing a book with them? Typical grid rates for rookies, typical base salaries, whether a more seasoned FA at the firm sponsors you and takes a cut from your production (if so, how much, for how...

+2IMD Superday for Goldman


Hi everyone, I'm a sophomore studying at a West Coast target, and I'm in the interview process for Dallas IMD. After finishing my hirevue around 2 weeks ago, I got an invitation for an IMD superday for this upcoming Tuesday. However, the recruiter told me that the superday will be...

+2Quitting a job within 3 weeks


I’m stuck in a dilemma where I recently joined this new small asset management group that is toxic from all sides. My boss came from a hedge fund and likes to go after me for things I did at my old job. He’s constantly asking what I’m doing and gets angry when I do something after he told...

+2Small vs Large AM Shops


I was wondering what general thoughts are about differences in <abbr title="asset management">AM</abbr> firm size and what this means for a junior employee. Specifically, what are some of the pros/cons of starting a career at a large <abbr title="asset...



Hey everyone, Quick question. In your <abbr title="asset management">AM</abbr> internships, did you guys get to learn the Bloomberg terminal, or not really? Thanks in advance.

+2Blackrock vs. JPM AM


What would you rather chose as a summer internship? <abbr title="JP Morgan">JPM</abbr> <abbr title="asset management">AM</abbr> Portfolio Management vs. Blackrock Finacial Market Advisory (FMA)?

+2Series 7/66 licensing


I just passed the SIE, Series 7 top off, Series 66 and my group one insurance for TX. I'm not sure if anyone else on here is taking or will have to take these, but if you have any questions on what they are like or how to prepare then ask away. Anyone who has taken them feel free to chime...

+2Fixed Income AM SA interview


Hey folks, I have a fixed income <abbr title="summer analyst intern">SA</abbr> phone interview with a top-5 <abbr title="asset management">AM</abbr> (think Fidelity, PIMCO, BlackRock, etc.) coming up soon. My question is how would I go about...

+2Should I study for and take the SIE or Series 65 before internships?


Looking at a couple of internships with one of them being at Morgan Stanley; another at a local firm. Should I prep and take the Series 65 or SIE exam first? Also, I will begin preparation for the <abbr title="Chartered Financial Analyst">CFA</abbr> once I am qualified to...

+2Summer rental


Going to do a summer internship @ E&Y in 2019. Looking for short term place to live. Any tips? Sub lease .Would like to be as close to downtown as possible.

+2MBA vs. MSF for Investment Management


I know there is a lot of material regarding this on <abbr title="Wall Street Oasis">WSO</abbr> but wanted to ask a question that is specific to my situation. I am currently a risk analyst on a commodity trading desk and I recently left a boutique <abbr...

+2Feeling Lost in Macro/Credit/Rates/FX Cross Asset Analyst Role


For the last two years, I've been working at an Asset Management firm in a highly general, "cross asset" analyst position on the EM investment team. My prior background was working as a researcher at the federal reserve on macro/banking/asset pricing research, and then doing a...

+2Nontarget... I got dreams tho. Portfolio Manager


Hey monkeys, so my dream is typical- I want to be a global macro growth portfolio manager. I NEED SOME INSIGHT IN HOW I CAN BREAK INTO ASSET MANAGEMENT/EQUITY RESEARCH FROM A NONTARGET. so I used to go to a semi target BYU. I got good grades there, but not good enough to get into BYU's...

+2PWM in Italy and what is the job itself


Hi guys I am finishing my MSc in Finance this year, with an internship in <abbr title="mergers and acquisitions">M&A</abbr> at a top bank. I am looking for an experience in <abbr title="private wealth management">PWM</abbr>, but being honest I...

+2Goldman Sachs IMD Hirevue Interview Response


Hi guys, I recently interviewed for <abbr title="Goldman Sachs">GS</abbr> IMD <abbr title="summer analyst intern">SA</abbr> 2019 through hirevue 2 weeks ago and I havent received any responses. I applied for the LA office. Does anyone know...

+2Is time an enemy for value investing?


Hi everyone, I'm currently preparing for asset management interviews and I stumbled upon this question. Does any of you have an idea of how time could have a negative impact on value investors? Also, do you think value investing is about going against the crowd and buying what nobody...

+2JPMORGAN telephone interviews TRAINEESHIP 2019-london


Hi everyone, i recently done hirevue interview with JPMORGAN for their investment2020 traineeship asset management division. im thru to telephone interviews, what kind of questions should i expect? cheers!!

+2What are the Best Books on Credit Investing?

Spike Spiegel

I'm trying to interview for credit analyst positions on either the sell side or buy side, and I'd like to bolster my knowledge of the credit markets. Any and all credit books are appreciated; I'm just unsure of where to start.

+2Internship at a HY Muni Fund - are skills transferable?


So I received a pre-MBA offer to intern at a <abbr title="high yield">HY</abbr> muni fund. Most of the fund's holdings are in hospitals, highways, charter schools, etc. My understanding is that some of their holdings are issued by private enterprises, which would...

+2Lazard Asset Management - Buyside Equity Research


Can someone give me some color on comp, hours, culture? I am interviewing with them and want some more background info. Thanks.

+2Investment Grade Bonds analyst exit opps

Kill Switch

Hi Monkeys, I can't tell you guys how much I've learned from everyone. I wanted to reach out to see if anyone could prove some suggestion on my career path choice. My background is a postgraduate in <abbr title="Hong Kong">HK</abbr> and now receives one offer...

+2Is PWM/PB still a viable career path?


Is it risky for a college undergrad to go into <abbr title="private wealth management">PWM</abbr> or <abbr title="private banking">PB</abbr> with robots and passive investing taking center stage? If someone is interested in <abbr...

+2Credit Funds: Differing Skillsets


I'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...

+2Starting AM Fall Co-op, any good reading material?


I'm starting soon and wanted to know what I could do to sharpen my skills besides working on Excel and whatnot.

+2Goldman PWM vs BAML Global Wealth Investment Management


Hi all, I currently have an offer from <abbr title="Goldman Sachs">GS</abbr> <abbr title="private wealth management">PWM</abbr>, and an interview coming up for <abbr title="Bank of America Merrill Lynch">BAML</abbr> Global...

+2Career development buyside


I am young and unexperienced, so I want to learn from you guys. I am starting at a big Asset Management firm (Equities) and I am eager and want to continue to develop. I am planning to do my <abbr title="Chartered Financial Analysts">CFAs</abbr>, but what then? What is my...

+2What internship should sophomores in Asset management be looking for?


Should sophomores in asset management look for an internship in a hedge fund? Should sophomores just try to get an internship through family or friends to set them up for their junior year? Anyone have advice?

+2Is anyone here a Credit Analyst at a PIMCO-esque shop? IWTL how to properly model corporate debt.


Bit of context: I'm in fixed income manager research and I've got a decent-ish grasp of the markets but where I want to build knowledge is within individual security analysis (plan is to eventually go buy-side as an analyst) I'm curious as to what models are used to value a...

+2Boston as a ExPat


Hi guys, I might need to move to Boston due to a disease that my 6 month old has (still no confirmed diagnosis). I am from Latam, and was wondering if anyone had been in the same situation, looking for a job near the Boston area as a non-english native. I have +7 years in WM (product...

+2Does anyone have experience with US Trust - BOA Portfolio Manager Associate role?


Hey guys, What's your opinion on the role below for someone trying to break into AM? It's an entry level position but sounds more like a pure <abbr title="private wealth management">PWM</abbr> role. Can this be useful for future career prospects combined with a...

+2interview question - where would you invest your money and how does this differ from investing clients


Hi looking for some advice on an interview ill be having tomorrow. I have modelled an answer as below points if anyone can add/comment please

+2Portfolio Management test


I'll have a test for a PM role at a local retail bank next week. It's mostly about managing the pension funds + some mutual funds and individual portfolios, also the position is related to equities only. I assume the questions would be similar to <abbr title="Chartered...

+2From Data Scientist to AM


This is for anyone that comes from a mixed background like myself and is looking to break into AM. This is also me asking for any insight from anyone who was in my shoes that has been successful in their transition into AM. Up until this year, I've been a Nat Gas FP&A Analyst, a R...

+2Help With Offers


I am deciding between two internship offers with upcoming expirations. My career goal is to eventually move into Buy-Side Asset Management. 1st Offer: Investment Research Intern for Wealth Management The company outsources most of its investment research and investment decisions to...