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+52
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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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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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...

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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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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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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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+4
Cross Asset Multi Factor Investing

silverbullet56

Good Evening All, I’m looking for research papers that combine multi factor portfolios of individual asset classes and combines them into a single portfolio. (Equities, government bonds, high yield, commodities, currencies) For context, I’m personally doing research on the topic and looking fo...

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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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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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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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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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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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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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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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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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Wellington Management? Rep, exit opps? Worth it?

Logisticjoe

Recently received an invite to got to Boston and interview for an investment reporting analyst role. Seems like a good entry into the asset management/fixed income world and would be a great opportunity. Do a yea/two and move into a better role or leave for a better role. Anyways, I live in nyc, rec...

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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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Portfolio Associate PIMCO

Pennypacker

Coming from S&T (3+ years experience), is this a role which can grow with time? The responsibilties are quite similar to the typical Junior PM roles advertised but PIMCO is known for hiring MBAs into their PM positions with only a few exceptions which makes me worry it is something you can get stuck...

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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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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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Why is PWM looked down on?

WallStMozart

Why is PWM generally looked down on? Is it because of something palpable like lower salaries or is it just for no reason? What is the genesis of this phenomenon? Thank you. ...

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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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Bloomberg?

nok15105

Hey everyone, Quick question. In your AM internships, did you guys get to learn the Bloomberg terminal, or not really? Thanks in advance....

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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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Blackrock Client Portfolio Solutions (CPS) - Thoughts on Comp?

Canadiens16

CPS is a new group at BK focusing on building model portfolios (I know there are similar groups like this on the street, e.g., GSAM GPS) and serve as an outsourced CIO. A friend from BK referred me to a VP position in Strategy & Business Development. Link: https://careers.blackrock.com/job/BLACUS31...

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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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PIMCO Portfolio Associate?

Dangleve

I have an opportunity to interview for the aforementioned position, the job sounds to be more on the operational side than I would prefer and is technically a Trade Support role, nevertheless one gets to work alongside some of the best portfolio managers in fixed income and likely can learn a ton in...

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