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WSO Hall of Fame: Asset Management Forum

WallStreetOasis.com

The Wall Street Oasis Asset Management Hall of Fame provides a comprehensive collection of some of WSO's best discussions on the asset management industry. Keep in mind this Hall of Fame does not include Q&A sessions by WSO veterans. To view a full list of Q&A’s & Interviews please navigate...

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Cambridge Associates Superday Question

joshblack

Hey guys, For those of you who have attended a Cambridge Associates Superday, how long did it take to hear back? I attended an Superday (investment analyst position) in Boston this past Tuesday and was wondering what the timeline looks like. Thanks ...

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Role advice: distressed debt restructuring/market risk management

aerodye

Hi All, I am on a rotational analyst programme at a BB, 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!...

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

billystern

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 credit, particularly fai...

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Graduate Programme in Asset Management: Portfolio Management vs Research (London). Best for HF recruiting?

London Master student

Hello everybody, I am currently finishing my master at a semi-target uni in London. I am very happy to have just signed to join Allianz GI Investment Management graduate programme starting in October. My ambition is to learn as much as possible and work really hard at Allianz GI but I would want to ...

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Analyst, Credit Portfolio Management Interview Preparation

wssj626

Hi Monkeys, I recently got an interview invitation for Analyst, Credit Portfolio Management position from Hudson Advisor. Although it is the first time that I get an interview from them, they ask me to go to their office for a 90 mins interview. I indeed don't know what kind of interview it will be...

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Sustainable investing Blackrock?

Chimptalia

Hi all, So I was invited to attend an interview for the sustainable investing team in Blackrock for a summer internship and I don't know too much about it. Has anyone interviewed in this before? It's under Advisory and Client services and is quite difficult to find any material on. It sounds like so...

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Nuveen Asset Management discussion

Symfuhny

Hey guys! I see lots of people on this forum discuss top AM's (BlackRock, Vanguard, etc.) but haven't seen much on Nuveen, another big player in the game. I wanted to hear what you guys had to say in regards to Nuveen; pros & cons, working there, exit opps, etc. Thanks!...

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Last minute test interview in banking?

nat361

So, I got a follow up email for a second round interview for a commercial (loan) portfolio analyst and in the last line of the email all they said was "Make sure to bring a calculator, we have a test for you." I plan on brushing up on basic ratios and calculations, but I'm not sure what to isolate ...

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AM Quant Strategies / Modeling?

Chicks for Free

Hi Monkeys, long-time lurker, first-time poster here. I've got an interview coming up for an analyst position with a quant group at a large AM firm. I have a quantitative background (math / physics) but no experience in finance. I'm preparing for the interview as best I can but I'd like a little gui...

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

biobro

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 Temasek, GIC, ADIA, ...

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How can I go from nontarget school to portfolio manager?

sambotanman

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 accounting p...

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Nontarget... I got dreams tho. Portfolio Manager

sambotanman_1

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 accounting...

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Credit Funds: Differing Skillsets

technoviking

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 success getting ...

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Out of Grad school: CRA or Quantitative Roboadvisor to AM/PM

limitedinfinity_8

Hi all, I'm a graduate student at one of the top 10 European universities (DACH) and am working part-time for a European CRA's SF team since I began my Master's more than a year ago. I'm going to finish this year, and have been applying to jobs for a taste of the local jobs market before I make a fi...

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JPMORGAN telephone interviews TRAINEESHIP 2019-london

Ghostwick

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!!...

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College Endowment Fund Internship

john finn

As I look at possible internship opportunities to pursue in college, I was wondering about how interning with the college's endowment fund (1.5 billion) would look when compared to working in a private boutique (nothing super prestigious, probably just a local shop in the town). All students are req...

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Ruffer LLP

BarstoolWSO

Hey, So I've heard a bit about Ruffer LLP and that they have Spring Insight, Summer Associate and Graduation Programmes. They are a £21 Bn fund in London with 270 employees. I haven't really heard anything about them other than that they exist. Anyone have any details?...

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GSAM - PRE

Vito_Genovese

Burner account here. I have spoken to someone at GS regarding an open analyst position in the IMD, GSAM Private Real Estate Group essentially doing business development and investor relation duties. Job description didn't really show much analytical duties, it was a lot of creating marketing materi...

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Asset Management Interview Prep w/ Little Lead Time

stormy54

Hey guys, To give some brief back story, I'm in BB ER and ready to make the move to buyside but not really interested in the hedge fund route. So I recently applied to essentially a buyside long only role (think, >$400B AUM AM division of a large insurance company) that's decently relevant to my ...

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Started in November, bonuses paid March 1 - should i get a bonus?

AM2IB

Started with my current company in November. Our bonuses just got paid in the March 1st cycle. I didn’t receive a bonus. Should I be okay with this? ...

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Story of a non-target that went through two scams and made it

peterlam3316943

My story: I went to a non-target liberal art in suburb Mass, 3.2GPA. In freshman year, I did an internship with one of those pyramid schemes that work for telecommunication companies, selling internet with full suits on. I didn’t know if that internship was legit before I do it because my family...

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What actual jobs does the CFA get people?

PteroGonzalez

As someone who's a bit further along in my career, and who's worked in multiple areas (IB, asset management, PE, VC) I get a lot of younger folks asking me for career advice. One question I'm getting a lot the last few years is "so I just got my CFA, now what do I do with it?" 100% of the time t...

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Suggestions on career choice

innovativeguy11

Hello all, I'm currently being interviewed for two different positions at a MM bank with hopes to work on a wealth management team down the road. The first is a registered client associate position supporting a wealth advisor. I like this role because I feel it would be a plus to not have to prod...

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Portfolio Valuation Role inside AM

Rickybanana

Hey guys, I recently got an intern offer from valuation team from PIMCO, but not really sure if this is a good opportunity. I guess this is more like a back-office role which covers the valuation of all the portfolios within alternative funds. Personally, I am very interested in a career path in as...

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S&P Global Platt Finance Video Interview

Gggklaa

Hello, I am currently a Junior majoring in Finance and I manage to get an interview at S&P for their Platt Finance internship. I received a 1st round hirevue invite and I was wondering if anybody had experience in this process, and can give me an overview about the process, what those it entails, q...

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MBB Consulting >> AM

dontbugme

Hi - new to AM thread and couldn't find a lot on this topic. I currently have ~4 years of MBB consulting and was curious if ex-MBB consultants were able to land AM roles? If so, my key questions are - 1. What is the process like / what's the best way to apple (i.e. on website, alumni, etc.)? 2. ...

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Goldman Sachs Apex group

wild wild west

Hi everyone, can anybody collaborate on what apex group does at Goldman? It's within asset management. Is it client relationships, analytical work, portfolio management or something else? I found APEX in GS reports where it's connected to Normal Automatic Preferred Enhanced Capital Securities. http...

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Finance vs Tech: Where should this former trader and current CFA go?

TheBrosAlwaysWins

Which industry has a better outlook? PWM or FinTech? One is beginning to automate the other.... Used to be a trader. Got laid off after 8 years. Finished CFA. Joined a fintech startup on a whim. Learning coding...cool. Work with data scientists....cool. Actively automating the industry I used to wo...

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Graduate Scheme

BarstoolWSO

So here in the UK IB and AM firms hire "graduates" meaning you work for 2 years on a rotational basis working with different groups and then if they like you after the two years you get a full time offer. Can anyone offer more insight to this? Are you a real employee during this time? How much do yo...

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

packmate

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/PWM folk on WSO, what softwares/apps do your clients use to manage their wealth? I'm in...

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