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Merrill Lynch Wealth Managment - Interview - Wealth ManagementOverall, this interview very easy with very few curveballs. They asked about everything on my resume, both curricular and extracurricular. These questions were not structured in a very abrasive way, however. They were just simply interested in getting to know me. They paid particular attention to my...
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Dimensional Fund Advisors - Interview - Global Data1. First, I need to explain what is single factor model and explain Fama French model, and explain what are the factors. After explanation, she gave me different scenarios about if clients want this or that how should you adjust your portfolio based on the model. 2. Explain your projects in mos...
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Harvey and Company - Interview - Mergers and AcquisitionsWhat is your favorite class and how would it help you with your work here? I never thought that Harvey and Company or the recruiter would care about my class and that was one of the behavioral questions I never considered preparing for and was caught off guard, especially with its more traditional f...
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JP Morgan Winning WomenThis thread is for undergraduate students currently applying to the JP Morgan's 2018 Winning Women events in NYC and Chicago. Feel free to follow and/or post if you're in another division as there might be similar recruitment timelines. JP Morgan Winning Women Overview JP Morgan's Winning Women pro...
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Brookfield Asset Management - Review - InfrastructureGreat deal flow, exclusive deals which cover many sectors such as property, construction, oil & gas, intelligent people. Culture is a bit dry, people are workaholics and don't really have hobbies outside of work, pay could be better...
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Dimensional Fund Advisors - Interview - Portfolio ManagementThe most difficult interview questions asked were related to SQL/VBA coding, but that was because I had said I was quite familiar with it. They also asked how one would track momentum and why that factor is not included in the fama french model. Just make sure you know the investment philosophy and ...
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PIMCO PREP (New York/Newport Beach) 2018 ThreadJust heard back from HR informing me that I was accepted to PIMCO PREP sophomore event taking place in April. Any fellow participants this year? Has anyone participated in this in the past?...
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Putnam Investments - Review - Fixed IncomeGreat work-life balance, incredibly collegial team with an outstanding manager, genuinely feasible opportunities to advance down myriad paths if you bust ass and make solid relationships. Little to no continuing education on the job, i.e. skills builders. Pressure from clients filters through nearly...
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How to prepare for Summer research analyst position at an investment management firm?I recently took an offer for a four month work term as a research analyst an investment firm. I am hoping to impress my higher ups and leverage this position into further work terms, and eventually a full time position once I finish my degree. I have a few weeks before I start and would like to get...
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How to prepare for Summer research analyst position at a large Canadian investment management firm?I recently took an offer for a four month work term as a research analyst an investment firm. I am hoping to impress my higher ups and leverage this position into further work terms, and eventually a full time position once I finish my degree. I have a few weeks before I start and would like to ...
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Goldman Sachs - Interview - Private Wealth ManagementNothing was too out of the ordinary. They asked me why I wanted to be in Miami and why I wanted to do private wealth management. Seemed genuinely interested in me and my story and wanted to hear about my experiences in past internships and how school was going. The people were all very friendly and ...
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CIBC Canadian Imperial Bank of Commerce - Interview - N/ATell me about yourself? Why did you go to xxx University? Where do you see yourself in 10 years? - Said I saw myself in the investment fund services industry What do you know about this role? What do you know about Net Asset Values (NAVs)? They also asked for me to walk through my experiences at se...
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Schroders - Review - Fixed Incomefun place to work smart workforce flat structure lean teams so good responsibility good training for employees. dont believe in the senior management strategy low turnover of staff means difficult to progress in the company very political...
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BlackRock Sales Experience Looking to see if anyone works for or has worked for BlackRock as either an internal or external? Just looking to see if the experience has been positive. Thanks!...
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BlackRock "Strategic Product Management" - Front Office / Mid Office / Back Office? Exit Ops?There's an opening for this and i don't think WSO answers this question. This is a job advert: https://www.glassdoor.com.au/job-listing/strategic-product-management-blackrock-JV_IC2235932_KO0,28_KE29,38.htm?jl=2423143506 And here's what i've got on the "Strategic Product Management" Position: http...
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JP Morgan Securities - Review - GeneralistGood work/life balance, people usually are in by 8 out by 6 and no weekends. also vacation days are pretty liberally given and not tracked. not much upward mobility for juniors, no set career path and not many transferrable skills if you want to lateral somewhere else...
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Nuveen (TIAA) Private Capital Hey guys, I'm looking for some information about Nuveen and specifically their Private Capital group. Since there isn't too much information about what exactly they do, does anyone know/has anyone worked for them? What exactly is their focus? How prestigious of a firm is it, especially compared to ...
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In the near future, what will be the fastest growing Asset Classes and practices in the financial industry?The PE/buyout and high yield boom in the 80s, the Asset Backed Securities and Prop-Trading boom pre-2008, and more recently the rise of Quantitative strategies - these are some examples of fast growing asset classes or practices within the finance industry that made some people very wealthy. As the...
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Multi Asset Careerdelete delete delete delete delete delete delete delete delete delete delete delete delete delete delete...
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NON EU STUDENT QUERIES ABOUT MS FINANCE AND RECRUITMENT IN ASSET MANAGEMENTHi all! I am new to WSO. I am a non-eu economics undergraduate. I am planning to do masters in finance just after my graduation also I'll be sitting for CFA level 1 in my final year(Dec, '18). Investment management graduate jobs are not much there in my country and I am personally inclined towards E...
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Do you use levered or unlevered in your DCF models?I want to be clear from the start, this is not a question regarding the differences between unlevered / levered FCF, I am aware of the differences and there are plenty of threads on this site for people who want in-depth explanations of the two. My question is more toward the people working in the ...
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OppenheimerFunds - Interview - InvestmentsNone, just be able to talk about your experience at school, especially within clubs/organizations you have on your resume. I would be asked general questions about my experience and then would be asked a follow up about a specific thing I said. Overall, just be able to explain yourself on a lot of...
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Hall Capital Partners LLC - Interview - N/AThere wasn't any difficult or unexpected interview question in particular, but the "hardest" one out of the few that were asked was "why finance?" I didn't have a super compelling reason why I got into it. I was originally in bio, and then I switched after failing a couple of classes. After being ...
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Wellington Management - Review - Private BankingThere's a decent work-life balance present. The pay is a little higher than the industry average, and the benefits are decent.. Competitive work environment. Upper-level management can be a bit unempathetic at times. Expectations are high as the pay is too....
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Goldman Sachs - Interview - Private Wealth ManagementThere were many questions that were difficult if you opened yourself up for harder follow up questions. The perfect example is describe a current economic issue and then they just keep asking more complex questions til they stump you. Another is surrounding what’s your favorite author, what would ...
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Thoughts on Janus Henderson?The standard questions. Comp, exit ops, culture, work, advice, etc. Also, how's life in Denver? Got an interview coming up....
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Aberdeen Standard Investments - Interview - MacroDid not actually occur to me but heard from one of the people within my AC. They asked if you could be cartoon character, who would you be and why. Honestly caught some of them off guard. Other than that, probably something related to the industry and what are the key challenges etc. Try to read up ...
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What are the best AM firms in Toronto?Does anyone know the best AM firms in Toronto and what their comp looks like? The Big 5 apparently also have an AM branch but I hear they aren't too good. Thanks...
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Canada Comp?Hey everyone I just have a really short question to ask. What are the comp ranges like in AM in Canada at the Big 5s? Thanks...
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Holiday allowance in the USSlightly unusual question given the high flier forum this is however there is more to life than the office. Equity analyst in the UK and I get 33 days leave + an additional 5 I can purchase (no national holidays though) - pretty sweet. I also have an US passport and have been thinking about moving ...
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JPMorgan Chase - Review - Asset ManagementThe pay is well above average You may meet good people with whom maintain contact for life Extremely well regarded company. Looks very good on cv. Hours can be long for no practical reasons Small office, so no room for advancement unless you move overseas...
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PIMCO Portfolio Analyst Exit OpsI recently received an offer for PIMCO's portfolio analyst internship position. I'm wondering if there are good exit opportunities/hedge fund opportunities further down the road for this, or should I break into BB IB?...
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Blueshift AM interviewMy first question is whether Blueshift is even real. I've had multiple interviews with them (I'm speaking with the COO/CFO tomorrow), but there is shockingly little about them online. That includes their website (Blueshift.am). Searches for "Blueshift" on WSO returned no results. My real question: i...
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A move from mutual fund PM to private bank PMI'm working for an established local mutual fund in Asia as a portfolio manager investing directly in equities. I was recently approached by a global private bank in my country for a portfolio manger role. I would like to know what is the main difference between a PM at a mutual fund and a PM at a p...
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Recruiting At Top Mutual Funds (Cap Group, etc)Hey guys, After joining DFA (500+ billion AUM), I’m curious about possible exit opportunities for someone interested in remaining in mutual funds with the eventual goal of becoming a PM. My current role was received through OCR and is a mixture of research using Python/SQL and more mundane day to...
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How do you narrow down from a list of 5-6 stocks to 1-2 that you want to invest in?So I'm currently looking at 4-5 companies (equities) right now, and I'm having trouble narrowing them down to 1-2 that I would invest in. I understand there are a great many factors that go into security analysis (including qualitative elements), and there are many things to look for. However, I am ...
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The Vanguard Group - Interview - Consumer - RetailDuring the on site one on one interviews, there was a case study. We each had 15min to read a case and take notes, then a follow up case was presented and we had 5 min to read that one. Immediately afterwards, a role play with the interviewer. It was a little overwhelming because there was a lot of ...
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Private Banking Credit AnalystHi everyone, Thank you in advance for your perspective. I am a senior at a non-target with an full-time offer to work for a BB universal bank (a BAML/CITI/JPM) in the asset management/private banking division as a credit analyst. As far as I understand, this role is similar to a commercial/corporat...
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Pinebridge Investment - Client Associate PositionJust wanted to see if anyone has any views on Pinebridge Investments? They have about $84b in AUM and about half of that is in institutional assets. Their AUM is broken roughly by: $51b in fixed income, $21b equities, $9b alts and $12 in multi-asset. I have an information call with a contact of mi...
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AIG - Review - Investment ManagementI was at AIG as an intern, doing financial modeling for the actuarial science department. The hours were relatively fine and team was lean.. Didn't necessarily liked using Python for modeling. Actuarial science was not the most exciting department to be in....
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Nomura Holdings - Review - GeneralistWork life balance, there is less pressure than other firms, unlikely to lose job unless perform very badly. Nice offices. Harder to progress and growth is constrained. Pace can be a bit slow at times / lack of urgency also...
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Too late to get a new job post graduation? I work in AM for a large BB. I am an intern and have worked there since January 2017, so a year plus. I did not go through the normal hiring process since they needed some interns in January and then they just kept me on throughout the year. PT during school, FT during summer and breaks. My boss c...
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Full time BB AM recruitingCurrently a junior interning in AM this summer (~$350bil AUM). Was wondering how feasible it would be to lateral over to BB AM for full time? How many spots are usually left over after the summer? And is the recruiting timeline parallel with IB?...
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Leasing Credit Analyst? Worth it? Hi guys. I just had an interview with BofA as a credit analyst in their leasing division. I'm currently working at a small company in their FP&A department. Graduated in 2015 from a semi-target school with a finance degree. The thing is, the job is essentially entry level. It's just spreading finan...
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T. Rowe Price - Review - Business DevelopmentGreat culture. They tend to hire from within. High caliber of colleagues within the institutional space. CFA is valued highly. . Some of the priority strategies are starting to become capacity constrained. Within in the institutional group research leads up into the marketing group which does not ma...
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Fidelity Investments - Review - WholesaleGood company, good benefits, decent training program. Collegial culture because it's a sales desk. 8-5 typical hours. Tough to get promoted, high rate of attrition, industry changes make the role harder, a lot of recent corporate changes...
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Client Associate to Middle Office without MBA?How's it going guys, long time reader; first time poster.. Recently graduated from a non target school with a GPA around 3.3 and around 2 years of experience working with FAs as a client associate. Just landed a similar job at Neuberger Berman this past month. Finally able to study for my 7 and 66 ...
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Folger Hill Asset Management - Interview - Asset ManagementThe interviewer (head of HR) asked a lot about my CV and motivations for joining the firm. Folger Hill does a lot of high frequency trading and unfortunately I wasn't sure how to tailor my answers. Most of the questions were behavioral and I kept my answers short and concise, which the interviewer d...
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BlackRock - Interview - Portfolio ManagementGiven a daily list of movie records with box office receipts for that day for a year, write a function to find the highest-grossing film thus far. How can it be made more efficient? What is the difference between risk and uncertainty, especially as it pertains to BlackRock? Why not work in the tech ...
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F50 analytics internship, or small PE firm Hi, I am a rising senior at a target school and have a 3.3. I have an internship offer to do analytics (not finance related) for a F50 company, and another for a smaller search fund. I spoke to someone at the search fund who told me I would be able to get some modeling experience there(not just de...
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AllianceBernstein - Interview - Portfolio ManagementNone really, it was a lot of fit questions like behavioral and some general questions as well. Best way to prepare I'd say is to just know answers to questions like 'how do you solve a problem' 'if you have a problem with your manager/co-worker how would you go about fixing it' 'what are your intere...
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Didn't received a return offer after internship at KPMG because asked a partner out for coffee?I asked a partner (who hired me) out for a coffee, he agreed, then changed his mind. He told my performance manager leader (PML) that I did not respect his time because an intern supposes not to ask a partner out for coffee during busy season! (But he went to coffee with other interns and associate...
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Pimco - portfolio associateHi. Can anyone share me what you were asked at Pimco’s assessment test?I applied for the portfolio associate role, and HR told me that I need to take the quick modeling test, but have no idea what it is..... (I’ve seen several similar topics but seemed bit old) Any advice or info would be apprec...
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JPMorgan Chase - Interview - Wealth ManagementThe interview was 30 min each with 4 members of the team. The questions that were asked were mostly behavioral/fit questions which were not that difficult (What are your strengths/weaknesses? What would you do if a teammate was not pulling their weight in a project? Why JP Morgan? Where do you see y...
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Cfa L2 material Anyone on WSO have CFA L2 material (exams, outlines, summaries, LOS overviews, online flashcards, etc.) that I could use for the exam? I am sitting for the exam in NYC - done with one read-through and plan to start practicing questions now until exam day....
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Technical Skills in AMAs a 2nd year analyst in IBD at a BB, I am wondering what the technical skills are if I were to move to an Asset Manager (equity long-only) in a 1/2 years' experience Research Associate type role? Due to lack of deal-flow, my modelling experience has been limited. Will an asset manager grill on this...
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BlackRock - Review - Fixed Incomereasonably friendly people. lots of information going around give opportunities to learn new things. big firm benefits. lots of groups to move to. . limited career growth within many groups because turnover of poor performers is low and they overhire. the talented people are frequently unhappy and...
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UBS AG - Review - Private BankingDirect colleagues can, depending on the team, be a true asset. Furthermore, working hours can differ a lot, depending on work demand, from great to okay to stressful.. Hierarchy is a big problem. Also inefficiency, employees that got the job a while ago and now survive through their personal network...
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JP Morgan Securities - Review - Private BankingGood people, learn a lot. Overall the people who work there are very nice and you get exposure to many different areas.. Not enough growing ops, everyone wants to go to IB. The hours are pretty tough for my team, but overall the hours are not bad. Comp is good except for bonus...
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Goldman Sachs PWM FICC Solutions GroupI have a superday for GS PWM FICC team and would love to know if anyone has any recommendations on what to be prepared for and/or what technicals to expect? It is specific for the Fixed Income team so I am guessing technicals such as bond drivers, duration, convexity, fed rates, inflation, etc. Does...
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Goldman Sachs - Interview - Asset ManagementTell me how you can lower a Sharpe ratio of a portfolio? I talked about diversification and looking different asset classes and betas in equity. He seemed ok with the answer and did not expand more on the topic itself. Overall not many difficult or unexpected questions. It was just one-on-one on the...
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How to prepare for a fixed income research analyst interview?I'm interviewing for a new job and I have very little experience with fixed income. Some of the duties for this new position include: research/analyze fixed income investments find new fixed income investing opportunities monitor portfolio's credit ratings present credit reports to investment ...
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Fidelity Investments - Review - Generalist- ownership sectors you cover - sufficient support from firm - huge brokers' resources - well structured training program and steep learning curve. - long working hours. may end up close to 80/90 hours in peak season - zero tolerance to mistakes - accountable for poor investments made...
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CFA Lv.1 - Anyone wants to share the study materials?(Schweser)Im about to start (I got 3 months, but Im doing nothing but studying so I think I should be fine.?) Does anyone want to share Schweser Essentials? It's $650 and thought itd be nice to share w someone....
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UBS Private Wealth Management - Review - GeneralistExposure to firm research Potential for firm to sponsor CFA Professional environment, had own desk in the team office. No one made their own investment decisions Commuted 3-4 hours daily with no reimbursement Pay was lower than what I was receiving before...
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