 | Topic | Replies | Freshness |
|---|---|---|---|
| +87 | Life as a Top Asset Manager BlackHat <em>Mod Note (Andy): #TBT Throwback Thursday - this was originally posted on 3/24/13.</em> So I've seen a few posts lately asking about mutual funds, Asset Management gigs, and alternatives to the sell-side out of college, and hopefully my experience taking the asset... | 186 | 5mo |
| +47 | JP Morgan Winning Women drali This thread is for undergraduate students currently applying to the <abbr title="JP Morgan">JP</abbr> Morgan's 2018 Winning Women events in <abbr title="New York City">NYC</abbr> and Chicago. Feel free to follow and/or post if you're in... | 429 | 8mo |
| +40 | AMA - Analyst at $1.5B Endowment Fund WpgJets I have been reading <abbr title="Wall Street Oasis">WSO</abbr> for a few years now and would like to give back and help out all of the younger readers on here. When I was going through the interview process for my current role, I had a hard time figuring out what exactly I... | 34 | 7mo |
| +39 | Breaking into buy-side equity research - my experience Subutai Baghatur This will be my very first post to this forum, which is admittedly dedicated more to banking and private equity rather than investment research. Given the dearth of content on buy-side equity research (understandable given the small size/low turnover of the industry), I have decided to share my... | 76 | 4mo |
| +34 | Private Wealth Management/Private Banking Guide for Associates navyrugby 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... | 18 | 4mo |
| +33 | AM vs HF: The Business of Our Business BlackHat Hedge funds get all the glory... and now they're even going to get all the press, courtesy of the JOBS Act, and I'm more than excited to see who thinks they actually need to advertise to bring in the flows. However, while a hedge fund is structured to make one man insanely rich and a... | 70 | 3y |
| +32 | AMA: Emerging markets investment analyst models_and_bottles In the spirit of the holidays, I thought I would host a AMA for anybody interested in the life of a buy side analyst that works on an emerging markets fund. I also occasionally contribute ideas to our international developed market funds, but I do not work on any U.S. companies. Brief... | 67 | 3mo |
| +31 | JP Morgan Winning Women 2016 thread Potryasayushi This thread is for people applying to the bank's <abbr title="asset management">AM</abbr> Winning Women events this October in <abbr title="New York City">NYC</abbr> and Chicago. But feel free to follow and/or post if you're in another... | 306 | 1y |
| +29 | Is asset management underrated? BillBelichick37 I've noticed <abbr title="asset management">AM</abbr> is kinda shoved aside as a post-MBA job on this forum when in reality it's an extremely steady cash flow for the firm. I really don't see why someone would pick banking over <abbr title="asset... | 70 | 1y |
| +25 | Endowments & Foundations Part 1: A Basic Overview BlueWing <em>Mod Note (Andy) - as the year comes to an end we're reposting the top discussions from 2015, this one ranks #31 and was originally posted 6/28/2015.</em> <h3>Endowments & Foundations Part 1: A Basic Overview</h3> I think the most useful threads I’ve... | 39 | 10mo |
| +23 | Salesforce: May The Force Be With You CuriousCharacter Cloud computing original Salesforce.com has been on a tear since inception: <img src="/files/styles/w800/public/inline/images/salesforce.jpg?itok=UYw0guVn" alt="" /> However Investors have been divided on the stock. [Joel Greenblatt has shorted... | 31 | 6mo |
| +22 | AMA: equity research analyst at top 3 AM ridingthebullwave **Note: as of 07 31 18 I will no longer answering q's on this AMA. Thanks for your questions and I hope some of the responses help.** Before I started in the industry I used to (somewhat anxiously) trawl <abbr title="Wall Street Oasis">WSO</abbr> for hints of what... | 66 | 5mo |
| +22 | Microsoft: The (not so) Evil Empire CuriousCharacter 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... | 38 | 1mo |
| +20 | Fintech is going to kill Private Wealth Management jobs? Fintechiscomming So it has been clear to me that algorithms will eventually be capable of doing everything that a traditional wealth manager is. Given this trend, I, rising junior, am a bit worried about being able to even have a job in the industry, and am even considering starting a robo-advisory as a method... | 82 | 7mo |
| +18 | AMA: Endowments, Foundations, & Asset Allocators BlueWing It's about time I do another post on here and rather than go into detail on a specific aspect of the industry I'm just going to open it up to a general AMA. The E&F (and asset allocators in general) industry is sort of a black box. Most people don't know a ton about the... | 30 | 1y |
| +18 | AMA - Current Analyst at $20bn Hedge FoF The Stranger Background: <abbr title="Masters in Finance">MSF</abbr>, ~<span class='keyword_link'><a href="/finance-dictionary/what-is-investment-banking-division-IBD">2years <abbr title="middle market">MM</abbr> <abbr... | 58 | 10mo |
| +17 | Advice for summer Asset Management interns SeekingSpread Now that Mid-May has passed, I thought it'd be beneficial to post some important pieces of advice for those interns gunning for a return offer in <abbr title="asset management">AM</abbr>. I went through the fun last summer and came out with a return offer, so here are... | 10 | 1y |
| +15 | AMA: Investment Director at a mid-sized endowment fund neil91 Chronic lurker here. I recently accepted a position at an endowment fund. Didn't see a lot of info. here on endowment fund investments - so ask away any questions you have. As background, I am responsible for all of the endowment's alternative investments (private equity, private... | 30 | 2y |
| +14 | Any Crazy CFA Success Stories? SeekingSpread <abbr title="Chartered Financial Analyst">CFA</abbr> L1 this Saturday... I've taken the LSAT before, but building confidence for this beast is pretty damn hard even if you've majored in finance, accounting, or econ and put in 300 hours already. So, to help break... | 41 | 1y |
| +13 | I'm a research associate at a major mutual fund, Ask Me Anything mfassociate2 Hey guys, I got a lot out of these forums when I was an undergrad and I've decided its time to give back. I went to a top target as an undergrad and have been working on the equity side at a mutual fund on the east coast with 100B+ AUM for about a year now. I'd be happy to... | 96 | 3y |
| +13 | AMA: Current junior quantitative researcher DeepLearning Hi everyone, I've enjoyed this forum a lot, despite it mostly being about <abbr title="investment banking">IB</abbr>. Overall career advice here has been really good for the most part. @thebrofessor" suggested last week to do an AMA so I thought I would give... | 31 | 2mo |
| +13 | What I Learned From Lying On My Resume jarjarthinks In this incredibly competitive industry, I figured someone might be curious if anyone had ever lied on their resume to gain a more favorable appearance and land interviews. I have, and here is my story. A few important things about me: 1) I attend a Non-Target State school on the West... | 75 | 2y |
| +12 | BlueWing AMA Part 2: Endowments, Foundations, & Asset Allocators BlueWing Let’s talk about institutional investment management. Doing a quick search it looks like there have been a few more allocators on the site since I was last here — feel free to chime in if you have other experiences. It’s been quite a while since I was on WSO and did my last AMA. I... | 34 | 10mo |
| +12 | CLO Asset Manager Drew2017 <abbr title="Wall Street Oasis">WSO</abbr> Primates, I am currently a VP at a small buy side bank located in <abbr title="New York City">NYC</abbr>. We do some middle market lending and are a buy side firm in the broadly syndicated loan space... | 44 | 1y |
| +12 | Has anyone landed an analyst/associate role in Asset Mgmt or Equity Research with no experience? How? TrumpNChase Economics grad. No internships. <abbr title="Chartered Financial Analyst ">CFA</abbr> level 1 candidate, awaiting results. Itching to land a career in research in <span class='keyword_link'><a... | 31 | 1y |
| +12 | If you had $1B, but could only make one investment with it, what would you do with the money? MoneyBackedSecurities Title says it all. Trading structure/strategy can be as complex as you'd like, but the money has to be put toward just one "bet." For example: shorting a call on a Euro stocks index and going long on EUR/USD puts to invest in the idea that the Eurozone will fall. | 39 | 1y |
| +12 | Why are Equity Research and Investment Management looked down upon? BillBelichick37 It seems like there is a lack of content on <abbr title="Wall Street Oasis">WSO</abbr> outside of the <abbr title="investment banking">IB</abbr> and <abbr title="private equity">PE</abbr> forums on here. I would guess that this is... | 77 | 2y |
| +12 | Does BlackRock use hair testing for their interns? DChalo I recently got offered an internship at BlackRock as an analyst and I am afraid they will do a hair test. They already said they will be doing an FBI background check instead of the traditional one, so this makes me think they will dish out the cash for a hair test. I've smoked probably 4... | 22 | 1y |
| +12 | CFA Weekend Secyh62 Time to get it done, Saturday is the day. A little last minute for this post but: Who's taking it/What level/What number will this attempt be/How are you feeling about it? I'll be siting for level 2, will be my second go at it. Passed level 1 first try the previous December and... | 277 | 4mo |
| +11 | AMA: Internal Wholesaler at a Mutual Fund krazyk I work at a large <abbr title="megafund ">MF</abbr> in the Northeast as an internal wholesaler. For those of you who don't know what that is, it's basically inside sales. I make outbound dials to financial advisors to sell them our mutual funds among other things.... | 104 | 1y |
| +11 | Plan on Buying a House in 3 Years - What to Invest in Until Then DAD Hello hello, Against my better judgement I recently got married and I am now planning on buying a house in ~3 years. I wanted to solicit advice from the wise, powerful, and good-looking <abbr title="Wall Street Oasis">WSO</abbr> board as to how to best shift around my... | 21 | 2y |
| +11 | Workaholics vs. Successaholics: Working Hard vs. Working Smart Jay_Gatsby_CFA Greetings fellow monkeys: By way of introduction, I have been a shadow-user for quite some time, please excuse my lurking, and I want to thank everybody for all of the thought and effort that is put into your posts. I have learned a great amount from the <abbr title="Wall Street... | 42 | 2y |
| +11 | Please comment on my Investment World map CapitalOcean [Investment World Map](https://photos.google.com/photo/AF1QipMNmEcPDV5ZUJwKjSzbAvFGAYd3EKdtFPnWMakb)This is a map I drew for someone ‘ birthday. Could you please take a look and comment? Did I... | 11 | 7mo |
| +10 | Is Happiness on the Street Possible? MJ Woods Friends, Many <abbr title="Wall Street Oasis">WSO</abbr> posts speak indirectly to the idea of happiness, or the absence thereof. Is it possible to find a work-life balance when you are pulling 60-80 hour work weeks, and engaging in hand-to-hand combat inside and... | 24 | 8mo |
| +10 | JPMorgan Chase SA 2019 Wealth Management Intern BDWK It doesn't seem like there's a thread for this but I just got the HireVue for the WM 2019 internship. I'm curious if anyone else did as well and whether or not the questions will be the same as they are for the <abbr title="investment banking... | 157 | 1mo |
| +10 | 2018 Asset & Wealth Management Wealth Management Summer Analyst Program assetclasses1234 Hello, This page will be used to engage with the wealth management <span class='keyword_link'><a href="/guide/wso-internship-guide">summer analyst program at</a></span> <span class='keyword_link'><a... | 111 | 5mo |
| +9 | 20 balance sheet ratios every investor should be aware of tgi-finance Whether you're managing your portfolio for yourself or for someone else, [here](http://www.valuewalk.com/2017/02/20-balance-sheet-ratios-every-investor-must-know/) are 20 balance sheet ratios you may want to be aware of. Thoughts? [quote] Solvency Ratios 1. Quick Ratio = (Current... | 18 | 1y |
| +9 | The Purge - Asset Management Edition thebrofessor Monkeys, the purge is beginning, and I think this is only the tip of the iceberg. In short, Fido is offering packages to 3,000 workers who meet the 55+10 requirement (55yo + 10y of service), looks to be a year or two of severance, and maybe with some vesting of deferred stuff (an assumption as... | 14 | 1y |
| +9 | Is it wise to enter into AM in 2018? Bankerstreet Currently, it's no secret that active management is shrinking and places like Fidelity are laying off a lot of their staff which is why I'm wondering: Would it be a wise decision for a college student to pursue working at an IM firm like Fidelity, Blackrock, PIMCO, Wellington or any... | 34 | 5mo |
| +9 | What to do with my bonus?? Tulio-Prado Hey guys! I am brazikian monkey and for the last days I've been thinking about what I am going to do with my bonus. I'm already in my third year working but have changed jobs in the last two, so this will be my first real bonus. For my country, I will earn something about 30 -... | 420 | 2y |
| +9 | Side Jobs you can do while working in Asset Management? mshay26 Hi, I'm wondering if there are any side jobs that you can do while working in an investment management firm? I know in the beginning it might be hard to find time but I've heard the hours get better. So considering the important of multiple flows of income, I'm wondering if... | 36 | 7mo |
| +9 | Why is PWM looked down on? WallStMozart <span class='keyword_link'><a href="/finance-dictionary/what-is-private-wealth-management-PWM">Why is <abbr title="private wealth management">PWM</abbr></a></span> generally looked down on? Is it because of something palpable like... | 128 | 6mo |
| +9 | AMA > Non-Target > Search Fund & AM internships > BB AM 1st year - FI >(Think Wellington, Fidelity, Blackrock) washedkans Hey Monkeys, <abbr title="Wall Street Oasis ">WSO</abbr> was a huge resource for me navigating through and eventually breaking into the <abbr title="asset management ">AM</abbr> industry. Thought I'd throw an AMA for all the grinders interested... | 24 | 1y |
| +8 | Long TSLA Update: Better Good Than Lucky CuriousCharacter ####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... | 5 | 2mo |
| +8 | Newbie Financial Advisor: How To Be Successful. Sk94 After a successful job in college as a donations solicitor, I thought I could make a long-term career out of convincing people to part with their money. After speaking to a Financial advisor at Merrill Lynch, I was convinced this was the perfect career for me. Three interviews and three... | 37 | 2y |
| +8 | Asset Management: Portfolio Manager Career Path? Exclusive8 So after doing my own research and reading this site I have realized the Asset Management is a solid career choice. So I wanted to know what is the usual career path to become a portfolio manger at a asset management firm like BlackRock, PIMCO and wellington. Also what is the salary like for a... | 129 | 1y |
| +8 | Liberal Arts Undergrads: A few tips to land THE internship BondBull Hey monkeys. I just started becoming more active on <abbr title="Wall Street Oasis">WSO</abbr> now that I have made it to the buy side and wanted to share a few tips for fellow liberal arts undergrads. After working on my economics degree on a campus of 2,000 students and... | 9 | 1y |
| +8 | Comp Season... things to remember mfassociate2 Comp season has passed in my firm. I know it's ongoing at the big banks and happens at various times throughout the year for the big funds. A few observations based on my experiences and conversations with people who work in the industry. If you've been working for 5 years or less,... | 21 | 3y |
| +8 | Is It Wise To Pursue A Career In Asset Management? silverbuck898 I know the topic of active vs. passive has been discussed in great detail on here, but I would like to know if active management is still a smart career choice. Sometimes I feel like the decline of active management is exaggerated, but when I read about all of the outflows, I feel inclined to... | 51 | 1y |
| +8 | AMA: Asset Management BO to FO and everything in between ChiCubsFan <em>Mod Note (Andy) - as the year comes to an end we're reposting the top discussions from 2015. This was originally posted 11/17/2015.</em> I mentioned a while back my transition from various <span class='keyword_link'><a... | 36 | 2y |