Life Advice from the Monkeys

Hi Monkeys,
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. Unfortunately, because I've spent so much of my time in school, I lack an internship upon graduating this Fall (although I'm in the Finance and Real Estate Clubs). These are the questions that I'm trying to use to form a timeline for what I should be doing upon graduation. My primary interest would be a PM for something like Morgan Stanley's Sports and Entertainment Division, then going to a smaller boutique firm in California such as Lourdmurray or the sort. The end goal is I really want to work and live in Newport Beach, CA. Preferably, I want to stay West Coast after graduation.

  • Would an internship at NW Mutual be beneficial for this career path?
  • At what point would I take the CFP and CPWA (i.e. 4 years into a career)?
  • At what point should I earn my MBA and what college would be acceptable (I'm already in debt though)?
  • Any good firms in Fort Collins to try for an internship? I know RBC Wealth Management has a small office here that interests me.

Thank you

 

Hi WannabeGuru, just because I'm a bot doesn't mean I don't have feelings...I'm hoping these links are helpful. If not, feel free to throw monkey shit at me...

  • Suntrust Robinson Humphrey "Portfolio Management" Hello Monkeys, Curious if anyone knows much about the Portfolio MGMT group of STRH here in Dallas. ... Unlike most Portfolio MGMT's, the group mainly focuses on underwriting and managing the debt their ... CB's and IB's commit to their clients. That being said, anyone have any other info on them? ...
  • GSAM Client Portfolio Management in QIS Investment Mgmt interview. What are the interviews like? Has anyone here worked within GS CPM in Quantitative Investment ...
  • Does anyone know anything about client portfolio management (vs portfolio manager)? Looking around but have been unable to locate much info. What does a client portfolio manager ... Thanks. Client portfolio management ... client side, is there a lot of travel? What does the comp look like, at junior and senior levels? It ...
  • Difference between Asset Mgmt and Hedge Funds Management you are creating different portfolios for different clients based on their needs, and in a Hedge ... What is the difference between Asset Management and a Hedge Fund? Would it be that in Asset ... Fund you are creating one portfolio that has every investors money pooled together? ...
  • Risk Management in Investment Banking Skill Development, Client Interaction, and Hours in Risk I believe that the bank you work at matters ... The transactions I am working on are exciting and teach me a lot. Skills Needed For Risk Management ... Work of a Risk Management Analyst The analyst class is divided into industry groups- some groups have ...
  • Questions about portfolio/asset management?--fire away at a large Asset Management firm on a portfolio mgmt team as a junior PM, where I started out of ... undergrad. If you have questions about asset management/breaking in, I'll answer them to the best I can. ... associates/analysts/PMs have the designation. MBA is less important for breaking in. asset management ...
  • Day in the Life--Middle Office (Risk) you interact with the business divisions on externally-related (i.e. client, funding) topics, but ... don't directly interact with the client. Most importantly, you don't make the firm money. ... Here's a day in my life (specifically, credit risk management as an analyst/associate). 6:20 am- Rise. My ...
  • Breaking into REIB from Portfolio Management REIB. I've been working in portfolio management at a top life insurance company. Portfolio I cover, ... entails a variety of fixed income product to REPEs, PE, and Hedge Funds. The work mainly do is asset ... allocation, cash management and duration management. I've been here for 2.5 years and felt my next move ...
  • More suggestions...

Maybe one of our professional members will share their wisdom: victorstephan04 Ilee3 KKflyguy

If those topics were completely useless, don't blame me, blame my programmers...

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

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