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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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Summer rental

tim.gabor

Going to do a summer internship @ E&Y in 2019. Looking for short term place to live. Any tips? Sub lease .Would like to be as close to downtown as possible....

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Citi Private Bank Summer Analyst

TRASCOR

Hi all, Just checking to see if anybody here has applied to the Citi Private Bank summer analyst internship. Haven't heard since the app drop - NYC, target. Would love insight in to the program and also info on who all has heard and what the process is like. All the best!...

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Help out a recent Student-Athlete graduate!

Karl-Enander

Hi! I am graduating Cal Poly San Luis Obispo this winter (Dec 15) with an undergraduate degree in Mathematics and a minor in Statistics. I played college tennis during my 4 years at Poly and took a lot of upper level math-classes (Group theory, Multi-variate real analysis etc) and my grades somewhat...

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Gap Between MSF & Work. Help.

CreasyBear

Hi Guys, Long time lurker on this page--first post, could use a little help. I'm a 2nd Year Analyst at a BB in the AM Division in the FI MO group. I came into the bank with a totally unrelated STEM major from a very large state school in the Midwest, and by some stroke of luck, they took me. I know...

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JPMorgan Fixed Income (AM) Superday SA2019

caterpillar2007

Hey everyone, Just received a JPM FIxed Income SA 2019 Superday in NYC for the Asset Management division. Date is very soon. Any idea of what to expect/does anyone want to share their experiences from previous years? Phone screen was heavy on basic bond technicals, general market trends, and behavi...

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Questions About Evaluating Financial Institutions

oozz

Hello - I have an upcoming interview for a Counterparty Credit Risk Management position. The role will be similar to a bond rating analyst, but for financial institutions only. One of the questions I will likely be asked is, walk me through how you may analyze an FI. My question to you is: wh...

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Goldman Sachs IMD/PWM FT Analyst Recruiting

pmblue117

Hi everyone, Was wondering if anyone on here has applied for GS Private Wealth Management for Full-Time for any of the offices? I applied for 3 different offices in August and only one of the applications is Under Review. I know SA recruiting is wrapping up but would love to hear if anyone has hear...

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Institutional asset management exit ops?

KingColonize

Many insurance companies have institutional Asset Management groups, that manage a large amount of the company's capital. What would the exit opps be for someone who was a research analyst at an insurance company's (State Farm) institutional am group?...

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If You Do Monthly Fixed Investment of 0.05 Bitcoin, What Will Happen in Your Future?

Vena Network

Under the current situation that Chinese citizens generally lack financial knowledge, most people’s understanding of investment is limited to real estate speculation and stock market. Real estate speculation is also due to the need for life, the development policy and urbanization process since Ch...

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How to set the warning line and the liquidation line?

Vena Network

Stock pledge is a common form of financing in China's stock market. Since 2014, the scale of stock pledge of listed companies has started to grow rapidly, and by 2017, it has reached 7.2 trillion, accounting for about 13% of the total market value of listed companies. More data shows that by July 20...

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Dropping out & autodidacticism

Yellowcake1

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Structured Credit SA - Career Path?

creditrevolver

Just received an summer analyst offer in the structured credit group of a ~$320B asset manager. The structured credit group manages about $14B of that. The role sounds very exciting and I would be happy to accept, but was just curious about career paths for people who have done this in the past. Any...

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Thoughts on the value data science brings to Asset Management?

jjbourne

Hi everyone - I've read A LOT over the last few years about data science and it's potential value to Asset Management, especially coming from the CFA Institute publications and blogs. I've worked in portfolio management for a large investment firm for six years after graduating college and got my ...

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AMA: Current junior quantitative researcher

DeepLearning

Hi everyone, I've enjoyed this forum a lot, despite it mostly being about IB. 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 it a shot. A little about me: I went to a target/semi-target and studied math ...

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Fidelity Investments Investment Research Associate Internship 2019

Laro98

I jut got a first round for Fidelity’s Investment Research Associate Internship for Summer 2019 and was wondering what questions to expect/tips for the interview. Any help is appreciated, thanks....

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Terrible First Company in Industry Experience

BadLuckBrian

I had a terrible experience at a firm--that I will not name--as my first job in the industry. In short, I walked off the job because I was underpaid (under market) for the work I was doing and that pay did not justify the sexual harassment and rafts of shit I got every day (the company had lots of c...

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Big Data for Alpha Generation

r.greene

WEBINAR on NEW peer Reviewed research using BIG DATA for Alpha Generation... "Web Luminosity as an Alpha Factor." Message me if you would like to join us on October 23 at 11am EDT or 8pm EDT and I will send you the link to sign up. ...

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Stock and Credit Pitches for Interviews

HungryMonkeyMan

Hi all, Currently in a top 15-ish MBA program and I could use some help regarding pitches since I am recruiting for buy side roles. For equity I am all set and understand how to put together tear sheets for interviews. However, I want to recruit for fixed income as well and I was hoping someone her...

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Financial Advisor Exit Ops?

kostcoguy

I'm an FA at a BB in Los Angeles, just seeing what my exit ops are. I've been here for about 7 months and have had enough of cold calling (so no sourcing deals in IB in my future...). I'm fully licensed and love the research side of things but I'm no excel wiz. Just testing the waters to see where o...

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+1
BB AM Distribution Intern Superday

ibusundergrad

I have a superday coming up with an asset management distribution position within one of BBs. What should I expect and know? Can someone explain the distribution function within AM?...

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