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+47
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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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...

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Thinking Like an Investor

Secyh62

I said in a previous post that I would try and write some more content in the future aimed at helping my younger self/newer analysts out. Bit of a quiet period before earnings start to pick up next month so here is something that I’ve created and use every time I research a new company from...

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+1
JPM AWM Program

Incoming-Analyst94

Hello all, Wanted your opinion on the FO side of AWM, specifically the program. JPM PB and AM groups seem to have very good programs, my question is what can you expect from these opportunities in terms of exit ops? Can one do sales and trading after these programs? Thanks in advance. Side note -...

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How Can Fidelity Offer 0% Expense Ratio for Indexing?

Sunshine Funshine

How are companies like Fidelity able to offer an index fund with literally zero fees to investors? How are these asset management companies able to reduce their costs by so much?...

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Macquarie Leveraged Finance Debt Investments Team

Amundies

Hi all, does anyone know under what division Macquarie's Leveraged Finance Debt Investments team is in? I.e. the team that invests in PE LBO debt? Not talking about MacCap's LevFin IB team for clarification, talking specifically about the investment team. Cheers....

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Prospects as an Investment Analyst at GIC

FixedIncomeAM

Hi everyone, I have been fortunate to land a role as an Investment Analyst at the Sovereign wealth fund, GIC, and I was keen to find out future prospects and exit opportunities the role could bring. A couple of trends like the shift toward passive management of funds from active management and the...

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Passive Investing Survey (Win an Amazon gift voucher)

GeneralBogle

Hello I am conducting a survey on attitudes towards passive investing (with a focus on index funds e.g. Vanguard Index 500) as part of my final year dissertation. The aim of the survey is to gain an insight into the reasons people are increasingly attracted to passive investment vehicles as opposed...

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A few months from graduating college and

masterofnone2

So I am a few months from graduating college for a bachelor in accounting. I am planning on opening my own unaffiliated investment advisory practice, I have about $70,000 all ready to go to help start the business that I raised through my family and my own savings, already passed the series 65 and S...

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Wellington Launch Research Associate Program

marketphenom

Hi guys, Anyone have any details on the Wellington Launch RA program superday? Heard there is a stock pitch with an hour to complete. Any details on expectations for this or how many people they interview and hire from the day? Thank you in advance! ...

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Interview with PineBridge investments. Any insight? Multi asset

Logisticjoe

I have an upcoming interview next week with PineBridge Investments with the multi asset team (analyst position). Anyone been through their interview process? Hows comp at Pinebridge? Any exit opps? Lateral growth opps? Will they have me take series exams? Passed SIE and hoping I can get sponsored fo...

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BlackRock AUM Falls Under $6T

excelmodels_cokebottles

BlackRock's announced AUM was $5.976 trillion as of December 31st, down 7.3% from the last 3 months. This is there 2nd consecutive quarter of long-term net outflows, mostly due to a large redemption from an Asian client. How do you think BlackRock will fare in 2019, and do you all think that this i...

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Barings Intern and Full time Offer

simmons2323

I have a super day with Barings coming up, but also a few other options. I was wondering what an average undergrad intern makes at Barings and then what that full-time offer would look like(salary + bonus) out of college....

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Manager Selection Role - Exit Opps

VCinFive

What are exit opportunities from a junior investment role that consists primarily of manager selection? Think FoF/endowment kind of company For one, I can see how this role can be leveraged into an MBA application, but are there any exit opps into HF/VS, etc.?...

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Buy-Side Comp Canada

JT.Marlin

Hi guys, Hoping to discuss buy-side comp in Canada, would be curious to hear everyone's opinions/personal experience. I spent a few years in retail banking prior to starting as a first year analyst at a boutique firm. My base was 75k + bonus with no set % target. Since, I have shifted (was laid ...

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2018 Full Time IM/ER Recruiting *DECISIONS* Timeline Megathread

Tam Wake

Noticed there were threads for IB, S&T and wanted to make one for IM/ER. Opportunities for FT tend to be scarce across the board, so better to let others know when interviews are already underway. Couple programs I've been keeping my eye out for but would love any help in updating/providing informa...

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2019 Top AM

tacofella

Does anybody know which are the top Asset Managers as of 2019? Like in terms of prestige, pay, competition, and career prospects? Thks :)...

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Investment Consulting to Asset Management Transition

dan0440

I currently work in the research side of a leading investment consultant (have been there for a little over 3 years) for endowments, foundations, private clients, and pensions, essentially helping formulate investment strategies for clients. Very top down, macro level stuff. I just passed L3 of the ...

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Thoughts on a career with New York Life Investments?

NonTargetHardo12390

Do they technically count as an Asset Management firm? Also, possible exit ops as I still really want to break into investment banking....

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Small vs Large AM Shops

TheGetaway16

I was wondering what general thoughts are about differences in AM firm size and what this means for a junior employee. Specifically, what are some of the pros/cons of starting a career at a large AM shop (e.g. Fidelity, TRowe, Cap Group, etc.) vs a medium-large shop ($20-$100B AUM) vs small shops (...

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Salary for an entry role at Asset Management

chrisrokos1

Hey guys, I’m currently working as an intern at an asset management company (AUM of over $10 bil). I’m likely to get accepted in as an analyst, but I’m really confused as to what the industry pay is like. As the numbers that have floated around this forum about AM pay is huge compared to wha...

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Top fundamental equity funds in NY with AUM<5bn

streetrules

Everything is in the title, what are the top shops with a fundamental (value orientated) approach in NY under 5bn?...

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Macro Fund

VCinFive

I have recently (less than a 1 year) started at a global macro fund (not an investment role) and I would like to transition to a role where I could have the potential to act in an idea generation capacity. I have read advice on how to break into a fund in the first place but what if you're already i...

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Buyside Research Associate Salary?

darthStrader

Lots on this forum for sell side equity research pay out of college. What are the numbers on the buyside at larger, established shops (>100B AUM)? Is it pretty similar?...

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Does anyone have any information on Acorns' Investments team? (Irvine, CA)

Halcyon Investor

Hello all, I'm currently looking for full-time positions in the Orange County area and was wondering if anyone had any information regarding Acorns' investments/portfolio analytics team. I am really interested in joining the team as a junior analyst and would really appreciate any insights into Ac...

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BlackRock RQA SA 2019 Timeline

deliverables_and_friends

Hi all, I was wondering if anyone has heard back (positive or negative) about the RQA (risk and quantitative analyst) summer analyst role cheers...

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Goldman Sachs Investment Management - AIMS division interview

lvndn

I've been offered an interview for Goldman Sachs' Alternative Investments and Manager Selection team in London - summer analyst position - does anyone know much about this or has interviewed for this team in the past. Would appreciate any insight. Thanks...

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Portfolio Management Beginning Phases

FuldGotScrewed

kl;jkl;jlk;;jjjjlkj;lkj;lkj;lkjlkjlkjkkhfyff[ojdaofhepioferpiofhiergoi[jero[igjweioghpermviuhoq[oeiwoieqrgi...

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Mortgage Industry Advisory Corporation - Review - Risk Management

meobeo

Help and provide a solution to improve your bussniment and help you earn more money, i hope you enjoy and can go to my company...

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interview question - where would you invest your money and how does this differ from investing clients

Junglebook

Hi looking for some advice on an interview ill be having tomorrow. I have modelled an answer as below points if anyone can add/comment please ...

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Recruiting At Top Mutual Funds (Cap Group, etc)

dominatingna

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 would you invest x amount of capital today?

hopeful123

Got blindsided by a surprise superday in 2 days with a fixed income fund...feel like this is a very important question thats bound to be asked, was hoping you guys could critique my initial thoughts and/or offer potential insight...really just want to make sure im even on the right path with this on...

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Resume Questions- Changing Jobs

Anonymous Monkey

I'm currently applying to be a Client Service Associate at UBS. Currently an FA at a small advisory group and would like more consistent salary and bigger company. I've been out of college since May 2018, and started in my job right away. I know this isn't the best look but I think I need the change...

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In 2018, what Firm has the best Ultra High Net Worth wealth management training program?

Anonymous Monkey

It seems after searching on the forums, PWM (private wealth management) has been thrown around a lot and used for the term of regular wealth management - Financial Advisor, financial advising. Where you start up an account at 100k, average account size might be 250k to a few million. But what I'm ...

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Fixed Income Strategy Analyst at BB - will this class be useful?

vivilala

Hi everyone, college junior who will intern within Fixed Income Strategy (Research) at a BB in 2019. (My team is within markets; not asset management. Please excuse if this is not the right forum for this. ) They haven't told me which exact desk I'll be placed on. Everyone in my team has advance...

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UBS WM Intern to Full Time Analyst in IB or S&T

Buylow

I am a senior at Baruch College studying finance & math with a 3.94 GPA. I was a summer analyst at a no name boutique IB for two summers (as a rising junior & a rising senior) & have been interning at UBS WM since September 2018 (I have been offered to continue the internship for my final semester o...

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October Commentary

AMIsLife

Old Hill's October Commentary: Point-of-Sale Lending: A New Frontier for Alternative Credit? https://oldhill.com/news/old-hills-october-commentary-point-of-sale-lending-a-new-frontier-for-alternative-credit...

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Differences between sell-side and buyside equity research for an asset manager?

darthStrader

What are the differences in work/life balance, prestige, pay, and career progression between sell-side and buyside? It seems that AM is much more desirable at the likes of T. Rowe, Fido, Wellington than at an AM arm of a BB - why is this?...

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How to break into Asset Management?

Giants123

How do you get a job at a Wall Street firm in asset management? Or at an asset management firm? How do you become a portfolio manager? Does an internship at a hedge fund help? If anyone has any advice, please share, as it would help me and anyone considering a career in asset management. ...

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AM/BlackRock Summer Intern

tacofella

Hi all, I recently accepted an offer with BlackRock for their Investment Group - Fixed Income but not quite sure if this is a good starting place. I'm willing to work overtime (OT) but not like IB (80+hrs/week) this is crazy for me. I love fitness a lot (solid 5/7 days work out) and spend time for m...

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Merrill Training Costs ( FADP )?

ultran00b

Hi everyone, I'm new to the forum. I went through a series of interviews, and received a verbal confirmation that I am accepted into the FADP program. I'm waiting on the written letter. However, I recently found out that Merrill may seek reimbursement for training costs. I have NO intention of jump...

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