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+40
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...

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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...

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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...

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+1
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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How to gracefully leave buyside equity research job?

Moneykee

Hi all - I’m looking for advice about how to most gracefully quit my job. I tried searching but couldn’t find anything specific to asset management, which seems like a different dynamic than banking. If something is out there, please point me in the right direction. So, I’m a buyside equity ...

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College advice for AM

Caduceus

Hi guys, I am currently an upcoming High school senior and am interested in managing money. I currently invest 5000 dollars of my own money that i have saved. I have a 3.3 GPA currently (Yes i know it is low. Bad freshman and sophomore year) at a competitive private high school and am taking only a ...

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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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Is time an enemy for value investing?

invest2538

Hi everyone, I'm currently preparing for asset management interviews and I stumbled upon this question. Does any of you have an idea of how time could have a negative impact on value investors? Also, do you think value investing is about going against the crowd and buying what nobody else wants to...

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Allianz Global Investors Graduate Programme vs IB?

Asset Management kid

Hello guys, I have just received an offer from Allianz Global Investors to join their graduate programme in the investment track September in the Frankfurt office. I still have not signed the offer and I told HR I will think about it. I come from a target German uni and applied for Frankfurt as I th...

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Blackrock Finacial Market Advisory

dino46

Does anyone have experience with the Blackrock FMA division? Would you recommend it over classic AM at Blackrock or any other large AM?...

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Private Credit: Old Hill Lending Outlook 2019

nok15105

https://gallery.mailchimp.com/14f5ed34b8141853f257a3dd4/files/f93a40fb-54a9-478f-855c-aeb62d7bb6c0/OHP_Outlook_2019.pdf...

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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 of m...

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Investor Relations to Private Wealth Management

o10754633

Afternoon Monkeys, I am currently an Analyst at a credit fund ($3bn+ AUM), and am looking to get into private wealth management in the future. I have recenlty been oferred an investor relations analyst role (with 12-month Associate promotion) in a mega fund, and was wondering if that would benefit ...

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Starting RIA - license and sponsorship

bobste

Hello, If I started an RIA would I then be able to sponsor myself for licenses. If so would there need to be a waiting period? Thanks....

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Blackrock - Institutional Client Business - Business Management vs. another offer

Raz4r91

Hi guys I'm currently evaluating two offers I have on the plate to start an Analyst position in September after graduating here in London: - The first one is at Blackrock - within Institutional Client Business (ICB) and it's within the "Business Management" team - The second one is in another top ...

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Asset Management Sales - SA and Exit Options

Breakingin2

I have an offer for sales and marketing (not placed in a specific department as of yet retail/workplace/institutional) for a large AM in London, but I'm not very well versed on the AM industry in general and how a role in the distribution/client relationship side ranks alongside AM investments and a...

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From Real Estate to Equities

thomas.napolie

Hi guys, First of all thank you for all the topics, detailed and interesting answers you provide. Today I was asking myself a question and rather consider my possibilities for my future. To be direct: I want to continue my career in AM banking, and I am currently in bachelor's degree in london, w...

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Goldman Sachs Private Wealth Management

dino46

I am considering to take an entry position job at GS PWM. Does anyone have experience in this area? How well known is GS for PWM? What are the exit opportunities like?...

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Direct Lending Junior Comp

Sunman45

With direct lending becoming an increasingly popular field, I was curious if anyone had any insight into what typical comp looked like on the junior level. My understanding is that it’s slightly lower than PE and carries a lower base but higher bonus (at least as a proportion of total comp) to ban...

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Blackrock vs. JPM AM

dino46

What would you rather chose as a summer internship? JPM AM Portfolio Management vs. Blackrock Finacial Market Advisory (FMA)?...

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Capital Group Hirevue

timetogetserious

Anyone else get this or previously complete it? What was your experience? I applied about two days ago and just received it....

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Asset management vs Private banking/wealth management

weissrabz

Hello, I'm a PM at an AM, co-manager on some big funds but also lead manager on some smaller strategies. I took a break and I now look for a new offer. I find opportunities only in wealth management (private banking) at the moment at small companies (same job, pm). I always thought it was less goo...

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+23
Salesforce: May The Force Be With You

CuriousCharacter

Cloud computing original Salesforce.com has been on a tear since inception: However Investors have been divided on the stock. [Joel Greenblatt has shorted CRM](https://www.barrons.com/articles/joel-greenblatts-investing-secrets-revealed-1476508887) using traditional value metrics, While Soros di...

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PWM to Product Specialist

dinganddong15

Currently work in a client facing role on the investment side of a major private bank. CFA charterholder. Been in my job for maybe 2 months now and been in PWM since college (2015). Beginning to realize I just don't like PWM very much as far as dealing with clients, the investment side not being ver...

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Regarding the series 6, 7, 63, 65, or 66

NotABanker92

If you have taken any one of these exams, which did you personally find the most difficult to pass and how extensive was the studying? I currently work in software sales which has been great for me so far, I passed up the job offered by my internship for this job because I get to work from home, get...

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JPMORGAN AM TRAINEESHIP

Ghostwick

HI has anyone done JPMOrgan Asset management hirevue interview?what are the questions like? thanks for help...

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Tangible Asset Management?

bisapa

I'm five years into my career and I've found myself in a weird spot that I'm not quite sure how to define. The first three and a half years I spent my time at a direct lender doing mainly subprime business loans. Recently though, I spun out of the company as an independent contractor managing their ...

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Series 66

jhuber87

I'm the dumbass that failed the 66 the first time with STC. Training consultants smoke STC in every way possible. But $400 suck my dick, I'll give my book to someone if they pay for shipping....

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Mutual Fund Associate/Analyst Salary Structure

johnnyhedger

I'm going to intern at large boutique mutual fund manager (+$100bn) and am wondering what the pay structure is like above 1st-year associates. Base pay + salary is just over 100k for 1st years, but I'm wondering what the typical progression is like in the industry. How much does an analyst make afte...

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Free series 66 TC book

jhuber87

I'm the dumbass that used STC to pass the 66 and I failed – like I said I'm a dumbass. I bought the TC program... $400 later I passed it. $400 they can suck it. I'll give my book to someone if they pay for shipping. ...

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Associate at a CLO Fund moving to Direct Lending

getmetotheeastcoast

First-time poster here. I an Associate at a small CLO fund (~$2bln in AUM) and my job responsibilities include screening new credit investment opportunities in the primary and secondary broadly syndicated leverage loan markets (non-investment grade), as well as managing my current portfolio of credi...

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Any Information on WCM Investment Management (Laguna Beach)?

fomo120

Hi all, I'm interested in working at WCM Investment Management (Laguna Beach) as an intern or full-time. Can anyone provide any information about the following: Work culture Hours Pay rate Typical day as an analyst at this firm Thank you all in advance....

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Managing my organizations assets

notyouraveragefinanceguy

My organization recently sold an asset for a substantial gain, and needs to put the proceeds in to the market for growth. Because of previous roles in my career, **I was approached to help design an investment plan and manage the assets for the organization internally. My question is, do I need lice...

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RMB Capital Any Information?

fomo120

Hi all, I'm interested in working at RMB Capital Management as an equity analyst intern or full-time. Can anyone provide any information about the following: - Work culture - Hours - Pay rate - Typical day as an analyst at this firm - I am considering working at their Irvine office as well so any...

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Hirevue JPMorgan Chase SA 2019 Asset Management???

RozzSchoolOfBiz

Does anyone have any questions/insight into the Hirevue questions for JPMorgan Chase SA 2019 Asset Management in NYC? I'm assuming its behavior, but since this is my first hirevue-no clue. Also, is this a first round or still an initial screening type of process (automated or does it mean something?...

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Energy Risk Management Exit Ops

tannerdh18

I am currently at a boutique IB in Houston, I am looking to leave for a number of reasons. Lots of internal problems and lower than market comp, company is struggling. Needless to say I am not staying. I recently received an offer at a company that is a commodity risk management company. I will most...

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PIMCO Superday process

bjiw

How long does Pimco take to reach back after Superday? It not by one or two days after, is it safe to assume I got rejected?...

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