Investment topics

I am starting my own Registered Investment Adviser firm, so I am interested in things such as the red tape involved, IE compliance, E&O insurance, portfolio management etc.

566 WSO Academy Asset Management Session Reviews: 4.80/5

Class of '29 Sep 2026 Cohort

5.00/5

Asset Management Mock Interview

“Today’s session was amazing and incredibly useful. My mentor was a massive help with both networking and interview preparation, particularly for my ongoing HSBC programme application. He helped me understand how to approach networking more effectively and gave me valuable advice on preparing for the next stage of the recruitment process. I really appreciate the time and effort he puts into helping me, and I left the session feeling more confident and clear about my next steps. As always, he was very kind, approachable and easy to speak with, which made the whole experience even better.”

Class of '27 Sep 2026 Cohort

5.00/5

Asset Management Mock Interview

“This mentor provided valuable and constructive feedback that helped me better understand how to approach interviews and identify areas for improvement. I learned how to structure my responses more effectively, communicate my strengths with greater confidence, and stop downplaying my experiences and accomplishments. The session also helped me recognize which technical topics and industry-specific questions I need to research further, allowing me to prepare more strategically for future interviews.”

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+26	How cooked is Portfolio Analysis	7	2d
+24	Am I Crazy for Wanting to Pursue Institutional Sales/IR Over Banking or S&T?	5	5d
+11	Considering corporate finance pivot from asset management	2	1d
+9	F	2	1w
+9	Research Analyst -> Finance Pipeline?	2	1w
+6	GSAM Fundamental Research and how to break in?	1	1w
+6	TCW- Associate Credit Analyst 3rd Round Interview	1	1w
+5	Blackrock FT 2027 - Analyst Program	10	6d
+3	Opinions on Connor, Clark, and Lunn Infrastructure?	0	1d
+3	PGIM RE bonus and Perks	1	4w

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	DrApeman	98.9
6	GameTheory	98.9
7	dosk17	98.9
8	CompBanker	98.9
9	Betsy Massar	98.9
10	Mimbs	98.8

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Investment topics

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Investment topics

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