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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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Summer Reading List: for anyone interested (especially CFA candidates looking to ease the Stockholm Syndrome)

Porters6thForce

As title states, anything goes here... could be a finance related, Sci Fi or anything thought-provoking. I'll start with a few names that've caught my eye: Superforecasting: The Art and Science of Prediction - Tetlock Thinking in Bets - Annie Duke Timeline - Crichton A Man for All Markets - Tho...

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Asset Management Careers - Where to start?

LongOnly99

Hello, first post here. I am an undergrad from a non-target, highly regarded liberal arts school. I am interested in a career in asset management (not quant) and am curious about opportunities straight out of college. **Questions:** How competitive is it to get jobs at GSAM/JPAM/Fidelity etc. st...

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Who sat for CFA yesterday or today?

Personofwalmart

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 the...

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Investment Management Firms in Chicago

jlyle7765

Who are the big players for Investment/Asset Management in Chicago? Looking for possible Junior Year Summer Internship. Also, of those, what is the culture and pay range like?...

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What position to look for in Asset Management

GWillis

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 AM companies. Being an FA...

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BlackRock Virtual Cover Letter for 2020 Summer

offlinehotline

Has anyone completed the virtual cover letter? Would really appreciate any info and insights! Thanks....

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Entry into Hedge Funds after CFA

dkumar95

Hi everyone. I am an IB analyst in India and have cleared all three levels of CFA. I want to get into the hedge fund industry, specifically in Macro or Distressed Debt strategies. I am not interested in PE, VC, IB or consulting jobs. I have a passion for capital markets. Most of these Hedge Fund...

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Full time positions at large firms with no prestigious finance internships

red-panda-98

How screwed am I if I didnt intern at any prestigious big financial firms during the three of my summer during college (freshman year i interned at a startup, second year a policy think tank, third year a private wealth management office - just small private company nothing fancy). i have decent fin...

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Lazard Asset Management

Nontarget2019

Does anyone know anything about the culture and work-life balance at Lazard Asset Management? Specifically wondering about their equity research roles. Any insight would be greatly appreciated!...

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AM institutional sales to alternatives fundraising?

caeq

Hi guys, recent grad and thinking about what steps I want to take over the next few years. Based on my strengths and interests, PE/HF fundraising would be a good fit long term and I'm looking for more information on how to get there. Including any more information here will make me identifiable, so ...

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Books similar to Private Equity International Guides

fds

I recently read PEI's guide to secondaries which I can't find online in any form but a coworker had it. PEI publishes numerous guides to alternatives and if they are structured like the secondary's guide they have tons of articles from experts in the industry. But the books are super pricey. Would a...

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Possible to Go From Sales to Analyst without the CFA?

JayCob20

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 firm($175B). I...

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Business + Stat double major for AM

ikweon

Would dual degree in business and stat help me land jobs for AM? Or other finance advisory roles. Im currently attending CMU Tepper. Thanks!...

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Neuberger Berman Reputation?

VCkid

Anyone have any insights on NB? How does it stack up against the top AM shops? comp, lifestyle? I have an interview with the firm coming up, thanks!!...

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Top Tier CLO shops?

carokann

Going into a new role soon related to investment in credit instruments, and started reading more into CLOs. Who are the top tier managers in the CLO space? ...

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Taconic Capital Advisors

Kanyeezy 2020

Can anyone provide some color on what it is like at Taconic? Any interview experience, culture, salary, etc?...

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Credit Analyst at a CRA??

willBe

Hi All! I'm looking for some advice. I'm currently enrolled in a Top 15 MBA program (part time) while working full time in financial services - more of an operations role. I want to take this opportunity, while I'm still doing my MBA, to make a career transition. I'm looking to make a move to a ...

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Structured Credit Analyst Interview at Asset Manager (think: Wellington, T. Rowe, Fidelity, Janus)

ancolorage

I have an interview coming up for a Structured Credit Analyst position with a top asset manager (think: Wellington, T. Rowe, Fidelity, Janus, etc). This is a post-MBA or experienced junior analyst (3-5yr) position. The role will initially focus on CMBS and/or CLO. What should I expect in the int...

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VBA interview for Credit Fund

RetiredKarlMarx

I have an interview coming up next week with a credit investment fund for a junior credit analyst role. They have informed me that most of the interview will be a VBA test. I assume they use VBA for their excel templates, but as I have not used VBA in a professional capacity before, I am quite nervo...

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Credit research at an insurance firm

Logisticjoe

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 insuran...

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Crossover Investor: Why is this considered a "late stage fund"?

kate5

Why would a crossover investor who primarily invests in public markets be considered a "late stage fund"? How can a person be a fund?...

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Investment 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 HK and now receives one offer from leading insurance-background asset management company, fixed inc...

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Boston AM: How Hard to get?

rj1443

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 into H/W/Chicago...

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PIMCO Global Economic Advisory Group?

sandbergwannabe

Hi everyone, Anyone with experience in PIMCO's global economic advisory division? What are the hours, what type of work it entails, etc.? Thank you. ...

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Need some help (illness)

Ben_schaeffer

I have a problem and need some help. Short story: Girlfriend (ex) is sick, perhaps terminally (50-50). She has equity in her house (owes $160k on a house worth $350k) but the house needs a little work (...

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